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Institutional

ProVise Management Group, LLC

CIK 0001305707
$1.39B
Reported AUM
261
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · ProVise Management Group, LLC · Q1 2026

AI · grounded in 13F

ProVise Management Group, LLC reduced its position in EBAY by 64.83%. The fund established a new position in FERG valued at $5.18M. Additionally, the manager trimmed its holding in C by 17.16% while accumulating shares of DGRO by 2.94%.

Portfolio · Q1 2026

DGRO$98.5MGOOGSPDWMSFTBERKSHIIGIBIWYMGCJPMXOMAMZNVIGOther$919.7MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1DGROISHARES TR$75.17-0.78%22.26%62.26%$98.5M7.08%+40,085+2.9%
2GOOGALPHABET INC$365.76-0.95%109.82%172.71%$49.7M3.58%2,285−1.3%
3SPDWSPDR INDEX SHS FDS$49.33-3.71%26.64%54.23%$36.5M2.62%+10,229+1.3%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$35.6M2.56%+2,480+2.6%
5BRK/BBERKSHIRE HATHAWAY INC DEL$33.4M2.40%+125+0.2%
6IGIBISHARES TR$52.69-0.57%6.52%4.69%$33.1M2.38%+15,718+2.6%
7IWYISHARES TR$288.04-3.23%22.21%89.46%$33.1M2.38%+4,272+3.3%
8MGCVANGUARD WORLD FD$270.54-2.86%25.65%84.48%$32.1M2.31%+1,565+1.2%
9JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$30.7M2.21%1,517−1.4%
10XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$29.7M2.14%177−0.1%
11AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$29.3M2.11%+1,209+0.9%
12VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%18.28%59.52%$29.1M2.09%679−0.5%
13VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$29.0M2.08%+1,376+1.4%
14WMT2WELLS FARGO & CO$27.4M1.97%8,252−2.3%
15PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$25.6M1.84%+2,201+1.4%
16STIPISHARES TR$102.28-0.23%4.95%16.88%$24.5M1.77%+10,975+4.8%
17ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$22.2M1.60%2,556−3.5%
18NVSNOVARTIS AG$149.160.51%30.23%94.68%$21.6M1.55%3,279−2.3%
19VTIPVANGUARD MALVERN FDS$50.31-0.20%4.64%17.27%$20.8M1.50%+3,338+0.8%
20AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$20.4M1.46%1,606−2.6%
21SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$18.2M1.31%+2,541+1.3%
22AAPLAPPLE INC$307.34-1.25%51.31%116.17%$17.6M1.27%4,275−5.8%
23COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$17.4M1.25%+3,305+2.6%
24GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$17.3M1.24%4,839−7.5%
