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 151–200 of 257
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| SUSA | ISHARES TR | 5K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 6K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| COWZ | PACER FDS TR | 11K | $500K+ | SH |
| MICC | MAGNUM ICE CREAM CO NV | 40K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| HEFA | ISHARES TR | 15K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 5K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| DGS | WISDOMTREE TR | 10K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 5K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| SSB | SOUTHSTATE BK CORP | 6K | $500K+ | SH |
| DBEZ | DBX ETF TR | 10K | $500K+ | SH |
| KKR | KKR & CO INC | 4K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 4K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 1K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| DMB | BNY MELLON MUN BD INFRASTRUC | 44K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 8K | $100K–$500K | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 8K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 801 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| BGT | BLACKROCK FLOATING RATE INC | 39K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 703 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| VIS | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 11K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 29K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| FMN | FEDERATED HERMES PREM MUNI I | 34K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 479 | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |