Provenance Wealth Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$773.7M

Holdings

437

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (437 positions)

StockValue
PEPPEPSICO INCORPORATED
$61K
CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT
$60K
BLKBLACKROCK INCORPORATED
$58K
USSGXTRACKERS MSCI USA SELECTION EQUITY ETF
$58K
HONHONEYWELL INTERNATIONAL INCORPORATED
$57K
CALFPACER US SMALL CAP CASH COWS ETF
$57K
DISDISNEY WALT COMPANY
$57K
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED
$55K
VEEVVEEVA SYSTEMS INCORPORATED CLASS A COM
$55K
TSNTYSON FOODS INCORPORATED CLASS A
$54K
SOFISOFI TECHNOLOGIES INCORPORATED
$53K
DDDUPONT DE NEMOURS INCORPORATED
$52K
GSGOLDMAN SACHS GROUP INCORPORATED
$52K
CRMSALESFORCE INCORPORATED
$51K
COWGPACER FDS TR US LARGE CAP CASH COWS
$51K
LDOSLEIDOS HOLDINGS INCORPORATED
$50K
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED
$50K
LOWLOWES COMPANIES INCORPORATED
$47K
NVONOVO-NORDISK A S ADR (DENMARK)
$47K
XGDVXGABELLI DIVID & INCOME TR
$46K
JPXAEROVIRONMENT INCORPORATED
$45K
LHXL3HARRIS TECHNOLOGIES INCORPORATED
$44K
VOOGVANGUARD S&P 500 GROWTH ETF
$44K
TTDTHE TRADE DESK INCORPORATED COM CLASS A
$43K
USBUS BANCORP DEL COM NEW
$42K
GEVGE VERNOVA INCORPORATED
$42K
EQLALPS EQUAL SECTOR WEIGHT ETF
$41K
DELLDELL TECHNOLOGIES INCORPORATED CLASS C
$40K
SAPSAP SE SPON ADR (GERMANY)
$40K
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
$40K
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS
$39K
MCDMCDONALDS CORPORATION
$38K
CNRCANADIAN NATL RY COMPANY (CANADA)
$38K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$37K
ZGZILLOW GROUP INCORPORATED CLASS A
$37K
METMETLIFE INCORPORATED
$37K
TSCOTRACTOR SUPPLY COMPANY
$37K
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$35K
KCESPDR S&P CAPITAL MARKETS ETF
$34K
KRKROGER COMPANY
$34K
NEENEXTERA ENERGY INCORPORATED
$34K
WBDWARNER BROS DISCOVERY INCORPORATED COM SER A
$33K
MDTMEDTRONIC PLC SHS (IRELAND)
$33K
CMCSACOMCAST CORPORATION NEW CLASS A
$33K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$33K
XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT
$33K
UNPUNION PAC CORPORATION
$33K
VMIVALMONT INDUSTRIES INCORPORATED
$32K
NTRNUTRIEN LIMITED (CANADA)
$32K
BBARRICK MINING CORPORATION COM SHS (CANADA)
$32K
INTCINTEL CORPORATION
$32K
TTENTOTALENERGIES SE SPONSORED ADS (FRANCE)
$31K
MRKMERCK & COMPANY INCORPORATED
$31K
MDBMONGODB INCORPORATED CLASS A
$31K
FCXFREEPORT-MCMORAN INCORPORATED CLASS B
$30K
IBLCISHARES TR BLOCKCHAIN & TEC
$28K
SHELSHELL PLC SPON ADS (UNITED KINGDOM)
$28K
ETHAISHARES ETHEREUM TR SHS
$28K
IRINGERSOLL RAND INCORPORATED
$27K
PSTGPURE STORAGE INCORPORATED CLASS A
$27K
MAMASTERCARD INCORPORATED CLASS A
$26K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$26K
VTVVANGUARD VALUE ETF
$26K
WELLWELLTOWER INCORPORATED REIT
$25K
METVLISTED FDS TRUST ROUNDHILL BALL METAVERSE
$25K
VFHVANGUARD FINANCIALS ETF
$25K
IDV*ISHARES TR INTL SEL DIV ETF
$24K
FDXFEDEX CORPORATION
$24K
RFREGIONS FINANCIAL CORPORATION NEW
$24K
SNYSANOFI SA SPONSORED ADR (FRANCE)
$24K
IDUISHARES TR U.S. UTILITS ETF
$24K
FEFIRSTENERGY CORPORATION
$24K
EQIXEQUINIX INCORPORATED REIT
$23K
LINLINDE PLC SHS (IRELAND)
$22K
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
$22K
WTAIWISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &
$22K
PCARPACCAR INCORPORATED
$22K
DYHTARGET CORPORATION
$22K
NETCLOUDFLARE INCORPORATED CLASS A COM
$21K
IBITISHARES BITCOIN TRUST ETF SHS BEN INT
$21K
XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
$21K
PPAINVESCO AEROSPACE & DEFENSE ETF
$21K
IWOISHARES TR RUS 2000 GRW ETF
$21K
MADEISHARES TR US MANUFACTURING
$21K
XLCSPDR COMMUNICATION SERVICES SELECT SECTOR FUND
$20K
FQIDIGITAL RLTY TR INCORPORATED REIT
$20K
BPAYISHARES FINTECH ACTIVE ETF
$20K
CHTRCHARTER COMMUNICATIONS
$20K
DOCUDOCUSIGN INCORPORATED
$20K
ARTYISHARES TR FUTURE AI & TECH
$20K
IFRAISHARES TR US INFRASTRUC
$20K
PODDINSULET CORPORATION
$20K
XLUSPDR UTILITIES SELECT SECTOR FUND
$19K
DHRDANAHER CORPORATION
$19K
SYKSTRYKER CORPORATION
$19K
WYWEYERHAEUSER COMPANY MTN BE COM NEW REIT
$18K
WTRGESSENTIAL UTILS INCORPORATED
$18K
DOUGDOUGLAS ELLIMAN INCORPORATED
$18K
MOALTRIA GROUP INCORPORATED
$18K
IHAKISHARES TR CYBERSECURITY
$18K
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