25MDTMEDTRONIC PLC$81.67-0.32%-3.63%-27.91%$17.2M1.24%+5,628+2.9%
26VOEVANGUARD INDEX FDS$195.39-0.90%22.75%53.99%$17.1M1.23%+1,463+1.6%
27CCITIGROUP INC$132.47-1.98%73.11%132.92%$16.7M1.20%30,483−17.2%
28IJRISHARES TR$137.68-1.84%29.63%34.80%$16.1M1.16%1,151−0.9%
29METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$14.8M1.07%+2,115+8.9%
30CMCSACOMCAST CORP NEW$23.822.10%-23.54%-49.62%$14.7M1.06%+16,986+3.4%
31VVISA INC$323.571.06%$14.6M1.05%+442+0.9%
32ORCLORACLE CORP$213.68-9.59%$14.4M1.03%1,602−1.6%
33BKNGBOOKING HOLDINGS INC$165.84-0.99%$14.2M1.02%+169+5.3%
34SCHGSCHWAB STRATEGIC TR$33.75-2.99%$13.9M1.00%12,909−2.6%
35GDGENERAL DYNAMICS CORP$346.441.45%$13.7M0.99%+720+1.8%
36KBESPDR SERIES TRUST$64.120.28%$13.2M0.95%+5,515+2.6%
37MCKMCKESSON CORP$775.662.47%$12.8M0.92%176−1.2%
38ULUNILEVER PLC$56.723.03%$11.7M0.84%+9,538+4.9%
39RTXRTX CORPORATION$180.990.88%$11.6M0.84%3,246−5.1%
40OMCOMNICOM GROUP INC$75.31-0.42%$11.6M0.83%+13,813+9.9%
41BKBANK NEW YORK MELLON CORP$142.39-1.13%$11.3M0.81%1,410−1.5%
42SNYSANOFI SA$45.021.44%$11.3M0.81%+9,155+4.1%
43BLKBLACKROCK INC$995.60-2.64%$11.2M0.80%12−0.1%
44EFAVISHARES TR$88.96-1.22%$11.0M0.79%+922+0.8%
45BDXBECTON DICKINSON & CO$151.161.07%$10.5M0.76%+4,346+7.0%
46SCHMSCHWAB STRATEGIC TR$34.83-2.63%$10.3M0.74%23,343−6.5%
47ENBENBRIDGE INC$56.31-0.76%$9.3M0.67%430−0.2%
48XMMOINVESCO EXCHANGE TRADED FD T$164.63-4.13%$8.8M0.63%+1,470+2.5%
49SPHYSPDR SERIES TRUST$23.27-0.39%$7.7M0.55%+14,545+4.6%
50ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$7.7M0.55%+1,176+4.7%
51BSCSINVESCO EXCH TRD SLF IDX FD$20.36-0.20%$7.4M0.53%+64,166+21.6%
52AVUVAMERICAN CENTY ETF TR$119.70-1.44%$7.1M0.51%+1,179+1.9%
53ETRENTERGY CORP NEW$110.741.34%$7.1M0.51%4,271−6.3%
54SPEMSPDR INDEX SHS FDS$50.53-4.04%$7.1M0.51%+1,243+0.8%
55BSCTINVESCO EXCH TRD SLF IDX FD$18.56-0.27%$6.9M0.50%+64,106+20.9%
56DUKDUKE ENERGY CORP NEW$124.221.97%$6.9M0.50%+74+0.1%
57KOCOCA COLA CO$79.483.46%$6.8M0.49%+90+0.1%
58BSCRINVESCO EXCH TRD SLF IDX FD$19.63-0.08%$6.7M0.48%+55,331+19.2%
59SCHVSCHWAB STRATEGIC TR$33.52-1.93%$6.7M0.48%2,109−1.0%
60GSKGSK PLC$51.520.49%$6.7M0.48%+1,101+0.9%
61PEPPEPSICO INC$141.92-0.16%$6.7M0.48%+1,617+3.9%
62BSCUINVESCO EXCH TRD SLF IDX FD$16.60-0.36%$6.3M0.45%+146,820+64.5%
63SCHBSCHWAB STRATEGIC TR$28.45-2.70%$6.0M0.43%8,676−3.5%
64AMGNAMGEN INC$349.581.15%$5.7M0.41%25−0.2%
65APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%$5.6M0.40%+100+0.5%
66FERGFERGUSON ENTERPRISES INC$229.58-0.44%$5.2M0.37%+22,224NEW
67BACBANK AMERICA CORP$53.83-0.63%$4.9M0.36%+3,121+3.2%
68KMXCARMAX INC$47.150.49%$4.7M0.33%+23,993+27.3%
69VZVERIZON COMMUNICATIONS INC$45.371.11%$4.7M0.33%729−0.8%
70XMLVINVESCO EXCH TRADED FD TR II$64.591.13%$4.6M0.33%+902+1.3%
71LAMRLAMAR ADVERTISING CO$151.420.32%$4.5M0.32%+163+0.5%
72EIXEDISON INTL$73.332.12%$4.5M0.32%11−0.0%
73SBUXSTARBUCKS CORP$95.291.22%$4.4M0.31%+369+0.8%
74EBAYEBAY INC.$109.350.18%$4.4M0.31%88,219−64.8%
75EPDENTERPRISE PRODS PARTNERS L$37.81-0.97%$4.3M0.31%1,801−1.6%
76IJHISHARES TR$73.95-2.00%$4.2M0.30%1,364−2.2%
77VLYVALLEY NATL BANCORP$13.78-0.07%$4.0M0.29%HELD
78PFEPFIZER INC$26.041.36%$3.9M0.28%+4,942+3.6%
79BXBLACKSTONE INC$115.35-2.70%$3.8M0.28%349−1.0%
80PAGPPLAINS GP HLDGS L P$24.46-1.33%$3.4M0.25%+152+0.1%
81VIOGVANGUARD ADMIRAL FDS INC$138.73-2.08%$3.3M0.24%+649+2.5%
82AMTAMERICAN TOWER CORP$194.120.11%$3.3M0.23%+1,776+10.4%
83SCHDSCHWAB STRATEGIC TR$32.30-0.89%$3.3M0.23%7,036−6.2%
84HIIHUNTINGTON INGALLS INDS INC$293.04-0.51%$3.2M0.23%+286+3.5%
85KBWBINVESCO EXCH TRADED FD TR II$89.56-0.86%$3.2M0.23%495−1.2%
86IWFISHARES TR$122.69-3.26%$3.0M0.22%160−2.2%
87VUGVANGUARD INDEX FDS$85.93-3.62%$3.0M0.21%200−2.9%
88SCHFSCHWAB STRATEGIC TR$26.81-3.77%$2.9M0.21%886−0.7%
89FISFIDELITY NATL INFORMATION SV$40.95-1.28%$2.9M0.21%+9,668+18.4%
90SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$2.8M0.20%91−2.1%
91SCHASCHWAB STRATEGIC TR$33.19-3.41%$2.7M0.20%+113+0.1%
92ESEVERSOURCE ENERGY$70.601.03%$2.6M0.19%+364+1.0%
93AONAON PLC$328.531.95%$2.6M0.19%+4,955+163.7%
94AXPAMERICAN EXPRESS CO$310.66-0.60%$2.5M0.18%127−1.5%
95NVDANVIDIA CORPORATION$205.10-6.20%$2.4M0.18%+1,006+7.7%
96MAMASTERCARD INCORPORATED$491.081.93%$2.4M0.17%284−5.6%
97ABBVABBVIE INC$227.231.02%$2.3M0.17%142−1.3%
98TSLATESLA INC$391.00-6.56%$2.3M0.17%28−0.4%
99GPCGENUINE PARTS CO$98.15-0.49%$2.3M0.17%+80+0.4%
100RDVYFIRST TR EXCHANGE TRADED FD$75.55-1.82%$2.3M0.17%+4,266+14.5%
101XRMMXRIVERNORTH MANAGED DUR MUN I$2.3M0.16%1,468−0.9%
102QQQINVESCO QQQ TR$2.2M0.16%9−0.2%
103TXNTEXAS INSTRS INC$2.2M0.15%+155+1.4%
104LOWLOWES COS INC$2.1M0.15%+5,598+160.7%
105SDYSPDR SERIES TRUST$2.0M0.15%7,999−36.7%
106VOTVANGUARD INDEX FDS$2.0M0.14%HELD
107UPSUNITED PARCEL SVCS INC$2.0M0.14%+738+3.8%
