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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 : 13     View All Holdings Currently Viewing:  Closed 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
   (SEE)1 Year Chart         SEE Sealed Air Corpde 347 Closed $35.17 $0 0 0% -243,000 -7,410 0    Packaging & Containers
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 353 Closed $21.19 $0 0 0% -758,000 -35,695 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 346 Closed $51.01 $0 0 0% -209,000 -4,201 0    Closed - End Fund - E...
   (NAD)1 Year Chart         NAD Nuveen Dividend Advantage M... 352 Closed $11.08 $0 0 0% -103,000 -10,141 0    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 345 Closed $260.65 $0 0 0% -215,000 -812 0    AirDelivery & Freight...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 351 Closed $47.11 $0 0 0% -227,000 -4,886 0    N/A
   (BKN)1 Year Chart         BKN Blackrock Investment Qualit... 344 Closed $12.12 $0 0 0% -139,000 -13,735 0    Closed - End Fund - Debt
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 350 Closed $11.82 $0 0 0% -128,000 -12,402 0    Closed - End Fund - Debt
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 343 Closed $0.00 $0 0 0% -647,000 -12,820 0    N/A
   (OMEX)1 Year Chart         OMEX Odyssey Marine Exploration Inc 349 Closed $3.65 $0 0 0% -44,000 -11,881 0    Business Services
   (DRTS)1 Year Chart         DRTS Alpha Tau Medical Ord Shs 355 Closed $0.00 $0 0 0% -133,000 -35,070 0    N/A
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 348 Closed $51.51 $0 0 0% -272,000 -5,387 0    N/A
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 354 Closed $0.00 $0 0 0% -656,000 -13,568 0    N/A
      13 Records Found
  1    
Page 1 of 1
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