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 201–250 of 257
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SLDE | SLIDE INS HLDGS INC | 18K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 24K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 6K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 3K | $100K–$500K | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 29K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| PFF | ISHARES TR | 10K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 8K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 6K | $100K–$500K | SH |
| IYR | ISHARES TR | 3K | $100K–$500K | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 25K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 333 | $100K–$500K | SH |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 24K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 603 | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 6K | $100K–$500K | SH |
| MLPA | GLOBAL X FDS | 6K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 470 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| BP | BP PLC | 7K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| SMLF | ISHARES TR | 3K | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 698 | $100K–$500K | SH |
| SOXX | ISHARES TR | 717 | $100K–$500K | SH |
| DSI | ISHARES TR | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 7K | $100K–$500K | SH |
| ESML | ISHARES TR | 4K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 16K | $100K–$500K | SH |