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Portfolio (Quarterly) Guide ↗

Provenance Wealth Advisors, LLC

· CIK 0002081584
13F Portfolio $944.5B AUM 412 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 40 Added 69 Reduced 27 Exited
Page 19 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CRH PLC ORD (IRELAND) 29.0 $3K $105.10
362 CNQ CANADIAN NAT RES LIMITED MED TERM (CANADA) Energy 62.0 $3K $48.73 -0.2%
363 HLN HALEON PLC SPON ADS (UNITED KINGDOM) Healthcare 300.0 $3K $10.01 -8.2%
364 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 57.0 $3K $50.19 -6.2%
365 VLTO VERALTO CORPORATION COM SHS Industrials 32.0 $3K $88.41 -2.8%
366 BJ BJS WHOLESALE CLUB HLDGS INCORPORATED Consumer Defensive 28.0 $3K $98.43 -1.0%
367 TXRH TEXAS ROADHOUSE INCORPORATED Consumer Cyclical 16.0 $3K $165.12 +6.0%
368 ZTS ZOETIS INCORPORATED CLASS A Healthcare 22.0 $3K $118.23 -34.0%
369 OCCIDENTAL PETE CORPORATION WARRANT EXP 080327 57.0 $2K $42.89
370 CVCO CAVCO INDUSTRIES INCORPORATED DEL Consumer Cyclical 5.0 $2K $484.20 -7.1%
371 CORPAY INCORPORATED COM SHS 8.0 $2K $291.00
372 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 154.0 $2K $15.02 +0.6%
373 FSS FEDERAL SIGNAL CORPORATION Industrials 19.0 $2K $108.16 +2.6%
374 ICE INTERCONTINENTAL EXCHANGE INCORPORATED Financial Services 13.0 $2K $157.31 -0.7%
375 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 22.0 $2K $90.68 +0.7%
376 C CITIGROUP INCORPORATED COM NEW Financial Services 17.0 $2K $113.41 +6.3%
377 DIS DISNEY WALT COMPANY Communication Services 20.0 $2K $96.40 +6.8%
378 QS QUANTUMSCAPE CORPORATION COM CLASS A Consumer Cyclical 300.0 $2K $6.38 +15.4%
379 EXP EAGLE MATLS INCORPORATED Basic Materials 10.0 $2K $189.40 +2.8%
380 NUSC NUVEEN ESG SMALL-CAP ETF 42.0 $2K $45.07 +5.8%
Page 19 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%