JP
Joyce Provost Portfolio
Invests via AVISO WEALTH MANAGEMENT | Managed by Joyce Provost
Invests via AVISO WEALTH MANAGEMENT
Managed by Joyce Provost
Automatically Tracked
Joyce Provost Profile
Experienced private equity and operations executive focused on growth-stage healthcare and tech investments, Joyce Provost combines investor and operator perspectives to source and scale portfolio companies. She has led deal execution, value-creation programs and board oversight across commercial growth, M&A and performance improvement. Background spans operational leadership in clinical services and strategic investing; typically works with middle-market buyouts and growth equity with a focus on revenue growth and margin expansion.
Experienced private equity and operations executive focused on growth-stage healthcare and tech investments, Joyce Provost combines investor and operator perspectives to source and scale portfolio companies. She has led deal execution, value-creation programs and board oversight across commercial growth, M&A and performance improvement. Background spans operational leadership in clinical services and strategic investing; typically works with middle-market buyouts and growth equity with a focus on revenue growth and margin expansion.
Investment Philosophy & Strategy
Combines operator-driven private equity discipline with growth-stage focus, prioritizing healthcare and tech businesses where revenue acceleration and margin expansion are achievable through commercial transformation and operational improvement. Emphasizes rigorous due diligence, active board-level engagement, and hands-on value-creation plans—commercial go-to-market, M&A integration, and performance improvement—favoring middle-market buyouts and growth equity with a multi-year horizon and targeted, risk-adjusted returns.
Combines operator-driven private equity discipline with growth-stage focus, prioritizing healthcare and tech businesses where revenue acceleration and margin expansion are achievable through commercial transformation and operational improvement. Emphasizes rigorous due diligence, active board-level engagement, and hands-on value-creation plans—commercial go-to-market, M&A integration, and performance improvement—favoring middle-market buyouts and growth equity with a multi-year horizon and targeted, risk-adjusted returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
76.15%
Gain -0.07%
Monthly
1.7%
Yearly
22.48%
Drawdown
21.31%
$261.88M
Equity
Holdings
$261.88M
Investment
$171.18M
$101.4M
Profit -$195,644.31
Realized
$10.69M
Unrealized
$90.71M
Dividends
$8.41M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$195,644.31
Win %
69%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$2.51M
Win %
69%
This Month
Compared to last month
Gain
0.47%
Profit
$1.23M
Win %
69%
This Year
Compared to last year
Gain
2.56%
Profit
$6.53M
Win %
66%
HONA Honeywell Aerospace Inc.
+3.62%
+$12,867.9 
LADR Ladder Capital Corp.
+3.46%
+$38,757.26 
GE General Electric Company
+2.64%
+$118,248.64 
LMT Lockheed Martin Corporation
+2.5%
+$26,686.3 
USB U.S. Bancorp
+2.33%
+$30,805.26 
HWM Howmet Aerospace Inc.
+2.25%
+$7,242.04 
NOC Northrop Grumman Corporation
+2.24%
+$13,013.52 
COF Capital One Financial Corporation
+2.18%
+$11,731.02 
C Citigroup Inc.
+2.17%
+$19,805.2 
RTX RTX Corporation
+2.08%
+$10,864 
PM Philip Morris International Inc.
+2.05%
+$19,611.6 
LOW Lowe's Companies Inc.
+2.03%
+$3,946.18 
APO Apollo Global Management, Inc.
+1.93%
+$4,904.78 
HD The Home Depot, Inc.
+1.89%
+$19,583 
TXT Textron Inc.
+1.87%
+$5,712.73 
JPM JPMorgan Chase & Co.
+1.8%
+$38,502.2 
OKE ONEOK, Inc.
+1.79%
+$11,960.46 
SYK Stryker Corporation
+1.77%
+$4,369.98 
MDLZ Mondelez International, Inc.
+1.76%
+$5,959.6 
TJX The TJX Companies, Inc.
+1.72%
+$7,064.13 
PEP PepsiCo, Inc.
+1.65%
+$29,703.32 
BA Boeing Company
+1.65%
+$41,422.09 
PG Procter & Gamble Co
+1.63%
+$26,973.11 
NEE NextEra Energy, Inc.
