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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 10 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CSX CSX CORPORATION Industrials 2,096.0 $100K 0.01% $47.53 +7.6%
182 EUFN ISHARES TR MSCI EURO FL ETF 2,542.0 $99K 0.01% $38.99 +7.3%
183 ITB ISHARES TR US HOME CONS ETF 919.0 $96K 0.01% $104.48 -7.0%
184 EIS ISHARES INCORPORATED MSCI ISRAEL ETF 795.0 $96K 0.01% $120.71 +0.6%
185 ICF ISHARES TR SELECT US REIT 1,400.0 $95K 0.01% $67.63 +1.9%
186 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 1,238.0 $95K 0.01% +38.0 +3.2% $76.40 +8.9%
187 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 227.0 $94K 0.01% +48.0 +26.8% $415.63 -6.8%
188 PGX INVESCO PREFERRED ETF 8,677.0 $94K 0.01% $10.84 -2.0%
189 KO COCA COLA COMPANY Consumer Defensive 1,134.0 $92K 0.01% +74.0 +7.0% $81.27 +12.8%
190 BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW Financial Services 3,540.0 $92K 0.01% +2K +149.8% $25.95 +23.4%
191 AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW Financial Services 1,225.0 $91K 0.01% NEW $74.53 +1.9%
192 ITT ITT INCORPORATED Industrials 450.0 $89K 0.01% $197.76 +6.9%
193 BA BOEING COMPANY Industrials 402.0 $87K 0.01% NEW $216.47 -0.1%
194 PWR QUANTA SVCS INCORPORATED Industrials 120.0 $86K 0.01% NEW $720.04 -7.3%
195 AZO AUTOZONE INCORPORATED Consumer Cyclical 27.0 $86K 0.01% +1.0 +3.9% $3195.93 -8.0%
196 GEV GE VERNOVA INCORPORATED Utilities 73.0 $86K 0.01% +5.0 +7.3% $1174.86 -19.2%
197 AFG AMERICAN FINANCIAL GROUP INCORPORATED Financial Services 600.0 $84K 0.01% $139.94 +3.4%
198 INTC INTEL CORPORATION Technology 580.0 $81K 0.01% +80.0 +16.0% $139.63 -34.4%
199 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 585.0 $80K 0.01% +5.0 +0.9% $136.81 -7.4%
200 IJJ ISHARES TR S&P MC 400VL ETF 516.0 $76K 0.01% $147.73 +0.5%
Page 10 of 31  ·  609 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%