Provenance Wealth Advisors, LLC
Position in EMR — Emerson Electric Co
CIK 2081584
FORT LAUDERDALE, FL
Position in EMR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$189,816
+$17,525 QoQ
Shares Held
1,326
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,973
of 2,282 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EMR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $765,048 across 12 Specialty Industrial Machinery names. EMR ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
530 | $225,843 | |
| 2 | EMR |
Emerson Electric Co
This page
|
1,326 | $189,816 | |
| 3 | CMI |
Cummins Inc
|
183 | $130,517 | |
| 4 | ITT |
Itt Inc.
|
450 | $88,992 | |
| 5 | GEV |
GE Vernova Inc.
|
73 | $85,764 | |
| 6 | IR |
Ingersoll Rand Inc.
|
354 | $29,024 | |
| 7 | OTIS |
Otis Worldwide Corp
|
63 | $4,510 | |
| 8 | AME |
Ametek Inc/
|
17 | $4,112 |
All Filings in EMR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,816 | 1,326 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $172,291 | 1,315 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $175,721 | 1,324 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $173,682 | 1,324 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,528 | 1,324 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $150,645 | 1,374 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $320,854 | 2,589 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,235,115 | 11,293 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,228,724 | 11,154 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,264,633 | 11,150 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,071,116 | 11,005 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,057,441 | 10,950 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||