+1.52%
+$25,726.8 
TSLA Tesla, Inc.
+1.51%
+$61,208.01 
FSLR First Solar, Inc.
+1.51%
+$4,576.5 
KO The Coca-Cola Company
+1.49%
+$7,874.76 
AXP American Express Company
+1.44%
+$3,319.36 
WFC Wells Fargo & Company
+1.43%
+$30,608.02 
COP ConocoPhillips
+1.4%
+$4,807.84 
ISRG Intuitive Surgical, Inc.
+1.37%
+$23,680.26 
EXC Exelon Corporation
+1.36%
+$14,230.3 
GS The Goldman Sachs Group, Inc.
+1.36%
+$63,916.68 
SRE Sempra
+1.36%
+$3,250.22 
STUB StubHub Holdings, Inc.
+1.3%
+$1,472.62 
JNJ Johnson & Johnson
+1.27%
+$49,231.77 
LIN Linde plc
+1.26%
+$6,117.86 
TEX Terex Corporation
+1.25%
+$1,867.8 
MRK Merck & Co., Inc.
+1.25%
+$18,514.49 
CVX Chevron Corporation
+1.2%
+$55,358.66 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$35,387.8 
DIS The Walt Disney Company
+1.17%
+$3,270.15 
WMT Walmart Inc.
+1.13%
+$9,525.46 
ED Consolidated Edison, Inc.
+1.12%
+$9,565.71 
GEV GE Vernova Inc.
+1.08%
+$6,783.75 
V Visa Inc. Class A
+1.08%
+$27,482.24 
VCR Vanguard Consumer Discretionary ETF
+1.07%
+$9,269.73 
MCD McDonald's Corporation
+1.07%
+$4,650.41 
GEHC GE HealthCare Technologies Inc.
+1.03%
+$7,104.27 
ODFL Old Dominion Freight Line, Inc.
+1%
+$2,098.01 
BKNG Booking Holdings Inc.
+0.92%
+$4,245.75 
IEFA iShares Core MSCI EAFE ETF
+0.92%
+$7,511.88 
BX Blackstone Inc.
+0.91%
+$5,513.31 
LLY Eli Lilly and Company
+0.89%
+$58,031.82 
WM Waste Management, Inc.
+0.89%
+$2,588.99 
CRUS Cirrus Logic, Inc.
+0.88%
+$1,976 
LNG Cheniere Energy Inc.
+0.87%
+$5,846.26 
HRB H&R Block Inc.
+0.87%
+$4,048.38 
BAC Bank of America Corporation
+0.86%
+$25,192.34 
MA Mastercard Incorporated
+0.85%
+$34,248.42 
COST Costco Wholesale Corporation
+0.85%
+$44,310.61 
T AT&T Inc.
+0.83%
+$2,651.61 
SAIC Science Applications International Corporation Common Stock
+0.82%
+$2,471.41 
VOE Vanguard Mid-Cap Value ETF
+0.79%
+$4,915.62 
MS Morgan Stanley
+0.76%
+$1,815.33 
GIS General Mills, Inc.
+0.76%
+$3,199.25 
CQP Cheniere Energy Partners L.P.
+0.75%
+$1,969.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.75%
+$4,833.86 
VZ Verizon Communications Inc.
+0.74%
+$5,678.97 
VTV Vanguard Value ETF
+0.71%
+$1,780.66 
UNP Union Pacific Corporation
+0.7%
+$6,128.6 
AAPL Apple Inc.
+0.68%
+$169,086.06 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$1,336.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$2,702.56 
NHP National Healthcare Properties, Inc.
+0.6%
+$10,927.44 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$2,749.6 
SBUX Starbucks Corporation
+0.58%
+$2,952.69 
AMGN Amgen Inc.
+0.58%
+$6,729.31 
MSIF MSC Income Fund Inc.
+0.51%
+$6,855 
XOM Exxon Mobil Corporation
+0.5%
+$13,949.74 
PFE Pfizer Inc.
+0.49%
+$4,317.37 
CAT Caterpillar Inc.
