ProVise Management Group, LLC - Portfolio overview

ProVise Management Group, LLC has 275 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DGRO - ISHARES TR, 7.05%
2. GOOG - ALPHABET INC, 3.56%
3. SPDW - SPDR INDEX SHS FDS, 2.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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