Managed by Provence Wealth Management Group • Latest filing Q4 2023
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | I IAU — | $12.5M | 26.2K | 0.00% | — |
| 6 | N NVDA — | $11.7M | 42.2K | 0.00% | — |
| 7 | S SPY — | $11.7M | 26.4K | 0.00% | — |
| 8 | S SPY — | $10.4M | 21.9K | 0.00% | — |
| 9 | S SPY — | $9.8M | 23.9K | 0.00% | — |
| 10 | S SPY — | $9.6M | 22.4K | 0.00% | — |
| 11 | A AAPL — | $8.2M | 42.3K | 0.00% | — |
| 12 | I IAU — | $8M | 88.6K | 0.00% | — |
| 13 | A AAPL — | $7.2M | 43.4K | 0.00% | — |
| 14 | I IAU — | $5.5M | 121.6K | 0.00% | — |
| 15 | I IAU — | $5.2M | 118.6K | 0.00% | — |
| 16 | A AAPL — | $5.2M | 26.9K | 0.00% | — |
| 17 | I IAU — | $4.9M | 105.9K | 0.00% | — |
| 18 | I IAU — | $4.9M | 105.1K | 0.00% | — |
| 19 | I IAU — | $4.7M | 34.6K | 0.00% | — |
| 20 | M MSFT — | $4.4M | 11.8K | 0.00% | — |