+0.49%
+$4,202.04 
UBER Uber Technologies, Inc.
+0.43%
+$13,240.41 
WELL Welltower Inc.
+0.42%
+$1,100.88 
URI United Rentals, Inc.
+0.42%
+$4,766.49 
ABBV AbbVie Inc.
+0.35%
+$20,190.26 
TXN Texas Instruments Inc
+0.17%
+$844.59 
IWM iShares Russell 2000 ETF
+0.14%
+$513.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$176.15 
IWB iShares Russell 1000 ETF
+0.02%
+$364 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
+$0.01 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 BPRE
BPRE
0%
$0 
STX Seagate Technology Holdings plc
-4.75%
-$221,675.84 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$134,593.81 
MSTR Strategy Inc.
-4.36%
-$28,556.31 
PANW Palo Alto Networks, Inc.
-4.04%
-$21,033.76 
MU Micron Technology, Inc.
-3.81%
-$312,132.81 
AMD Advanced Micro Devices, Inc.
-3.62%
-$70,879.05 
ADCT ADC Therapeutics S.A.
-3.37%
-$517.15 
CIEN Ciena Corporation
-3.22%
-$6,881.99 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-3.11%
-$34,887.02 
PLTR Palantir Technologies Inc.
-3.02%
-$38,653.45 
KLAC KLA Corporation
-2.65%
-$13,958.28 
CION Cion Investment Corporation
-2.38%
-$1,993.2 
LRCX Lam Research Corporation
-2.15%
-$4,523.21 
QCOM QUALCOMM Incorporated
-2.04%
-$11,964.45 
AMAT Applied Materials, Inc.
-1.8%
-$20,708.03 
ORCL Oracle Corporation
-1.78%
-$18,321.6 
CSCO Cisco Systems, Inc.
-1.71%
-$15,703.64 
AVGO Broadcom Inc.
-1.66%
-$67,031.88 
NFLX Netflix, Inc.
-1.47%
-$97,133.53 
PWR Quanta Services Inc.
-1.41%
-$29,282.5 
VGT Vanguard Information Technology ETF
-1.32%
-$22,441.79 
GOOGL Alphabet Inc
-1.21%
-$165,377.22 
META Meta Platforms Inc Class A
-1.12%
-$118,266.25 
GOOG Alphabet Inc
-1.11%
-$12,899.44 
UNH UnitedHealth Group Incorporated
-1.01%
-$13,140.89 
FSK FS KKR Capital Corp.
-0.84%
-$6,965.82 
IEMG iShares Core MSCI Emerging Markets ETF
-0.79%
-$3,287.24 
NOW ServiceNow, Inc.
-0.71%
-$5,153.45 
VUG Vanguard Growth ETF
-0.63%
-$8,143.35 
TMO Thermo Fisher Scientific Inc.
-0.61%
-$5,703.49 
GILD Gilead Sciences Inc.
-0.6%
-$4,881.42 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$4,789.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.54%
-$2,886.84 
ETN Eaton Corporation plc
-0.53%
-$7,425.83 
VOT Vanguard Mid-Cap Growth ETF
-0.46%
-$3,884.78 
CRM Salesforce Inc
-0.46%
-$3,934.69 
MSFT Microsoft Corp.
-0.43%
-$45,277.11 
NVDA NVIDIA Corporation
-0.39%
-$57,118.62 
CEG Constellation Energy Corporation
-0.36%
-$3,813 
SCHW Charles Schwab Corporation
-0.35%
-$7,673.16 
AMZN Amazon.com Inc
-0.33%
-$28,607.27 
XLG Invesco S&P 500 Top 50 ETF
-0.26%
-$858.83 
WCPB Weitz Core Plus Bond ETF
-0.12%
-$397.14 
TFLR T. Rowe Price Floating Rate ETF
-0.1%
-$5,539.93 
REGN Regeneron Pharmaceuticals, Inc.
