ProVise Management Group, LLC

RIA/Wealth

ProVise Management Group, LLC is a RIA/Wealth based in Clearwater, FL led by Eric Russell Ebbert, reporting $1.8B in AUM as of Q3 2025 with 38% ETF concentration.

CEOEric Russell Ebbert

Portfolio Value: $1.4B
Positions: 256
Top Holding: DGRO at 6.7%
Last Reported: Q3 2025

Address611 Druid Rd E. Ste 105, Clearwater, FL, 33756, United States

Top Holdings

Largest long holdings in ProVise Management Group, LLC's portfolio (30.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core Dividend Growth DGRO	ETF ETF	$90.9M	6.70%	+$1.9M Bought	— 1.3M shares	Q1 2021 Held for 4y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$47.8M	3.52%	+$561.5K Bought	0.00% 92.3K shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$43.4M	3.20%	+$981.3K Bought	0.00% 178.3K shares	Q2 2014 Held for 11y 5m
4 iShares Russell Top 200 Growth IWY	ETF ETF	$35.7M	2.64%	-$32.0K Sold	— 130.6K shares	Q4 2020 Held for 4y 11m
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$34.3M	2.53%	+$1.5M Bought	0.00% 68.2K shares	Q4 2019 Held for 5y 11m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$33.7M	2.49%	-$344.8K Sold	0.00% 107.0K shares	≤ Q2 2013 Held for 12y 5m+
7 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$33.5M	2.47%	+$591.7K Bought	— 783.4K shares	Q4 2020 Held for 4y 11m
8 Vanguard Mega Cap 300 Index ETF MGC	ETF ETF	$32.5M	2.40%	+$287.5K Bought	— 133.1K shares	Q3 2020 Held for 5y 2m
9 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	ETF ETF	$31.5M	2.32%	+$943.9K Bought	— 583.0K shares	Q2 2020 Held for 5y 5m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$30.3M	2.24%	+$476.7K Bought	0.00% 138.1K shares	Q4 2015 Held for 9y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ProVise Management Group, LLC's latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+7.15%

+$90.6M

Net Flows % of MV

+0.737%

Turnover Ratio

2.49%

New Purchases

4 stocks

$1.3M

Added To

109 stocks

+$36.5M

Sold Out Of

13 stocks

$12.9M

Reduced Holdings

97 stocks

-$14.9M

Increased Positions

Position	Shares Δ	Change
1 PIMCO Municipal Income Opportunities MINO	New	0 → 11.7K +$529.1K
2 Invesco BulletShares 2030 Corporate Bond ETF BSCU	New	0 → 22.1K +$372.8K
3 Franklin International Low Volatility High Dividend Index LVHI	New	0 → 6.9K +$239.1K
4 TJX Companies TJX	New	0 → 1.4K +$205.2K
5 General Mills GIS	+100.25%	12.1K → 24.1K +$609.4K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	58.4K → 0 −$10.1M
2 American International Group AIG	Sold	4.0K → 0 −$346.2K
3 General Motors GM	Sold	6.8K → 0 −$335.9K
4 Liberty Broadband Corporation LBRDK	Sold	3.1K → 0 −$302.5K
5 Sealed Air SEE	Sold	9.4K → 0 −$291.2K