Provenance Wealth Advisors, LLC Incresed Positions in Q3 2025

Provenance Wealth Advisors, LLC

  • $774 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JGRO
J P Morgan Exchange Traded Fd
71.2K
+ 19.17%
N/A
443K $41.5B
EEM
Ishares Msci Emerging Markets

ETFs
104K
+ 18.14%
$48.07 - $53.4 $5.02M - $5.58M
680K $36.3B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.7K
+ 4.19%
$68.24 - $73.73 $1.89M - $2.04M
687K $50.5B
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.4K
+ 17.59%
$87.29 - $93.61 $1.43M - $1.54M
110K $10.2B
IWD
Ishares Russell 1000 Val ETF

ETFs
8.63K
+ 55.73%
$192.76 - $203.86 $1.66M - $1.76M
24.1K $4.91B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.3K
+ 3.98%
$97.75 - $100.75 $1.39M - $1.44M
372K $37.3B
MSFT
Microsoft Corp

Technology
126
+ 1.15%
$491.09 - $535.64 $61.9K - $67.5K
11.1K $5.75B
IGV
Ishares Expanded Tech Software

ETFs
5.79K
+ 27.1%
$105.96 - $117.79 $614K - $682K
27.2K $3.12B
Vaneck Fabless Semiconductor ETF
19.5K
+ 75.31%
N/A
45.3K $1.74B
QTUM
ETF Ser Solutions Defiance Qua
5.81K
+ 489.3%
N/A
7K $734M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.53K
+ 52.08%
$205.52 - $234.96 $313K - $358K
4.45K $1.05B
BUG
Global X Fds Cybersecurity ETF

ETFs
10.3K
+ 131.0%
$32.23 - $37.41 $333K - $387K
18.2K $641M
AVGO
Broadcom Inc.

Technology
10
+ 0.55%
$264.74 - $369.57 $2.65K - $3.7K
1.84K $606M
IAU
Ishares Gold Trust

ETFs
1.08K
+ 7.67%
$61.62 - $72.77 $66.3K - $78.3K
15.1K $1.1B
GE
General Electric CO

Industrials
595
+ 216.36%
$244.75 - $305.63 $146K - $182K
870 $262M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
1.92K
+ 8.62%
$27.54 - $32.98 $53K - $63.4K
24.2K $799M
META
Meta Platforms, Inc.

Communication Services
14
+ 1.43%
$695.21 - $791.73 $9.73K - $11.1K
991 $728M
SHOP
Shopify Inc.

Technology
721
+ 67.13%
$112.11 - $157.12 $80.8K - $113K
1.8K $267M
RSP
Invesco S&P 500 Equal Weight E

ETFs
293
+ 4.73%
$181.56 - $190.33 $53.2K - $55.8K
6.49K $1.23B
EFG
Msci Eafe Growth ETF

ETFs
844
+ 46.91%
$106.99 - $114.46 $90.3K - $96.6K
2.64K $301M
NOW
Service Now, Inc.

Technology
23
+ 3.17%
$850.86 - $1044.69 $19.6K - $24K
748 $688M
AZO
Autozone Inc

Consumer Cyclical
24
+ 171.43%
$3649.42 - $4354.54 $87.6K - $105K
38 $163M
PANW
Palo Alto Networks Inc

Technology
409
+ 54.97%
$167.06 - $208.19 $68.3K - $85.1K
1.15K $235M
MELI
Mercadolibre Inc

Consumer Cyclical
41
+ 146.43%
$2292.04 - $2514.05 $94K - $103K
69 $161M
PLTR
Palantir Technologies Inc.

Technology
497
+ 528.72%
$130.68 - $186.97 $64.9K - $92.9K
591 $108M
DDOG
Datadog, Inc.

Technology
295
+ 22.64%
$124.52 - $155.15 $36.7K - $45.8K
1.6K $228M
ITA
Ishares Tr

ETFs
254
+ 31.83%
$184.73 - $209.26 $46.9K - $53.2K
1.05K $220M
INTU
Intuit Inc

Technology
97
+ 210.87%
$646.03 - $807.39 $62.7K - $78.3K
143 $97.7M
ADBE
Adobe Inc.

Technology
202
+ 168.33%
$333.65 - $392.1 $67.4K - $79.2K
322 $114M
WDAY
Workday, Inc.

Technology
265
+ 308.14%
$213.69 - $247.69 $56.6K - $65.6K
351 $84.5M
ISRG
Intuitive Surgical Inc

Healthcare
165
+ 48.39%
$433.66 - $544.47 $71.6K - $89.8K
506 $226M
TMO
Thermo Fisher Scientific Inc.

Healthcare
114
+ 356.25%
$404.94 - $499.99 $46.2K - $57K
146 $70.8M
VEEV
Veeva Systems Inc

Healthcare
160
+ 640.0%
$269.2 - $297.91 $43.1K - $47.7K
185 $55.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
511
+ 1.64%
$30.67 - $32.13 $15.7K - $16.4K
31.7K $1B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
329
+ 20.97%
$62.54 - $68.42 $20.6K - $22.5K
1.9K $128M
RF
Regions Financial Corp

Financial Services
891
+ 6364.29%
$24.03 - $27.41 $21.4K - $24.4K
905 $23.9M
LEN
Lennar Corp

Consumer Cyclical
119
+ 23.8%
$107.73 - $142.4 $12.8K - $16.9K
619 $78M
EQIX
Equinix Inc

Real Estate
25
+ 500.0%
$756.7 - $811.13 $18.9K - $20.3K
30 $23.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.37K
+ 32.49%
$11.15 - $11.87 $15.3K - $16.3K
5.59K $64.9M
CHTR
Charter Communications, Inc.

Communication Services
57
+ 335.29%
$256.57 - $418.22 $14.6K - $23.8K
74 $20.4M
CRM
Salesforce, Inc.

Technology
76
+ 53.9%
$231.66 - $273.65 $17.6K - $20.8K
217 $51.4M
XOM
Exxon Mobil Corp

Energy
223
+ 10.61%
$105.83 - $117.22 $23.6K - $26.1K
2.32K $262M
MUB
Ishares National Muni Bond ETF

ETFs
17
+ 0.43%
$103.24 - $106.68 $1.76K - $1.81K
3.97K $422M
FTNT
Fortinet, Inc.

Technology
255
+ 18.89%
$74.39 - $107.65 $19K - $27.5K
1.61K $135M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
600
+ 200.0%
$43.8 - $46.03 $26.3K - $27.6K
900 $41.4M
IEF
Ishares Barclays

ETFs
28
+ 311.11%
$93.91 - $97.26 $2.63K - $2.72K
37 $3.57M
HUBS
Hubspot Inc

Technology
3
+ 1.03%
$420.79 - $560.9 $1.26K - $1.68K
294 $138M
ACN
Accenture PLC

Technology
250
+ 12.5%
$232.56 - $304.78 $58.1K - $76.2K
2.25K $555M
Activity Summary
Buys All Purchases 86 New Holdings 37 Increased Positions 49 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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