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:
74.59%
Gain -0.75%
Monthly
1.75%
Yearly
23.22%
Drawdown
21.31%
$259.89M
Equity
Holdings
$259.89M
Investment
$171.18M
$99.47M
Profit -$1.64M
Realized
$10.75M
Unrealized
$88.71M
Dividends
$7.78M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$1.64M
Win %
72%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.53M
Win %
72%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.64M
Win %
72%
This Year
Compared to last year
Gain
1.8%
Profit
$4.6M
Win %
68%
LLY Eli Lilly and Company
+4.86%
+$282,494.21 
DIS The Walt Disney Company
+3.65%
+$9,075.3 
NVDA NVIDIA Corporation
+3.44%
+$492,098.88 
NHP National Healthcare Properties, Inc.
+2.95%
+$55,851.36 
MCD McDonald's Corporation
+2.09%
+$10,101.39 
RTX RTX Corporation
+2.01%
+$12,292.03 
STX Seagate Technology Holdings plc
+2.01%
+$114,497.1 
SCHW Charles Schwab Corporation
+1.57%
+$38,830.77 
TJX The TJX Companies, Inc.
+1.5%
+$6,723.69 
UNH UnitedHealth Group Incorporated
+1.28%
+$16,686.83 
HD The Home Depot, Inc.
+1.06%
+$12,394.74 
CRM Salesforce Inc
+1.04%
+$6,929.15 
REGN Regeneron Pharmaceuticals, Inc.
+1.04%
+$3,500.66 
URI United Rentals, Inc.
+1.04%
+$12,946.21 
GE General Electric Company
+1.02%
+$55,173.12 
AMAT Applied Materials, Inc.
+0.99%
+$14,508.96 
WFC Wells Fargo & Company
+0.88%
+$20,232.42 
SBUX Starbucks Corporation
+0.87%
+$4,755.66 
LOW Lowe's Companies Inc.
+0.85%
+$1,848.84 
MDLZ Mondelez International, Inc.
+0.84%
+$2,791.87 
MSTR Strategy Inc.
+0.74%
+$3,117.6 
GS The Goldman Sachs Group, Inc.
+0.7%
+$38,864.91 
MS Morgan Stanley
+0.57%
+$1,606.39 
C Citigroup Inc.
+0.56%
+$5,690.3 
BAC Bank of America Corporation
+0.56%
+$19,814.2 
AAPL Apple Inc.
+0.52%
+$117,060.3 
PANW Palo Alto Networks, Inc.
+0.47%
+$2,418.32 
SYK Stryker Corporation
+0.32%
+$900.95 
MRK Merck & Co., Inc.
+0.26%
+$3,375.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$1,306.51 
VOO Vanguard S&P 500 ETF
+0.08%
+$365.69 
ABBV AbbVie Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CQP Cheniere Energy Partners L.P.
0%
$0 
CVX Chevron Corporation
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXC Exelon Corporation
0%
$0 
FSLR First Solar, Inc.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXT Textron Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 BPRE
BPRE
-13.27%
-$42,531 FSSL
FSSL
-10.87%
-$17,055.62 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-8.13%
-$112,213.92 
UBER Uber Technologies, Inc.
-6.88%
-$211,633.01 
HONA Honeywell Aerospace Inc.
-5.93%
-$28,004.04 
VGT Vanguard Information Technology ETF
-5.83%
-$97,573 
VUG Vanguard Growth ETF
-4.37%
-$56,066.51 
GOOGL Alphabet Inc
-4.03%
-$597,871.65 
FSK FS KKR Capital Corp.
-3.92%
-$34,829.1 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$33,371.91 
XLG Invesco S&P 500 Top 50 ETF
-3.68%
-$12,075.6 
STUB StubHub Holdings, Inc.
-3.59%
-$6,675.9 
MSIF MSC Income Fund Inc.
-3.45%
-$45,700 
ODFL Old Dominion Freight Line, Inc.
-3.27%
-$7,991.35 
CRUS Cirrus Logic, Inc.
-3.17%
-$8,819.18 
QCOM QUALCOMM Incorporated
-3.16%
-$16,941.44 
BXSL Blackstone Secured Lending Fund
-2.86%
-$28,987.04 
ADCT ADC Therapeutics S.A.
-2.73%
-$310.29 
SAIC Science Applications International Corporation Common Stock
-2.69%
-$7,312.68 
PLTR Palantir Technologies Inc.
-2.6%
-$27,025.47 
SRE Sempra
-2.3%
-$5,800.85 
TXN Texas Instruments Inc
-2.08%
-$10,620.27 
LMT Lockheed Martin Corporation
-2.04%
-$24,096 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$4,275 
HRB H&R Block Inc.
-1.91%
-$8,482.32 
LRCX Lam Research Corporation
-1.9%
-$4,563.15 
TSLA Tesla, Inc.
-1.77%
-$64,664.31 
VTV Vanguard Value ETF
-1.75%
-$4,417.84 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$7,467.59 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$13,835.44 
CION Cion Investment Corporation
-1.58%
-$1,208 
XOM Exxon Mobil Corporation
-1.51%
-$37,359.38 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$9,565.5 
T AT&T Inc.
