Provenance Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $774 Billion distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $240B, Vaneck Morningstar Wide Moat E with a value of $90.5B, Vanguard Dividend Appreciation with a value of $58.8B, Vanguard Star Fd Vanguard Tota with a value of $50.5B, and J P Morgan Exchange Traded Fd with a value of $41.5B.
Examining the 13F form we can see an increase of $78.2B in the current position value, from $695B to 774B.
Provenance Wealth Advisors, LLC is based out at Fort Lauderdale, FL
Below you can find more details about Provenance Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$774 Billion
ETFs: $660 Billion
Technology: $39.5 Billion
Financial Services: $6.35 Billion
Industrials: $4.99 Billion
Healthcare: $4.75 Billion
Consumer Cyclical: $4.31 Billion
Communication Services: $2.74 Billion
Consumer Defensive: $1.99 Billion
Other: $3.42 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
