| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 20.5% |
| ISHARES TR | 8 | Q3 2023 | 12.6% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 6.9% |
| ISHARES TR | 8 | Q3 2023 | 5.4% |
| APPLE INC | 8 | Q3 2023 | 5.0% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 8.6% |
| ISHARES TR | 8 | Q3 2023 | 5.5% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 4.3% |
| INVESCO QQQ TR | 8 | Q3 2023 | 3.6% |
View PROVENCE WEALTH MANAGEMENT GROUP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-05-02 |
View PROVENCE WEALTH MANAGEMENT GROUP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.