Provenance Wealth Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$773.7B

Holdings

437

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (437 positions)

#StockSharesValue% PortfolioType
201
PEPPEPSICO INCORPORATED
435$61.1M0.01%
202
CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT
1,366$60.0M0.01%
203
BLKBLACKROCK INCORPORATED
50$58.3M0.01%
204
USSGXTRACKERS MSCI USA SELECTION EQUITY ETF
940$57.7M0.01%
205
HONHONEYWELL INTERNATIONAL INCORPORATED
273$57.5M0.01%
206
CALFPACER US SMALL CAP CASH COWS ETF
1,312$57.4M0.01%
207
DISDISNEY WALT COMPANY
495$56.7M0.01%
208
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED
60$55.2M0.01%
209
VEEVVEEVA SYSTEMS INCORPORATED CLASS A COM
185$55.1M0.01%
210
TSNTYSON FOODS INCORPORATED CLASS A
1,000$54.3M0.01%
211
SOFISOFI TECHNOLOGIES INCORPORATED
2,000$52.8M0.01%
212
DDDUPONT DE NEMOURS INCORPORATED
666$51.9M0.01%
213
GSGOLDMAN SACHS GROUP INCORPORATED
65$51.8M0.01%
214
CRMSALESFORCE INCORPORATED
217$51.4M0.01%
215
COWGPACER FDS TR US LARGE CAP CASH COWS
1,396$50.7M0.01%
216
LDOSLEIDOS HOLDINGS INCORPORATED
265$50.1M0.01%
217
4I1PHILIP MORRIS INTERNATIONAL INCORPORATED
307$49.8M0.01%
218
LOWLOWES COMPANIES INCORPORATED
186$46.7M0.01%
219
NVONOVO-NORDISK A S ADR (DENMARK)
841$46.7M0.01%
220
XGDVXGABELLI DIVID & INCOME TR
1,685$45.7M0.01%
221
JPXAEROVIRONMENT INCORPORATED
144$45.3M0.01%
222
LHXL3HARRIS TECHNOLOGIES INCORPORATED
144$44.0M0.01%
223
VOOGVANGUARD S&P 500 GROWTH ETF
100$43.5M0.01%
224
TTDTHE TRADE DESK INCORPORATED COM CLASS A
876$42.9M0.01%
225
USBUS BANCORP DEL COM NEW
879$42.5M0.01%
226
GEVGE VERNOVA INCORPORATED
68$41.8M0.01%
227
EQLALPS EQUAL SECTOR WEIGHT ETF
900$41.4M0.01%
228
DELLDELL TECHNOLOGIES INCORPORATED CLASS C
282$40.0M0.01%
229
SAPSAP SE SPON ADR (GERMANY)
149$39.8M0.01%
230
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
165$39.5M0.01%
231
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS
221$39.5M0.01%
232
MCDMCDONALDS CORPORATION
125$38.0M0.00%
233
CNRCANADIAN NATL RY COMPANY (CANADA)
400$37.7M0.00%
234
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
863$37.5M0.00%
235
ZGZILLOW GROUP INCORPORATED CLASS A
500$37.2M0.00%
236
METMETLIFE INCORPORATED
450$37.1M0.00%
237
TSCOTRACTOR SUPPLY COMPANY
650$37.0M0.00%
238
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
1,800$35.2M0.00%
239
KCESPDR S&P CAPITAL MARKETS ETF
225$34.4M0.00%
240
KRKROGER COMPANY
510$34.4M0.00%
241
NEENEXTERA ENERGY INCORPORATED
447$33.7M0.00%
242
WBDWARNER BROS DISCOVERY INCORPORATED COM SER A
1,707$33.3M0.00%
243
MDTMEDTRONIC PLC SHS (IRELAND)
350$33.3M0.00%
244
CMCSACOMCAST CORPORATION NEW CLASS A
1,056$33.2M0.00%
245
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
449$33.0M0.00%
246
XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT
3,479$32.9M0.00%
247
UNPUNION PAC CORPORATION
139$32.9M0.00%
248
