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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 5 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 7,871.0 $400K 0.04% -210.0 -2.6% $50.80 -0.7%
82 RTX RTX CORPORATION Industrials 2,014.0 $389K 0.04% $192.90 -8.5%
83 XOM EXXON MOBIL CORPORATION Energy 2,255.0 $383K 0.04% +1K +140.9% $169.66 -4.5%
84 AEM AGNICO EAGLE MINES LIMITED (CANADA) Basic Materials 1,840.0 $373K 0.04% $202.98 -13.6%
85 DOW DOW HLDGS INCORPORATED Basic Materials 8,796.0 $366K 0.04% $41.65 -9.7%
86 GILD GILEAD SCIENCES INCORPORATED Healthcare 2,614.0 $364K 0.04% $139.37 -5.7%
87 CSCO CISCO SYSTEMS INCORPORATED Technology 4,617.0 $358K 0.04% -52.0 -1.1% $77.59 +50.2%
88 ALL ALLSTATE CORPORATION Financial Services 1,687.0 $350K 0.04% $207.34 +8.8%
89 GSL GLOBAL SHIP LEASE INCORPORATED COM CLASS A Industrials 9,040.0 $337K 0.04% $37.23 +10.3%
90 STWD STARWOOD PROPERTY TR INCORPORATED REIT Real Estate 19,248.0 $331K 0.04% $17.22 -1.9%
91 ABBV ABBVIE INCORPORATED Healthcare 1,517.0 $330K 0.04% $217.49 -1.3%
92 HD HOME DEPOT INCORPORATED Consumer Cyclical 1,003.0 $330K 0.04% +610.0 +155.2% $328.89 -8.1%
93 ABT ABBOTT LABORATORIES Healthcare 3,104.0 $319K 0.03% -35.0 -1.1% $102.67 -13.7%
94 META META PLATFORMS INCORPORATED CLASS A Communication Services 546.0 $312K 0.03% -45.0 -7.6% $572.13 +5.5%
95 DVY ISHARES TR SELECT DIVID ETF 2,051.0 $311K 0.03% +43.0 +2.1% $151.41 +1.0%
96 XMPT VANECK CEF MUNI INCOME ETF 13,160.0 $283K 0.03% $21.50 -0.6%
97 LNC LINCOLN NATL CORPORATION IND Financial Services 7,890.0 $280K 0.03% $35.50 -3.1%
98 WU WESTERN UN COMPANY Financial Services 32,000.0 $279K 0.03% $8.73 -4.0%
99 EFG ISHARES TR EAFE GRWTH ETF 2,504.0 $279K 0.03% $111.37 +6.5%
100 JBL JABIL INCORPORATED Technology 1,041.0 $277K 0.03% $265.63 +25.3%
Page 5 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%