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Provenance Wealth Advisors

Latest statistics and disclosures from Provenance Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, MOAT, VIG, VXUS, JGRO, and represent 62.19% of Provenance Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JGRO (+$25M), EEM, AAPL, AGG, AMZN, VXUS, IWV, VIG, PLTR, SJNK.
Started 24 new stock positions in DEA, CGGR, QUAL, DOCU, XT, VCIT, PSTG, MPWR, MBB, AVLV. IQLT, AVAV, WTAI, PPA, PODD, SJNK, QQQM, JD, KTOS, VTV, B, NET, DLR, COWG.
Reduced shares in these 10 stocks: ITOT, MOAT, SPHY, HDV, ASC, IWD, ICVT, SPY, IWF, IUSG.
Sold out of its positions in BKR, ED, IRM, ICVT, MTUS, UPS, WPC, ASC.
Provenance Wealth Advisors was a net buyer of stock by $28M.
Provenance Wealth Advisors has $774M in assets under management (AUM), dropping by 11.13%.
Central Index Key (CIK): 0002081584

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Portfolio Holdings for Provenance Wealth Advisors

Provenance Wealth Advisors holds 437 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	31.0	$240M		1.6M	145.65	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	11.7	$91M		913k	99.11	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	7.6	$59M		273k	215.79	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	6.5	$51M		687k	73.46	View chart
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)	5.4	$42M	+155%	443k	93.75	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	4.8	$37M		372k	100.25	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	4.7	$36M	+3%	680k	53.40	View chart
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)	4.2	$32M		85k	378.94	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	3.8	$29M		44k	666.18	View chart
NVIDIA Corporation (NVDA)	2.0	$15M		82k	186.58	View chart
Apple (AAPL)	1.4	$11M	+6%	42k	254.63	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	1.3	$10M		110k	93.37	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	1.1	$8.6M		18k	468.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$6.0M		10k	600.37	View chart
Microsoft Corporation (MSFT)	0.7	$5.7M		11k	517.95	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.7	$5.6M		86k	65.26	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.7	$5.2M		70k	73.29	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.6	$4.9M	-3%	24k	203.59	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.4	$3.1M		27k	115.01	View chart
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)	0.4	$3.1M		26k	118.83	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.4	$2.9M		4.8k	612.38	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.4	$2.8M		11k	241.97	View chart
Ishares Tr Core S&p Us Gwt Core S&p Us Gwt (IUSG)	0.3	$2.3M	-2%	14k	164.54	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.3	$2.0M		4.2k	479.61	View chart
Amazon (AMZN)	0.2	$1.8M	+53%	8.1k	219.57	View chart
Vaneck Fabless Semiconductor Etf Fabless Semicond (SMHX)	0.2	$1.7M		45k	38.28	View chart
Caterpillar (CAT)	0.2	$1.5M		3.2k	477.15	View chart
Ishares Tr Core High Dv Etf Core High Dv Etf (HDV)	0.2	$1.4M	-14%	11k	122.45	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.2	$1.3M		2.6k	502.74	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.2	$1.2M		6.5k	189.70	View chart
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.2	$1.2M		10k	120.72	View chart
International Business Machines (IBM)	0.2	$1.2M		4.3k	282.16	View chart
Spdr S&p Global Infrastructure Etf S&p Gblinf Etf (GII)	0.1	$1.1M	+7%	17k	69.59	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.1	$1.1M		15k	72.77	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$1.1M		1.6k	669.30	View chart
Spdr S&p Aerospace & Defense Etf Aerospace Def (XAR)	0.1	$1.0M		4.5k	234.96	View chart
Spdr Ice Preferred Securities Etf Ice Pfd Sec Etf (PSK)	0.1	$1.0M		32k	33.07	View chart
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF)	0.1	$1.0M		32k	31.62	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.1	$976k		4.7k	206.51	View chart
Johnson & Johnson (JNJ)	0.1	$925k		5.0k	185.42	View chart
Ishares Tr Ibds Dec28 Etf Ibds Dec28 Etf (IBDT)	0.1	$917k	-2%	36k	25.52	View chart
