Stock Taper

PROVENANCE WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Novartis AGNVS637$99.83K
NextEra Energy, Inc.NEE711$62.4K
Weyerhaeuser CompanyWY717$17.16K
Palo Alto Networks, Inc.PANW729$248.6K
Freeport-McMoRan Inc.FCX803$50.5K
The Sherwin-Williams CompanySHW834$287.16K
Novo Nordisk A/SNVO841$40.32K
Deere & CompanyDE855$542.35K
U.S. BancorpUSB861$52K
Apollo Global Management, Inc.APO884$104.59K
Regions Financial CorporationRF891$26.91K
GE AerospaceGE893$333.74K
Uber Technologies, Inc.UBER914$65.95K
Accenture plcACN919$114.36K
Barrick Mining CorporationB925$33.98K
Dell Technologies Inc.DELL973$419.81K
Bloom Energy CorporationBE1K$302.7K
Zillow Group, Inc. Class CZ1K$31.52K
Energy Transfer LPET1K$19.12K
Chubb LimitedCB1K$342.1K