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Home > Institutional Investor > Provise Management Group, Llc > Profile

Instuitional Investor - Provise Management Group, Llc

Fund Profile
Filing Period:
Fund Name: Provise Management Group, Llc
Portfolio Value $1,178,442,544
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,302,320 $80,457,300 6.83%
2.
Berkshire Hathaway Inc
 BRK.A 65,819 $35,053,883 2.97%
3.
Microsoft Corp
 MSFT 90,110 $33,826,233 2.87%
4.
Ishares Tr
 572,251 $30,054,597 2.55%
5.
Spdr Index Shs Fds
 767,617 $27,948,952 2.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)