Provenance Wealth Advisors, LLC Portfolio Holdings
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 540
- Current Value $695 Billion
- Prior Value $774 Billion
- Filing
- Period Q1 2025
- Filing Date August 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 33 stocks
- Sold out of 47 stocks
- Reduced holdings in 109 stocks