ProVise Management Group, LLC
ProVise Management Group, LLC reported 282 positions worth $1.49B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: DGRO (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DGRO | SH | $108.4M | 7.27% | 1,430,575 | — | — | |
| ▸ 2 | GOOG | SH | $59.9M | 4.02% | 169,632 | — | — | |
| ▸ 3 | SPDW | SH | $56.9M | 3.81% | 1,128,650 | — | — | |
| ▸ 4 | AMAT | SH | $42.4M | 2.84% | 58,658 | — | — | |
| ▸ 5 | IWY | SH | $39.9M | 2.68% | 137,347 | — | — | |
| ▸ 6 | MGC | SH | $38.1M | 2.55% | 139,081 | — | — | |
| ▸ 7 | MSFT | SH | $36.4M | 2.44% | 97,541 | — | — | |
| ▸ 8 | BRK-B | SH | $34.9M | 2.34% | 69,719 | — | — | |
| ▸ 9 | IGIB | SH | $34.7M | 2.33% | 652,917 | — | — | |
| ▸ 10 | JPM | SH | $34.3M | 2.30% | 104,741 | — | — |
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Frequently Asked Questions
What stocks does ProVise Management Group, LLC hold as of Q2 2026?
ProVise Management Group, LLC reported 282 positions worth $1.49B in its Q2 2026 13F filing. Largest positions: DGRO (7.3%), GOOG (4.0%), SPDW (3.8%), AMAT (2.8%) and IWY (2.7%).
What did ProVise Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ProVise Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.