Provenance Wealth Advisors, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$902.3M

Holdings

419

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (419 positions)

StockValue
MTUMISHARES TR MSCI USA MMENTM
$10K
EWEDWARDS LIFESCIENCES CORPORATION
$10K
COPCONOCOPHILLIPS
$9K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$9K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS)
$9K
VBVANGUARD SMALL-CAP ETF
$9K
DVNDEVON ENERGY CORPORATION NEW
$9K
BPBP PLC SPONSORED ADR (UNITED KINGDOM)
$9K
FIXCOMFORT SYSTEMS USA INCORPORATED
$8K
MDYVSTATE STREET SPDR S&P 400 MID CAP VALUE ETF
$8K
OMDAOMADA HEALTH INCORPORATED
$8K
WFCWELLS FARGO COMPANY NEW
$8K
IEMGISHARES INCORPORATED CORE MSCI EMKT
$8K
GWWWW GRAINGER INCORPORATED
$8K
IWPISHARES TR RUS MD CP GR ETF
$8K
LOWLOWES COMPANIES INCORPORATED
$8K
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
$8K
IEFISHARES TR 7-10 YR TRSY BD
$8K
AWNADVANCE AUTO PARTS INCORPORATED
$7K
ALCALCON AG ORD SHS (SWITZERLAND)
$7K
MRPMILLROSE PPTYS INCORPORATED COM CLASS A REIT
$7K
FFORD MTR COMPANY
$7K
IJKISHARES TR S&P MC 400GR ETF
$7K
USCBUSCB FINANCIAL HOLDINGS INCORPORATED CLASS A COM
$7K
LMTLOCKHEED MARTIN CORPORATION
$7K
HWMHOWMET AEROSPACE INCORPORATED
$7K
VBKVANGUARD SMALL-CAP GROWTH ETF
$6K
IWSISHARES TR RUS MDCP VAL ETF
$6K
SCZISHARES TR EAFE SML CP ETF
$6K
MNSTMONSTER BEVERAGE CORPORATION NEW
$6K
HALHALLIBURTON COMPANY
$6K
SLBSLB LIMITED COM STK (CURACAO)
$6K
LLYELI LILLY & COMPANY
$5K
COFCAPITAL ONE FINL CORPORATION
$5K
UBSUBS GROUP AG SHS (SWITZERLAND)
$5K
MUFGMITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADS
$5K
VEEVVEEVA SYSTEMS INCORPORATED CLASS A COM
$5K
CCLCARNIVAL CORP (PANAMA)
$5K
VBRVANGUARD SMALL-CAP VALUE ETF
$5K
OTISOTIS WORLDWIDE CORPORATION
$5K
URIUNITED RENTALS INCORPORATED
$4K
MRSHMARSH & MCLENNAN COMPANIES INCORPORATED
$4K
USMVISHARES TR MSCI USA MIN VOL
$4K
FLOTISHARES TR FLTG RATE NT ETF
$4K
ABGCENCORA INCORPORATED
$4K
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
$4K
MPCMARATHON PETE CORPORATION
$4K
ESGDISHARES TR ESG AW MSCI EAFE
$4K
VLTOVERALTO CORPORATION COM SHS
$3K
SOLSSOLSTICE ADVANCED MATLS INCORPORATED COM SHS
$3K
USFDUS FOODS HLDG CORPORATION
$3K
CTVACORTEVA INCORPORATED
$3K
PIPRPIPER SANDLER COMPANIES
$3K
RBCRBC BEARINGS INCORPORATED
$3K
RHCRH PLC ORD (IRELAND)
$3K
QSQUANTUMSCAPE CORPORATION COM CLASS A
$3K
DELLDELL TECHNOLOGIES INCORPORATED CLASS C
$3K
TMUST-MOBILE US INCORPORATED
$3K
NWGNATWEST GROUP PLC SPONS ADR (UNITED KINGDOM)
$3K
CYBRCYBERARK SOFTWARE LIMITED SHS (ISRAEL)
$3K
PCRXPACIRA BIOSCIENCES INCORPORATED
$3K
EQIXEQUINIX INCORPORATED REIT
$3K
HLNHALEON PLC SPON ADS (UNITED KINGDOM)
$3K
QQQMINVESCO NASDAQ 100 ETF
$2K
SESEA LIMITED SPONSORD ADS (CAYMAN ISLANDS)
$2K
FSSFEDERAL SIGNAL CORPORATION
$2K
WABWABTEC
$2K
DISDISNEY WALT COMPANY
$2K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$2K
LINLINDE PLC SHS (IRELAND)
$2K
BJBJS WHOLESALE CLUB HLDGS INCORPORATED
$2K
EXPEAGLE MATLS INCORPORATED
$2K
CPAYCORPAY INCORPORATED COM SHS
$2K
TEAMATLASSIAN CORPORATION CLASS A
$2K
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
$2K
BACVERIZON COMMUNICATIONS INCORPORATED
$2K
CRCCANADIAN NAT RES LIMITED (CANADA)
$2K
ZTSZOETIS INCORPORATED CLASS A
$2K
CVCOCAVCO INDUSTRIES INCORPORATED DEL
$2K
TXRHTEXAS ROADHOUSE INCORPORATED
$2K
TSLXSIXTH STREET SPECIALTY LENDING INC
$2K
SUISUN CMNTYS INCORPORATED REIT
$1K
MYNZMAINZ BIOMED N V SHS NEW (NETHERLANDS)
$1K
ADCAGREE RLTY CORPORATION REIT
$1K
TRVCCITIGROUP INCORPORATED COM NEW
$1K
PGRPROGRESSIVE CORPORATION
$1K
NUSCNUVEEN ESG SMALL-CAP ETF
$1K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$1K
DORMDORMAN PRODUCTS INCORPORATED
$1K
EGPEASTGROUP PPTYS INCORPORATED REIT
$1K
OXY/WSOCCIDENTAL PETE CORPORATION WARRANT EXP 080327
$1K
CNPCENTERPOINT ENERGY INCORPORATED
$1K
KNSLKINSALE CAP GROUP INCORPORATED
$1K
AVLVAVANTIS US LARGE CAP VALUE ETF
$1K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS (UNITED KINGDOM)
$1K
IQLTISHARES TR MSCI INTL QUALTY
$1K
BAHBOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A
$1K
LADLITHIA MTRS INCORPORATED
$1K
QUALISHARES TR MSCI USA QLT FCT
$1K
PNFPPINNACLE FINL PARTNERS INCORPORATED
$1K
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