StockDriftsStockDriftsTop 50 Providence Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY AND CO | 8.9% | 12.4K | $15.1M | -1.21%(-151) | $575.50(+104.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.04% | 44.4K | $13.6M | -0.44%(-196) | $179.62(+70.01%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 6.38% | 11.0K | $10.8M | -1.34%(-150) | $227.98(+281.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.73% | 20.6K | $8.0M | -1.76%(-369) | $121.61(+299.69%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.66% | 21.6K | $7.9M | -0.70%(-152) | $91.84(+328.74%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.19% | 21.2K | $7.1M | +1.74%(+364) | $166.77(+118.69%) | 2026-06-30 | |
| WMT | WALMART INC | 2.76% | 41.9K | $4.7M | -0.40%(-168) | $26.63(+331.53%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.65% | 18.4K | $4.5M | +0.58%(+105) | $152.31(+72.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 2.64% | 23.0K | $4.5M | new | $182.63(+23.78%) | 2026-06-30 | |
| WM | WASTE MGMT INC DEL | 2.47% | 18.4K | $4.2M | +0.50%(+91) | $162.86(+37.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.27% | +73.96% | +12.50% | +80.24% |
| Top 20 Holdings Unweighted | +18.27% | +65.45% | +10.90% | +67.75% |
Providence Wealth Advisors, LLC reports $169.75M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are LLY (8.9%), AAPL (8.0%) and CAT (6.4%). The top 20 holdings account for 64.86% of reported assets. Its disclosed equity book has returned +73.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Providence Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744955). View Providence Wealth Advisors, LLC’s 13F filings on SEC