Instuitional Investor - Provenance Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Provenance Wealth Advisors, Llc |
| Portfolio Value | $1,694,800,347 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,660,353 | $276,083,508 | 16.29% | |
| 2. | Vanguard Star Fds | 1,094,242 | $92,966,811 | 5.49% | |
| 3. | J P Morgan Exchange Traded F - FLEXI DEBT ETF | 1,635,775 | $79,907,628 | 4.71% | |
| 4. | Morgan Stanley Etf Trust - EATO VANC BD ETF | 1,506,881 | $72,616,619 | 4.28% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 282,213 | $65,843,195 | 3.89% |