American Express Company (AXP)	0.1	$885k		2.7k	332.16	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.1	$857k		2.5k	341.38	View chart
Wal-Mart Stores (WMT)	0.1	$833k		8.1k	103.06	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$815k		2.3k	355.47	View chart
Ishares Tr Ibonds 27 Etf Ibonds 27 Etf (IBDS)	0.1	$802k	-3%	33k	24.34	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Xtrack Hrvst Csi (ASHR)	0.1	$799k		24k	32.98	View chart
Ishares Tr Ibonds Dec2026 Ibonds Dec2026 (IBDR)	0.1	$794k		33k	24.30	View chart
Paychex (PAYX)	0.1	$767k		6.1k	126.76	View chart
Defiance Quantum Etf Defiance Quantum (QTUM)	0.1	$734k	+3%	7.0k	104.91	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.1	$728k	+4%	991.00	734.38	View chart
Servicenow (NOW)	0.1	$688k	+3%	748.00	920.28	View chart
Ark Next Generation Internet Etf Next Gnrtn Inter (ARKW)	0.1	$649k		3.7k	174.61	View chart
Global X Cybersecurity Etf Cybrscurty Etf (BUG)	0.1	$641k		18k	35.19	View chart
Ishares Tr Msci Acwi Etf Msci Acwi Etf (ACWI)	0.1	$638k		4.6k	138.24	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Invsco Blsh 28 (BSCS)	0.1	$620k		30k	20.57	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	0.1	$617k		6.0k	103.07	View chart
JPMorgan Chase & Co. (JPM)	0.1	$613k		1.9k	315.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$606k	+2%	2.2k	279.29	View chart
Broadcom (AVGO)	0.1	$606k		1.8k	329.91	View chart
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)	0.1	$582k		13k	46.42	View chart
Alerian Mlp Etf Alerian Mlp (AMLP)	0.1	$567k		12k	46.93	View chart
Accenture Plc Ireland Shs Class A Shs Class A (ACN)	0.1	$555k		2.3k	246.60	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$553k		2.3k	243.10	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.1	$536k		2.2k	243.55	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.1	$515k		3.7k	140.95	View chart
TJX Companies (TJX)	0.1	$510k		3.5k	144.54	View chart
Ishares Tr Ibonds Dec 29 Ibonds Dec 29 (IBDU)	0.1	$505k		22k	23.47	View chart
S&p Global (SPGI)	0.1	$494k		1.0k	486.71	View chart
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	0.1	$492k	-40%	21k	23.94	View chart
Ishares Tr Ibonds Dec 2030 Ibonds Dec 2030 (IBDV)	0.1	$470k		21k	22.15	View chart
Spdr Industrial Select Sector Fund Indl (XLI)	0.1	$460k		3.0k	154.23	View chart
McKesson Corporation (MCK)	0.1	$453k		586.00	772.54	View chart
Cigna Corp (CI)	0.1	$447k		1.5k	288.25	View chart
Pfizer (PFE)	0.1	$426k		17k	25.48	View chart
Ishares Tr National Mun Etf National Mun Etf (MUB)	0.1	$422k		4.0k	106.49	View chart
Abbott Laboratories (ABT)	0.1	$422k		3.1k	133.94	View chart
Home Depot (HD)	0.1	$413k		1.0k	405.19	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.1	$403k		6.7k	59.92	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.1	$396k		983.00	402.42	View chart
Deere & Company (DE)	0.1	$388k		849.00	457.26	View chart
Starwood Property Trust (STWD)	0.0	$373k		19k	19.37	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.0	$370k		2.9k	125.86	View chart
Chevron Corporation (CVX)	0.0	$365k		2.4k	155.29	View chart
Ishares Tr Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)	0.0	$363k		14k	25.19	View chart
Allstate Corporation (ALL)	0.0	$362k		1.7k	214.65	View chart
Abbvie (ABBV)	0.0	$351k		1.5k	231.54	View chart
Chord Energy Corporation Com New (CHRD)	0.0	$351k		3.5k	99.37	View chart
Raytheon Technologies Corp (RTX)	0.0	$337k		2.0k	167.33	View chart
Cisco Systems (CSCO)	0.0	$320k		4.7k	68.42	View chart
Lincoln National Corporation (LNC)	0.0	$318k		7.9k	40.33	View chart
Agnico (AEM)	0.0	$310k		1.8k	168.56	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.0	$301k		2.6k	113.88	View chart
Procter & Gamble Company (PG)	0.0	$292k		1.9k	153.65	View chart
Applied Materials (AMAT)	0.0	$292k		1.4k	204.74	View chart
Gilead Sciences (GILD)	0.0	$290k		2.6k	111.00	View chart
Whirlpool Corporation (WHR)	0.0	$290k		3.7k	78.60	View chart
Spdr Portfolio S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)	0.0	$288k		5.2k	55.33	View chart
Vaneck Cef Muni Income Etf Cef Muni Income (XMPT)	0.0	$288k		13k	21.89	View chart
Sherwin-Williams Company (SHW)	0.0	$286k		825.00	346.26	View chart
