StockDriftsStockDriftsTop 50 ProVise Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 7.08% | 1.40M | $98.5M | +2.94%(+40.09K) | $54.39(+42.05%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.58% | 173.3K | $49.7M | -1.30%(-2.29K) | $97.28(+266.13%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.62% | 798.5K | $36.5M | +1.30%(+10.23K) | $34.68(+44.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.56% | 96.1K | $35.6M | +2.65%(+2.48K) | $158.70(+146.05%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.4% | 69.6K | $33.4M | +0.18%(+125) | $261.02(+94.54%) | 2026-03-31 | |
| IGIB | ISHARES TR | 2.38% | 622.1K | $33.1M | +2.59%(+15.72K) | $54.62(-3.06%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.38% | 133.0K | $33.1M | +3.32%(+4.27K) | $169.76(+66.94%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 2.31% | 136.0K | $32.1M | +1.16%(+1.56K) | $160.84(+69.58%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.21% | 104.5K | $30.7M | -1.43%(-1.52K) | $106.02(+215.48%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.14% | 175.3K | $29.7M | -0.10%(-177) | $85.56(+60.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.34% | +45.61% |
| Top 20 Holdings Unweighted | +13.51% | +46.27% |
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