Holdings
Provenance Wealth Advisors, LLC
As of Jun 30, 2026, Provenance Wealth Advisors, LLC reported 415 positions worth US$75.8M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 92,759 | US$18.6M | +2,380 | Jun 30, 2026 |
| Apple Inc | 40,172 | US$11.6M | +823 | Jun 30, 2026 |
| Microsoft Corp. | 11,567 | US$4.31M | +865 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,203 | US$3.41M | +7 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,581 | US$2.05M | +855 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,147 | US$1.84M | +779 | Jun 30, 2026 |
| International Business Machines Corporation | 4,788 | US$1.35M | +500 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,573 | US$1.29M | +39 | Jun 30, 2026 |
| Johnson & Johnson | 5,052 | US$1.28M | +114 | Jun 30, 2026 |
| Walmart Inc. | 9,565 | US$1.08M | +1,598 | Jun 30, 2026 |