ProVise Management Group »

Lo shares owned by ProVise Management Group

Quarter-by-quarter ownership of Lo (LOCO) shares owned by ProVise Management Group from 13F filings

Historical chart of ProVise Management Group investment in Lo

Tip: Access up to 7 years of quarterly data

All positions including Lo held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lo by ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $163k 19k 8.77

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Amazon (AMZN)
Oracle Corporation (ORCL)
Wells Fargo & Company (WFC)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Philip Morris International (PM)

View all positions for ProVise Management Group

Top funds holding Lo

Biglari Capital
BlackRock
Dimensional Fund Advisors
LSV Asset Management
Vanguard Group
William Blair Investment Management
Tieton Capital Management
Divisadero Street Capital Management
First Eagle Investment Management
Hotchkis and Wiley Capital Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
State Street Corporation
Goldman Sachs Group
Sardar Biglari

View all funds holding Lo