IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ProVise Management Group, LLC

Q4 2017 Holdings

Filed 2018-02-07 | 316 holdings | $7.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
BlackRock LTD Duration Inc T(BLW)COM SHS09249W101$77848,9460.0%
Nuveen Fltng RTE Incm OPP FDCOM SHS6706EN100$78368,7180.0%
Spdr Series Trust(HYMB)NUV HGHYLD MUN78464A284$79614,3010.0%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$7989,1330.0%
Claymore Exchange TRD FD TRGUG BULL2019 E18383M522$80438,1300.0%
Allergan PLCSHSG0177J108$8104,9480.0%
Iqvia Hldgs Inc(IQV)COM46266C105$8108,2770.0%
Spectra Energy Partners LPCOM84756N109$81520,6100.0%
Dreyfus MUN BD Infrstrctr FDSHS26203D101$83664,2950.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$8617,7780.0%
Nvidia Corp(NVDA)COM67066G104$8624,4560.0%
Lockheed Martin Corp(LMT)COM539830109$8862,7590.0%
Twenty First Centy FOX IncCL B90130A200$89326,1790.0%
Celgene Corp(CELG)COM151020104$9068,6780.0%
Bristol Myers Squibb Co(BMY)COM110122108$93015,1800.0%
Seagate Technology PLC(STX)SHSG7945M107$94322,5290.0%
Western Digital Corp(WDC)COM958102105$94611,8930.0%
Neuberger Berman Inter Muni(NBH)COM64124P101$96565,2230.0%
Disney Walt Co(DIS)COM DISNEY254687106$9709,0280.0%
Nuveen Enhanced MUN Value FDCOM67074M101$98369,2300.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$1.0K13,8540.0%
Claymore Exchange TRD FD TRGUGG BULSH 202118383M266$1.0K49,1100.0%
Dreyfus Strategic MUN BD FDCOM26202F107$1.1K123,1350.0%
Insight Select Income FDCOM45781W109$1.1K54,1870.0%
BlackRock CR Allctn Inc TR(BTZ)COM092508100$1.1K81,6480.0%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$1.1K13,7050.0%
Vanguard Star FD(VXUS)VG TL INTL STK F921909768$1.1K19,7650.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$1.2K7,5700.0%
Rydex ETF TrustGUG S&P500 EQ WT78355W833$1.2K9,5910.0%
Abbott Labs(ABT)COM002824100$1.2K20,3010.0%
Colgate Palmolive Co(CL)COM194162103$1.2K15,5290.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.2K25,7090.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$1.2K43,3790.0%
Rydex ETF TrustGUG S&P500EQWTTE78355W817$1.2K8,5790.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$1.2K8,1710.0%
Dreyfus Strategic Muns IncCOM261932107$1.3K148,3410.0%
Mondelez Intl Inc(MDLZ)CL A609207105$1.3K30,2710.0%
O Reilly Automotive Inc New(ORLY)COM67103H107$1.4K5,6220.0%
BB&T Corp(BBTUSD)COM054937107$1.4K27,4630.0%
Federated Prem MUN Inc FD(FMN)COM31423P108$1.4K97,9740.0%
BlackRock Floating Rate Inco(BGT)COM091941104$1.4K99,0300.0%
AT&T Inc(T)COM00206R102$1.4K35,6230.0%
Claymore Exchange TRD FD TRGUG BULL2020 E18383M514$1.5K68,4720.0%
Diageo P L C(DGED)SPON ADR NEW25243Q205$1.5K10,0770.0%
Exxon Mobil Corp(XOM)COM30231G102$1.5K17,6040.0%
Home Depot Inc(HD)COM437076102$1.5K7,8920.0%
Mcdonalds Corp(MCD)COM580135101$1.6K9,1350.0%
Vanguard Index FDS(VNQ)REIT ETF922908553$1.6K19,1800.0%
US Bancorp del(USB)COM NEW902973304$1.6K29,7980.0%
Powershares ETF Trust IIDWA SC MOMNT PTF73936Q744$1.7K34,3980.0%
PreviousPage 4 of 7Next