Ishares Tr Select Divid Etf Select Divid Etf (DVY)	0.0	$285k		2.0k	142.10	View chart
Ishares Tr Ibonds Dec 2031 Ibonds Dec 2031 (IBDW)	0.0	$278k		13k	21.22	View chart
Brookfield Corporation Class A Ltd Vt Sh Cl A Ltd Vt Sh (BN)	0.0	$278k		4.0k	68.58	View chart
Global Ship Lease Incorporated New Com Class A Com Cl A (GSL)	0.0	$278k		9.0k	30.70	View chart
Organon & Company Common Stock (OGN)	0.0	$275k		26k	10.68	View chart
Oracle Corporation (ORCL)	0.0	$273k		969.00	281.24	View chart
Shopify Incorporated Class A Sub Vtg Cl A Sub Vtg Shs (SHOP)	0.0	$267k	+17%	1.8k	148.61	View chart
At&t (T)	0.0	$266k		9.4k	28.24	View chart
Exxon Mobil Corporation (XOM)	0.0	$262k	+10%	2.3k	112.75	View chart
Ge Aerospace Com New (GE)	0.0	$262k		870.00	300.82	View chart
Western Union Company (WU)	0.0	$256k		32k	7.99	View chart
Costco Wholesale Corporation (COST)	0.0	$247k		267.00	925.63	View chart
Bce Incorporated Com New (BCE)	0.0	$239k		10k	23.39	View chart
Palo Alto Networks (PANW)	0.0	$235k		1.2k	203.62	View chart
Ishares Tr Global Energ Etf Global Energ Etf (IXC)	0.0	$230k		5.5k	41.75	View chart
Datadog Incorporated Class A Cl A Com (DDOG)	0.0	$228k	+10%	1.6k	142.40	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.0	$226k	-4%	506.00	447.23	View chart
Jabil Circuit (JBL)	0.0	$226k		1.0k	217.17	View chart
Bank of America Corporation (BAC)	0.0	$223k		4.3k	51.59	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.0	$220k	+31%	1.1k	209.26	View chart
Peak (DOC)	0.0	$218k		11k	19.15	View chart
Packaging Corporation of America (PKG)	0.0	$218k		1.0k	217.93	View chart
Chubb (CB)	0.0	$213k		756.00	282.25	View chart
Qualcomm (QCOM)	0.0	$204k		1.2k	166.36	View chart
Dow (DOW)	0.0	$202k		8.8k	22.93	View chart
United Rentals (URI)	0.0	$197k		206.00	954.66	View chart
Eaton Corporation SHS (ETN)	0.0	$196k		523.00	374.25	View chart
Zscaler Incorporated (ZS)	0.0	$174k		580.00	299.66	View chart
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.0	$174k		1.3k	137.74	View chart
Emerson Electric (EMR)	0.0	$174k		1.3k	131.18	View chart
Pony Ai Incorporated Sponsored Ads (PONY)	0.0	$165k	-12%	7.3k	22.49	View chart
AutoZone (AZO)	0.0	$163k		38.00	4290.24	View chart
MercadoLibre (MELI)	0.0	$161k	+13%	69.00	2336.94	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Bulshs 2027 Cb (BSCR)	0.0	$157k		8.0k	19.71	View chart
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF)	0.0	$157k		8.2k	19.14	View chart
Enterprise Products Partners (EPD)	0.0	$155k		5.0k	31.27	View chart
Invesco S&p 500 Buywrite Etf S&p500 Buy Wrt (PBP)	0.0	$154k		7.0k	22.12	View chart
Vanguard Large-cap Etf Large Cap Etf (VV)	0.0	$151k		490.00	307.86	View chart
Crowdstrike Hldgs Incorporated Class A Cl A (CRWD)	0.0	$147k		300.00	490.38	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$147k		450.00	326.36	View chart
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)	0.0	$146k		2.1k	68.46	View chart
Snowflake Incorporated Cl A (SNOW)	0.0	$145k	+18%	643.00	225.55	View chart
Advanced Micro Devices (AMD)	0.0	$145k	+15%	894.00	161.79	View chart
Amgen (AMGN)	0.0	$141k		500.00	282.20	View chart
Suncor Energy (SU)	0.0	$141k		3.4k	41.81	View chart
Netflix (NFLX)	0.0	$140k		117.00	1198.92	View chart
Hubspot (HUBS)	0.0	$138k	-10%	294.00	467.80	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.0	$137k		1.3k	107.25	View chart
Fortinet (FTNT)	0.0	$135k	+18%	1.6k	84.08	View chart
Dollar Tree (DLTR)	0.0	$134k		1.4k	94.37	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$131k		764.00	170.85	View chart
Tesla Motors (TSLA)	0.0	$130k		292.00	444.72	View chart
Ishares Incorporated Msci Emrg Chn Msci Emrg Chn (EMXC)	0.0	$128k	+13%	1.9k	67.51	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	0.0	$123k		1.3k	96.55	View chart
Apollo Global Mgmt (APO)	0.0	$118k		884.00	133.27	View chart
Xplr Infrastructure Lp Com Unit Part In Com Unit Part In (XIFR)	0.0	$118k		12k	10.17	View chart
Toyota Motor Corporation Ads Ads (TM)	0.0	$117k		614.00	191.09	View chart
Kohl's Corporation (KSS)	0.0	$116k		7.5k	15.37	View chart
