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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 20 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 154.0 $2K NEW $13.21 +13.6%
382 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 22.0 $2K NEW $90.68 +1.3%
383 C CITIGROUP INCORPORATED COM NEW Financial Services 17.0 $2K NEW $116.71 +2.8%
384 KNSL KINSALE CAP GROUP INCORPORATED Financial Services 5.0 $2K NEW $391.20 -17.0%
385 ISHARES TR MSCI INTL QUALTY 43.0 $2K NEW $45.44
386 NUSC NUVEEN ESG SMALL-CAP ETF 42.0 $2K NEW $44.64 +6.4%
387 PNFP PINNACLE FINL PARTNERS INCORPORATED Financial Services 19.0 $2K NEW $95.42 -0.7%
388 AJG GALLAGHER ARTHUR J & COMPANY Financial Services 7.0 $2K NEW $258.86 -21.4%
389 QUAL ISHARES TR MSCI USA QLT FCT 9.0 $2K NEW $198.67 +5.5%
390 LAD LITHIA MTRS INCORPORATED Consumer Cyclical 5.0 $2K NEW $332.40 -20.3%
391 AVLV AVANTIS US LARGE CAP VALUE ETF 21.0 $2K NEW $75.76 +15.5%
392 DORM DORMAN PRODUCTS INCORPORATED Consumer Cyclical 12.0 $1K NEW $123.17 -6.6%
393 FOXA FOX CORPORATION CLASS A COM Communication Services 20.0 $1K NEW $73.05 -9.8%
394 PGR PROGRESSIVE CORPORATION Financial Services 6.0 $1K NEW $227.67 -10.4%
395 RPM RPM INTERNATIONAL INCORPORATED Basic Materials 13.0 $1K NEW $104.00 -6.6%
396 MAINZ BIOMED N V SHS NEW (NETHERLANDS) 1,171.0 $1K NEW $1.12
397 CNP CENTERPOINT ENERGY INCORPORATED Utilities 34.0 $1K NEW $38.35 +8.8%
398 BAH BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A Industrials 15.0 $1K NEW $84.33 -8.7%
399 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 14.0 $1K NEW $83.71 -2.6%
400 SUI SUN CMNTYS INCORPORATED REIT Real Estate 9.0 $1K NEW $123.89 -1.9%
Page 20 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%