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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 3 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 16,032.0 $1.2M 0.12% $75.71 -0.9%
42 WMT WALMART INC Consumer Defensive 9,565.0 $1.1M 0.10% +2K +20.1% $113.26 +0.9%
43 IVE ISHARES TR S&P 500 VAL ETF 4,727.0 $1.1M 0.10% $227.06 +5.0%
44 HDV ISHARES TR CORE HIGH DV ETF 38,350.0 $1.1M 0.10% +31K +400.0% $27.41 +9.2%
45 AXP AMERICAN EXPRESS COMPANY Financial Services 3,085.0 $1.0M 0.10% +436.0 +16.5% $338.25 +0.5%
46 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 2,858.0 $1.0M 0.10% +658.0 +29.9% $353.33 -3.3%
47 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 2,105.0 $1.0M 0.10% $477.57 -13.7%
48 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 31,535.0 $963K 0.09% $30.53 -2.3%
49 GLD SPDR GOLD SHARES Financial Services 2,543.0 $937K 0.09% $368.38 +12.3%
50 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF 24,232.0 $888K 0.09% $36.66 -6.5%
51 V VISA INCORPORATED COM CLASS A Financial Services 2,555.0 $877K 0.08% +44.0 +1.8% $343.09 +6.5%
52 AVGO BROADCOM INCORPORATED Technology 2,310.0 $873K 0.08% +474.0 +25.8% $377.75 -4.0%
53 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 2,321.0 $829K 0.08% +148.0 +6.8% $357.37 -3.5%
54 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 1,396.0 $811K 0.08% +621.0 +80.1% $580.91 -19.7%
55 ACWI ISHARES TR MSCI ACWI ETF 4,740.0 $744K 0.07% +126.0 +2.7% $156.97 +2.4%
56 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 11,600.0 $651K 0.06% +6K +100.0% $56.16 +4.6%
57 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 11,869.0 $648K 0.06% $54.63 +1.7%
58 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 11,406.0 $644K 0.06% +11K +1447.6% $56.48 +2.6%
59 AMLP ALERIAN MLP ETF 11,880.0 $616K 0.06% $51.85 +5.9%
60 SPYI NEOS S&P 500 HIGH INCOME ETF 11,441.0 $607K 0.06% NEW $53.09 +1.0%
Page 3 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%