Notify me when ProVise Management Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 256 | $1,356,622,753 | +$39,607,578 | -$25,208,248 | +$14,399,330 | DGRO, MSFT, GOOG, IWY, BRKB | 13F-HR | 12 Nov 2025, 19:11 |
| Q2 2025 | 259 | $1,266,064,388 | +$31,203,783 | -$16,291,334 | +$14,912,449 | DGRO, MSFT, IWY, BRKB, JPM | 13F-HR | 08 Aug 2025, 15:18 |
| Q1 2025 | 249 | $1,178,442,544 | +$43,397,496 | -$29,840,855 | +$13,556,641 | DGRO, BRKB, MSFT, IGIB, SPDW | 13F-HR | 08 May 2025, 15:32 |
| Q4 2024 | 258 | $1,166,527,966 | +$63,590,760 | -$114,420,483 | -$50,829,723 | DGRO, MSFT, GOOG, IWY, BRKB | 13F-HR | 10 Feb 2025, 21:11 |
| Q3 2024 | 296 | $1,262,147,043 | +$53,535,551 | -$38,663,478 | +$14,872,073 | DGRO, MSFT, VIG, BRKB, GOOG | 13F-HR | 12 Nov 2024, 10:07 |
| Q2 2024 | 295 | $1,174,902,692 | +$59,032,738 | -$51,924,862 | +$7,107,876 | DGRO, MSFT, GOOG, VIG, AMZN | 13F-HR | 12 Aug 2024, 17:02 |
| Q1 2024 | 298 | $1,155,109,740 | +$64,123,925 | -$162,582,266 | -$98,458,341 | DGRO, MSFT, VIG, BRKB, AMZN | 13F-HR | 09 May 2024, 17:02 |
| Q4 2023 | 342 | $1,179,617,336 | +$35,728,118 | -$27,994,367 | +$7,733,751 | DGRO, MSFT, VIG, SCHG, VO | 13F-HR | 09 Feb 2024, 15:59 |
| Q3 2023 | 335 | $1,075,679,122 | +$70,451,751 | -$61,824,026 | +$8,627,725 | DGRO, VIG, MSFT, BRKB, SCHG | 13F-HR | 08 Nov 2023, 16:55 |
| Q2 2023 | 344 | $1,103,126,837 | +$83,543,049 | -$70,401,836 | +$13,141,213 | VIG, MSFT, DGRO, SDY, SCHG | Restatement | 24 Aug 2023, 12:20 |
| Q1 2023 | 342 | $1,045,886,336 | +$100,239,423 | -$67,377,422 | +$32,862,001 | VIG, MSFT, MGC, SDY, SCHM | 13F-HR | 05 May 2023, 17:53 |
| Q4 2022 | 317 | $987,833,947 | +$81,376,423 | -$65,361,040 | +$16,015,383 | VIG, SCHM, SDY, MGC, MSFT | 13F-HR | 09 Feb 2023, 20:37 |
| Q3 2022 | 312 | $895,304,000 | +$91,140,656 | -$60,302,770 | +$30,837,886 | VIG, SCHM, SDY, SCHG, MSFT | 13F-HR | 09 Nov 2022, 14:55 |
| Q2 2022 | 326 | $937,558,000 | +$81,310,882 | -$59,850,943 | +$21,459,939 | VIG, SCHM, SCHV, SCHG, MSFT | 13F-HR | 08 Aug 2022, 15:20 |
| Q1 2022 | 372 | $1,059,258,000 | +$114,823,933 | -$90,868,152 | +$23,955,781 | VIG, SCHM, SCHV, SCHG, MSFT | 13F-HR | 26 Apr 2022, 17:35 |
| Q4 2021 | 393 | $1,103,710,000 | +$69,354,310 | -$39,114,011 | +$30,240,299 | VIG, SCHM, SCHG, SCHV, MSFT | 13F-HR | 14 Jan 2022, 19:58 |
| Q3 2021 | 373 | $1,010,858,000 | +$77,004,541 | -$35,916,881 | +$41,087,660 | VIG, SCHM, SCHG, SCHV, MSFT | 13F-HR | 20 Oct 2021, 10:51 |
| Q2 2021 | 385 | $959,099,000 | +$63,781,127 | -$67,179,080 | -$3,397,953 | VIG, SCHM, SCHG, SCHV, AMZN | 13F-HR | 05 Aug 2021, 19:00 |
| Q1 2021 | 351 | $909,679,000 | +$58,426,137 | -$41,405,303 | +$17,020,834 | VIG, SCHM, SCHG, SCHV, SDY | 13F-HR | 21 Apr 2021, 17:45 |
| Q4 2020 | 339 | $849,085,000 | +$58,122,337 | -$25,857,263 | +$32,265,074 | VIG, SCHM, SCHG, SCHV, AMZN | 13F-HR | 15 Jan 2021, 19:45 |
| Q3 2020 | 288 | $731,590,000 | +$57,557,280 | -$31,487,252 | +$26,070,028 | VIG, SCHM, SCHG, AMZN, SCHV | 13F-HR | 26 Oct 2020, 17:00 |
| Q2 2020 | 275 | $681,572,000 | +$52,304,925 | -$45,193,244 | +$7,111,681 | VIG, SCHM, SCHG, AMZN, SDY | 13F-HR | 06 Aug 2020, 20:06 |
| Q1 2020 | 262 | $584,487,000 | +$16,426,106 | -$68,184,655 | -$51,758,549 | VIG, SCHM, SCHG, SDY, AMZN | 13F-HR | 07 May 2020, 16:09 |
| Q4 2019 | 306 | $800,425,000 | +$28,269,704 | -$17,105,891 | +$11,163,813 | VIG, SCHM, SDY, SCHG, SCHD | 13F-HR | 11 Feb 2020, 12:56 |
