Provenance Wealth Advisors, LLC Q2 2025 Filing

Filed August 15, 2025

Portfolio Value

$695.4M

Holdings

540

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (540 positions)

StockValue
HIGHARTFORD INSURANCE GROUP INCORPORATED
$15K
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND
$15K
ADIANALOG DEVICES INCORPORATED
$14K
ARTYISHARES TR FUTURE AI & TECH
$14K
ADUNITED STATES CELLULAR CORPORATION
$14K
GSKGSK PLC SPONSORED ADR (UNITED KINGDOM)
$13K
AWMSKYWORKS SOLUTIONS INCORPORATED
$13K
IBLCISHARES TR BLOCKCHAIN & TEC
$13K
COPCONOCOPHILLIPS
$12K
IPORENAISSANCE IPO ETF
$12K
ANAUTONATION INCORPORATED
$12K
ETHAISHARES ETHEREUM TR SHS
$12K
CTRACOTERRA ENERGY INCORPORATED
$12K
EDCONSOLIDATED EDISON INCORPORATED
$11K
DOUGDOUGLAS ELLIMAN INCORPORATED
$11K
ALLYALLY FINL INCORPORATED
$11K
BPBP PLC SPONSORED ADR (UNITED KINGDOM)
$10K
BXMTBLACKSTONE MTG TR INCORPORATED COM CLASS A REIT
$10K
ECLECOLAB INCORPORATED
$10K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF
$10K
EWEDWARDS LIFESCIENCES CORPORATION
$9K
CMCANADIAN IMPERIAL BK COMM (CANADA)
$9K
ALCALCON AG ORD SHS (SWITZERLAND)
$9K
ARKKARK ETF TRUST INNOVATION ETF
$8K
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A
$8K
GWWGRAINGER W W INCORPORATED
$8K
AWNADVANCE AUTO PARTS INCORPORATED
$8K
MDYVSPDR S&P 400 MID CAP VALUE ETF
$8K
SLBSCHLUMBERGER LIMITED COM STK (CURACAO)
$8K
USCBUSCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM
$7K
CLXCLOROX COMPANY DEL
$7K
GEHCGE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
$7K
OTISOTIS WORLDWIDE CORPORATION
$7K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$7K
HALHALLIBURTON COMPANY
$7K
IWPISHARES TR RUS MD CP GR ETF
$7K
MTUSMETALLUS INCORPORATED
$7K
MRPMILLROSE PPTYS INCORPORATED COM CLASS A REIT
$7K
WFCWELLS FARGO COMPANY NEW
$6K
WPCWP CAREY INCORPORATED REIT
$6K
IJKISHARES TR S&P MC 400GR ETF
$6K
CHTRCHARTER COMMUNICATIONS INCORPORATED NEW CLASS A
$6K
NWLNEWELL BRANDS INCORPORATED
$6K
IWSISHARES TR RUS MDCP VAL ETF
$6K
FFORD MTR COMPANY
$6K
MRSHMARSH & MCLENNAN COMPANIES INCORPORATED
$6K
VEEVVEEVA SYSTEMS INCORPORATED CLASS A COM
$6K
XTEAXTORTOISE SUSTAINABLE & SOCIAL COM SH BEN INT
$6K
SCZISHARES TR EAFE SML CP ETF
$6K
VBKVANGUARD SMALL-CAP GROWTH ETF
$5K
HWMHOWMET AEROSPACE INCORPORATED
$5K
MNSTMONSTER BEVERAGE CORPORATION NEW
$5K
USMVISHARES TR MSCI USA MIN VOL
$5K
MUFGMITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS
$4K
BKRBAKER HUGHES COMPANY CLASS A
$4K
HLNHALEON PLC SPON ADS (UNITED KINGDOM)
$4K
ESGDISHARES TR ESG AW MSCI EAFE
$4K
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
$4K
DFSEURDISCOVER FINL SVCS
$4K
EQIXEQUINIX INCORPORATED REIT
$4K
FLOTISHARES TR FLTG RATE NT ETF
$4K
CTVACORTEVA INCORPORATED
$4K
TMUST-MOBILE US INCORPORATED
$4K
UPGDINVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF
$4K
MYNZMAINZ BIOMED N V SHS NEW (NETHERLANDS)
$4K
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B
$4K
PCRXPACIRA BIOSCIENCES INCORPORATED
$4K
UBSUBS GROUP AG SHS (SWITZERLAND)
$4K
MPCMARATHON PETE CORPORATION
$4K
ZTSZOETIS INCORPORATED CLASS A
$4K
GISGENERAL MLS INCORPORATED
$4K
ABGCENCORA INCORPORATED
$3K
FLEXFLEX LIMITED ORD (SINGAPORE)
$3K
GDGENERAL DYNAMICS CORPORATION
$3K
BJBJS WHOLESALE CLUB HLDGS INCORPORATED
$3K
VLTOVERALTO CORPORATION COM SHS
$3K
USFDUS FOODS HLDG CORPORATION
$3K
KDPKEURIG DR PEPPER INCORPORATED
$3K
FIXCOMFORT SYSTEMS USA INCORPORATED
$3K
ESEVERSOURCE ENERGY
$3K
CPAYCORPAY INCORPORATED COM SHS
$3K
HDBHDFC BANK LIMITED SPONSORED ADS (INDIA)
$3K
CYBRCYBERARK SOFTWARE LIMITED SHS (ISRAEL)
$3K
PYPLPAYPAL HLDGS INCORPORATED
$3K
TXRHTEXAS ROADHOUSE INCORPORATED
$3K
CVCOCAVCO INDUSTRIES INCORPORATED DEL
$3K
RHCRH PLC ORD (IRELAND)
$3K
WABWABTEC
$3K
NWGNATWEST GROUP PLC SPONS ADR (UNITED KINGDOM)
$2K
KNSLKINSALE CAP GROUP INCORPORATED
$2K
MUMICRON TECHNOLOGY INCORPORATED
$2K
AJGGALLAGHER ARTHUR J & COMPANY
$2K
BHVNBIOHAVEN LIMITED (VIRGIN ISLANDS (BRITISH))
$2K
SESEA LIMITED SPONSORD ADS (CAYMAN ISLANDS)
$2K
SONYSONY GROUP CORPORATION SPONSORED ADR (JAPAN)
$2K
RBCRBC BEARINGS INCORPORATED
$2K
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
$2K
TSLXSIXTH STREET SPECIALTY LENDING
$2K
PIPRPIPER SANDLER COMPANIES
$2K
EXPEAGLE MATLS INCORPORATED
$2K
PreviousPage 4 of 6Next