Instuitional Investor - Provenance Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Provenance Wealth Advisors, Llc |
| Portfolio Value | $696,162,899 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,652,330 | $223,130,587 | 32.05% | |
| 2. | Vaneck Morningstar Wide Moat Etf | 918,696 | $86,164,498 | 12.38% | |
| 3. | Vanguard Dividend Appreciation Etf - DIV APP ETF | 271,636 | $55,595,663 | 7.99% | |
| 4. | Vanguard Total International Stock Etf | 679,646 | $46,956,735 | 6.75% | |
| 5. | IEF | 365,986 | $36,305,840 | 5.22% |
