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:
7.08%
Gain
Monthly
0.22%
Yearly
2.73%
Drawdown
39.23%
$252.34M
Equity
Holdings
$252.34M
Investment
$166.31M
$95.93M
Profit -$1.84M
Realized
$9.9M
Unrealized
$86.03M
Dividends
$7.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.84M
Win %
69%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.21M
Win %
69%
This Month
Compared to last month
Gain
0.64%
Profit
$1.61M
Win %
69%
This Year
Compared to last year
Gain
14.93%
Profit
$32.76M
Win %
68%
INTU Intuit Inc.
+5.52%
+$7,655.76 
ODFL Old Dominion Freight Line, Inc.
+4.55%
+$11,397.12 
ACN Accenture plc Class A
+4.37%
+$6,306.74 
GIS General Mills, Inc.
+4.21%
+$20,490.54 
WM Waste Management, Inc.
+4.1%
+$12,424.55 
SYK Stryker Corporation
+3.99%
+$16,861.76 
MRK Merck & Co., Inc.
+3.86%
+$49,116.69 
UNP Union Pacific Corporation
+3.68%
+$32,069.55 
CRM Salesforce Inc
+3.59%
+$18,776.34 
MDLZ Mondelez International, Inc.
+3.52%
+$14,030.46 
PM Philip Morris International Inc.
+3.23%
+$28,020.32 
ABBV AbbVie Inc.
+3.23%
+$152,698.64 
UNH UnitedHealth Group Incorporated
+3.09%
+$22,407.79 
IBM International Business Machines Corporation
+3.04%
+$9,545.52 
T AT&T Inc.
+3%
+$10,353.56 
SBUX Starbucks Corporation
+2.96%
+$17,319.59 
AMGN Amgen Inc.
+2.96%
+$27,557.57 
KR Kroger Co.
+2.95%
+$5,367.38 
KO The Coca-Cola Company
+2.83%
+$14,021.94 
VZ Verizon Communications Inc.
+2.8%
+$20,123.28 
PEP PepsiCo, Inc.
+2.64%
+$31,005.54 
COST Costco Wholesale Corporation
+2.6%
+$121,729.82 
WMT Walmart Inc.
+2.59%
+$21,586.38 
HRB H&R Block Inc.
+2.58%
+$10,127.24 
WELL Welltower Inc.
+2.57%
+$6,834.01 
CMCSA Comcast Corp
+2.53%
+$5,033.1 
OKE ONEOK, Inc.
+2.46%
+$16,746.24 
LADR Ladder Capital Corp.
+2.33%
+$28,904.33 
LOW Lowe's Companies Inc.
+2.32%
+$5,059.26 
GILD Gilead Sciences Inc.
+2.31%
+$13,410.18 
MCD McDonald's Corporation
+2.31%
+$10,448.08 
TJX The TJX Companies, Inc.
+2.31%
+$10,130.28 
MA Mastercard Incorporated
+2.28%
+$79,052.15 
CQP Cheniere Energy Partners L.P.
+2.2%
+$5,801.95 
ISRG Intuitive Surgical, Inc.
+2.18%
+$35,106.15 
SPGI S&P Global Inc.
+2.12%
+$5,198.19 
GEHC GE HealthCare Technologies Inc.
+2.02%
+$18,539.52 
ADCT ADC Therapeutics S.A.
+1.95%
+$258.57 
REGN Regeneron Pharmaceuticals, Inc.
+1.93%
+$5,911 
DIS The Walt Disney Company
+1.89%
+$4,772.84 
URI United Rentals, Inc.
+1.8%
+$20,533.4 
MSFT Microsoft Corp.
+1.8%
+$136,707.8 
V Visa Inc. Class A
+1.78%
+$39,340.35 
PG Procter & Gamble Co
+1.77%
+$28,424.38 
USB U.S. Bancorp
+1.65%
+$24,701.08 
BXSL Blackstone Secured Lending Fund
+1.61%
+$16,084.64 
EXC Exelon Corporation
+1.53%
+$17,259.2 
AAPL Apple Inc.
+1.49%
+$353,902.48 
HD The Home Depot, Inc.
+1.45%
+$20,812.22 
LNG Cheniere Energy Inc.
+1.42%
+$8,926.17 
UBER Uber Technologies, Inc.
+1.38%
+$44,158 
LLY Eli Lilly and Company
+1.35%
+$79,384.22 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$34,343.96 
MSIF MSC Income Fund Inc.
+1.23%
+$8,978.2 
ED Consolidated Edison, Inc.
+1.2%
+$10,377.84 
FSK FS KKR Capital Corp.
+1.19%
+$10,894.13 
CVX Chevron Corporation
+1.19%
+$46,077.12 
JNJ Johnson & Johnson
+1.14%
+$46,230.12 
TXT Textron Inc.
+1.13%
+$4,086.33 
PFE Pfizer Inc.
+1.09%
+$8,839.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$7,061.55 
COF Capital One Financial Corporation
+0.97%
+$5,672.16 
XOM Exxon Mobil Corporation
+0.84%
+$20,098.28 
COP ConocoPhillips
+0.76%
+$2,108.85 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$4,598 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$3,171.86 
WFC Wells Fargo & Company
+0.68%
+$15,444.42 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$2,822.4 
HON Honeywell International Inc.
