ProVise Management Group, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.10B
13F filings
2
Latest filing
Aug 24, 2023

Top 10 holdings

VIG $34.32M
3.11% of AUM
MSFT $31.55M
2.86% of AUM
DGRO $26.64M
2.41% of AUM
SDY $22.41M
2.03% of AUM
SCHG $22.18M
2.01% of AUM
SCHM $22.10M
2.00% of AUM
AAPL $20.00M
1.81% of AUM
BRK.A $19.56M
1.77% of AUM
SPDW $19.16M
1.74% of AUM
VO $18.72M
1.70% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from ProVise Management Group, LLC. Reported assets under management total $1.10B.

View live ProVise Management Group, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does ProVise Management Group, LLC have under management?
Per ProVise Management Group, LLC's most recent SEC Form 13F filing dated Aug 24, 2023, total assets under management are $1.10B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has ProVise Management Group, LLC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from ProVise Management Group, LLC. Filings are due 45 days after quarter-end.
Where does ProVise Management Group, LLC's holdings data come from?
Every position shown on this page sources back to ProVise Management Group, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.