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  Name: PROVISE MANAGEMENT GROUP LLC
  City: CLEARWATER
  State: FL
  Zip: 33756
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,179,620,000
  Total Value Change : $103,935,000
  Securities Held Change : 7
   
All Securities Held : 342
  New Positions : 16
  Closed Positions : 13
  Increased Positions : 138
  Unchanged Positions : 33
  Decreased Positions : 155

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 179 New $164.60 $883,000 5,506 0.07% 883,000 5,506 0    Wireless Communications
   (EXEL)1 Year Chart         EXEL Exelixis Inc 189 New $21.90 $800,000 33,344 0.07% 800,000 33,344 0.011    Research Services
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 216 New $0.00 $535,000 10,625 0.05% 535,000 10,625 0.001    N/A
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 239 New $42.20 $436,000 10,328 0.04% 436,000 10,328 0.001    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 299 New $179.64 $259,000 1,791 0.02% 259,000 1,791 0    Communication Equipment
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 301 New $112.47 $242,000 2,295 0.02% 242,000 2,295 0.001    Closed - End Fund - E...
   (LPG)1 Year Chart         LPG Dorian LPG Ltd 302 New $42.89 $237,000 5,408 0.02% 237,000 5,408 0.011    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 307 New $310.21 $230,000 900 0.02% 230,000 900 0    N/A
   (LRN)1 Year Chart         LRN Stride, Inc 308 New $23.84 $229,000 3,859 0.02% 229,000 3,859 0.009    Publishing
   (CAH)1 Year Chart         CAH Cardinal Health Inc 316 New $98.91 $215,000 2,134 0.02% 215,000 2,134 0.042    Drugs Wholesale
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 320 New $480.60 $211,000 380 0.02% 211,000 380 0    Diagnostic Substances
   (IYT)1 Year Chart         IYT iShares DJ Trnsp Avg Indx Fd 323 New $0.00 $206,000 786 0.02% 206,000 786 0.014    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 326 New $0.00 $202,000 6,400 0.02% 202,000 6,400 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 325 New $0.00 $202,000 2,875 0.02% 202,000 2,875 0.001    N/A
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 327 New $0.00 $201,000 1,760 0.02% 201,000 1,760 0.004    Closed - End Fund - E...
   (APYX)1 Year Chart         APYX Apyx Medical Corp 342 New $1.41 $35,000 13,499 0% 35,000 13,499 0.039    Medical Instruments &...
      16 Records Found
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