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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 23 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM) Consumer Defensive 22.0 $2K $100.09 +6.8%
442 NUSC NUVEEN ESG SMALL-CAP ETF 42.0 $2K $52.12 -0.9%
443 EVEREST GROUP LIMITED (BERMUDA) 6.0 $2K NEW $357.17
444 DDS DILLARDS INCORPORATED CLASS A Consumer Cyclical 4.0 $2K NEW $528.50 +13.1%
445 FOXA FOX CORPORATION CLASS A COM Communication Services 40.0 $2K +20.0 +100.0% $52.15 +30.3%
446 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 154.0 $2K $13.23 +21.0%
447 ALB ALBEMARLE CORPORATION Basic Materials 15.0 $2K NEW $135.00 -0.6%
448 ZTS ZOETIS INCORPORATED CLASS A Healthcare 27.0 $2K +5.0 +22.7% $71.85 +4.5%
449 HSY HERSHEY COMPANY Consumer Defensive 11.0 $2K NEW $175.45 +7.3%
450 PINNACLE FINL PARTNERS INCORPORATED 19.0 $2K NEW $100.89
451 ITW ILLINOIS TOOL WKS INCORPORATED Industrials 7.0 $2K NEW $270.43 +4.6%
452 QUANTUM CYBER NV SHS NEW (NETHERLANDS) 1,171.0 $2K $1.57
453 WELL WELLTOWER INCORPORATED REIT Real Estate 8.0 $2K NEW $227.00 +4.6%
454 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 8.0 $2K NEW $224.00 +24.6%
455 CTVA CORTEVA INCORPORATED Basic Materials 21.0 $2K NEW $84.67 -6.1%
456 FISV FISERV INC Technology 36.0 $2K NEW $49.06 +4.7%
457 JBHT HUNT J B TRANS SVCS INCORPORATED Industrials 6.0 $2K NEW $289.50 -5.2%
458 ODFL OLD DOMINION FREIGHT LINE INCORPORATED Industrials 8.0 $2K NEW $216.62 -5.6%
459 MLM MARTIN MARIETTA MATLS INCORPORATED Basic Materials 3.0 $2K NEW $576.67 -8.9%
460 SE SEA LIMITED SPONSORD ADS (CAYMAN ISLANDS) Consumer Cyclical 18.0 $2K $95.83 +22.3%
Page 23 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%