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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $1.0B AUM 609 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 202 New 149 Added 26 Reduced 5 Exited
Page 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INCORPORATED Consumer Cyclical 1,211.0 $427K 0.04% +208.0 +20.7% $352.68 -5.2%
42 DELL DELL TECHNOLOGIES INCORPORATED CLASS C Technology 973.0 $420K 0.04% +691.0 +245.0% $431.46 +0.8%
43 SPGI S&P GLOBAL INCORPORATED Financial Services 1,025.0 $417K 0.04% +11.0 +1.1% $407.26 +6.1%
44 PFE PFIZER INCORPORATED Healthcare 17,084.0 $411K 0.04% +359.0 +2.1% $24.08 +15.5%
45 ALL ALLSTATE CORPORATION Financial Services 1,710.0 $407K 0.04% +23.0 +1.4% $237.94 +7.0%
46 ABBV ABBVIE INCORPORATED Healthcare 1,565.0 $394K 0.04% +48.0 +3.2% $251.64 +4.0%
47 MS MORGAN STANLEY COM NEW Financial Services 1,849.0 $387K 0.04% +1K +317.4% $209.04 -0.7%
48 BUG GLOBAL X CYBERSECURITY ETF 9,841.0 $376K 0.04% +2K +19.9% $38.19 +5.1%
49 CB CHUBB LIMITED (SWITZERLAND) Financial Services 1,004.0 $342K 0.03% +288.0 +40.2% $340.74 +0.6%
50 GE GE AEROSPACE COM NEW Industrials 893.0 $334K 0.03% +23.0 +2.6% $373.73 -7.8%
51 VTEB VANGUARD TAX-EXEMPT BOND ETF 6,421.0 $325K 0.03% +2K +63.3% $50.58 -2.0%
52 IEMG ISHARES INCORPORATED CORE MSCI EMKT 3,749.0 $311K 0.03% +3K +643.9% $82.84 -2.2%
53 SHW SHERWIN WILLIAMS COMPANY Basic Materials 834.0 $287K 0.03% +9.0 +1.1% $344.32 +0.8%
54 ABT ABBOTT LABORATORIES Healthcare 3,129.0 $284K 0.03% +25.0 +0.8% $90.74 +25.9%
55 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 5,366.0 $282K 0.03% +2K +79.8% $52.60 -1.6%
56 BAC BANK OF AMER CORPORATION Financial Services 4,953.0 $282K 0.03% +555.0 +12.6% $56.98 +8.6%
57 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,884.0 $276K 0.03% +40.0 +2.2% $146.64 -2.5%
58 DOC HEALTHPEAK PROPERTIES INCORPORATED REIT Real Estate 12,019.0 $257K 0.03% +620.0 +5.4% $21.40 -0.9%
59 ORCL ORACLE CORPORATION Technology 1,721.0 $252K 0.02% +752.0 +77.6% $146.55 -3.1%
60 DOW DOW HLDGS INCORPORATED Basic Materials 9,081.0 $248K 0.02% +285.0 +3.2% $27.36 +20.2%
Page 3 of 8  ·  149 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 39.4%
Technology 37.3%
Industrials 6.7%
Healthcare 4.7%
Consumer Cyclical 4.0%
Communication Services 2.8%
Consumer Defensive 1.9%
Energy 1.3%
Basic Materials 1.0%
Real Estate 0.6%