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Providence Wealth Advisors, LLC

Portfolio Manager
Providence Wealth Advisors, LLC
Performance
-3.75% (2026 Q1)
AUM (13F)
$157.33M
# of Holdings
80
Performance Rank
Allocation (Top 20)
63.71%

Providence Wealth Advisors, LLC Holdings Map

Top 50 Providence Wealth Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LLY
ELI LILLY AND CO
7.61%12.5K$12.0M
+0.02%(+2)
2025-Q1: 12.8K shares2025-Q2: 12.7K shares2025-Q3: 12.6K shares2025-Q4: 12.5K shares2026-Q1: 12.5K shares
$575.50(+76.50%)
2026-03-31
AAPL
APPLE INC
7.21%44.6K$11.3M
-0.91%(-409)
2025-Q1: 43.6K shares2025-Q2: 47.2K shares2025-Q3: 46.4K shares2025-Q4: 45.0K shares2026-Q1: 44.6K shares
$179.62(+66.39%)
2026-03-31
CAT
CATERPILLAR INC
5.21%11.2K$8.2M
+0.19%(+21)
2025-Q1: 11.2K shares2025-Q2: 11.4K shares2025-Q3: 11.3K shares2025-Q4: 11.2K shares2026-Q1: 11.2K shares
$227.98(+295.78%)
2026-03-31
MSFT
MICROSOFT CORP
4.93%21.0K$7.8M
-1.36%(-289)
2025-Q1: 20.7K shares2025-Q2: 21.6K shares2025-Q3: 21.8K shares2025-Q4: 21.3K shares2026-Q1: 21.0K shares
$121.61(+233.20%)
2026-03-31
AVGO
BROADCOM INC
4.32%21.8K$6.8M
-1.17%(-257)
2025-Q1: 22.1K shares2025-Q2: 22.2K shares2025-Q3: 22.3K shares2025-Q4: 22.0K shares2026-Q1: 21.8K shares
$91.84(+353.83%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.91%20.9K$6.2M
-0.21%(-43)
2025-Q1: 20.8K shares2025-Q2: 20.9K shares2025-Q3: 20.9K shares2025-Q4: 20.9K shares2026-Q1: 20.9K shares
$164.36(+82.68%)
2026-03-31
NEE
NVIDIA CORP
3.67%41.7K$5.8M
+1.27%(+522)
2025-Q1: 40.2K shares2025-Q2: 41.0K shares2025-Q3: 40.8K shares2025-Q4: 41.2K shares2026-Q1: 41.7K shares
$70.39(+34.74%)
2026-03-31
WMT
WALMART INC
3.34%42.1K$5.3M
+0.33%(+140)
2025-Q1: 42.2K shares2025-Q2: 42.4K shares2025-Q3: 42.4K shares2025-Q4: 42.0K shares2026-Q1: 42.1K shares
$26.63(+393.71%)
2026-03-31
HON
HONEYWELL INTL INC
3.03%20.9K$4.8M
-6.45%(-1.44K)
2025-Q1: 23.2K shares2025-Q2: 22.9K shares2025-Q3: 22.5K shares2025-Q4: 22.3K shares2026-Q1: 20.9K shares
$172.70(+26.21%)
2026-03-31
WM
WASTE MGMT INC DEL
2.69%18.4K$4.2M
+0.17%(+32)
2025-Q1: 18.5K shares2025-Q2: 18.7K shares2025-Q3: 18.3K shares2025-Q4: 18.3K shares2026-Q1: 18.4K shares
$162.55(+33.15%)
2026-03-31

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