Top 50 Providence Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY AND CO | 7.61% | 12.5K | $12.0M | +0.02%(+2) | $575.50(+76.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.21% | 44.6K | $11.3M | -0.91%(-409) | $179.62(+66.39%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 5.21% | 11.2K | $8.2M | +0.19%(+21) | $227.98(+295.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.93% | 21.0K | $7.8M | -1.36%(-289) | $121.61(+233.20%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.32% | 21.8K | $6.8M | -1.17%(-257) | $91.84(+353.83%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.91% | 20.9K | $6.2M | -0.21%(-43) | $164.36(+82.68%) | 2026-03-31 | |
| NEE | NVIDIA CORP | 3.67% | 41.7K | $5.8M | +1.27%(+522) | $70.39(+34.74%) | 2026-03-31 | |
| WMT | WALMART INC | 3.34% | 42.1K | $5.3M | +0.33%(+140) | $26.63(+393.71%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 3.03% | 20.9K | $4.8M | -6.45%(-1.44K) | $172.70(+26.21%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 2.69% | 18.4K | $4.2M | +0.17%(+32) | $162.55(+33.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.54% |
| Top 20 Holdings Unweighted | +16.66% | +58.78% |
Sign up free to track Providence Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.