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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $945M AUM 412 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 40 Added 69 Reduced 27 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORPORATION Technology 500.0 $22K 0.00% -446.0 -47.1% $44.13 +168.5%
62 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 124.0 $21K 0.00% -183.0 -59.6% $165.34 +14.1%
63 CRM SALESFORCE INCORPORATED Technology 106.0 $20K 0.00% -92.0 -46.5% $186.67 -5.5%
64 WTRG ESSENTIAL UTILS INCORPORATED Utilities 425.0 $17K 0.00% -33.0 -7.2% $40.27 -9.3%
65 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A Technology 94.0 $14K 0.00% -497.0 -84.1% $146.28 -6.2%
66 MO ALTRIA GROUP INCORPORATED Consumer Defensive 100.0 $7K 0.00% -173.0 -63.4% $65.99 +11.7%
67 VO VANGUARD MID-CAP ETF 22.0 $6K 0.00% -17.0 -43.6% $287.18 -73.0%
68 IEF ISHARES TR 7-10 YR TRSY BD 62.0 $6K 0.00% -28.0 -31.1% $95.44 -1.7%
69 WDAY WORKDAY INCORPORATED CLASS A Technology 45.0 $6K 0.00% -306.0 -87.2% $129.91 -2.5%
Page 4 of 4  ·  69 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 39.7%
Technology 37.0%
Industrials 5.9%
Healthcare 5.1%
Consumer Cyclical 3.9%
Communication Services 2.5%
Consumer Defensive 2.1%
Energy 1.5%
Basic Materials 1.4%
Real Estate 0.6%