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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 6 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GE GE AEROSPACE COM NEW Industrials 893.0 $334K 0.03% +23.0 +2.6% $373.73 -4.7%
102 GILD GILEAD SCIENCES INCORPORATED Healthcare 2,619.0 $331K 0.03% $126.34 +16.8%
103 VTEB VANGUARD TAX-EXEMPT BOND ETF 6,421.0 $325K 0.03% +2K +63.3% $50.58 -1.8%
104 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 13,794.0 $323K 0.03% -7K -32.9% $23.44 -0.6%
105 DVY ISHARES TR SELECT DIVID ETF 2,051.0 $321K 0.03% $156.30 +5.9%
106 STWD STARWOOD PROPERTY TR INCORPORATED REIT Real Estate 19,248.0 $315K 0.03% $16.38 +1.1%
107 EFG ISHARES TR EAFE GRWTH ETF 2,504.0 $312K 0.03% $124.42 +0.8%
108 IEMG ISHARES INCORPORATED CORE MSCI EMKT 3,749.0 $311K 0.03% +3K +643.9% $82.84 -2.7%
109 BE BLOOM ENERGY CORPORATION COM CLASS A Industrials 1,000.0 $303K 0.03% $302.70 -31.7%
110 XMPT VANECK CEF MUNI INCOME ETF 13,160.0 $294K 0.03% $22.34 -2.9%
111 SHW SHERWIN WILLIAMS COMPANY Basic Materials 834.0 $287K 0.03% +9.0 +1.1% $344.32 +2.7%
112 AEM AGNICO EAGLE MINES LIMITED (CANADA) Basic Materials 1,840.0 $285K 0.03% $155.13 +33.9%
113 ABT ABBOTT LABORATORIES Healthcare 3,129.0 $284K 0.03% +25.0 +0.8% $90.74 +26.1%
114 MUNI PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND 5,366.0 $282K 0.03% +2K +79.8% $52.60 -1.5%
115 BAC BANK OF AMER CORPORATION Financial Services 4,953.0 $282K 0.03% +555.0 +12.6% $56.98 +10.9%
116 LNC LINCOLN NATL CORPORATION IND Financial Services 7,890.0 $279K 0.03% $35.35 +23.0%
117 PG PROCTER & GAMBLE COMPANY Consumer Defensive 1,884.0 $276K 0.03% +40.0 +2.2% $146.64 -1.5%
118 DDOG DATADOG INCORPORATED CLASS A COM Technology 1,017.0 $265K 0.03% $260.36 -10.3%
119 BN BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) Financial Services 6,071.0 $259K 0.03% $42.59 -1.0%
120 DOC HEALTHPEAK PROPERTIES INCORPORATED REIT Real Estate 12,019.0 $257K 0.03% +620.0 +5.4% $21.40 -3.0%
Page 6 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%