Adobe Systems Incorporated (ADBE)	0.0	$114k		322.00	352.75	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$113k		200.00	562.27	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.0	$112k		2.4k	46.81	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	0.0	$108k	+528%	591.00	182.42	View chart
Shift4 Pmts Incorporated Class A Cl A (FOUR)	0.0	$104k		1.3k	77.40	View chart
Ishares Tr Glob Hlthcre Etf Glob Hlthcre Etf (IXJ)	0.0	$99k		1.1k	88.62	View chart
Intuit (INTU)	0.0	$98k		143.00	682.91	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.0	$94k		1.1k	87.31	View chart
Ishares Tr Us Industrials Us Industrials (IYJ)	0.0	$89k		610.00	145.88	View chart
Uber Technologies (UBER)	0.0	$89k		903.00	97.97	View chart
American Financial (AFG)	0.0	$87k		600.00	145.72	View chart
Ishares Tr U.s. Finls Etf U.s. Finls Etf (IYF)	0.0	$87k		690.00	126.64	View chart
Ishares Tr Msci Euro Fl Etf Msci Euro Fl Etf (EUFN)	0.0	$87k		2.5k	34.34	View chart
CVS Caremark Corporation (CVS)	0.0	$87k		1.2k	75.39	View chart
Ishares Tr Select Us Reit Select Us Reit (ICF)	0.0	$86k		1.4k	61.62	View chart
Bloom Energy Corporation Com Class A Com Cl A (BE)	0.0	$85k		1.0k	84.57	View chart
Workday Incorporated Class A Cl A (WDAY)	0.0	$85k	-18%	351.00	240.73	View chart
UnitedHealth (UNH)	0.0	$84k	+250%	242.00	345.30	View chart
Carrier Global Corporation (CARR)	0.0	$84k		1.4k	59.70	View chart
Spdr Bloomberg Short Term High Yield Bon Bloomberg Sht Te (SJNK)	0.0	$82k	NEW	3.2k	25.60	View chart
Itt (ITT)	0.0	$80k		450.00	178.76	View chart
Coca-Cola Company (KO)	0.0	$80k		1.2k	66.32	View chart
Eli Lilly & Co. (LLY)	0.0	$80k		105.00	763.00	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.0	$80k	-39%	1.5k	54.17	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$79k		1.2k	66.01	View chart
Lennar Corporation Class A Cl A (LEN)	0.0	$78k	+23%	619.00	126.04	View chart
Leggett & Platt (LEG)	0.0	$77k		8.7k	8.88	View chart
Zillow Group Incorporated Class C Cap Stk Cl C Cap Stk (Z)	0.0	$77k		1.0k	77.05	View chart
Kratos Defense & Sec Solutions Com New (KTOS)	0.0	$75k	NEW	825.00	91.37	View chart
CSX Corporation (CSX)	0.0	$74k		2.1k	35.51	View chart
Cummins (CMI)	0.0	$73k		173.00	422.37	View chart
Spdr Health Care Select Sbi Healthcare (XLV)	0.0	$72k		519.00	139.17	View chart
Archer Daniels Midland Company (ADM)	0.0	$72k		1.2k	59.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$71k		146.00	485.02	View chart
Morgan Stanley Com New (MS)	0.0	$70k		443.00	158.96	View chart
Asml Holding N V N Y Registry N Y Registry Shs (ASML)	0.0	$70k		72.00	968.08	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.0	$67k		516.00	129.72	View chart
American Electric Power Company (AEP)	0.0	$65k		580.00	112.50	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.0	$65k		5.6k	11.60	View chart
Novartis Sponsored Adr (NVS)	0.0	$64k		500.00	128.24	View chart
Brookfield Asset Managmt Limited Class A Lmt Vtg Cl A Lmt Vtg Shs (BAM)	0.0	$64k		1.1k	56.94	View chart
Kimberly-Clark Corporation (KMB)	0.0	$62k		501.00	124.34	View chart
Pepsi (PEP)	0.0	$61k	-2%	435.00	140.44	View chart
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)	0.0	$60k	NEW	1.4k	43.92	View chart
Blackrock (BLK)	0.0	$58k		50.00	1165.88	View chart
Xtrackers Msci Usa Selection Equity Etf Xtrackers Msci (USSG)	0.0	$58k		940.00	61.34	View chart
Honeywell International (HON)	0.0	$58k		273.00	210.50	View chart
Pacer Us Small Cap Cash Cows Etf Us Small Cap Cas (CALF)	0.0	$57k		1.3k	43.78	View chart
Walt Disney Company (DIS)	0.0	$57k		495.00	114.50	View chart
Monolithic Power Systems (MPWR)	0.0	$55k	NEW	60.00	920.63	View chart
Veeva Systems Incorporated Class A Cl A Com (VEEV)	0.0	$55k	+640%	185.00	297.91	View chart
Tyson Foods Incorporated Class A Cl A (TSN)	0.0	$54k		1.0k	54.30	View chart
Sofi Technologies (SOFI)	0.0	$53k		2.0k	26.42	View chart
Dupont De Nemours (DD)	0.0	$52k		666.00	77.90	View chart
Goldman Sachs (GS)	0.0	$52k		65.00	796.35	View chart
salesforce (CRM)	0.0	$51k	-44%	217.00	237.00	View chart
Pacer Fds Tr Us Large Cap Cash Cows Us Lrg Cp Cash (COWG)	0.0	$51k	NEW	1.4k	36.30	View chart
Leidos Holdings (LDOS)	0.0	$50k		265.00	188.96	View chart
Philip Morris International (PM)	0.0	$50k		307.00	162.20	View chart
Lowe's Companies (LOW)	0.0	$47k		186.00	251.31	View chart
