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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 11 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HON HONEYWELL INTERNATIONAL INCORPORATED Industrials 253.0 $49K 0.01% NEW $195.09 +11.3%
202 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 307.0 $49K 0.01% NEW $160.40 +19.4%
203 COWG PACER FDS TR US LARGE CAP CASH COWS 1,396.0 $49K 0.01% NEW $35.21 +6.8%
204 LEIDOS HOLDINGS INCORPORATED 265.0 $48K 0.01% NEW $180.40
205 USB US BANCORP DEL COM NEW Financial Services 879.0 $47K 0.01% NEW $53.36 -0.1%
206 GDV GABELLI DIVID & INCOME TR Financial Services 1,685.0 $47K 0.01% NEW $27.77 +4.5%
207 VOOG VANGUARD S&P 500 GROWTH ETF 100.0 $44K 0.01% NEW $444.59 -81.6%
208 NVO NOVO-NORDISK A S ADR (DENMARK) Healthcare 841.0 $43K 0.01% NEW $50.88 -13.0%
209 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 973.0 $42K 0.01% NEW $43.55 -6.0%
210 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 144.0 $42K 0.01% NEW $293.57 +5.0%
211 EQL ALPS EQUAL SECTOR WEIGHT ETF 900.0 $42K 0.01% NEW $46.38 +8.3%
212 CNI CANADIAN NATL RY COMPANY (CANADA) Industrials 400.0 $40K 0.00% NEW $98.85 +14.5%
213 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 330.0 $39K 0.00% NEW $119.41 -1.2%
214 FCX FREEPORT-MCMORAN INCORPORATED CLASS B Basic Materials 763.0 $39K 0.00% NEW $50.79 +15.6%
215 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 1,296.0 $37K 0.00% NEW $28.82 -6.0%
216 SAP SAP SE SPON ADR (GERMANY) Technology 149.0 $36K 0.00% NEW $242.91 -26.4%
217 NEE NEXTERA ENERGY INCORPORATED Utilities 447.0 $36K 0.00% NEW $80.28 +12.2%
218 MET METLIFE INCORPORATED Financial Services 450.0 $36K 0.00% NEW $78.94 +2.7%
219 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1,800.0 $35K 0.00% NEW $19.57 -0.4%
220 INTC INTEL CORPORATION Technology 946.0 $35K 0.00% NEW $36.90 +200.3%
Page 11 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%