Long-term investor
Provenance Wealth Advisors, LLC @provenancewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002081584).
Record
- Tracked since 2025-06-30 (448 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +16.6% · all +16.6%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 23.4% · long · since 2025-06-30
- 92189F643 · 8.4% · long · since 2025-06-30
- 921909768 · 8.1% · long · since 2025-06-30
- 46654Q559 · 7.0% · long · since 2025-12-31
- 61774R841 · 6.8% · long · since 2026-03-31
- 921908844 · 5.7% · long · since 2025-06-30
- 46654Q609 · 5.3% · long · since 2025-06-30
- 464287234 · 4.1% · long · since 2025-06-30
- 464287226 · 3.5% · long · since 2025-06-30
- 464287689 · 3.2% · long · since 2025-06-30
- 78462F103 · 2.8% · long · since 2025-06-30
- 78464A508 · 2.5% · long · since 2025-06-30