PROVENCE WEALTH MANAGEMENT GROUP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 6K | $884.20K |
 | NEE | 6K | $380.11K |
 | WMT | 6K | $971.28K |
 | BRK-B | 6K | $2.16M |
 | JNJ | 6K | $941.54K |
 | KO | 6K | $351.22K |
 | COP | 6K | $662.88K |
 | MRK | 6K | $608.99K |
 | PG | 5K | $802.31K |
 | V | 5K | $1.39M |
 | C | 5K | $270.11K |
 | DIS | 5K | $445.22K |
 | AIG | 5K | $321.47K |
 | ATEC | 4K | $64.97K |
 | VRT | 4K | $204.32K |
 | HIG | 4K | $334.70K |
 | TJX | 4K | $383.50K |
 | FSK | 4K | $80.58K |
 | CVX | 4K | $599.03K |
 | UPS | 4K | $630.96K |
Alphabet Inc.
GOOG
Shares Held
6K
Value
$884.20K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$380.11K
Walmart Inc.
WMT
Shares Held
6K
Value
$971.28K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.16M
Johnson & Johnson
JNJ
Shares Held
6K
Value
$941.54K
The Coca-Cola Company
KO
Shares Held
6K
Value
$351.22K
ConocoPhillips
COP
Shares Held
6K
Value
$662.88K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$608.99K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$802.31K
Visa Inc.
V
Shares Held
5K
Value
$1.39M
Citigroup Inc.
C
Shares Held
5K
Value
$270.11K
The Walt Disney Company
DIS
Shares Held
5K
Value
$445.22K
American International Group, Inc.
AIG
Shares Held
5K
Value
$321.47K
Alphatec Holdings, Inc.
ATEC
Shares Held
4K
Value
$64.97K
Vertiv Holdings Co
VRT
Shares Held
4K
Value
$204.32K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
4K
Value
$334.70K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$383.50K
FS KKR Capital Corp.
FSK
Shares Held
4K
Value
$80.58K
Chevron Corporation
CVX
Shares Held
4K
Value
$599.03K
United Parcel Service, Inc.
UPS
Shares Held
4K
Value
$630.96K