Novo-nordisk A S Adr (NVO)	0.0	$47k		841.00	55.49	View chart
Gabelli Dividend & Income Trust (GDV)	0.0	$46k		1.7k	27.13	View chart
AeroVironment (AVAV)	0.0	$45k	NEW	144.00	314.89	View chart
L3harris Technologies (LHX)	0.0	$44k		144.00	305.41	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.0	$44k		100.00	435.46	View chart
The Trade Desk Incorporated Com Class A Com Cl A (TTD)	0.0	$43k		876.00	49.01	View chart
Us Bancorp Del Com New (USB)	0.0	$43k	-9%	879.00	48.33	View chart
Ge Vernova (GEV)	0.0	$42k		68.00	614.90	View chart
Alps Equal Sector Weight Etf Equal Sec Etf (EQL)	0.0	$41k		900.00	46.03	View chart
Dell Technologies Incorporated Class C CL C (DELL)	0.0	$40k		282.00	141.77	View chart
Sap Se Spon Adr (SAP)	0.0	$40k		149.00	267.21	View chart
Spdr Consumer Discretionary Select Sector Fund Sbi Cons Discr (XLY)	0.0	$40k		165.00	239.64	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$40k		221.00	178.73	View chart
McDonald's Corporation (MCD)	0.0	$38k		125.00	303.89	View chart
Canadian Natl Ry (CNI)	0.0	$38k		400.00	94.30	View chart
First Trust Morningstar Dividend Leaders Index Fund SHS (FDL)	0.0	$38k	-40%	863.00	43.41	View chart
Zillow Group Incorporated Class A Cl A (ZG)	0.0	$37k		500.00	74.44	View chart
MetLife (MET)	0.0	$37k		450.00	82.37	View chart
Tractor Supply Company (TSCO)	0.0	$37k		650.00	56.87	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Bulshs 2026 Cb (BSCQ)	0.0	$35k		1.8k	19.56	View chart
Spdr S&p Capital Markets Etf S&p Cap Mkts (KCE)	0.0	$34k		225.00	152.85	View chart
Kroger (KR)	0.0	$34k		510.00	67.41	View chart
Nextera Energy (NEE)	0.0	$34k	-40%	447.00	75.49	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.0	$33k		1.7k	19.53	View chart
Medtronic SHS (MDT)	0.0	$33k	-11%	350.00	95.24	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.0	$33k		1.1k	31.42	View chart
Invesco S&p 500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.0	$33k	-32%	449.00	73.48	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int Com Sh Ben Int (AOD)	0.0	$33k		3.5k	9.46	View chart
Union Pacific Corporation (UNP)	0.0	$33k		139.00	236.37	View chart
Valmont Industries (VMI)	0.0	$32k		83.00	387.73	View chart
Nutrien (NTR)	0.0	$32k		545.00	58.71	View chart
Barrick Mining Corporation Com Shs (B)	0.0	$32k	NEW	973.00	32.77	View chart
Intel Corporation (INTC)	0.0	$32k	+89%	946.00	33.55	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$31k		526.00	59.69	View chart
Merck & Co (MRK)	0.0	$31k		370.00	83.93	View chart
Mongodb Incorporated Class A Cl A (MDB)	0.0	$31k	-66%	100.00	310.38	View chart
Freeport-mcmoran Incorporated Class B CL B (FCX)	0.0	$30k		763.00	39.22	View chart
Ishares Tr Blockchain & Tec Blockchain & Tec (IBLC)	0.0	$28k		508.00	55.39	View chart
Shell Plc Spon Ads Spon Ads (SHEL)	0.0	$28k		390.00	71.53	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$28k		873.00	31.51	View chart
Ingersoll Rand (IR)	0.0	$27k		328.00	82.62	View chart
Pure Storage Incorporated Class A Cl A (PSTG)	0.0	$27k	NEW	321.00	83.81	View chart
Mastercard Incorporated Class A Cl A (MA)	0.0	$26k		46.00	568.80	View chart
Wisdomtree U.s. Midcap Dividend Fund Us Midcap Divid (DON)	0.0	$26k	-26%	496.00	52.30	View chart
Vanguard Value Etf Value Etf (VTV)	0.0	$26k	NEW	137.00	186.49	View chart
Welltower Inc Com reit (WELL)	0.0	$25k		139.00	178.14	View chart
Listed Fds Trust Roundhill Ball Metaverse Roundhill Ball (METV)	0.0	$25k		1.2k	20.60	View chart
Vanguard Financials Etf Financials Etf (VFH)	0.0	$25k		187.00	131.24	View chart
Ishares Tr Intl Sel Div Etf Intl Sel Div Etf (IDV)	0.0	$24k		665.00	36.55	View chart
FedEx Corporation (FDX)	0.0	$24k		103.00	235.81	View chart
Regions Financial Corporation (RF)	0.0	$24k		905.00	26.37	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$24k		505.00	47.20	View chart
Ishares Tr U.s. Utilits Etf U.s. Utilits Etf (IDU)	0.0	$24k		214.00	110.90	View chart
FirstEnergy (FE)	0.0	$24k		515.00	45.82	View chart
Equinix (EQIX)	0.0	$24k	+500%	30.00	783.23	View chart
Linde SHS (LIN)	0.0	$22k		47.00	475.00	View chart
Johnson Controls International SHS (JCI)	0.0	$22k		200.00	109.95	View chart
Wisdomtree Trust Artificial Intelligence & Artificial Intel (WTAI)	0.0	$22k	NEW	769.00	28.56	View chart
