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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 6 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BCE BCE INCORPORATED COM NEW (CANADA) Communication Services 10,210.0 $243K 0.03% NEW $23.82 +1.3%
102 BAC BANK AMERICA CORPORATION Financial Services 4,418.0 $243K 0.03% NEW $55.00 -6.7%
103 JBL JABIL INCORPORATED Technology 1,041.0 $237K 0.03% NEW $228.02 +50.4%
104 CB CHUBB LIMITED (SWITZERLAND) Financial Services 756.0 $236K 0.03% NEW $312.12 +5.1%
105 JPM JPMORGAN CHASE & COMPANY. Financial Services 668.0 $215K 0.02% NEW $322.22 -6.2%
106 V VISA INCORPORATED COM CLASS A Financial Services 591.0 $207K 0.02% NEW $350.71 -6.0%
107 PKG PACKAGING CORPORATION AMER Consumer Cyclical 1,000.0 $206K 0.02% NEW $206.23 +2.2%
108 DOW DOW INCORPORATED Basic Materials 8,796.0 $206K 0.02% NEW $23.38 +55.9%
109 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 1,326.0 $204K 0.02% NEW $153.61 +4.0%
110 IXC ISHARES TR GLOBAL ENERG ETF 4,853.0 $203K 0.02% NEW $41.93 +35.1%
111 COST COSTCO WHOLESALE CORPORATION NEW Consumer Defensive 224.0 $193K 0.02% NEW $862.34 +25.6%
112 T AT&T INCORPORATED Communication Services 7,719.0 $192K 0.02% NEW $24.84 +0.5%
113 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 894.0 $191K 0.02% NEW $214.16 +107.6%
114 ITA ISHARES TR US AER DEF ETF 877.0 $188K 0.02% NEW $214.69 +3.7%
115 OGN ORGANON & COMPANY COMMON STOCK Healthcare 25,758.0 $185K 0.02% NEW $7.17 +87.4%
116 DOC HEALTHPEAK PROPERTIES INC Real Estate 11,399.0 $183K 0.02% NEW $16.08 +21.7%
117 GE GE AEROSPACE COM NEW Industrials 595.0 $183K 0.02% NEW $308.03 -3.1%
118 MCK MCKESSON CORPORATION Healthcare 221.0 $181K 0.02% NEW $820.29 -8.0%
119 IBDV ISHARES TR IBONDS DEC 2030 8,148.0 $180K 0.02% NEW $22.07 -1.6%
120 MGV VANGUARD MEGA CAP VALUE ETF 1,261.0 $178K 0.02% NEW $141.16 +9.9%
Page 6 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%