+0.48%
+$2,651.94 
LIN Linde plc
+0.41%
+$2,003.02 
VCR Vanguard Consumer Discretionary ETF
+0.4%
+$3,600.45 
TMO Thermo Fisher Scientific Inc.
+0.34%
+$2,655.36 
AXP American Express Company
+0.33%
+$863.76 
LMT Lockheed Martin Corporation
+0.29%
+$3,044.52 
VTV Vanguard Value ETF
+0.28%
+$698.73 
GOOG Alphabet Inc
+0.26%
+$1,693.58 
NFLX Netflix, Inc.
+0.24%
+$16,407.18 
GOOGL Alphabet Inc
+0.23%
+$35,365.5 
BX Blackstone Inc.
+0.21%
+$1,503.61 
AMZN Amazon.com Inc
+0.21%
+$17,921.92 
BKNG Booking Holdings Inc.
+0.14%
+$822.37 
BAC Bank of America Corporation
+0.05%
+$1,420.08 
BPRE
0%
$0 
FSSL
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-9.92%
-$567,604.07 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-8.26%
-$124,545.07 
AMD Advanced Micro Devices, Inc.
-7.01%
-$132,522.57 
MU Micron Technology, Inc.
-6.98%
-$569,369.47 
CIEN Ciena Corporation
-6.68%
-$17,397.33 
GE General Electric Company
-6.08%
-$313,719.04 
GS The Goldman Sachs Group, Inc.
-5.13%
-$319,804.98 
ORCL Oracle Corporation
-5.02%
-$44,887.5 
FSLR First Solar, Inc.
-5.01%
-$19,186.22 
AVGO Broadcom Inc.
-4.64%
-$220,858.96 
ETN Eaton Corporation plc
-4.42%
-$77,775.35 
CAT Caterpillar Inc.
-4.29%
-$44,133.75 
QCOM QUALCOMM Incorporated
-4.11%
-$25,612.68 
TXN Texas Instruments Inc
-3.8%
-$20,182.78 
MSTR Strategy Inc.
-3.79%
-$15,977.7 
HWM Howmet Aerospace Inc.
-3.61%
-$14,791.93 
GEV GE Vernova Inc.
-3.47%
-$22,716.8 
PWR Quanta Services Inc.
-3.43%
-$75,149.76 
CEG Constellation Energy Corporation
-3.37%
-$33,820.89 
AMAT Applied Materials, Inc.
-3.19%
-$48,044.5 
NVDA NVIDIA Corporation
-3.07%
-$443,783.8 
CRUS Cirrus Logic, Inc.
-2.93%
-$8,465.61 
CSCO Cisco Systems, Inc.
-2.75%
-$26,398.87 
KLAC KLA Corporation
-2.3%
-$15,480 
VGT Vanguard Information Technology ETF
-2.25%
-$36,742.88 
C Citigroup Inc.
-2.14%
-$21,395.16 
IEMG iShares Core MSCI Emerging Markets ETF
-2.08%
-$8,387.54 
META Meta Platforms Inc Class A
-1.92%
-$182,596.8 
TSLA Tesla, Inc.
-1.86%
-$78,498 
CRWD CrowdStrike Holdings, Inc.
-1.59%
-$41,925.58 
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$13,560.91 
RTX RTX Corporation
-1.45%
-$7,409.59 
VBK Vanguard Small-Cap Growth ETF
-1.39%
-$11,685.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.34%
-$7,092.49 
BA Boeing Company
-1.07%
-$31,828.38 
VUG Vanguard Growth ETF
-1.05%
-$13,259.04 
XLG Invesco S&P 500 Top 50 ETF
-0.88%
-$2,724.54 
JPM JPMorgan Chase & Co.
-0.85%
-$20,287.08 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$6,373.6 
PANW Palo Alto Networks, Inc.
-0.62%
-$3,183.38 
CION Cion Investment Corporation
-0.62%
-$585.28 
VOO Vanguard S&P 500 ETF
-0.47%
-$2,122.25 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,851.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$2,415.65 
IWB iShares Russell 1000 ETF
-0.41%
-$8,710 
PLTR Palantir Technologies Inc.
-0.34%
-$1,828.8 
NOW ServiceNow, Inc.
-0.28%
-$1,963.3 
SCHW Charles Schwab Corporation
-0.26%
-$6,304.88 
NOC Northrop Grumman Corporation
-0.17%
-$1,063.75 
IWM iShares Russell 2000 ETF
-0.17%
-$575.5 
SAIC Science Applications International Corporation Common Stock
-0.14%
-$366.72 
NEE NextEra Energy, Inc.
-0.06%
-$1,010.06 
APO Apollo Global Management, Inc.
-0.03%
-$68.28 
SRE Sempra
-0.01%
-$29.15 
TFLR T. Rowe Price Floating Rate ETF
-0.01%
-$528.21 Events
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Dividends
Dividend Analysis
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| Trades 1263 | Longs Won 845/1263 66% | Profit Factor 8.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $557,686.63 |
| Average Win $128,917.36 | Best Trade (Jul 15) $11.05M | Sharpe Ratio -96.46 |
| Average Loss -$31,039.67 | Worst Trade (Jul 10) -$630,507.77 | Z-Score 1.98 (95.25%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $75,953.29 |
| 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 | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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