108JPSTJ P MORGAN EXCHANGE TRADED F$1.9M0.14%11,409−23.1%
109HDVISHARES TR$1.9M0.14%245−1.7%
110WMTWALMART INC$1.9M0.13%1,187−7.3%
111RSPINVESCO EXCHANGE TRADED FD T$1.8M0.13%+346+3.8%
112SCHZSCHWAB STRATEGIC TR$1.8M0.13%300−0.4%
113VBFINVESCO BD FD$1.7M0.12%5,173−4.3%
114JNJJOHNSON & JOHNSON$1.7M0.12%2,291−24.8%
115MINOPIMCO ETF TR$1.7M0.12%+10,422+39.4%
116AMRZAMRIZE LTD$1.6M0.12%+29,424NEW
117EFAISHARES TR$1.6M0.11%100−0.6%
118SYYSYSCO CORP$1.6M0.11%331−1.5%
119ACNACCENTURE PLC IRELAND$1.6M0.11%+7,821NEW
120XLKSELECT SECTOR SPDR TR$1.5M0.10%770−6.6%
121BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.10%HELD
122MMDNYLI MACKAY DEFINEDTERM MUNI$1.4M0.10%+4,330+4.7%
123MUBISHARES TR$1.4M0.10%+255+2.0%
124GISGENERAL MILLS INC$1.3M0.09%+6,630+23.0%
125LLYELI LILLY & CO$1.3M0.09%8−0.6%
126VBRVANGUARD INDEX FDS$1.3M0.09%614−9.4%
127WEAWESTERN ASSET PREMIER BD FD$1.3M0.09%3,544−2.9%
128VEUVANGUARD INTL EQUITY INDEX F$1.2M0.09%851−5.1%
129VXUSVANGUARD STAR FDS$1.2M0.08%HELD
130MSCIMSCI INC$1.1M0.08%40−1.9%
131EVNEATON VANCE MUN INCOME TR$1.1M0.08%+4,000+3.9%
132BHKBLACKROCK CORE BD TR$1.1M0.08%1,800−1.5%
133CRMSALESFORCE INC$1.0M0.07%+113+2.1%
134GLDSPDR GOLD TR$1.0M0.07%30−1.2%
135FNDASCHWAB STRATEGIC TR$1.0M0.07%963−2.9%
136DWMWISDOMTREE TR$1.0M0.07%HELD
137SCHYSCHWAB STRATEGIC TR$994K0.07%HELD
138CVXCHEVRON CORPORATION$941K0.07%HELD
139MRKMERCK & CO INC$940K0.07%639−7.6%
140PZAINVESCO EXCH TRADED FD TR II$937K0.07%1,057−2.5%
141TAT&T INC$920K0.07%168−0.5%
142IVVISHARES TR$918K0.07%16−1.1%
143CVSCVS HEALTH CORP$909K0.07%+7+0.1%
144WELLWELLTOWER INC$867K0.06%491−10.1%
145BSCVINVESCO EXCH TRD SLF IDX FD$850K0.06%+51,640NEW
146USMVISHARES TR$842K0.06%920−9.2%
147TMOTHERMO FISHER SCIENTIFIC INC$824K0.06%+1,677NEW
148CLCOLGATE PALMOLIVE CO$815K0.06%4,000−29.5%
149MCDMCDONALDS CORP$795K0.06%350−12.0%
150BSVVANGUARD BD INDEX FDS$764K0.05%HELD
151LMTLOCKHEED MARTIN CORP$754K0.05%76−5.7%
152IJKISHARES TR$737K0.05%HELD
153IVWISHARES TR$733K0.05%43−0.7%
154VCSHVANGUARD SCOTTSDALE FDS$705K0.05%450−4.8%
155ORLYOREILLY AUTOMOTIVE INC$694K0.05%2,182−22.5%
156COWZPACER FDS TR$694K0.05%+473+4.5%
157HEFAISHARES TR$690K0.05%+1,380+9.3%
158WECWEC ENERGY GROUP INC$641K0.05%+140+2.6%
159HDHOME DEPOT INC$633K0.05%75−3.8%
160VYMVANGUARD WHITEHALL FDS$632K0.05%+3+0.1%
161SUSAISHARES TR$631K0.05%9−0.2%
