SEC Form 13F

ProVise Management Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$1,491,756,735
Positions282

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRDGROCORE DIV GRWTH$108,423,3161,430,575
ALPHABET INCGOOGCAP STK CL C$59,935,974169,632
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$56,872,6741,128,650
APPLIED MATLS INCAMATCOM$42,409,80858,658
ISHARES TRIWYRUS TP200 GR ETF$39,915,785137,347
VANGUARD WORLD FDMGCMEGA CAP INDEX$38,056,870139,081
MICROSOFT CORPMSFTCOM$36,384,66297,541
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$34,886,69069,719
ISHARES TRIGIBISHS 5-10YR INVT$34,715,603652,917
JPMORGAN CHASE & COJPMCOM$34,284,826104,741

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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