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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $945M AUM 412 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 40 Added 69 Reduced 27 Exited
Page 11 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 2,433.0 $51K 0.01% $20.93 -1.3%
202 BROOKFIELD ASSET MANAGMT LIMITED CLASS A LMT VTG SHS 1,124.0 $50K 0.01% $44.45
203 LHX L3HARRIS TECHNOLOGIES INCORPORATED Industrials 144.0 $50K 0.01% $345.15 -9.8%
204 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 179.0 $48K 0.01% -63.0 -26.0% $270.59 +44.5%
205 BLK BLACKROCK INCORPORATED Financial Services 50.0 $48K 0.01% $961.72 +7.8%
206 TOTALENERGIES SE ACT (FRANCE) 526.0 $48K 0.01% $90.98
207 COWG PACER FDS TR US LARGE CAP CASH COWS 1,396.0 $47K 0.01% $33.74 +9.7%
208 DELL DELL TECHNOLOGIES INCORPORATED CLASS C Technology 282.0 $46K 0.01% +251.0 +809.7% $164.13 +45.0%
209 GDV GABELLI DIVID & INCOME TR Financial Services 1,685.0 $45K 0.01% $26.93 +6.9%
210 FCX FREEPORT MCMORAN INCORPORATED CLASS B Basic Materials 763.0 $45K 0.01% $58.78 +2.9%
211 USB US BANCORP COM NEW Financial Services 849.0 $44K 0.01% -30.0 -3.4% $52.01 +2.8%
212 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 186.0 $44K 0.01% +150.0 +416.7% $236.28 -7.7%
213 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 500.0 $43K 0.01% -119.0 -19.2% $86.84 -3.5%
214 EQL ALPS EQUAL SECTOR WEIGHT ETF 900.0 $43K 0.01% $47.56 +5.0%
215 BTC GRAYSCALE BITCOIN MINI TR ETF SHS NEW Financial Services 1,417.0 $42K 0.00% NEW $29.99 +13.2%
216 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 737.0 $42K 0.00% NEW $56.68 -1.1%
217 NEE NEXTERA ENERGY INCORPORATED Utilities 447.0 $42K 0.00% $92.88 +0.5%
218 Z ZILLOW GROUP INCORPORATED CLASS C CAP STK Communication Services 1,000.0 $41K 0.00% $41.38 -10.2%
219 LEIDOS HOLDINGS INCORPORATED 265.0 $41K 0.00% $155.52
220 CNI CANADIAN NATL RY COMPANY (CANADA) Industrials 400.0 $41K 0.00% $102.77 +8.8%
Page 11 of 21  ·  412 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 39.7%
Technology 37.0%
Industrials 5.9%
Healthcare 5.1%
Consumer Cyclical 3.9%
Communication Services 2.5%
Consumer Defensive 2.1%
Energy 1.5%
Basic Materials 1.4%
Real Estate 0.6%