Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PROVISE MANAGEMENT GROUP, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Amazon.com Inc (023135106)
|
7,214 |
$13,661k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
292,700 |
$12,732k |
|
|
COMCAST CORP (20030N101)
|
204,857 |
$8,661k |
|
|
CITIGROUP INC (172967424)
|
123,016 |
$8,615k |
|
|
BlackRock, Inc. (09247X101)
|
17,790 |
$8,349k |
|
|
Apple Inc (037833100)
|
38,638 |
$7,647k |
|
|
COCA-COLA CO (191216100)
|
150,050 |
$7,641k |
|
|
American Express Co. (025816109)
|
61,325 |
$7,570k |
|
|
ANALOG DEVICES INC (032654105)
|
65,154 |
$7,354k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
32,135 |
$6,850k |
|
|
ALPHABET INC (02079K305)
|
5,624 |
$6,090k |
|
|
BLACKROCK CORE BD TR (09249E101)
|
364,309 |
$5,122k |
|
|
ABC (03073E105)
|
41,203 |
$3,513k |
|
|
Booking Holdings, Inc. (09857L108)
|
1,734 |
$3,251k |
|
|
Alphabet Inc (02079K107)
|
2,779 |
$3,004k |
|
|
BLACKSTONE GROUP (09253U108)
|
64,831 |
$2,880k |
|
|
Bank of America Corp. (060505104)
|
85,604 |
$2,483k |
|
|
AT&T INC (00206R102)
|
67,778 |
$2,271k |
|
|
Bank of New York Mellon Corp. (064058100)
|
51,065 |
$2,255k |
|
|
AMGEN INC (031162100)
|
11,473 |
$2,114k |
|
|
Chevron Corp (166764100)
|
16,415 |
$2,043k |
|
|
BLACKROCK MUNICIPAL BOND TR (09249H104)
|
128,932 |
$1,919k |
|
|
CISCO SYSTEMS INC (17275R102)
|
30,554 |
$1,672k |
|
|
APYX MED CORP (03837C106)
|
247,350 |
$1,662k |
|
|
BLACKROCK FLOAT RATE OME STR (09255X100)
|
119,711 |
$1,536k |
|
|
Boeing Co/The (097023105)
|
3,843 |
$1,399k |
|
|
ABBVIE INC (00287Y109)
|
17,431 |
$1,268k |
|
|
BLACKROCK FL RT TR (091941104)
|
98,470 |
$1,223k |
|
|
BNY MELLON MUN BD INFRASTRUC (09662W109)
|
87,665 |
$1,168k |
|
|
AMERIGAS PTRN L P (030975106)
|
30,546 |
$1,064k |
|
|
BLACKROCK CR. ALLOC (092508100)
|
80,160 |
$1,040k |
|
|
ABBOTT LABS (002824100)
|
12,278 |
$1,033k |
|
|
BNY MELLON STRATEGIC MUNS IN (05588W108)
|
123,811 |
$1,012k |
|
|
ALLERGAN PLC (G0177J108)
|
5,815 |
$974k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
12,627 |
$905k |
|
|
BNY MELLON STRATEGIC MUN BD (09662E109)
|
106,128 |
$842k |
|
|
Bristol-Myers Squibb Co (110122108)
|
16,154 |
$733k |
|
|
ABERDEEN STD PALLADIUM ETF T (003262102)
|
4,670 |
$680k |
|
|
BLACKROCK LTD DURATION INC T (09249W101)
|
43,613 |
$654k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
BLACKROCK MUNIHLDGS FD II IN (09253P109)
|
39,425 |
$595k |
|
|
Blackrock Taxable Municipal Bo (09248X100)
|
24,535 |
$582k |
|
|
CENTERSTATE BK CORP (15201P109)
|
24,204 |
$557k |
|
|
BLACKROCK MUNI INTER DR FD I (09253X102)
|
38,673 |
$543k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
2,363 |
$535k |
|
|
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104)
|
3,900 |
$510k |
|
|
ANTHEM INC (036752103)
|
1,774 |
$501k |
|
|
BAXTER INTL INC (071813109)
|
6,077 |
$498k |
|
|
BECTON DICKINSON (075887109)
|
1,902 |
$479k |
|
|
AES CORP (00130H105)
|
24,136 |
$405k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
40,546 |
$399k |
|
|
CELGENE CORP (151020104)
|
4,240 |
$392k |
|
|
COMPASS MINERALS INTL INC (20451N101)
|
6,967 |
$383k |
|
|
American International Group (026874784)
|
7,065 |
$376k |
|
|
BNY MELLON MUN INCOME INC (05589T104)
|
42,672 |
$364k |
|
|
Aegon NV (007924103)
|
67,203 |
$332k |
|
|
BLACKROCK INVT QUALITY MUN T (09247D105)
|
21,967 |
$328k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,600 |
$315k |
|
|
ALTRIA GROUP INC (02209S103)
|
6,580 |
$312k |
|
|
ALIGN TECHNOLOGY INC (016255101)
|
1,029 |
$282k |
|
|
BP PLC (055622104)
|
6,568 |
$274k |
|
|
ConocoPhillips (20825C104)
|
4,468 |
$273k |
|
|
BB&T CORPORATION (054937107)
|
5,128 |
$252k |
|
|
AABA (021346101)
|
3,446 |
$239k |
|
|
Baidu Inc (056752108)
|
1,826 |
$214k |
|
|
B. Riley Wealth Management, Inc. (037612306)
|
6,200 |
$213k |
|
|
BLACKROCK MUNIHLDS INVSTM QL (09254P108)
|
15,687 |
$209k |
|
|
CBRE GROUP INC (12504L109)
|
4,050 |
$208k |
|
|
CERNER CORP (156782104)
|
2,790 |
$205k |
|
|
BLACKROCK MUNIVEST FD II INC (09253T101)
|
12,900 |
$196k |
|
|
BLACKROCK MUNIASSETS FD INC (09254J102)
|
11,340 |
$180k |
|
|
BLACKROCK MUNIYLD INVST QLTY (09254T100)
|
10,000 |
$138k |
|
|
BLACKROCK INCOME TR INC (09247F100)
|
21,310 |
$129k |
|
|
Catalyst Pharmaceuticals Inc (14888U101)
|
19,000 |
$73k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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