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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
1 BERKSHIRE HATHAWAY INC DEL 2 375 0.09%
2 BIOGEN INC 932 285 0.07%
3 SPDR S&P 500 ETF TR 1,183 221 0.05%
4 ISHARES NASDAQ BIOTECHNOLOGY ETF 2,383 2,656 0.64%
5 BAIDU INC 2,415 368 0.09%
6 SELECT SECTOR SPDR TR 2,565 228 0.06%
7 LOCKHEED MARTIN CORP 2,657 434 0.11%
8 AMGEN INC 2,672 329 0.08%
9 PHILLIPS 66 2,978 230 0.06%
10 WISDOMTREE TR 3,025 233 0.06%
11 ROCKWOOD HOLDINGS INC 3,100 231 0.06%
12 ISHARES TR 3,237 385 0.09%
13 PRICE T ROWE GROUP INC 3,359 277 0.07%
14 BLACKROCK INC 3,395 1,068 0.26%
15 STATE STR CORP 3,400 236 0.06%
16 BED BATH & BEYOND INC 3,500 241 0.06%
17 LILLY ELI & CO 3,522 207 0.05%
18 APPLE INC 3,553 1,907 0.46%
19 SCHLUMBERGER LTD 3,664 357 0.09%
20 RYDEX ETF TRUST 3,682 305 0.07%
21 HOME PROPERTIES INC 3,900 234 0.06%
22 POWERSHARES QQQ TRUST 4,028 353 0.09%
23 KIMBERLY CLARK CORP 4,174 461 0.11%
24 SSGA ACTIVE ETF TR 4,175 209 0.05%
25 TEVA PHARMACEUTICAL INDS LTD 4,272 226 0.05%
26 MASTERCARD INCORPORATED 4,280 320 0.08%
27 GENUINE PARTS CO 4,340 377 0.09%
28 KOHLS 4,486 255 0.06%
29 YUM BRANDS INC 4,495 339 0.08%
30 ISHARES TR 4,500 281 0.07%
31 C H ROBINSON WORLDWIDE INC 4,918 257 0.06%
32 ISHARES TR 4,960 531 0.13%
33 PRUDENTIAL FINL INC 5,100 432 0.10%
34 ASTRAZENECA PLC 5,215 339 0.08%
35 DISNEY WALT CO 5,246 420 0.10%
36 FACEBOOK INC 5,320 320 0.08%
37 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 5,345 505 0.12%
38 CROWN CASTLE INTL CORP 5,400 398 0.10%
39 GENERAL DYNAMICS CORP 5,450 594 0.14%
40 INTERNATIONAL BUSINESS MACHS 5,678 1,093 0.26%
41 PLAINS ALL AMERN PIPELINE L 5,800 320 0.08%
42 SCHWAB U.S. BROAD MARKET ETF 5,814 266 0.06%
43 EMERSON ELEC CO 5,825 389 0.09%
44 ISHARES 6,048 346 0.08%
45 UNITED TECHNOLOGIES CORP 6,065 709 0.17%
46 YAHOO INC 6,200 223 0.05%
47 ISHARES TR 6,629 336 0.08%
48 SUPERIOR ENERGY SVCS INC 6,800 209 0.05%
49 PIMCO ETF TR 7,114 758 0.18%
50 Walgreens 7,206 475 0.12%
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