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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 $1,491,756,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,430,575 $108,423,316 7.27%
2.
Alphabet Inc.
 GOOGL 169,632 $59,935,974 4.02%
3.
Spdr Index Shs Fds - ST STR PO EX ETF
 1,128,650 $56,872,674 3.81%
4.
Applied Materials Inc
 AMAT 58,658 $42,409,808 2.84%
5.
Ishares Tr - RUS TP200 GR ETF
 137,347 $39,915,785 2.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.