ProVise Management Group, LLC
•CIK: 1305707•Filing: Q4 2025
**ProVise Management Group, LLC** manages $1.4B across a diversified portfolio of 257 holdings. The strategy exhibits significant allocations to established technology and financial sector leaders, notably maintaining a $55.1M position in GOOG and $45.3M in MSFT. Key concentrations include DGRO at $94.6M and a combined $140M exposure to major financial institutions like JPM ($34.1M) and WFC ($32.8M). This structure suggests a conviction-driven, large-cap equity approach emphasizing quality and market leadership.
Total AUM
$1.4B
QoQ Performance
+3.5%
Positions
181
Top 10 Concentration
31.2%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRO
DGRO6.7%
GOOG3.9%
MSFT3.2%
IWY2.5%
SPDW2.5%
BRK/B2.5%
JPM2.4%
MGC2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.0%
Technology13.2%
Financial12.1%
Consumer4.4%
Healthcare2.5%
Energy2.4%
Communication1.1%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+53 more exited positions
Changes from Q3 2025
NEW2 new positions
↑96 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023