Stock Taper 
PROVENANCE WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Simon Property Group, Inc. | SPG | 4 | $895 |
 Generac Holdings Inc. | GNRC | 4 | $1.17K |
 Xylem Inc. | XYL | 4 | $473 |
 Atmos Energy Corporation | ATO | 4 | $689 |
 Insulet Corp. | PODD | 5 | $761 |
 Federal Realty Investment Trust | FRT | 5 | $617 |
 Yum! Brands, Inc. | YUM | 5 | $799 |
 International Flavors & Fragrances Inc. | IFF | 5 | $396 |
 Lithia Motors, Inc. | LAD | 5 | $1.45K |
 Cavco Industries, Inc. | CVCO | 5 | $3.07K |
 Kinsale Capital Group, Inc. | KNSL | 5 | $1.65K |
 IQVIA Holdings Inc. | IQV | 5 | $966 |
 Darden Restaurants, Inc. | DRI | 5 | $1.03K |
 CBRE Group, Inc. | CBRE | 5 | $673 |
 Roper Technologies, Inc. | ROP | 5 | $1.69K |
 Coinbase Global, Inc. | COIN | 5 | $731 |
| ER EQUITY RESIDENTIAL SH BEN INT REIT | EQR | 6 | $408 |
 Everest Group, Ltd. | EG | 6 | $2.14K |
 Verisk Analytics, Inc. | VRSK | 6 | $1.08K |
 VeriSign, Inc. | VRSN | 6 | $1.51K |