ProVise Management Group, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Clearwater, FL
CIK
0001305707
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 295 1,174,902 DGRO, MSFT, GOOG, VIG 13F-HR 8/12/2024 000108514624003723
Q1 2024 298 1,155,109 DGRO, MSFT, VIG, BRK-B 13F-HR 5/9/2024 000108514624002370
Q4 2023 342 1,179,617 DGRO, MSFT, VIG, SCHG 13F-HR 2/9/2024 000108514624000997
Q3 2023 335 1,075,679 DGRO, VIG, MSFT, BRK-B 13F-HR 11/8/2023 000108514623004205
Q2 2023 344 1,103,126 VIG, MSFT, DGRO, SDY RESTATEMENT 8/24/2023 000108514623003483
Q1 2023 342 1,045,886 VIG, MSFT, MGC, SDY 13F-HR 5/8/2023 000108514623002090
Q4 2022 317 987,833 VIG, SCHM, SDY, MGC 13F-HR 2/9/2023 000108514623000936
Q3 2022 312 895,304 VIG, SCHM, SDY, SCHG 13F-HR 11/9/2022 000108514622003865
Q2 2022 326 937,558 VIG, SCHM, SCHV, SCHG 13F-HR 8/8/2022 000108514622002866
Q1 2022 372 1,059,258 VIG, SCHM, SCHV, SCHG 13F-HR 4/26/2022 000108514622001586
Q4 2021 393 1,103,710 VIG, SCHM, SCHG, SCHV 13F-HR 1/18/2022 000108514622000154
Q3 2021 373 1,010,858 VIG, SCHM, SCHG, SCHV 13F-HR 10/20/2021 000108514621002850
Q2 2021 385 980,250 VIG, SCHM, SCHG, SCHV 13F-HR 8/5/2021 000108514621002250
Q1 2021 351 927,980 VIG, SCHM, SCHG, SCHV 13F-HR 4/21/2021 000108514621001271
Q4 2020 339 866,212 VIG, SCHM, SCHG, SCHV 13F-HR 1/19/2021 000108514621000124
Q3 2020 288 747,458 VIG, SCHM, SCHG, AMZN 13F-HR 10/26/2020 000108514620002654
Q2 2020 275 696,683 VIG, SCHM, SCHG, AMZN 13F-HR 8/7/2020 000108514620002062
Q1 2020 262 596,395 VIG, SCHM, SCHG, SDY 13F-HR 5/7/2020 000108514620001336
Q4 2019 306 812,799 VIG, SCHM, SDY, SCHG 13F-HR 2/11/2020 000108514620000568
Q3 2019 306 754,184 VIG, SCHM, SDY, SCHG 13F-HR 11/13/2019 000108514619002873
Q2 2019 311 746,818 VIG, SCHM, SDY, SCHG 13F-HR 8/9/2019 000108514619002156
Q1 2019 303 712,462 VIG, SCHM, SDY, SCHG 13F-HR 5/13/2019 000108514619001479
Q4 2018 301 632,673 VIG, SCHM, SDY, SCHG 13F-HR 2/13/2019 000108514619000621
Q3 2018 323 759,801 VIG, SCHM, SCHG, SDY 13F-HR 11/5/2018 000108514618002498
Q2 2018 321 1,327,603 AAPL, AMZN, SCHM, ESRX 13F-HR 8/13/2018 000108514618002023
Q1 2018 300 678,877 VIG, SCHM, SDY, DON 13F-HR 5/9/2018 000108514618001289
Q4 2017 316 697,040 VIG, SCHM, SDY, SDOG 13F-HR 2/7/2018 000108514618000393
Q3 2017 315 689,100 VIG, SCHM, SDY, SDOG 13F-HR 11/8/2017 000108514617002235
Q2 2017 325 659,018 VIG, SCHM, SDY, SDOG 13F-HR 8/7/2017 000108514617001652
Q1 2017 320 622,860 VIG, SCHM, SDY, SDOG 13F-HR 5/10/2017 000108514617001168
Q4 2016 322 587,993 VIG, SDY, SCHM, SDOG 13F-HR 2/8/2017 000108514617000361
Q3 2016 323 576,958 VIG, SDY, SCHM, SDOG 13F-HR 11/7/2016 000108514616004650
Q2 2016 301 543,551 VIG, SDY, SCHM, IJR 13F-HR 8/2/2016 000108514616004117
Q1 2016 286 486,798 VIG, SDY, SCHD, IJR 13F-HR 5/11/2016 000108514616003669
Q4 2015 290 476,297 VIG, SDY, SCHD, SCHG 13F-HR 2/5/2016 000108514616002785
Q3 2015 277 431,191 VIG, SDY, IJR, SDOG 13F-HR 11/6/2015 000108514615002167
Q2 2015 294 469,752 VIG, SDY, SCHM, IJR 13F-HR 8/11/2015 000108514615001657
Q1 2015 305 472,444 VIG, SDY, IJR, SCHA 13F-HR 5/8/2015 000108514615001075
Q4 2014 293 466,240 VIG, SDY, IJR, SCHX NEW HOLDINGS 2/17/2015 000108514615000746
Q4 2014 293 465,107 VIG, SDY, IJR, SCHX 13F-HR 2/11/2015 000108514615000394
Q3 2014 304 460,537 VIG, SDY, RYDEX ETF TRUST, IJR 13F-HR 11/10/2014 000108514614002129
Q2 2014 310 460,838 VIG, SDY, RYDEX ETF TRUST, IJR 13F-HR 8/1/2014 000108514614001474
Q1 2014 296 412,914 VIG, SDY, RYDEX ETF TRUST, IJR 13F-HR 5/8/2014 000108514614001014
Q4 2013 294 387,418 VIG, SDY, IJR, RYDEX ETF TRUST 13F-HR 2/7/2014 000108514614000319
Additional filings from ProVise Management Group, LLC that have since been restated