Instuitional Investor - Provenance Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Provenance Wealth Advisors, Llc |
| Portfolio Value | $902,297,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,606,690 | $238,898,782 | 26.48% | |
| 2. | SMH | 891,309 | $92,303,941 | 10.23% | |
| 3. | Vanguard Total International Stock Etf | 1,028,032 | $77,554,768 | 8.6% | |
| 4. | J P Morgan Flexible Debt Etf | 1,440,771 | $72,355,520 | 8.02% | |
| 5. | Vanguard Dividend Appreciation Etf - DIV APP ETF | 265,824 | $58,422,766 | 6.47% |