Fund Holdings

Provenance Wealth Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EATON VANCE TOTAL RETURN BOND ETF
EATO VANC BD ETF
01,404,864+1,404,864071,296,8687.55%+71,296,868
FRANKLIN HIGH YIELD CORPORATE ETF
HIGH YIELD CORP
0823,220+823,220019,872,5292.10%+19,872,529
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
1,289119,721+118,432115,31410,838,3421.15%+10,723,028
ISHARES TR MSCI EMG MKT ETF632,932627,928-5,00434,627,72035,660,0133.78%+1,032,293
VISA INCORPORATED COM CLASS A(V)5912,511+1,920207,270758,9250.08%+551,655
CATERPILLAR INCORPORATED(CAT)3,1713,196+251,816,5712,264,2380.24%+447,667
TJX COMPANIES INCORPORATED NEW(TJX)1,3263,515+2,189203,687561,3460.06%+357,659
MCKESSON CORPORATION(MCK)221586+365181,284507,1010.05%+325,817
ISHARES TR US AER DEF ETF8772,162+1,285188,283472,9380.05%+284,655
WALMART INCORPORATED(WMT)6,3827,967+1,585711,019990,1390.10%+279,120
BROADCOM INCORPORATED(AVGO)8361,836+1,000289,340568,2600.06%+278,920
EXXON MOBIL CORPORATION9362,255+1,319112,638382,5830.04%+269,945
VANGUARD TAX-EXEMPT BOND ETF03,931+3,9310196,1180.02%+196,118
ALPHABET INCORPORATED CAP STK CLASS A(GOOG)1,3732,173+800429,749624,8680.07%+195,119
HOME DEPOT INCORPORATED(HD)3931,003+610135,231329,8770.03%+194,646
ALPHABET INCORPORATED CAP STK CLASS C(GOOG)1,4002,200+800439,320631,0920.07%+191,772
JOHNSON & JOHNSON(JNJ)4,9474,938-91,023,7821,207,0450.13%+183,263
ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
SHS CLASS A
2501,150+90067,075228,0340.02%+160,959
DOW HLDGS INCORPORATED(DOW)8,7968,7960205,650366,3530.04%+160,703
DOLLAR TREE INCORPORATED(DLTR)01,424+1,4240155,9420.02%+155,942
PIMCO INTERMEDIATE MUNI BOND ACTIVE EXCHANGE-TRADED FUND
INTER MUN BD ACT
02,984+2,9840155,7350.02%+155,735
MFS ACTIVE INTERNATIONAL ETF
INTERNATINL ETF
04,954+4,9540147,2330.02%+147,233
ISHARES TR MSCI EAFE ETF96,04896,467+4199,223,4899,369,8400.99%+146,351
UNITED RENTALS INCORPORATED(URI)6206+2004,856150,0830.02%+145,227
VANGUARD ENERGY ETF
ENERGY ETF
2,9362,9360369,701508,0450.05%+138,344
AKRE FOCUS ETF
AKRE FOCUS ETF
02,569+2,5690135,7720.01%+135,772
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
234562+32884,270215,4710.02%+131,201
ISHARES GOLD TR ISHARES NEW(IAU)15,06415,344+2801,222,7451,352,7270.14%+129,982
CHEVRON CORPORATION(CVX)2,3132,3130352,524478,5600.05%+126,036
ORACLE CORPORATION(ORCL)169969+80032,940142,5500.02%+109,610
ISHARES TR US INFRASTRUC
US INFRASTRUC
3762,141+1,76519,785122,4650.01%+102,680
DEFIANCE QUANTUM ETF
DEFIA QUANT ETF
6,6727,758+1,086731,652832,4330.09%+100,781
STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF
ST STR INFRA ETF
16,03216,03201,118,5531,218,7530.13%+100,200
CUMMINS INCORPORATED(CMI)0173+173093,0770.01%+93,077
ARK ISRAEL INNOVATIVE TECHNOLOGY ETF
ISRAEL INOVATE
03,448+3,448092,8200.01%+92,820
ISHARES INCORPORATED MSCI ISRAEL ETF0795+795092,2520.01%+92,252
QUALCOMM INCORPORATED(QCOM)4001,218+81868,420156,8540.02%+88,434
DEERE & COMPANY(DE)839849+10390,613478,2420.05%+87,629
SPDR GOLD SHARES(GLD)2,5432,54301,007,8161,094,2270.12%+86,411
AT&T INCORPORATED(T)7,7199,419+1,700191,740273,0570.03%+81,317
SUNCOR ENERGY INCORPORATED NEW (CANADA)(SU)3,3603,3600149,050222,1300.02%+73,080
ALERIAN MLP ETF
ALERIAN MLP
11,88011,8800558,598625,3630.07%+66,765
GE AEROSPACE COM NEW(GE)595870+275183,278246,8800.03%+63,602
AGNICO EAGLE MINES LIMITED (CANADA)(AEM)1,8401,8400311,935373,4830.04%+61,548
GE VERNOVA INCORPORATED(GEV)068+68059,3570.01%+59,357
PALO ALTO NETWORKS INCORPORATED(PANW)6711,138+467123,598182,4440.02%+58,846
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
4,4534,45301,074,2421,130,9730.12%+56,731
CVS HEALTH CORPORATION(CVS)3331,141+80826,42781,9470.01%+55,520
PEPSICO INCORPORATED(PEP)95435+34013,63467,5510.01%+53,917
