StockDriftsStockDriftsTop 50 Provence Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE | 7.36% | 28.7K | $13.7M | -10.82%(-3.48K) | — | 2023-12-31 | |
| SPY | SPDR S&P | 6.17% | 24.2K | $11.5M | -2.41%(-596) | — | 2023-12-31 | |
| AAPL | APPLE INC | 3.84% | 37.1K | $7.1M | +14.90%(+4.81K) | — | 2023-12-31 | |
| IUSB | ISHARES CORE | 2.62% | 105.9K | $4.9M | -14.19%(-17.51K) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 2.58% | 12.8K | $4.8M | +24.81%(+2.54K) | — | 2023-12-31 | |
| QUAL | ISHARES MSCI | 2.3% | 29.1K | $4.3M | -12.88%(-4.30K) | — | 2023-12-31 | |
| NVDA | NVIDIA CORP | 2.18% | 8.2K | $4.1M | +9.65%(+720) | — | 2023-12-31 | |
| MBB | ISHARES MBS | 2.15% | 42.5K | $4.0M | +4.05%(+1.65K) | — | 2023-12-31 | |
| DGRW | WISDOMTREE TRUST | 2.05% | 54.2K | $3.8M | -1.12%(-612) | — | 2023-12-31 | |
| ESGU | ISHARES ESG | 1.94% | 34.4K | $3.6M | -12.33%(-4.84K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Provence Wealth Management Group reports $186.13M in US-listed equity holdings across 552 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.4%), SPY (6.2%) and AAPL (3.8%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Provence Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925991). View Provence Wealth Management Group’s 13F filings on SEC