-1.37%
-$4,351.37 
LIN Linde plc
-1.29%
-$6,147.33 
MSFT Microsoft Corp.
-1.09%
-$105,090.05 
LNG Cheniere Energy Inc.
-0.98%
-$6,061.93 
PG Procter & Gamble Co
-0.86%
-$13,512.9 
LADR Ladder Capital Corp.
-0.83%
-$10,165.84 
WCPB Weitz Core Plus Bond ETF
-0.81%
-$2,700.55 
OKE ONEOK, Inc.
-0.79%
-$5,131.19 
GIS General Mills, Inc.
-0.72%
-$3,327.22 
ORCL Oracle Corporation
-0.7%
-$7,748.59 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$5,752.71 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$17,043.52 
CAT Caterpillar Inc.
-0.62%
-$6,355.4 
CIEN Ciena Corporation
-0.56%
-$1,380.01 
WM Waste Management, Inc.
-0.42%
-$1,222.94 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$1,484.56 
IWB iShares Russell 1000 ETF
-0.29%
-$6,292 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$1,784.75 
IWM iShares Russell 2000 ETF
-0.23%
-$938.93 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$982 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,290.54 
CSCO Cisco Systems, Inc.
-0.2%
-$2,004.72 
COF Capital One Financial Corporation
-0.13%
-$756.84 
GEV GE Vernova Inc.
-0.06%
-$384.77 
TEX Terex Corporation
-0.04%
-$84.9 
NOC Northrop Grumman Corporation
-0.04%
-$267.71 
TFLR T. Rowe Price Floating Rate ETF
-0.01%
-$530.64 
ISRG Intuitive Surgical, Inc.
0%
-$20.12 Events
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Dividends
Dividend Analysis
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| Trades 1386 | Longs Won 950/1386 68% | Profit Factor 8.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $522,833.23 |
| Average Win $117,991.49 | Best Trade (Aug 28) $12.06M | Sharpe Ratio -85.85 |
| Average Loss -$28,960.33 | Worst Trade (Sep 29) -$605,554.31 | Z-Score 10.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $71,764.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 72,259 | $14.03M | $22.47M | - | $8.44M | 60.18% | +0.524% |
| ABBV AbbVie Inc. | 20,394 | $3.64M | $4.97M | - | $1.33M | 36.56% | 0.0 |
| ADCT ADC Therapeutics S.A. | 10,343 | $46,439.75 | $11,067.01 | - | -$35,372.74 | -76.17% | -2.727% |
| AMAT Applied Materials, Inc. | 2,672 | $573,785.19 | $1.48M | - | $901,292.41 | 157.08% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 3,483 | $558,808.56 | $1.81M | - | $1.25M | 223.23% | 0.0 |
| AMGN Amgen Inc. | 2,681 | $811,272.27 | $1.05M | - | $234,371.32 | 28.89% | 0.0 |
| AMZN Amazon.com Inc | 34,467 | $5.58M | $9.56M | - | $3.98M | 71.41% | 0.0 |
| APO Apollo Global Management, Inc. | 2,276 | $215,954.97 | $303,163.2 | - | $87,208.23 | 40.38% | 0.0 |
| AVGO Broadcom Inc. | 11,760 | $1.42M | $4.92M | - | $3.5M | 247.53% | 0.0 |
| AXP American Express Company | 736 | $206,394.55 | $255,178.55 | - | $48,784 | 23.64% | 0.0 |
| BA Boeing Company | 13,319 | $3.03M | $3.16M | - | $124,699.86 | 4.11% | 0.0 |
| BAC Bank of America Corporation | 56,612 | $2.48M | $3.58M | - | $1.1M | 44.47% | +0.556% |
| BKNG Booking Holdings Inc. | 2,775 | $453,224.65 | $539,099.25 | - | $85,874.6 | 18.95% | 0.0 |
| BPRE BPRE | 21,374 | $323,244.44 | $278,079 | - | -$45,165.44 | -13.97% | -13.266% |
| BRK-B Berkshire Hathaway Inc. | 5,635 | $2.14M | $2.91M | - | $769,652.12 | 35.88% | 0.0 |
| BX Blackstone Inc. | 5,569 | $729,308.05 | $764,066.8 | - | $34,758.75 | 4.77% | 0.0 |
| BXSL Blackstone Secured Lending Fund | 42,628 | $1.25M | $984,706.8 | - | -$260,466.22 | -20.92% | -2.86% |
| C Citigroup Inc. | 7,390 | $483,203.57 | $1.02M | - | $533,956.03 | 110.5% | +0.563% |
| CAT Caterpillar Inc. | 1,164 | $450,850.48 | $1.01M | - | $563,086.66 | 124.89% | -0.623% |
| CEG Constellation Energy Corporation | 3,813 | $716,924.91 | $1.02M | - | $302,099.34 | 42.14% | 0.0 |
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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 - $1.81M, Netflix, Inc - $1.54M, Alphabet Inc - $996,212.11, 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 $7.78M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $752,419.11, T. Rowe Price Floating Rate ETF - $482,367.57, Ladder Capital Corp - $296,671.94, AbbVie Inc - $283,159.03, and Pfizer Inc - $252,071.91. 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.