PFIZER INCORPORATED(PFE)16,72516,7250416,452469,6380.05%+53,186
VANGUARD MEGA CAP GROWTH ETF9831,246+263405,753457,8300.05%+52,077
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)(TSM)2,1712,105-66659,745711,3850.08%+51,640
BLOOM ENERGY CORPORATION COM CLASS A1,0001,000086,890135,4900.01%+48,600
GILEAD SCIENCES INCORPORATED(GILD)2,6142,6140320,842364,3130.04%+43,471
GRAYSCALE BITCOIN MINI TR ETF SHS NEW(BTC)01,417+1,417042,4960.00%+42,496
DELL TECHNOLOGIES INCORPORATED CLASS C(DELL)31282+2513,90246,2850.00%+42,383
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
0737+737041,7730.00%+41,773
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND8,0817,871-210358,290399,8220.04%+41,532
JABIL INCORPORATED(JBL)1,0411,0410237,369276,5210.03%+39,152
LOWES COMPANIES INCORPORATED(LOW)36186+1508,68243,9480.00%+35,266
COMCAST CORPORATION NEW CLASS A(CCZ)01,056+1,056030,3180.00%+30,318
COSTCO WHOLESALE CORPORATION(COST)2242240193,164223,2000.02%+30,036
ENTERPRISE PRODUCTS PARTNERS L P(EPD)4,9604,9600159,018187,6860.02%+28,668
APPLIED MATLS INCORPORATED324324083,265110,7400.01%+27,475
ISHARES TR SELECT DIVID ETF2,0082,051+43283,409310,5420.03%+27,133
ISHARES INCORPORATED CORE MSCI EMKT
CORE MSCI EMKT
133504+3718,94035,1540.00%+26,214
ISHARES TR IBONDS DEC2026
IBONDS DEC2026
21,76822,722+954527,439550,7810.06%+23,342
ISHARES TR GLOBAL ENERG ETF4,8533,916-937203,486225,6010.02%+22,115
EATON CORPORATION PLC SHS (IRELAND)(ETN)5235230166,581187,0610.02%+20,480
GLOBAL SHIP LEASE INCORPORATED COM CLASS A
COM CL A
9,0409,0400316,762336,5590.04%+19,797
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
2,9822,9820462,568482,2790.05%+19,711
RTX CORPORATION(RTX)2,0142,0140369,368388,5010.04%+19,133
ARCHER DANIELS MIDLAND COMPANY1,2001,200068,98887,2280.01%+18,240
ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
N Y REGISTRY SHS
7272077,03095,1000.01%+18,070
VANGUARD HIGH DIVIDEND YIELD ETF3,6533,6530524,279541,0090.06%+16,730
RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)(RIO)1,2001,200096,036111,9480.01%+15,912
VANGUARD INTERMEDIATE TERM TAX EXEMPT BOND ETF0146+146014,5910.00%+14,591
BCE INCORPORATED COM NEW (CANADA)(BCE)10,21010,2100243,202257,7000.03%+14,498
ISHARES TR RUSSELL 2000 ETF11,39211,365-272,804,3692,818,6350.30%+14,266
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)0602+602014,2610.00%+14,261
TOTALENERGIES SE ACT (FRANCE)(TTE)526526034,41147,8550.01%+13,444
HONEYWELL INTERNATIONAL INCORPORATED(HON)253273+2049,35861,7060.01%+12,348
AMGEN INCORPORATED(AMGN)5005000163,655175,9250.02%+12,270
QNITY ELECTRONICS INCORPORATED COMMON STOCK(Q)333333027,18938,4220.00%+11,233
VANGUARD FTSE DEVELOPED MARKETS ETF6,7286,7280420,273431,1040.05%+10,831
SKYWORKS SOLUTIONS INCORPORATED(SWKS)0200+200010,7100.00%+10,710
CSX CORPORATION(CSX)2,0962,096075,98086,0410.01%+10,061
AMERICAN ELEC PWR COMPANY INCORPORATED580580066,88076,0260.01%+9,146
MCDONALDS CORPORATION(MCD)100125+2530,56338,8490.00%+8,286
LYONDELLBASELL INDUSTRIES NV SHS - A - (NETHERLANDS)
SHS - A -
21521509,31017,3200.00%+8,010
ITT INCORPORATED(ITT)450450078,08085,7380.01%+7,658
SHELL PLC SPON ADS (UNITED KINGDOM)(SHEL)390390028,65736,2700.00%+7,613
NOVARTIS AG SPONSORED ADR (SWITZERLAND)(NVS)500500068,93576,3750.01%+7,440
L3HARRIS TECHNOLOGIES INCORPORATED(LHX)144144042,27449,7020.01%+7,428
XPLR INFRASTRUCTURE LP COM UNIT PART IN(XIFR)11,55411,5540115,540122,7030.01%+7,163
NUTRIEN LIMITED (CANADA)(NTR)545535-1033,63740,3710.00%+6,734
COCA COLA COMPANY(KO)1,0601,060074,10580,6130.01%+6,508
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK(GEHC)091+9106,4770.00%+6,477
FREEPORT MCMORAN INCORPORATED CLASS B(FCX)763763038,75344,8490.00%+6,096
PACKAGING CORPORATION AMER(PKG)1,0001,0000206,230212,2200.02%+5,990
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