-0.09%
-$327.08 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.05%
-$89.8 
BXSL Blackstone Secured Lending Fund
-0.04%
-$426.28 
VOO Vanguard S&P 500 ETF
-0.03%
-$121.05 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$159.24 
IBM International Business Machines Corporation
-0.01%
-$46.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1386 | Longs Won 939/1386 67% | Profit Factor 8.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $546,366.63 |
| Average Win $122,407.6 | Best Trade (Oct 14) $11.61M | Sharpe Ratio -85.83 |
| Average Loss -$30,153.73 | Worst Trade (Sep 29) -$605,554.31 | Z-Score 9.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $73,161.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 72,259 | $14.03M | $24.88M | - | $10.85M | 77.36% | +0.684% |
| ABBV AbbVie Inc. | 20,394 | $3.64M | $5.8M | - | $2.16M | 59.3% | +0.349% |
| ADCT ADC Therapeutics S.A. | 10,343 | $46,439.75 | $14,842.2 | - | -$31,597.55 | -68.04% | -3.367% |
| AMAT Applied Materials, Inc. | 2,672 | $573,785.19 | $1.13M | - | $554,493.53 | 96.64% | -1.802% |
| AMD Advanced Micro Devices, Inc. | 3,483 | $558,808.56 | $1.89M | - | $1.33M | 237.75% | -3.62% |
| AMGN Amgen Inc. | 2,681 | $811,272.27 | $1.17M | - | $359,091.47 | 44.26% | +0.578% |
| AMZN Amazon.com Inc | 34,467 | $5.58M | $8.75M | - | $3.17M | 56.9% | -0.326% |
| APO Apollo Global Management, Inc. | 2,276 | $215,954.97 | $259,520.9 | - | $43,565.93 | 20.17% | +1.926% |
| AVGO Broadcom Inc. | 11,760 | $1.42M | $3.98M | - | $2.57M | 181.43% | -1.655% |
| AXP American Express Company | 736 | $206,394.55 | $234,327.68 | - | $27,933.13 | 13.53% | +1.437% |
| BA Boeing Company | 13,319 | $3.03M | $2.56M | - | -$478,917.22 | -15.78% | +1.648% |
| BAC Bank of America Corporation | 56,612 | $2.48M | $2.95M | - | $473,555.78 | 19.11% | +0.861% |
| BKNG Booking Holdings Inc. | 2,775 | $453,224.65 | $464,340.75 | - | $11,116.1 | 2.45% | +0.923% |
| BPRE BPRE | 21,374 | $323,244.44 | $320,610 | - | -$2,634.44 | -0.81% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 5,635 | $2.14M | $3M | - | $852,712.02 | 39.76% | +1.195% |
| BX Blackstone Inc. | 5,569 | $729,308.05 | $613,648.11 | - | -$115,659.94 | -15.86% | +0.907% |
| BXSL Blackstone Secured Lending Fund | 42,628 | $1.25M | $1.03M | - | -$214,427.98 | -17.22% | -0.041% |
| C Citigroup Inc. | 7,390 | $483,203.57 | $930,327.1 | - | $447,123.53 | 92.53% | +2.175% |
| CAT Caterpillar Inc. | 1,164 | $450,850.48 | $860,487 | - | $409,636.52 | 90.86% | +0.491% |
| CEG Constellation Energy Corporation | 3,813 | $716,924.91 | $1.04M | - | $327,837.09 | 45.73% | -0.364% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joyce Provost?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $3.67M, NVIDIA Corporation - $1.82M, Netflix, Inc - $1.54M, Alphabet Inc - $1M, and Apple Inc - $801,693.08. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SolarEdge Technologies Inc - $771,259.32, Regeneron Pharmaceuticals, Inc - $724,200.44, The Goodyear Tire & Rubber Company - $627,535.64, Boeing Company - $518,383.49, and The Kraft Heinz Company - $495,200.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joyce Provost's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.41M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $786,474.23, T. Rowe Price Floating Rate ETF - $538,743.3, Ladder Capital Corp - $325,898.73, AbbVie Inc - $283,159.03, and Chevron Corporation - $264,509.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joyce Provost's monthly returns?
Joyce Provost's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joyce Provost's strategy be considered aggressive or moderate?
Joyce Provost's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Joyce Provost's strategy?
Joyce Provost's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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