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Shane D. OHara

Provise Management Group, Llc

Assets Managed
$1.39B
Holdings
261
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-1.01%(2Q avg: 1.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Provise Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 261 positions.

Assets under management

The assets under management (AUM) of Provise Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.39B in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of 1.27%. The portfolio is managed by Shane D. OHara, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.95%
7.09%
$98.492M
1.403M shares@ $70.19 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.3%
3.58%
$49.712M
173,299 shares@ $286.86 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.3%
2.63%
$36.453M
798,533 shares@ $45.65 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.65%
2.56%
$35.562M
96,070 shares@ $370.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.18%
2.4%
$33.361M
69,618 shares@ $479.21 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 2.6%
2.39%
$33.109M
622,121 shares@ $53.22 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 3.32%
2.39%
$33.104M
133,032 shares@ $248.85 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 1.17%
2.32%
$32.138M
135,976 shares@ $236.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.43%
2.21%
$30.727M
104,455 shares@ $294.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.1%
2.14%
$29.743M
175,312 shares@ $169.67 avg price

1-10 of 261