162CORCENCORA INC$623K0.04%149−7.0%
163SOSOUTHERN CO$621K0.04%669−9.4%
164MOATVANECK ETF TRUST$617K0.04%HELD
165DBEZDBX ETF TR$597K0.04%+887+8.9%
166DGSWISDOMTREE TR$587K0.04%419−4.1%
167EMREMERSON ELEC CO$547K0.04%398−8.7%
168GEGE AEROSPACE$541K0.04%51−2.6%
169SMHVANECK ETF TRUST$536K0.04%4−0.3%
170SPYGSPDR SERIES TRUST$532K0.04%HELD
171PLTRPALANTIR TECHNOLOGIES INC$503K0.04%+296+9.4%
172AVGOBROADCOM INC$487K0.04%+208+15.2%
173SSBSOUTHSTATE BK CORP$476K0.03%708−12.1%
174VGSHVANGUARD SCOTTSDALE FDS$471K0.03%HELD
175EMLPFIRST TR EXCHANGE-TRADED FD$465K0.03%HELD
176PNCPNC FINL SVCS GROUP INC$458K0.03%+45+2.1%
177FLQMFRANKLIN TEMPLETON ETF TR$457K0.03%+80+1.0%
178PGPROCTER & GAMBLE CO$455K0.03%31−1.0%
179DMBBNY MELLON MUN BD INFRASTRUC$454K0.03%1,000−2.3%
180VBKVANGUARD INDEX FDS$449K0.03%400−21.2%
181LVHILEGG MASON ETF INVT$444K0.03%+2,656+32.0%
182DVYISHARES TR$443K0.03%215−6.8%
183VISVANGUARD WORLD FD$438K0.03%10−0.7%
184MGKVANGUARD WORLD FD$435K0.03%2−0.2%
185VOOVANGUARD INDEX FDS$420K0.03%1−0.1%
186TSMTAIWAN SEMICONDUCTOR MANUFAC$412K0.03%65−5.1%
187BGTBLACKROCK FLOATING RATE INC$409K0.03%890−2.3%
188ABNBAIRBNB INC$398K0.03%+893+39.5%
189NXPNUVEEN SELECT TAX-FREE INCOM$395K0.03%1,000−3.5%
190SCHXSCHWAB STRATEGIC TR$395K0.03%+256+1.7%
191FMNFEDERATED HERMES PREM MUNI I$391K0.03%+1,536+4.5%
192ROKROCKWELL AUTOMATION INC$390K0.03%40−3.5%
193VLOVALERO ENERGY CORP$387K0.03%600−27.7%
194ISRGINTUITIVE SURGICAL INC$370K0.03%+1+0.1%
195IVEISHARES TR$363K0.03%HELD
196KKRKKR & CO INC$360K0.03%389−9.1%
197NFLXNETFLIX INC.$358K0.03%+942+33.9%
198NEENEXTERA ENERGY INC$358K0.03%+8+0.2%
199APOAPOLLO GLOBAL MGMT INC$357K0.03%545−14.5%
200LQDISHARES TR$357K0.03%HELD
201CSCOCISCO SYS INC$354K0.03%655−12.6%
202IBMINTERNATIONAL BUSINESS MACHS$350K0.03%107−6.9%
203MDYVSPDR SERIES TRUST$347K0.02%25−0.6%
204IQVIQVIA HLDGS INC$346K0.02%+293+16.9%
205MHDBLACKROCK MUNIHOLDINGS FD IN$342K0.02%+5,950+24.4%
206VTIVANGUARD INDEX FDS$340K0.02%17−1.6%
207VNQVANGUARD INDEX FDS$340K0.02%HELD
208MSMORGAN STANLEY$335K0.02%+12+0.6%
209BPBP PLC$335K0.02%HELD
210VBVANGUARD INDEX FDS$334K0.02%HELD
211CATCATERPILLAR INC$334K0.02%+1+0.2%
212VGTVANGUARD WORLD FD$331K0.02%4−0.8%
213MOALTRIA GROUP INC$328K0.02%32−0.6%
214IPKWINVESCO EXCH TRADED FD TR II$325K0.02%+6+0.1%
215NOBLPROSHARES TR$320K0.02%HELD
216PAVEGLOBAL X FDS$319K0.02%+412+7.0%
