$180 Million is the total value of ProVise Management Group, LLC's 197 reported holdings in Q4 2010. The portfolio turnover from Q3 2010 to Q4 2010 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2010 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 6.5% |
SPDR SER TR | 45 | Q2 2024 | 3.7% |
SCHWAB STRATEGIC TR | 45 | Q2 2024 | 4.0% |
SCHWAB STRATEGIC TR | 45 | Q2 2024 | 3.5% |
ISHARES TR | 45 | Q2 2024 | 3.1% |
SCHWAB STRATEGIC TR | 45 | Q2 2024 | 3.2% |
MICROSOFT CORP | 45 | Q2 2024 | 3.5% |
APPLE INC | 45 | Q2 2024 | 8.3% |
WELLS FARGO CO NEW | 45 | Q2 2024 | 1.8% |
PEPSICO INC | 45 | Q2 2024 | 1.6% |
View ProVise Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-12 |
N-PX | 2024-08-09 |
13F-HR | 2024-05-09 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-08 |
13F-HR/A | 2023-08-24 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
View ProVise Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.