Instuitional Investor - Provenance Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Provenance Wealth Advisors, Llc |
| Portfolio Value | $773,661,155 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,647,193 | $239,913,631 | 31.01% | |
| 2. | SMH | 912,877 | $90,475,240 | 11.69% | |
| 3. | Vanguard Dividend Appreciation Etf - DIV APP ETF | 272,472 | $58,796,660 | 7.6% | |
| 4. | Vanguard Total International Stock Etf | 686,983 | $50,465,741 | 6.52% | |
| 5. | Jp Morgan Etf Active Growth Etf | 442,691 | $41,502,281 | 5.36% |