217AHRAMERICAN HEALTHCARE REIT INC$316K0.02%+505+8.2%
218PGFINVESCO EXCHANGE TRADED FD T$312K0.02%1,175−4.9%
219AFBALLIANCEBERNSTEIN NATL MUN I$308K0.02%HELD
220IBDVISHARES TR$300K0.02%+13,690NEW
221IBDWISHARES TR$299K0.02%+14,290NEW
222DWASINVESCO EXCH TRADED FD TR II$296K0.02%154−4.9%
223IYRISHARES TR$293K0.02%HELD
224MLPAGLOBAL X FDS$292K0.02%310−5.4%
225VHTVANGUARD WORLD FD$287K0.02%HELD
226PFFISHARES TR$287K0.02%600−6.0%
227BABOEING CO$286K0.02%+1+0.1%
228MTUMISHARES TR$285K0.02%HELD
229SMLFISHARES TR$283K0.02%+736+24.5%
230ABTABBOTT LABORATORIES$279K0.02%468−14.7%
231SPYMSPDR SERIES TRUST$262K0.02%HELD
232TJXTJX COS INC NEW$258K0.02%+134+9.1%
233DISDISNEY WALT CO$253K0.02%42−1.6%
234RDIVINVESCO EXCH TRADED FD TR II$252K0.02%HELD
235IBDUISHARES TR$252K0.02%+10,840NEW
236QCOMQUALCOMM INC$250K0.02%622−24.3%
237BMYBRISTOL-MYERS SQUIBB CO$247K0.02%764−15.8%
238HONHONEYWELL INTL INC$243K0.02%+1+0.1%
239FEPFIRST TR EXCH TRD ALPHDX FD$242K0.02%+4,440NEW
240COSTCOSTCO WHOLESALE CORPORATION$235K0.02%97−29.1%
241SOXXISHARES TR$233K0.02%7−1.0%
242HYGISHARES TR$233K0.02%148−4.8%
243COKECOCA COLA CONS INC$232K0.02%+1,211NEW
244VEAVANGUARD TAX-MANAGED FDS$232K0.02%+406+12.6%
245CRWDCROWDSTRIKE HLDGS INC$228K0.02%18−3.0%
246XFRAXBLACKROCK FLOATING RATE INCO$228K0.02%3,889−15.8%
247PPAINVESCO EXCHANGE TRADED FD T$227K0.02%+1,369NEW
248MARMARRIOTT INTL INC NEW$223K0.02%17−2.4%
249PANWPALO ALTO NETWORKS INC$219K0.02%+2+0.1%
250NZFNUVEEN MUN CR INCOME FD$218K0.02%+2,000+12.6%
251OREALTY INCOME CORP$217K0.02%43−1.2%
252IEFAISHARES TR$217K0.02%29−1.2%
253QUALISHARES TR$213K0.02%+40+3.7%
254VCITVANGUARD SCOTTSDALE FDS$208K0.01%HELD
255ESMLISHARES TR$205K0.01%33−0.7%
256FNBF N B CORP$172K0.01%HELD
257BLWBLACKROCK LTD DURATION INCOM$155K0.01%350−2.8%
258LYGLLOYDS BANKING GROUP PLC$127K0.01%+453+1.8%
259XEVVXEATON VANCE LIMITED DURATION$123K0.01%1,200−8.4%
260FFORD MTR CO$123K0.01%+238+2.3%
261JFRNUVEEN FLOATING RATE INCOME$98K0.01%1,238−8.7%
262BSCQINVESCO EXCH TRD SLF IDX FD73,283EXITED
263MICCMAGNUM ICE CREAM CO NV39,922EXITED
264SLDESLIDE INS HLDGS INC18,332EXITED
265COFCAPITAL ONE FINL CORP1,063EXITED
266DSIISHARES TR1,650EXITED
267WBDWARNER BROS DISCOVERY INC7,097EXITED
268BTZBLACKROCK CR ALLOCATION INCO10,006EXITED

Source: SEC EDGAR · accession 0001305707-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.