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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 9 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 3,448.0 $93K 0.01% NEW $26.92 +12.5%
162 EIS ISHARES INCORPORATED MSCI ISRAEL ETF 795.0 $92K 0.01% NEW $116.04 +11.5%
163 EUFN ISHARES TR MSCI EURO FL ETF 2,542.0 $89K 0.01% $34.85 +7.0%
164 AZO AUTOZONE INCORPORATED Consumer Cyclical 26.0 $88K 0.01% $3377.77 -0.9%
165 ADM ARCHER DANIELS MIDLAND COMPANY Consumer Defensive 1,200.0 $87K 0.01% $72.69 +9.2%
166 ICF ISHARES TR SELECT US REIT 1,400.0 $87K 0.01% $61.89 +8.8%
167 LEG LEGGETT & PLATT INCORPORATED Consumer Cyclical 8,718.0 $86K 0.01% $9.88 -5.6%
168 CSX CSX CORPORATION Industrials 2,096.0 $86K 0.01% $41.05 +12.5%
169 ITT ITT INCORPORATED Industrials 450.0 $86K 0.01% $190.53 +2.3%
170 ITB ISHARES TR US HOME CONS ETF 919.0 $83K 0.01% -325.0 -26.1% $90.55 -4.8%
171 CVS CVS HEALTH CORPORATION Healthcare 1,141.0 $82K 0.01% +808.0 +242.6% $71.82 +33.7%
172 FORTINET INCORPORATED 1,000.0 $82K 0.01% $81.72
173 IMCG ISHARES TR MRGSTR MD CP GRW 1,034.0 $81K 0.01% -467.0 -31.1% $78.77 +11.8%
174 KO COCA COLA COMPANY Consumer Defensive 1,060.0 $81K 0.01% $76.05 +6.8%
175 CARR CARRIER GLOBAL CORPORATION Industrials 1,399.0 $79K 0.01% $56.31 +9.1%
176 CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A Technology 200.0 $78K 0.01% $390.41 +58.5%
177 SNOW SNOWFLAKE INCORPORATED COM SHS Technology 511.0 $77K 0.01% $150.82 +8.9%
178 AFG AMERICAN FINANCIAL GROUP INCORPORATED Financial Services 600.0 $77K 0.01% $127.71 +6.7%
179 NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND) Healthcare 500.0 $76K 0.01% $152.75 -2.4%
180 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 580.0 $76K 0.01% $131.08 -1.6%
Page 9 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%