CIK 1305707
ProVise Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
257
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 257
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRO | ISHARES TR | 1.4M | $1M+ | SH |
| GOOG | ALPHABET INC | 176K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 94K | $1M+ | SH |
| IWY | ISHARES TR | 129K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 788K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 69K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 106K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 134K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 352K | $1M+ | SH |
| IGIB | ISHARES TR | 606K | $1M+ | SH |
| AMZN | AMAZON COM INC | 140K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 136K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 99K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 153K | $1M+ | SH |
| STIP | ISHARES TR | 226K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 175K | $1M+ | SH |
| C | CITIGROUP INC | 178K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 413K | $1M+ | SH |
| GOOGL | ALPHABET INC | 65K | $1M+ | SH |
| AAPL | APPLE INC | 74K | $1M+ | SH |
| NVS | NOVARTIS AG | 144K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 72K | $1M+ | SH |
| ORCL | ORACLE CORP | 99K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 191K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 193K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 3K | $1M+ | SH |
| V | VISA INC | 48K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 91K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 491K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 61K | $1M+ | SH |
| IJR | ISHARES TR | 131K | $1M+ | SH |
| META | META PLATFORMS INC | 24K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 496K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 39K | $1M+ | SH |
| KBE | SPDR SERIES TRUST | 216K | $1M+ | SH |
| UL | UNILEVER PLC | 196K | $1M+ | SH |
| BLK | BLACKROCK INC | 12K | $1M+ | SH |
| MCK | MCKESSON CORP | 15K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 62K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 128K | $1M+ | SH |
| EBAY | EBAY INC. | 136K | $1M+ | SH |
| RTX | RTX CORPORATION | 63K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 140K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 97K | $1M+ | SH |
| SNY | SANOFI SA | 224K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 357K | $1M+ | SH |
| EFAV | ISHARES TR | 119K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 25K | $1M+ | SH |
| ENB | ENBRIDGE INC | 172K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 59K | $1M+ | SH |