Provenance Wealth Advisors, LLC
Top Portfolio Positions
267 positions ·
$93,929,199 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
38,324 | $24,923,630 | 26.53% |
| NVDA |
Nvidia Corp
Technology
|
90,379 | $15,762,097 | 16.78% |
| AAPL |
Apple Inc.
Technology
|
39,349 | $9,986,382 | 10.63% |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,544 | $5,508,605 | 5.86% |
| MSFT |
Microsoft Corp
Technology
|
10,702 | $3,961,559 | 4.22% |
| CAT |
Caterpillar Inc
Industrials
|
3,196 | $2,264,238 | 2.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,726 | $1,609,094 | 1.71% |
| IAU |
Ishares Gold Trust
|
15,344 | $1,352,727 | 1.44% |
| JNJ |
Johnson & Johnson
Healthcare
|
4,938 | $1,207,044 | 1.29% |
| GLD |
Spdr Gold Trust
|
2,543 | $1,094,227 | 1.16% |
Holdings in DOUG
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,463 | 6,380 | Shares | Sole | 2026-04-20 | |
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