StockDriftsStockDriftsTop 50 Provenance Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR CORE S&P TTL STK | 22.77% | 1.51M | $215.1M | -6.00%(-96.48K) | $96.08(+68.60%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 8.87% | 866.0K | $83.7M | -2.84%(-25.30K) | $77.81(+27.82%) | 2026-03-31 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 8.17% | 1.00M | $77.2M | -2.65%(-27.22K) | $61.72(+37.84%) | 2026-03-31 | |
| EVTR | EATON VANCE TOTAL RETURN BOND ETF | 7.55% | 1.40M | $71.3M | new | $51.13(-0.75%) | 2026-03-31 | |
| JFLX | J P MORGAN FLEXIBLE DEBT ETF | 7.5% | 1.43M | $70.8M | -1.02%(-14.74K) | $50.22(-0.41%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 5.82% | 255.4K | $54.9M | -3.90%(-10.37K) | $159.06(+43.77%) | 2026-03-31 | |
| JGRO | JP MORGAN ETF ACTIVE GROWTH ETF | 5% | 558.9K | $47.2M | -4.24%(-24.77K) | $86.66(+12.81%) | 2026-03-31 | |
| AGG | ISHARES TR CORE US AGGBD ET | 3.85% | 366.3K | $36.4M | -1.02%(-3.77K) | $96.29(+2.47%) | 2026-03-31 | |
| EEM | ISHARES TR MSCI EMG MKT ETF | 3.78% | 627.9K | $35.7M | -0.79%(-5.00K) | $40.07(+67.74%) | 2026-03-31 | |
| IWV | ISHARES TR RUSSELL 3000 ETF | 3.12% | 79.4K | $29.4M | -3.98%(-3.29K) | $251.03(+67.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.33% | +53.39% |
| Top 20 Holdings Unweighted | +17.83% | +63.60% |
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