Portfolio (Quarterly)
Guide ↗
Provenance Wealth Advisors, LLC
· CIK 0002081584| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTERNATIONAL INCORPORATED | Industrials | 273 | $62K | 0.01% | SOLD |
| 2 | — | PONY AI INCORPORATED SPONSORED ADS (CAYMAN ISLANDS) | — | 6,168 | $58K | 0.01% | SOLD |
| 3 | DD | DUPONT DE NEMOURS INCORPORATED | Basic Materials | 666 | $31K | 0.00% | SOLD |
| 4 | MELI | MERCADOLIBRE INCORPORATED | Consumer Cyclical | 15 | $26K | 0.00% | SOLD |
| 5 | CCL | CARNIVAL CORPORATION COMMON STOCK (PANAMA) | Consumer Cyclical | 192 | $5K | 0.00% | SOLD |
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%