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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 18 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ECL ECOLAB INCORPORATED Basic Materials 40.0 $11K 0.00% $278.60 +1.1%
342 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 103.0 $11K 0.00% NEW $107.50 -5.1%
343 GPC GENUINE PARTS COMPANY Consumer Cyclical 93.0 $11K 0.00% NEW $117.98 +13.5%
344 BX BLACKSTONE INCORPORATED Financial Services 93.0 $11K 0.00% +3.0 +3.3% $117.67 +21.9%
345 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 328.0 $11K 0.00% $33.29 +31.2%
346 GWW WW GRAINGER INCORPORATED Industrials 8.0 $11K 0.00% $1360.38 -3.5%
347 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 200.0 $11K 0.00% $53.11 +19.8%
348 UNILEVER PLC SPON ADR NEW (UNITED KINGDOM) 176.0 $11K 0.00% NEW $60.12
349 ETHA ISHARES ETHEREUM TR SHS Financial Services 873.0 $10K 0.00% $11.89 +53.4%
350 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 260.0 $10K 0.00% $36.95 +21.1%
351 MNST MONSTER BEVERAGE CORPORATION NEW Consumer Defensive 99.0 $10K 0.00% +16.0 +19.3% $96.12 -50.3%
352 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 100.0 $9K 0.00% $94.85 +0.9%
353 THQ ABRDN HEALTHCARE OPPORTUNITIES SHS Financial Services 505.0 $9K 0.00% $18.73 +6.3%
354 IJK ISHARES TR S&P MC 400GR ETF 76.0 $9K 0.00% $116.88 -1.2%
355 IWP ISHARES TR RUS MD CP GR ETF 60.0 $9K 0.00% $146.42 -1.9%
356 USCB USCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM Financial Services 400.0 $8K 0.00% $20.46 +9.7%
357 OMC OMNICOM GROUP INCORPORATED Communication Services 112.0 $8K 0.00% NEW $72.83 +20.2%
358 IWS ISHARES TR RUS MDCP VAL ETF 49.0 $8K 0.00% $163.51 +5.2%
359 HAL HALLIBURTON COMPANY Energy 229.0 $8K 0.00% $33.95 +4.1%
360 MILLROSE PPTYS INCORPORATED COM CLASS A REIT 250.0 $8K 0.00% $30.05
Page 18 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 39.8%
Technology 37.7%
Industrials 6.8%
Healthcare 4.7%
Consumer Cyclical 4.0%
Communication Services 2.0%
Consumer Defensive 2.0%
Energy 1.1%
Basic Materials 1.0%
Real Estate 0.6%