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 51–100 of 257
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPHY | SPDR SERIES TRUST | 316K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 150K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 221K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 248K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 64K | $1M+ | SH |
| KO | COCA COLA CO | 90K | $1M+ | SH |
| ETR | ENTERGY CORP NEW | 68K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 53K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 297K | $1M+ | SH |
| PEP | PEPSICO INC | 41K | $1M+ | SH |
| GSK | GSK PLC | 120K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 307K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 288K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 98K | $1M+ | SH |
| AMGN | AMGEN INC | 16K | $1M+ | SH |
| BX | BLACKSTONE INC | 34K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 19K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 35K | $1M+ | SH |
| XMLV | INVESCO EXCH TRADED FD TR II | 72K | $1M+ | SH |
| IJH | ISHARES TR | 63K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 48K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 228K | $1M+ | SH |
| VLY | VALLEY NATL BANCORP | 327K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 93K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 116K | $1M+ | SH |
| EIX | EDISON INTL | 61K | $1M+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 53K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 40K | $1M+ | SH |
| KMX | CARMAX INC | 88K | $1M+ | SH |
| PFE | PFIZER INC | 136K | $1M+ | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 26K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 113K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 22K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 17K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 120K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 8K | $1M+ | SH |
| PAGP | PLAINS GP HLDGS L P | 141K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 94K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 22K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 37K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |