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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 15 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MO ALTRIA GROUP INCORPORATED Consumer Defensive 273.0 $16K 0.00% NEW $57.66 +27.9%
282 AN AUTONATION INCORPORATED Consumer Cyclical 75.0 $15K 0.00% NEW $206.48 -13.5%
283 UUP INVESCO DB US DOLLAR INDEX BULLISH FUND Financial Services 568.0 $15K 0.00% NEW $27.03 +2.8%
284 DOUG DOUGLAS ELLIMAN INCORPORATED Real Estate 6,380.0 $15K 0.00% NEW $2.37 -30.4%
285 IPO RENAISSANCE IPO ETF 325.0 $15K 0.00% NEW $45.65 +8.0%
286 MTN VAIL RESORTS INCORPORATED Consumer Cyclical 111.0 $15K 0.00% NEW $132.80 -6.8%
287 IWN ISHARES TR RUS 2000 VAL ETF 81.0 $15K 0.00% NEW $181.21 +12.7%
288 CM CANADIAN IMPERIAL BANK OF COMM (CANADA) Financial Services 160.0 $14K 0.00% NEW $90.61 +23.9%
289 BX BLACKSTONE INCORPORATED Financial Services 90.0 $14K 0.00% NEW $154.14 -25.9%
290 PEP PEPSICO INCORPORATED Consumer Defensive 95.0 $14K 0.00% NEW $143.52 +3.9%
291 ARKK ARK ETF TRUST INNOVATION ETF 173.0 $13K 0.00% NEW $76.92 -4.0%
292 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 348.0 $13K 0.00% NEW $36.23 +7.3%
293 JD JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) Consumer Cyclical 429.0 $12K 0.00% NEW $28.70 +10.1%
294 LULU LULULEMON ATHLETICA INCORPORATED Consumer Cyclical 59.0 $12K 0.00% NEW $207.81 -42.1%
295 BPAY ISHARES FINTECH ACTIVE ETF 450.0 $12K 0.00% NEW $27.15 -11.3%
296 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 240.0 $12K 0.00% NEW $49.04 +2.5%
297 VO VANGUARD MID-CAP ETF 39.0 $11K 0.00% NEW $290.23 -73.7%
298 AD ARRAY DIGITAL INFRASTRUCTURE I Communication Services 200.0 $11K 0.00% NEW $53.62 -5.1%
299 EW EDWARDS LIFESCIENCES CORPORATION Healthcare 125.0 $11K 0.00% NEW $85.25 -3.4%
300 MTUM ISHARES TR MSCI USA MMENTM 42.0 $11K 0.00% NEW $250.31 +16.9%
Page 15 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%