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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 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORPORATION Industrials 3.0 $3K NEW $978.00 +2.3%
62 APD AIR PRODUCTS AND CHEMICALS INCORPORATED Basic Materials 10.0 $3K NEW $293.20 +2.4%
63 ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT Real Estate 52.0 $3K NEW $52.85 +0.2%
64 ES EVERSOURCE ENERGY Utilities 38.0 $3K NEW $72.26 -0.2%
65 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 36.0 $3K NEW $72.33 +0.7%
66 STT STATE STR CORPORATION Financial Services 15.0 $3K NEW $169.60 +7.9%
67 DTE DTE ENERGY COMPANY Utilities 16.0 $2K NEW $152.38 -9.3%
68 BSX BOSTON SCIENTIFIC CORPORATION Healthcare 57.0 $2K NEW $42.68 +15.7%
69 EXC EXELON CORPORATION Utilities 51.0 $2K NEW $46.63 -3.4%
70 SNDK SANDISK CORPORATION Technology 1.0 $2K NEW $2274.00 -29.6%
71 PRU PRUDENTIAL FINL INCORPORATED Financial Services 21.0 $2K NEW $107.95 +11.7%
72 EVEREST GROUP LIMITED (BERMUDA) 6.0 $2K NEW $357.17
73 DDS DILLARDS INCORPORATED CLASS A Consumer Cyclical 4.0 $2K NEW $528.50 +13.1%
74 ALB ALBEMARLE CORPORATION Basic Materials 15.0 $2K NEW $135.00 -0.6%
75 HSY HERSHEY COMPANY Consumer Defensive 11.0 $2K NEW $175.45 +7.3%
76 PINNACLE FINL PARTNERS INCORPORATED 19.0 $2K NEW $100.89
77 ITW ILLINOIS TOOL WKS INCORPORATED Industrials 7.0 $2K NEW $270.43 +4.6%
78 WELL WELLTOWER INCORPORATED REIT Real Estate 8.0 $2K NEW $227.00 +4.6%
79 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 8.0 $2K NEW $224.00 +24.6%
80 CTVA CORTEVA INCORPORATED Basic Materials 21.0 $2K NEW $84.67 -6.1%
Page 4 of 11  ·  202 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%