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Institutional Investment Manager
ProVise Management Group, LLC
ProVise Management Group, LLC (CIK: 0001305707) incorporated in Florida, located at 611 Druid Road East, Clearwater, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001085146-14-001014) filed in 2014.05.08
#
Name
Shares
Value ($)
%
Options
Notes
251 TELEFONICA S A 12,213 193 0.05%
252 TEVA PHARMACEUTICAL INDS LTD 4,272 226 0.05%
253 TORONTO DOMINION BK ONT 13,400 629 0.15%
254 TOTAL S A 20,100 1,319 0.32%
255 TRANSCANADA CORP 50,758 2,310 0.56%
256 TRAVELCENTERS AMER LLC 11,631 95 0.02%
257 TRIANGLE CAPITAL CORPORATION 22,100 572 0.14%
258 UNILEVER PLC 75,112 3,213 0.78%
259 UNITED PARCEL SERVICE INC 7,917 771 0.19%
260 UNITED RENTALS INC 9,800 930 0.23%
261 UNITED TECHNOLOGIES CORP 6,065 709 0.17%
262 US BANCORP DEL 27,830 1,193 0.29%
263 VALERO ENERGY CORP NEW 9,600 510 0.12%
264 VANECK MORNINGSTAR WIDE MOAT E 91,762 2,689 0.65%
265 VANGUARD BD INDEX FDS 25,910 2,075 0.50%
266 VANGUARD INDEX FDS 11,040 1,111 0.27%
267 VANGUARD INDEX FDS 12,050 998 0.24%
268 VANGUARD INDEX FDS 22,553 1,593 0.39%
269 VANGUARD INDEX FDS 10,641 1,322 0.32%
270 VANGUARD INDEX FDS 8,872 1,008 0.24%
271 VANGUARD INDEX FDS 51,521 4,816 1.17%
272 VANGUARD INDEX FDS 50,448 3,940 0.95%
273 VANGUARD INDEX FDS 8,806 995 0.24%
274 VANGUARD INDEX FDS 24,452 2,383 0.58%
275 VANGUARD INTL EQUITY INDEX F 7,225 426 0.10%
276 VANGUARD INTL EQUITY INDEX F 27,180 1,103 0.27%
277 VANGUARD MALVERN FDS 29,941 1,477 0.36%
278 VANGUARD SPECIALIZED FUNDS 329,495 24,788 6.00%
279 VANGUARD STAR FDS 11,224 585 0.14%
280 VERIZON COMMUNICATIONS INC 26,503 1,260 0.31%
281 WAL-MART STORES INC 57,345 4,383 1.06%
282 WALTER INVT MGMT CORP 11,755 351 0.09%
283 WASTE MGMT INC DEL 21,218 892 0.22%
284 WELLS FARGO & CO NEW 88,194 4,387 1.06%
285 WESTERN ASSET INTER MUNI FD 16,800 160 0.04%
286 WESTERN ASSET PREMIER BD FD SHS BEN INT 16,775 244 0.06%
287 WESTERN ASSET VAR RT STRG FD 16,345 279 0.07%
288 WESTPAC BKG CORP 16,975 544 0.13%
289 WILEY JOHN SONS INC 23,983 1,382 0.33%
290 WISDOMTREE TR 20,632 1,012 0.25%
291 WISDOMTREE TR 24,144 1,125 0.27%
292 WISDOMTREE TR 3,025 233 0.06%
293 Walgreens 7,206 475 0.12%
294 Welltower Inc. 29,255 1,743 0.42%
295 YAHOO INC 6,200 223 0.05%
296 YUM BRANDS INC 4,495 339 0.08%
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