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Provenance Wealth Advisors, LLC → USFD

Provenance Wealth Advisors, LLC USFD Position History

US Foods Holding Corp. • Consumer Defensive

Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4K
Q4 2025$4K
Q1 2026$4K
Q2 2026$5K
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M17.0K——
Q2 2026$5K47——
Q1 2026$4K47——
Q4 2025$4K47——
Q3 2025$4K47——

Other funds holding USFD

Other Provenance Wealth Advisors, LLC positions

ETHA

ISHARES TR

$276.1M
ETHA

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$245.5M
ETHA

ISHARES TR CORE S&P TTL STK

$239.9M
ETHA

ISHARES TR CORE S&P TTL STK

$238.9M
ETHA

ISHARES TR CORE S&P TTL STK

$215.1M
VGES

VANGUARD STAR FDS

$93M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$92.3M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$90.5M
Provenance Wealth Advisors, LLC USFD Holdings: 13F Position History | Track13F