1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

ProVise Management Group, LLC Buys ISHARES TRUST, SCHWAB STRATEGIC T, Pacer Trendpilot 100, Sells WISDOMTREE TRUST, WPP PLC, Otis Worldwide Corp

Clearwater, FL, based Investment company ProVise Management Group, LLC (Current Portfolio) buys ISHARES TRUST, SCHWAB STRATEGIC T, Pacer Trendpilot 100, Pacer Fund Trust Trendpilot US Large Cap, ISHARES TRUST, sells WISDOMTREE TRUST, WPP PLC, Otis Worldwide Corp, Charles Schwab Corp, Raytheon Technologies Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, ProVise Management Group, LLC. As of 2020Q2, ProVise Management Group, LLC owns 267 stocks with a total value of $682 million. These are the details of the buys and sells.

For the details of ProVise Management Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/provise+management+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of ProVise Management Group, LLC
  1. VANGUARD SPECIALIZ (VIG) - 285,653 shares, 4.91% of the total portfolio. Shares added by 1.73%
  2. SCHWAB STRATEGIC T (SCHM) - 495,432 shares, 3.82% of the total portfolio. Shares added by 4.83%
  3. SCHWAB STRATEGIC T (SCHG) - 239,009 shares, 3.56% of the total portfolio. Shares added by 4.28%
  4. Amazon.com Inc (AMZN) - 6,525 shares, 2.64% of the total portfolio. Shares reduced by 4.92%
  5. SPDR SERIES TRUST (SDY) - 180,232 shares, 2.41% of the total portfolio. Shares reduced by 1.34%
New Purchase: ISHARES TRUST (EFAV)

ProVise Management Group, LLC initiated holding in ISHARES TRUST. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.46. The impact to a portfolio due to this purchase was 1.68%. The holding were 173,517 shares as of .

New Purchase: Pacer Trendpilot 100 (PTNQ)

ProVise Management Group, LLC initiated holding in Pacer Trendpilot 100. The purchase prices were between $34.05 and $42.98, with an estimated average price of $38.81. The stock is now traded at around $47.37. The impact to a portfolio due to this purchase was 0.66%. The holding were 104,894 shares as of .

New Purchase: Pacer Fund Trust Trendpilot US Large Cap (PTLC)

ProVise Management Group, LLC initiated holding in Pacer Fund Trust Trendpilot US Large Cap. The purchase prices were between $26.29 and $28.33, with an estimated average price of $27.18. The stock is now traded at around $29.37. The impact to a portfolio due to this purchase was 0.49%. The holding were 123,014 shares as of .

New Purchase: PACER FDS TR (SRVR)

ProVise Management Group, LLC initiated holding in PACER FDS TR. The purchase prices were between $29.36 and $35.96, with an estimated average price of $33.66. The stock is now traded at around $37.28. The impact to a portfolio due to this purchase was 0.18%. The holding were 33,620 shares as of .

New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

ProVise Management Group, LLC initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $53.96 and $60.25, with an estimated average price of $57.93. The stock is now traded at around $61.57. The impact to a portfolio due to this purchase was 0.15%. The holding were 16,800 shares as of .

New Purchase: VanEck Vectors High Yield Municipal Index (HYD)

ProVise Management Group, LLC initiated holding in VanEck Vectors High Yield Municipal Index. The purchase prices were between $50.22 and $59.09, with an estimated average price of $55.88. The stock is now traded at around $60.50. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,550 shares as of .

Added: SCHWAB STRATEGIC T (SCHV)

ProVise Management Group, LLC added to a holding in SCHWAB STRATEGIC T by 57.05%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $52.51. The impact to a portfolio due to this purchase was 0.84%. The holding were 313,109 shares as of .

Added: ISHARES TRUST (IJR)

ProVise Management Group, LLC added to a holding in ISHARES TRUST by 39.23%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $73.69. The impact to a portfolio due to this purchase was 0.49%. The holding were 173,264 shares as of .

Added: McDonald's Corp (MCD)

ProVise Management Group, LLC added to a holding in McDonald's Corp by 112.80%. The purchase prices were between $158.17 and $202.65, with an estimated average price of $183.11. The stock is now traded at around $203.18. The impact to a portfolio due to this purchase was 0.42%. The holding were 29,583 shares as of .

Added: 3M Co (MMM)

ProVise Management Group, LLC added to a holding in 3M Co by 266.53%. The purchase prices were between $133.14 and $167.41, with an estimated average price of $150.38. The stock is now traded at around $156.00. The impact to a portfolio due to this purchase was 0.34%. The holding were 20,500 shares as of .

Added: Cisco Systems Inc (CSCO)

ProVise Management Group, LLC added to a holding in Cisco Systems Inc by 103.90%. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $47.77. The impact to a portfolio due to this purchase was 0.31%. The holding were 88,195 shares as of .

Added: AbbVie Inc (ABBV)

ProVise Management Group, LLC added to a holding in AbbVie Inc by 35.92%. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $92.57. The impact to a portfolio due to this purchase was 0.29%. The holding were 75,556 shares as of .

Sold Out: WPP PLC (WPP)

ProVise Management Group, LLC sold out a holding in WPP PLC. The sale prices were between $29.49 and $46.39, with an estimated average price of $37.11.

Sold Out: Otis Worldwide Corp (OTIS)

ProVise Management Group, LLC sold out a holding in Otis Worldwide Corp. The sale prices were between $44 and $61.26, with an estimated average price of $51.55.

Sold Out: Charles Schwab Corp (SCHW)

ProVise Management Group, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $31.75 and $42.82, with an estimated average price of $35.75.

Sold Out: Invesco S P 500 Low Volatility ETF (SPLV)

ProVise Management Group, LLC sold out a holding in Invesco S P 500 Low Volatility ETF. The sale prices were between $44.63 and $51.65, with an estimated average price of $49.13.

Sold Out: SPDR SERIES TRUST (HYMB)

ProVise Management Group, LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $51.73 and $56.19, with an estimated average price of $53.83.

Sold Out: CenterState Bank Corp (CSFL)

ProVise Management Group, LLC sold out a holding in CenterState Bank Corp. The sale prices were between $12.74 and $18.29, with an estimated average price of $16.04.



Here is the complete portfolio of ProVise Management Group, LLC. Also check out:

1. ProVise Management Group, LLC's Undervalued Stocks
2. ProVise Management Group, LLC's Top Growth Companies, and
3. ProVise Management Group, LLC's High Yield stocks
4. Stocks that ProVise Management Group, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:



Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)