$472 Million is the total value of ProVise Management Group, LLC's 305 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 6.5% |
| SPDR SER TR | 42 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 4.0% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.5% |
| ISHARES TR | 42 | Q3 2023 | 3.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.2% |
| APPLE INC | 42 | Q3 2023 | 8.3% |
| PEPSICO INC | 42 | Q3 2023 | 1.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.9% |
| ISHARES TR | 42 | Q3 2023 | 2.0% |
View ProVise Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-27 |
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.