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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $902M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 419 New
Page 10 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 1,200.0 $69K 0.01% NEW $57.49 +34.9%
182 NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) Healthcare 500.0 $69K 0.01% NEW $137.87 +9.1%
183 QCOM QUALCOMM INCORPORATED Technology 400.0 $68K 0.01% NEW $171.05 +14.4%
184 Z ZILLOW GROUP INCORPORATED CLASS C CAP STK Communication Services 1,000.0 $68K 0.01% NEW $68.22 -47.2%
185 IJJ ISHARES TR S&P MC 400VL ETF 516.0 $68K 0.01% NEW $131.59 +6.1%
186 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 250.0 $67K 0.01% NEW $268.30 -33.2%
187 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 580.0 $67K 0.01% NEW $115.31 +11.8%
188 MELI MERCADOLIBRE INCORPORATED Consumer Cyclical 33.0 $66K 0.01% NEW $2014.27 -20.8%
189 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 619.0 $64K 0.01% NEW $102.80 -19.3%
190 VWO VANGUARD FTSE EMERGING MARKETS ETF 1,178.0 $63K 0.01% NEW $53.75 +9.2%
191 CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 1,366.0 $61K 0.01% NEW $44.47 +3.3%
192 USSG XTRACKERS MSCI USA SELECTION EQUITY ETF 940.0 $60K 0.01% NEW $63.51 +8.6%
193 BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 1,124.0 $59K 0.01% NEW $52.39
194 TSN TYSON FOODS INCORPORATED CLASS A Consumer Defensive 1,000.0 $59K 0.01% NEW $58.62 +12.9%
195 CALF PACER US SMALL CAP CASH COWS ETF 1,312.0 $58K 0.01% NEW $44.37 +7.8%
196 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 65.0 $57K 0.01% NEW $879.00 +5.7%
197 BLK BLACKROCK INCORPORATED Financial Services 50.0 $54K 0.01% NEW $1070.34 -1.8%
198 CRM SALESFORCE INCORPORATED Technology 198.0 $52K 0.01% NEW $264.91 -32.3%
199 SOFI SOFI TECHNOLOGIES INCORPORATED Financial Services 2,000.0 $52K 0.01% NEW $26.18 -41.8%
200 IBDW ISHARES TR IBONDS DEC 2031 2,433.0 $51K 0.01% NEW $21.15 -1.8%
Page 10 of 21  ·  419 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.3%
Technology 39.4%
Industrials 4.8%
Healthcare 4.4%
Consumer Cyclical 3.6%
Communication Services 2.0%
Consumer Defensive 1.5%
Energy 1.2%
Basic Materials 1.1%
Real Estate 0.6%