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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 15 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS) Basic Materials 215.0 $17K 0.00% $80.56 -8.0%
282 WTRG ESSENTIAL UTILS INCORPORATED Utilities 425.0 $17K 0.00% -33.0 -7.2% $40.27 -7.5%
283 SYK STRYKER CORPORATION Healthcare 51.0 $17K 0.00% $328.59 -4.7%
284 HIG HARTFORD INSURANCE GROUP INCORPORATED Financial Services 122.0 $16K 0.00% $135.23 +1.0%
285 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 314.0 $16K 0.00% $52.30 +5.0%
286 UUP INVESCO DB US DOLLAR INDEX BULLISH FUND Financial Services 568.0 $16K 0.00% $27.78 +0.0%
287 ARTY ISHARES TR FUTURE AI & TECH 332.0 $15K 0.00% $46.53 +37.1%
288 IWN ISHARES TR RUS 2000 VAL ETF 81.0 $15K 0.00% $189.59 +7.7%
289 IHAK ISHARES TR CYBERSECURITY 342.0 $15K 0.00% $43.65 +22.5%
290 AN AUTONATION INCORPORATED Consumer Cyclical 75.0 $15K 0.00% $195.25 -8.5%
291 VANGUARD INTERMEDIATE TERM TAX EXEMPT BOND ETF 146.0 $15K 0.00% NEW $99.94
292 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 602.0 $14K 0.00% NEW $23.69 -0.7%
293 MTN VAIL RESORTS INCORPORATED Consumer Cyclical 111.0 $14K 0.00% $128.32 -3.6%
294 ETHA ISHARES ETHEREUM TR SHS Financial Services 873.0 $14K 0.00% $15.83 +0.6%
295 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A Technology 94.0 $14K 0.00% -497.0 -84.1% $146.28 -7.6%
296 IPO RENAISSANCE IPO ETF 325.0 $14K 0.00% $41.88 +17.7%
297 DVN DEVON ENERGY CORPORATION NEW Energy 266.0 $13K 0.00% $50.32 -1.3%
298 GSK GSK PLC SPONSORED ADR (UNITED KINGDOM) Healthcare 240.0 $13K 0.00% $55.19 -8.9%
299 COP CONOCOPHILLIPS Energy 97.0 $13K 0.00% $132.00 -5.7%
300 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 328.0 $13K 0.00% $38.42 +13.2%
Page 15 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%