Paccar (PCAR)	0.0	$22k		222.00	98.32	View chart
Target Corporation (TGT)	0.0	$22k	-18%	243.00	89.70	View chart
Cloudflare Incorporated Class A Cl A Com (NET)	0.0	$22k	NEW	100.00	214.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Shs Ben Int (IBIT)	0.0	$21k		328.00	65.00	View chart
Ishares Future Exponential Technologies Etf Exponential Tech (XT)	0.0	$21k	NEW	294.00	71.94	View chart
Invesco Aerospace & Defense Etf Aerospace Defn (PPA)	0.0	$21k	NEW	136.00	155.45	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.0	$21k		66.00	320.05	View chart
Ishares Tr Us Manufacturing Us Manufacturing (MADE)	0.0	$21k		709.00	29.27	View chart
Spdr Communication Services Select Sector Fund Communication (XLC)	0.0	$21k		173.00	118.37	View chart
Digital Realty Trust (DLR)	0.0	$20k	NEW	118.00	172.88	View chart
Charter Communications Cl A (CHTR)	0.0	$20k	+335%	74.00	275.11	View chart
Ishares Fintech Active Etf Ishares Fintech (BPAY)	0.0	$20k		634.00	32.11	View chart
Docusign (DOCU)	0.0	$20k	NEW	282.00	72.09	View chart
Ishares Tr Future Ai & Tech Future Ai & Tech (ARTY)	0.0	$20k		441.00	45.78	View chart
Ishares Tr Us Infrastruc Us Infrastruc (IFRA)	0.0	$20k		376.00	52.82	View chart
Insulet Corporation (PODD)	0.0	$20k	NEW	64.00	308.73	View chart
Spdr Utilities Select Sector Fund Sbi Int-utils (XLU)	0.0	$19k		222.00	87.21	View chart
Danaher Corporation (DHR)	0.0	$19k		96.00	198.26	View chart
Stryker Corporation (SYK)	0.0	$19k		51.00	369.67	View chart
Weyerhaeuser Company Mtn Be Com New Reit Com New (WY)	0.0	$19k		745.00	24.79	View chart
Essential Utils (WTRG)	0.0	$18k		458.00	39.90	View chart
Douglas Elliman (DOUG)	0.0	$18k		6.4k	2.86	View chart
Altria (MO)	0.0	$18k		273.00	66.06	View chart
Ishares Tr Cybersecurity Cybersecurity (IHAK)	0.0	$18k		342.00	52.33	View chart
Analog Devices (ADI)	0.0	$17k		70.00	245.70	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$17k		1.0k	17.16	View chart
Lockheed Martin Corporation (LMT)	0.0	$17k		34.00	499.21	View chart
PPL Corporation (PPL)	0.0	$17k		453.00	37.16	View chart
Vail Resorts (MTN)	0.0	$17k		111.00	149.57	View chart
AutoNation (AN)	0.0	$16k		75.00	218.77	View chart
Hartford Financial Services (HIG)	0.0	$16k		122.00	133.39	View chart
Bristol Myers Squibb (BMY)	0.0	$16k	-15%	360.00	45.10	View chart
Renaissance Ipo Etf Ipo Etf (IPO)	0.0	$16k		325.00	49.56	View chart
Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ)	0.0	$16k		314.00	50.40	View chart
Invesco Db Us Dollar Index Bullish Fund Bullish Fd (UUP)	0.0	$16k		568.00	27.51	View chart
Skyworks Solutions (SWKS)	0.0	$15k		200.00	76.98	View chart
Jd.com Incorporated Spon Ads Class A Spon Ads Cl A (JD)	0.0	$15k	NEW	429.00	34.98	View chart
Ark Etf Trust Innovation Etf Innovation Etf (ARKK)	0.0	$15k		173.00	86.30	View chart
Spdr Energy Select Sector Fund Energy (XLE)	0.0	$15k	-6%	163.00	89.34	View chart
Ishares Tr Rus 2000 Val Etf Rus 2000 Val Etf (IWN)	0.0	$14k		81.00	176.81	View chart
Cibc Cad (CM)	0.0	$13k		160.00	79.89	View chart
Global X Robotics & Artificial Intelligence Thematic Etf Rbtcs Artfl Inte (BOTZ)	0.0	$12k		348.00	35.43	View chart
Advance Auto Parts (AAP)	0.0	$12k		200.00	61.40	View chart
Ecolab (ECL)	0.0	$11k		40.00	273.85	View chart
Lyondellbasell Industries N V Shs - A - Shs - A - (LYB)	0.0	$11k	-14%	215.00	49.04	View chart
Lululemon Athletica (LULU)	0.0	$11k		59.00	177.93	View chart
GSK Sponsored Adr (GSK)	0.0	$10k		240.00	43.16	View chart
United States Cellular Corporation (AD)	0.0	$10k		200.00	50.01	View chart
Edwards Lifesciences (EW)	0.0	$9.7k		125.00	77.77	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.0	$9.7k		38.00	254.29	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$9.5k		400.00	23.65	View chart
Blackstone Mtg Tr Incorporated Com Class A Reit Com Cl A (BXMT)	0.0	$9.4k		509.00	18.41	View chart
Devon Energy Corporation (DVN)	0.0	$9.3k		266.00	35.06	View chart
ConocoPhillips (COP)	0.0	$9.2k		97.00	94.59	View chart
BP Sponsored Adr (BP)	0.0	$9.0k		260.00	34.46	View chart
Abrdn Healthcare Opportunities SHS (THQ)	0.0	$8.7k	-14%	505.00	17.29	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	0.0	$8.5k		60.00	142.42	View chart
