13F Filings History of PROVENCE WEALTH MANAGEMENT GROUP

Latest 13F report
Q4 2023 - 06 Feb 2024
Value $
$186,132,685
Signature - Title
Dave Reichert - Compliance Consultant
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by PROVENCE WEALTH MANAGEMENT GROUP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PROVENCE WEALTH MANAGEMENT GROUP reported 461 stock holdings with total value $186,132,685 as of Q4 2023. Top holdings included IVV, SPY, AAPL, IUSB, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 461 $186,132,685 +$19,941,705 -$12,911,816 +$7,029,889 IVV, SPY, AAPL, IUSB, MSFT 13F-HR 06 Feb 2024, 14:37
Q3 2023 472 $163,112,401 +$20,553,525 -$23,049,909 -$2,496,384 IVV, SPY, AAPL, IUSB, QUAL 13F-HR 13 Nov 2023, 12:51
Q2 2023 148 $170,298,656 +$25,564,538 -$20,838,585 +$4,725,953 IVV, NVDA, SPY, AAPL, IUSB 13F-HR 24 Jul 2023, 15:29
Q1 2023 133 $150,231,162 +$30,770,081 -$17,514,400 +$13,255,681 IVV, NVDA, SPY, ESGU, AAPL 13F-HR 26 Apr 2023, 19:34
Q4 2022 119 $122,554,334 +$52,043,544 -$9,962,702 +$42,080,842 IVV, ESGU, NVDA, IUSB, AAPL 13F-HR 02 Feb 2023, 09:58
Q3 2022 52 $76,611,000 +$8,708,601 -$2,913,706 +$5,794,895 IVV, ESGU, IUSB, EFV, EFG 13F-HR 20 Oct 2022, 18:43
Q2 2022 56 $76,196,000 +$10,491,545 -$8,935,009 +$1,556,536 IVV, ESGU, EFV, IUSB, IWF 13F-HR 15 Jul 2022, 17:52
Q1 2022 62 $87,430,000 +$16,159,216 -$13,783,745 +$2,375,471 IVV, ESGU, EFV, IUSB, IWF 13F-HR 09 May 2022, 18:27
Q4 2021 75 $88,447,000 $0 $0 $0 IVV, ESGU, SPY, AAPL, IWF 13F-HR 02 May 2022, 17:11