Holdings
ProVise Management Group, LLC
As of Jun 30, 2026, ProVise Management Group, LLC reported 141 positions worth US$794M. Largest: Alphabet Inc (google) Class C, Applied Materials, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 221K | US$79M | −11,781 | Jun 30, 2026 |
| Applied Materials, Inc. | 58,658 | US$42.4M | −917 | Jun 30, 2026 |
| Microsoft Corp. | 97,541 | US$36.4M | +1,471 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 72,712 | US$36.4M | +97 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 105K | US$34.3M | +286 | Jun 30, 2026 |
| Amazon.com, Inc. | 139K | US$33.1M | −1,769 | Jun 30, 2026 |
| Philip Morris International Inc | 158K | US$28.7M | +3,395 | Jun 30, 2026 |
| Wells Fargo & Company | 345K | US$28.5M | +618 | Jun 30, 2026 |
| Analog Devices, Inc. | 66,221 | US$26.3M | −3,656 | Jun 30, 2026 |
| Novartis Ag | 134K | US$21M | −7,100 | Jun 30, 2026 |