Provise Management Group, LLC
CIK Number: 0001305707
1.17B
Market Value
241
# of Holdings
30 months
Avg. Holding Period
36.52%
Win Rate
11.94%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DGRO | iShares Core Dividen... | 59.98 | +0.55% | 1.24M | +0.99% | 75.96M | 53.63 | 6.51% |
| 2 | MSFT | Microsoft Corporatio... | 394.04 | +0.74% | 88.11K | -3.6% | 37.14M | 136.89 | 3.18% |
| 3 | GOOG | Alphabet Inc. | 162.02 | -0.25% | 163.47K | -2.83% | 31.13M | 94.69 | 2.67% |
| 4 | IWY | iShares Russell Top ... | 214.06 | +0.68% | 126.68K | +0.69% | 29.8M | 171.01 | 2.55% |
| 5 | BRK-B | Berkshire Hathaway I... | 534.77 | +0.72% | 65.06K | -1.25% | 29.49M | 246.44 | 2.53% |
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