Notify me when Provenance Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 419 | $902,297,826 | +$141,765,150 | -$27,855,555 | +$113,909,595 | ITOT, MOAT, VXUS, JFLX, VIG | 13F-HR | 26 Jan 2026, 10:22 |
| Q3 2025 | 437 | $773,661,155 | +$30,867,056 | -$3,116,716 | +$27,750,340 | ITOT, MOAT, VIG, VXUS, JGRO | 13F-HR | 12 Nov 2025, 11:30 |
| Q2 2025 | 421 | $696,162,899 | +$16,029,867 | -$79,150,404 | -$63,120,537 | ITOT, MOAT, VIG, VXUS, AGG | 13F-HR | 14 Aug 2025, 21:56 |
| Q1 2025 | 540 | $695,416,290 | +$12,217,697 | -$66,606,029 | -$54,388,332 | ITOT, MOAT, VIG, VXUS, AGG | 13F-HR | 15 Aug 2025, 17:10 |
| Q4 2024 | 554 | $773,986,463 | +$41,930,345 | -$61,196,055 | -$19,265,710 | ITOT, MOAT, VIG, AGG, VXUS | 13F-HR | 15 Aug 2025, 17:06 |
| Q3 2024 | 597 | $800,376,131 | +$40,685,916 | -$5,991,731 | +$34,694,185 | ITOT, MOAT, VIG, AGG, VXUS | 13F-HR | 15 Aug 2025, 16:58 |
| Q2 2024 | 515 | $715,287,751 | +$15,060,695 | -$12,088,215 | +$2,972,480 | ITOT, MOAT, VIG, AGG, VXUS | 13F-HR | 15 Aug 2025, 16:49 |
| Q1 2024 | 541 | $711,028,912 | +$16,609,415 | -$97,412,377 | -$80,802,962 | ITOT, MOAT, VIG, AGG, VXUS | 13F-HR | 15 Aug 2025, 16:35 |
| Q4 2023 | 596 | $741,902,508 | +$78,711,326 | -$19,171,770 | +$59,539,556 | ITOT, MOAT, VIG, SPYV, AGG | 13F-HR | 15 Aug 2025, 15:38 |
| Q3 2023 | 485 | $619,066,730 | $0 | $0 | $0 | ITOT, MOAT, VIG, AGG, VXUS | 13F-HR | 15 Aug 2025, 15:14 |