VMIVALMONT INDUSTRIES INCORPORATED
83$32.2M0.00%
249
NTRNUTRIEN LIMITED (CANADA)
545$32.0M0.00%
250
BBARRICK MINING CORPORATION COM SHS (CANADA)
973$31.9M0.00%
251
INTCINTEL CORPORATION
946$31.7M0.00%
252
TTENTOTALENERGIES SE SPONSORED ADS (FRANCE)
526$31.4M0.00%
253
MRKMERCK & COMPANY INCORPORATED
370$31.1M0.00%
254
MDBMONGODB INCORPORATED CLASS A
100$31.0M0.00%
255
FCXFREEPORT-MCMORAN INCORPORATED CLASS B
763$29.9M0.00%
256
IBLCISHARES TR BLOCKCHAIN & TEC
508$28.1M0.00%
257
SHELSHELL PLC SPON ADS (UNITED KINGDOM)
390$27.9M0.00%
258
ETHAISHARES ETHEREUM TR SHS
873$27.5M0.00%
259
IRINGERSOLL RAND INCORPORATED
328$27.1M0.00%
260
PSTGPURE STORAGE INCORPORATED CLASS A
321$26.9M0.00%
261
MAMASTERCARD INCORPORATED CLASS A
46$26.2M0.00%
262
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
496$25.9M0.00%
263
VTVVANGUARD VALUE ETF
137$25.5M0.00%
264
WELLWELLTOWER INCORPORATED REIT
139$24.8M0.00%
265
METVLISTED FDS TRUST ROUNDHILL BALL METAVERSE
1,200$24.7M0.00%
266
VFHVANGUARD FINANCIALS ETF
187$24.5M0.00%
267
IDV*ISHARES TR INTL SEL DIV ETF
665$24.3M0.00%
268
FDXFEDEX CORPORATION
103$24.3M0.00%
269
RFREGIONS FINANCIAL CORPORATION NEW
905$23.9M0.00%
270
SNYSANOFI SA SPONSORED ADR (FRANCE)
505$23.8M0.00%
271
IDUISHARES TR U.S. UTILITS ETF
214$23.7M0.00%
272
FEFIRSTENERGY CORPORATION
515$23.6M0.00%
273
EQIXEQUINIX INCORPORATED REIT
30$23.5M0.00%
274
LINLINDE PLC SHS (IRELAND)
47$22.3M0.00%
275
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
200$22.0M0.00%
276
WTAIWISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &
769$22.0M0.00%
277
PCARPACCAR INCORPORATED
222$21.8M0.00%
278
DYHTARGET CORPORATION
243$21.8M0.00%
279
NETCLOUDFLARE INCORPORATED CLASS A COM
100$21.5M0.00%
280
IBITISHARES BITCOIN TRUST ETF SHS BEN INT
328$21.3M0.00%
281
XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF
294$21.2M0.00%
282
PPAINVESCO AEROSPACE & DEFENSE ETF
136$21.1M0.00%
283
IWOISHARES TR RUS 2000 GRW ETF
66$21.1M0.00%
284
MADEISHARES TR US MANUFACTURING
709$20.8M0.00%
285
XLCSPDR COMMUNICATION SERVICES SELECT SECTOR FUND
173$20.5M0.00%
286
FQIDIGITAL RLTY TR INCORPORATED REIT
118$20.4M0.00%
287
BPAYISHARES FINTECH ACTIVE ETF
634$20.4M0.00%
288
CHTRCHARTER COMMUNICATIONS
74$20.4M0.00%
289
DOCUDOCUSIGN INCORPORATED
282$20.3M0.00%
290
ARTYISHARES TR FUTURE AI & TECH
441$20.2M0.00%
291
IFRAISHARES TR US INFRASTRUC
376$19.9M0.00%
292
PODDINSULET CORPORATION
64$19.8M0.00%
293
XLUSPDR UTILITIES SELECT SECTOR FUND
222$19.4M0.00%
294
DHRDANAHER CORPORATION
96$19.0M0.00%
295
SYKSTRYKER CORPORATION
51$18.9M0.00%
296
WYWEYERHAEUSER COMPANY MTN BE COM NEW REIT
745$18.5M0.00%
297
WTRGESSENTIAL UTILS INCORPORATED
458$18.3M0.00%
298
DOUGDOUGLAS ELLIMAN INCORPORATED
6,380$18.2M0.00%
299
MOALTRIA GROUP INCORPORATED
273$18.0M0.00%
300
IHAKISHARES TR CYBERSECURITY
342$17.9M0.00%
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