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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 $1,179,617,336
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 724,890 $39,013,561 3.3%
2.
Microsoft Corp
 MSFT 96,558 $36,309,845 3.07%
3.
Vanguard Specialized Funds
 195,656 $33,339,834 2.82%
4.
Schwab Strategic Trust
 FNDF 275,427 $22,849,388 1.93%
5.
Vanguard Index Fds
 95,583 $22,236,385 1.88%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)