| Q3 2019 | 306 | $743,108,000 | +$38,497,225 | -$42,095,194 | -$3,597,969 | VIG, SCHM, SDY, SCHG, SCHD | 13F-HR | 13 Nov 2019, 09:26 |
| Q2 2019 | 311 | $736,352,000 | +$44,945,269 | -$33,249,241 | +$11,696,028 | VIG, SCHM, SDY, SCHG, SCHD | 13F-HR | 08 Aug 2019, 21:40 |
| Q1 2019 | 303 | $703,626,000 | +$46,394,087 | -$37,564,073 | +$8,830,014 | VIG, SCHM, SDY, SCHG, SCHD | 13F-HR | 13 May 2019, 11:33 |
| Q4 2018 | 301 | $624,689,000 | +$29,179,183 | -$69,944,710 | -$40,765,527 | VIG, SCHM, SDY, SCHG, SCHD | 13F-HR | 12 Feb 2019, 20:26 |
| Q3 2018 | 323 | $753,476,000 | +$30,535,030 | -$25,397,335 | +$5,137,695 | VIG, SCHM, SCHG, SDY, DON | 13F-HR | 05 Nov 2018, 17:00 |
| Q2 2018 | 321 | $463,504,117 | +$59,249,537 | -$35,691,297 | +$23,558,240 | VIG, SDY, DON, SCHD, SDOG | 13F-HR | 13 Aug 2018, 16:45 |
| Q1 2018 | 300 | $678,877,000 | +$44,809,812 | -$44,276,338 | +$533,474 | VIG, SCHM, SDY, DON, SDOG | 13F-HR | 09 May 2018, 11:15 |
| Q4 2017 | 316 | $697,040,000 | +$40,566,712 | -$48,507,283 | -$7,940,571 | VIG, SCHM, SDY, SDOG, DON | 13F-HR | 07 Feb 2018, 12:58 |
| Q3 2017 | 315 | $689,100,000 | +$52,558,159 | -$42,165,491 | +$10,392,668 | VIG, SCHM, SDY, SDOG, DON | 13F-HR | 08 Nov 2017, 10:34 |
| Q2 2017 | 325 | $659,018,000 | +$66,647,146 | -$44,112,706 | +$22,534,440 | VIG, SCHM, SDY, SDOG, DON | 13F-HR | 07 Aug 2017, 10:32 |
| Q1 2017 | 320 | $622,860,000 | +$45,867,891 | -$31,109,814 | +$14,758,077 | VIG, SCHM, SDY, SDOG, DON | 13F-HR | 10 May 2017, 16:17 |
| Q4 2016 | 322 | $587,993,000 | +$38,625,694 | -$35,653,546 | +$2,972,148 | VIG, SDY, SCHM, SDOG, IJR | 13F-HR | 08 Feb 2017, 16:01 |
| Q3 2016 | 323 | $576,950,000 | +$53,302,049 | -$29,844,591 | +$23,457,458 | VIG, SDY, SCHM, SDOG, IJR | 13F-HR | 07 Nov 2016, 09:30 |
| Q2 2016 | 301 | $542,935,000 | +$85,318,541 | -$43,565,946 | +$41,752,595 | VIG, SDY, SCHM, IJR, SDOG | 13F-HR | 02 Aug 2016, 09:07 |
| Q1 2016 | 286 | $486,798,000 | +$37,208,061 | -$37,412,123 | -$204,062 | VIG, SDY, SCHD, IJR, GE | 13F-HR | 11 May 2016, 09:38 |
| Q4 2015 | 290 | $476,297,000 | +$59,886,416 | -$33,637,946 | +$26,248,470 | VIG, SDY, SCHD, SCHG, IJR | 13F-HR | 04 Feb 2016, 21:52 |
| Q3 2015 | 277 | $431,191,000 | +$45,975,065 | -$52,548,791 | -$6,573,726 | VIG, SDY, IJR, SDOG, GE | 13F-HR | 05 Nov 2015, 20:54 |
| Q2 2015 | 294 | $469,752,000 | +$42,212,133 | -$36,117,043 | +$6,095,090 | VIG, SDY, SCHM, IJR, SDOG | 13F-HR | 10 Aug 2015, 19:31 |
| Q1 2015 | 305 | $472,444,000 | +$37,079,095 | -$29,967,572 | +$7,111,523 | VIG, SDY, IJR, SCHA, SDOG | 13F-HR | 07 May 2015, 18:56 |
| Q4 2014 | 293 | $466,240,000 | $0 | $0 | $0 | VIG, SDY, IJR, SCHX, JNJ | New Holdings | 17 Feb 2015, 16:59 |
| Q4 2014 | 293 | $466,240,000 | +$45,462,397 | -$53,387,379 | -$7,924,982 | VIG, SDY, IJR, SCHX, JNJ | 13F-HR | 11 Feb 2015, 15:07 |
| Q3 2014 | 304 | $460,537,000 | +$46,084,465 | -$38,160,703 | +$7,923,762 | VIG, SDY, IJR, JNJ, SDOG | 13F-HR | 07 Nov 2014, 18:57 |
| Q2 2014 | 310 | $460,838,000 | +$67,822,284 | -$34,026,477 | +$33,795,807 | VIG, SDY, IJR, JNJ, GE | 13F-HR | 01 Aug 2014, 14:43 |
| Q1 2014 | 296 | $412,914,000 | +$59,919,932 | -$34,954,343 | +$24,965,589 | VIG, SDY, IJR, JNJ, SCHG | 13F-HR | 08 May 2014, 13:23 |
| Q4 2013 | 294 | $387,418,000 | $0 | $0 | $0 | VIG, SDY, IJR, HDV, SCHA | 13F-HR | 07 Feb 2014, 15:41 |