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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 3 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HDV ISHARES TR CORE HIGH DV ETF 7,670.0 $1.0M 0.11% -3K -26.1% $135.72 -79.5%
42 IBM INTERNATIONAL BUSINESS MACHINES Technology 4,288.0 $1.0M 0.11% +200.0 +4.9% $242.39 -8.2%
43 IVE ISHARES TR S&P 500 VAL ETF 4,727.0 $998K 0.11% $211.15 +6.5%
44 WMT WALMART INCORPORATED Consumer Defensive 7,967.0 $990K 0.10% +2K +24.8% $124.28 +8.6%
45 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 31,535.0 $973K 0.10% $30.84 +0.1%
46 QTUM DEFIANCE QUANTUM ETF 7,758.0 $832K 0.09% +1K +16.3% $107.30 +31.8%
47 IGV ISHARES TR EXPANDED TECH 10,170.0 $814K 0.09% -16K -60.8% $80.05 +15.2%
48 AXP AMERICAN EXPRESS COMPANY Financial Services 2,649.0 $801K 0.09% $302.48 +2.5%
49 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 24,232.0 $791K 0.08% $32.64 +7.9%
50 V VISA INCORPORATED COM CLASS A Financial Services 2,511.0 $759K 0.08% +2K +324.9% $302.24 +9.3%
51 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 2,105.0 $711K 0.07% -66.0 -3.0% $337.95 +17.4%
52 ACWI ISHARES TR MSCI ACWI ETF 4,614.0 $638K 0.07% $138.37 +11.2%
53 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 2,200.0 $631K 0.07% +800.0 +57.1% $286.86 +34.8%
54 AMLP ALERIAN MLP ETF 11,880.0 $625K 0.07% $52.64 +3.8%
55 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 2,173.0 $625K 0.07% +800.0 +58.3% $287.56 +35.6%
56 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 5,800.0 $615K 0.07% -190.0 -3.2% $106.01 +0.7%
57 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 28,762.0 $587K 0.06% -500.0 -1.7% $20.42 -0.5%
58 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 11,869.0 $586K 0.06% -665.0 -5.3% $49.40 +5.2%
59 AVGO BROADCOM INCORPORATED Technology 1,836.0 $568K 0.06% +1K +119.6% $309.51 +33.4%
60 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 3,515.0 $561K 0.06% +2K +165.1% $159.70 -4.6%
Page 3 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%