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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 13 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LIN LINDE PLC (IRELAND) Basic Materials 78.0 $40K 0.00% +71.0 +1014.3% $518.94 -7.3%
242 NVO NOVO-NORDISK A S ADR (DENMARK) Healthcare 841.0 $40K 0.00% $47.94 -3.8%
243 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 330.0 $39K 0.00% $117.28 -0.5%
244 MET METLIFE INCORPORATED Financial Services 450.0 $38K 0.00% $84.61 +10.5%
245 MDT MEDTRONIC PLC SHS (IRELAND) Healthcare 485.0 $38K 0.00% +150.0 +44.8% $78.23 +18.0%
246 VPL VANGUARD FTSE PACIFIC ETF 326.0 $38K 0.00% NEW $115.69 -1.4%
247 EEMA ISHARES INCORPORATED MSCI EM ASIA ETF 319.0 $37K 0.00% NEW $116.96 -1.0%
248 WTAI WISDOMTREE TRUST ARTIFICIAL INTELLIGENCE & 769.0 $37K 0.00% $47.47 -13.4%
249 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 1,356.0 $36K 0.00% +66.0 +5.1% $26.66 +5.9%
250 SOFI SOFI TECHNOLOGIES INCORPORATED Financial Services 2,000.0 $36K 0.00% $17.93 -0.1%
251 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1,800.0 $35K 0.00% $19.52 +0.2%
252 CMCSA COMCAST CORPORATION NEW CLASS A Communication Services 1,408.0 $35K 0.00% +352.0 +33.3% $24.55 +7.6%
253 B BARRICK MINING CORPORATION COM SHS (CANADA) Basic Materials 925.0 $34K 0.00% $36.73 +26.0%
254 NTR NUTRIEN LIMITED (CANADA) Basic Materials 535.0 $34K 0.00% $62.95 +16.2%
255 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 449.0 $34K 0.00% $74.90 +1.0%
256 KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 225.0 $33K 0.00% $147.24 +12.8%
257 Z ZILLOW GROUP INCORPORATED CLASS C CAP STK Communication Services 1,000.0 $32K 0.00% $31.52 +13.3%
258 HONEYWELL INTERNATIONAL INC 138.0 $31K 0.00% NEW $223.90
259 DUPONT DE NEMOURS INCORPORATED COMMON STOCK 224.0 $30K 0.00% NEW $135.64
260 SHEL SHELL PLC SPON ADS (UNITED KINGDOM) Energy 390.0 $30K 0.00% $77.54 +20.8%
Page 13 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%