Millrose Pptys Incorporated Com Class A Reit Com Cl A (MRP)	0.0	$8.4k		250.00	33.61	View chart
Spdr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV)	0.0	$8.3k		100.00	83.41	View chart
W.W. Grainger (GWW)	0.0	$7.6k		8.00	953.00	View chart
Wells Fargo & Company (WFC)	0.0	$7.5k		89.00	83.82	View chart
Howmet Aerospace (HWM)	0.0	$7.5k		38.00	196.24	View chart
Comfort Systems USA (FIX)	0.0	$7.4k		9.00	825.22	View chart
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)	0.0	$7.2k		76.00	95.38	View chart
Ford Motor Company (F)	0.0	$7.2k		603.00	11.96	View chart
Uscb Financial Holdings Incorporated Class A Class A Com (USCB)	0.0	$7.0k		400.00	17.45	View chart
Alcon Ag Ord Ord Shs (ALC)	0.0	$6.9k		93.00	74.51	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.0	$6.8k		91.00	75.10	View chart
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)	0.0	$6.8k		49.00	138.73	View chart
Ishares Tr Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ)	0.0	$6.7k		87.00	76.72	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.0	$6.3k	-45%	110.00	57.47	View chart
Schlumberger Limited Com Stk Com Stk (SLB)	0.0	$6.3k		182.00	34.37	View chart
Clorox Company (CLX)	0.0	$6.2k		50.00	123.30	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.0	$6.0k		20.00	299.30	View chart
Halliburton Company (HAL)	0.0	$5.6k		229.00	24.60	View chart
Monster Beverage Corp (MNST)	0.0	$5.6k		83.00	67.31	View chart
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR)	0.0	$5.3k		25.00	212.56	View chart
Otis Worldwide Corp (OTIS)	0.0	$5.3k		58.00	91.43	View chart
Mitsubishi Ufj Finl Group Incorporated Sponsored Ads (MUFG)	0.0	$5.2k		327.00	15.94	View chart
Capital One Financial (COF)	0.0	$5.1k		24.00	212.58	View chart
Ubs Group SHS (UBS)	0.0	$4.9k		120.00	41.00	View chart
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	0.0	$4.9k		51.00	95.14	View chart
Marsh & McLennan Companies (MMC)	0.0	$4.8k		24.00	201.54	View chart
Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD)	0.0	$4.8k		52.00	92.98	View chart
Marathon Petroleum Corp (MPC)	0.0	$4.8k		25.00	192.76	View chart
Public Service Enterprise (PEG)	0.0	$4.2k		50.00	83.46	View chart
Invesco Bloomberg Analyst Rating Improvers Etf Bloomberg Analys (UPGD)	0.0	$4.1k		55.00	74.89	View chart
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT)	0.0	$4.0k		79.00	51.09	View chart
Pacira Pharmaceuticals (PCRX)	0.0	$3.9k		150.00	25.77	View chart
Cyberark Software SHS (CYBR)	0.0	$3.9k		8.00	483.12	View chart
AmerisourceBergen (COR)	0.0	$3.8k		12.00	312.50	View chart
Quantumscape Corporation Com Class A Com Cl A (QS)	0.0	$3.7k		300.00	12.32	View chart
Us Foods Hldg Corp call (USFD)	0.0	$3.6k		47.00	76.62	View chart
Metropcs Communications (TMUS)	0.0	$3.6k		15.00	239.40	View chart
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)	0.0	$3.6k	+311%	37.00	96.46	View chart
Crh Plc Ord Ord (CRH)	0.0	$3.5k		29.00	119.90	View chart
Veralto Corporation Com Shs (VLTO)	0.0	$3.4k		32.00	106.62	View chart
Corteva (CTVA)	0.0	$3.4k		50.00	67.64	View chart
Zoetis Incorporated Class A Cl A (ZTS)	0.0	$3.2k		22.00	146.32	View chart
Sea Limited Sponsord Ads Sponsord Ads (SE)	0.0	$3.2k		18.00	178.72	View chart
Eversource Energy (ES)	0.0	$3.2k		45.00	71.13	View chart
Piper Jaffray Companies (PIPR)	0.0	$3.1k		9.00	347.00	View chart
General Mills (GIS)	0.0	$3.0k		59.00	50.42	View chart
Natwest Group Plc Spons Spons Adr (NWG)	0.0	$2.9k		206.00	14.15	View chart
Cavco Industries (CVCO)	0.0	$2.9k		5.00	580.80	View chart
Wabtec Corporation (WAB)	0.0	$2.8k		14.00	200.50	View chart
Carnival Corporation Paired Ctf Unit 99/99/9999 (CCL)	0.0	$2.7k		95.00	28.91	View chart
RBC Bearings Incorporated (RBC)	0.0	$2.7k		7.00	390.29	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$2.7k	NEW	11.00	247.09	View chart
Haleon Plc Spon Ads Spon Ads (HLN)	0.0	$2.7k		300.00	8.97	View chart
Texas Roadhouse (TXRH)	0.0	$2.7k		16.00	166.12	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$2.6k		28.00	93.25	View chart
Verizon Communications (VZ)	0.0	$2.5k		57.00	43.95	View chart
Eagle Materials (EXP)	0.0	$2.3k		10.00	233.00	View chart
