Provenance Wealth Advisors, LLC has filed its 13F form on August 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $695 Billion distributed in 540 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 $209B, Vaneck Morningstar Wide Moat E with a value of $98.1B, Vanguard Dividend Appreciation with a value of $62.5B, Vanguard Star Fd Vanguard Tota with a value of $40.9B, and Ishares Core U.S. Aggregate Bo with a value of $35.4B.
Examining the 13F form we can see an decrease of $78.6B in the current position value, from $774B to 695B.
Also it can be appreciated an additional of 28 stocks purchases and 47 closed positions.
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
$695 Billion
ETFs: $598 Billion
Technology: $31 Billion
Financial Services: $7.72 Billion
Healthcare: $6.51 Billion
Consumer Cyclical: $5.72 Billion
Industrials: $4.78 Billion
Consumer Defensive: $3.38 Billion
Communication Services: $3.25 Billion
Other: $5.06 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
