ProVise Management Group, LLC - Portfolio Stock Holdings
ProVise Management Group, LLC disclosed 290 stock positions in a recent SEC 13F filing. $1,460,586,200 of stock holdings were filed, with the largest holdings including DGRO, SPDW, and GOOG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,033,366,884 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
290Est. Stock Holding Value:
$1,460,586,200Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - ProVise Management Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...