Corpay Incorporated Com Shs (CPAY)	0.0	$2.3k		8.00	288.00	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$2.3k		100.00	22.86	View chart
Federal Signal Corporation (FSS)	0.0	$2.3k		19.00	119.00	View chart
Atlassian Corporation Class A Cl A (TEAM)	0.0	$2.2k	-92%	14.00	159.71	View chart
Intercontinental Exchange (ICE)	0.0	$2.2k		13.00	168.46	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$2.2k		7.00	309.71	View chart
Kinsale Cap Group (KNSL)	0.0	$2.1k		5.00	425.20	View chart
Coca-cola Europacific Partners SHS (CCEP)	0.0	$2.0k		22.00	90.41	View chart
Canadian Natural Resources (CNQ)	0.0	$2.0k		62.00	31.97	View chart
Ishares Tr Msci Intl Qualty Msci Intl Qualty (IQLT)	0.0	$1.9k	NEW	43.00	44.19	View chart
Hershey Company (HSY)	0.0	$1.9k		10.00	187.10	View chart
Dorman Products (DORM)	0.0	$1.9k		12.00	155.92	View chart
Nuveen Esg Small-cap Etf Nuveen Esg Smlcp (NUSC)	0.0	$1.9k		42.00	44.10	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$1.8k		154.00	11.60	View chart
Pinnacle Financial Partners (PNFP)	0.0	$1.8k		19.00	93.79	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$1.8k	NEW	9.00	194.56	View chart
Mainz Biomed N V Shs New (MYNZ)	0.0	$1.7k		1.2k	1.49	View chart
Citigroup Incorporated Com New (C)	0.0	$1.7k		17.00	101.53	View chart
Lithia Motors (LAD)	0.0	$1.6k		5.00	316.00	View chart
RPM International (RPM)	0.0	$1.5k		13.00	117.85	View chart
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)	0.0	$1.5k	NEW	21.00	72.24	View chart
Biohaven (BHVN)	0.0	$1.5k		100.00	15.01	View chart
Booz Allen Hamilton Hldg Corporation Class A Cl A (BAH)	0.0	$1.5k		15.00	99.93	View chart
Progressive Corporation (PGR)	0.0	$1.5k		6.00	247.00	View chart
Occidental Pete Corporation Warrant Exp 080327 *w Exp 08/03/202 (OXY.WS)	0.0	$1.5k		57.00	25.51	View chart
CenterPoint Energy (CNP)	0.0	$1.3k		34.00	38.79	View chart
Fox Corporation Class A Cl A Com (FOXA)	0.0	$1.3k		20.00	63.05	View chart
Integer Hldgs (ITGR)	0.0	$1.2k		12.00	103.33	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	0.0	$1.2k	NEW	14.00	84.14	View chart
Sun Communities (SUI)	0.0	$1.2k		9.00	129.00	View chart
Agree Realty Corporation (ADC)	0.0	$1.1k		15.00	71.07	View chart
EastGroup Properties (EGP)	0.0	$1.0k		6.00	169.33	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.0	$952.000000	NEW	10.00	95.20	View chart
Albertsons Companies Incorporated Common Stock (ACI)	0.0	$876.000000		50.00	17.52	View chart
Molina Healthcare (MOH)	0.0	$573.999900		3.00	191.33	View chart
National Storage Affiliates Tr Com Shs Ben In Reit Com Shs Ben In (NSA)	0.0	$543.999600		18.00	30.22	View chart
Easterly Govt Pptys Incorporated Com Shs Reit Com Shs (DEA)	0.0	$436.000600	NEW	19.00	22.95	View chart
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT)	0.0	$425.000100		3.00	141.67	View chart
Summit Hotel Properties (INN)	0.0	$422.999500		77.00	5.49	View chart
Fidelity Msci Real Estate Index Etf Msci Rl Est Etf (FREL)	0.0	$417.000000		15.00	27.80	View chart
Brighthouse Finl (BHF)	0.0	$372.000300		7.00	53.14	View chart
Chimera Invt Corporation Com Shs Reit Com Shs (CIM)	0.0	$331.000000		25.00	13.24	View chart
Lumen Technologies (LUMN)	0.0	$233.000800		38.00	6.13	View chart
Under Armour Incorporated Class A Cl A (UAA)	0.0	$220.000000		44.00	5.00	View chart
NET Lease Office Properties (NLOP)	0.0	$178.000200		6.00	29.67	View chart
Therapeuticsmd Incorporated Com New (TXMD)	0.0	$22.000000		20.00	1.10	View chart
Rde (GIFT)	0.0	$1.000000		1.00	1.00	View chart

Past Filings by Provenance Wealth Advisors

SEC 13F filings are viewable for Provenance Wealth Advisors going back to 2025

Provenance Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Provenance Wealth Advisors 2025 Q2 filed Aug. 15, 2025
Provenance Wealth Advisors 2023 Q3 filed Aug. 15, 2025
Provenance Wealth Advisors 2023 Q4 filed Aug. 15, 2025
Provenance Wealth Advisors 2024 Q1 filed Aug. 15, 2025
Provenance Wealth Advisors 2024 Q2 filed Aug. 15, 2025
Provenance Wealth Advisors 2024 Q3 filed Aug. 15, 2025
Provenance Wealth Advisors 2024 Q4 filed Aug. 15, 2025
Provenance Wealth Advisors 2025 Q1 filed Aug. 15, 2025

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