Sponsored
The Analysis of Providence Wealth Advisors, LLC's Holdings & P&L
Currently, Providence Wealth Advisors, LLC holds 80 types of securities in its portfolio with a total value $157.3M. In the most recent quarter, they have increased their positions in LOW (+1.1K shares, valued at $260.1K), ETR (+2.0K shares, valued at $227.9K), N/A (+4.5K shares, valued at $209.1K); decreased their positions in HON (-1.4K shares, valued at $328.7K), AZN (-1.2K shares, valued at $248.6K), QCOM (-1.4K shares, valued at $176.2K); initiated new positions in ETR (+2.0K shares, valued at $227.9K), BP (+4.4K shares, valued at $201.9K).
1M P&L
+5.7M+3.97%
3M P&L
+6.0M+4.16%
HY P&L
+13.4M+9.89%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Drug Manufacturers - General24.8M
17.4%
2Consumer Electronics11.3M
8.0%
3Farm & Heavy Construction Machinery8.2M
5.8%
Top Industries by Stock Count
1Drug Manufacturers - General8 stocks
11.4%
2N/A3 stocks
4.3%
3Insurance - Property & Casualty3 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND FCLASS CLASS A ACCENTURE PLC IRELAND FCLASS CLASS A1.3K shares0.00%2026-03-312026-05-05
Sponsored
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS11.2K shares0.00%2026-03-312026-05-05
Sponsored
LLY
0.02%ELI LILLY AND CO
Shares12.5K
Event2026-03-31
Filed2026-05-05
AAPL
-0.91%APPLE INC
Shares44.6K
Event2026-03-31
Filed2026-05-05
CAT
0.19%CATERPILLAR INC
Shares11.2K
Event2026-03-31
Filed2026-05-05
MSFT
-1.36%MICROSOFT CORP
Shares21.0K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
-1.17%BROADCOM INC
Shares21.8K
Event2026-03-31
Filed2026-05-05
JPM
-0.21%JPMORGAN CHASE & CO
Shares20.9K
Event2026-03-31
Filed2026-05-05
NEE
1.27%NEXTERA ENERGY INC
Shares41.7K
Event2026-03-31
Filed2026-05-05
WMT
0.33%WALMART INC
Shares42.1K
Event2026-03-31
Filed2026-05-05
HON
-6.45%HONEYWELL INTL INC
Shares20.9K
Event2026-03-31
Filed2026-05-05
WM
0.17%WASTE MGMT INC DEL
Shares18.4K
Event2026-03-31
Filed2026-05-05
AMZN
0.62%AMAZON.COM INC
Shares18.3K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CLASS CLASS C
0.28%ALPHABET INC CLASS CLASS C
Shares10.5K
Event2026-03-31
Filed2026-05-05
ONB
0.00%OLD NATL BANCORP IND
Shares131.1K
Event2026-03-31
Filed2026-05-05
ALL
0.58%ALLSTATE CORP
Shares14.0K
Event2026-03-31
Filed2026-05-05
ABBV
0.91%ABBVIE INC
Shares12.8K
Event2026-03-31
Filed2026-05-05
XOM
-0.27%EXXON MOBIL CORP
Shares16.6K
Event2026-03-31
Filed2026-05-05
CVX
-0.48%CHEVRON CORP NEW
Shares13.5K
Event2026-03-31
Filed2026-05-05
JNJ
1.05%JOHNSON & JOHNSON
Shares10.1K
Event2026-03-31
Filed2026-05-05
IBM
2.47%IBM CORP
Shares10.1K
Event2026-03-31
Filed2026-05-05
VLO
-0.99%VALERO ENERGY CORP NEW
Shares9.5K
Event2026-03-31
Filed2026-05-05
CEG
0.00%CONSTELLATION ENERGY COR
Shares8.1K
Event2026-03-31
Filed2026-05-05
ADX
0.00%ADAMS DIVERSIFIED EQUITY
Shares99.0K
Event2026-03-31
Filed2026-05-05
LOW
13.82%LOWES COS INC
Shares9.1K
Event2026-03-31
Filed2026-05-05
GILD
1.96%GILEAD SCIENCES INC
Shares15.3K
Event2026-03-31
Filed2026-05-05
HD
-0.91%HOME DEPOT INC
Shares6.3K
Event2026-03-31
Filed2026-05-05
AMGN
0.85%AMGEN INC
Shares5.8K
Event2026-03-31
Filed2026-05-05
KO
0.88%THE COCA-COLA CO
Shares26.6K
Event2026-03-31
Filed2026-05-05
EXC
1.61%EXELON CORP
Shares40.4K
Event2026-03-31
Filed2026-05-05
BMY
-3.76%BRISTOL MYERS SQUIBB CO
Shares31.2K
Event2026-03-31
Filed2026-05-05
CSCO
0.55%CISCO SYS INC
Shares24.2K
Event2026-03-31
Filed2026-05-05
VZ
7.63%VERIZON COMMUNICATIONS I
Shares34.8K
Event2026-03-31
Filed2026-05-05
PEP
3.46%PEPSICO INC
Shares11.1K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CLASS CLASS A
0.00%ALPHABET INC CLASS CLASS A
Shares5.6K
Event2026-03-31
Filed2026-05-05
SCHW
0.80%CHARLES SCHWAB CORP
Shares17.7K
Event2026-03-31
Filed2026-05-05
RTN
0.03%RTX CORP
Shares7.8K
Event2026-03-31
Filed2026-05-05
TRV
1.17%TRAVELERS COS INC
Shares5.2K
Event2026-03-31
Filed2026-05-05
PG
0.15%PROCTER & GAMBLE CO
Shares10.2K
Event2026-03-31
Filed2026-05-05
WFC
0.07%WELLS FARGO & CO
Shares17.5K
Event2026-03-31
Filed2026-05-05
MA
0.07%MASTERCARD INC CLASS CLASS A
Shares2.8K
Event2026-03-31
Filed2026-05-05
MERCK & CO. INC.
1.82%MERCK & CO. INC.
Shares11.1K
Event2026-03-31
Filed2026-05-05
EMR
0.79%EMERSON ELEC CO
Shares10.1K
Event2026-03-31
Filed2026-05-05
UBER
0.00%UBER TECHNOLOGIES INC
Shares18.4K
Event2026-03-31
Filed2026-05-05
PFE
7.30%PFIZER INC
Shares43.7K
Event2026-03-31
Filed2026-05-05
NFLX
-7.36%NETFLIX INC
Shares12.6K
Event2026-03-31
Filed2026-05-05
PSLV
16.82%SPROTT PHYSICAL SILVER E
Shares45.0K
Event2026-03-31
Filed2026-05-05
FAST
0.00%FASTENAL CO
Shares22.9K
Event2026-03-31
Filed2026-05-05
COST
-2.13%COSTCO WHSL CORP NEW
Shares1.0K
Event2026-03-31
Filed2026-05-05
QCOM
-16.14%QUALCOMM INC
Shares7.2K
Event2026-03-31
Filed2026-05-05
DIS
1.10%DISNEY WALT CO
Shares9.2K
Event2026-03-31
Filed2026-05-05
TSLA
0.15%TESLA INC
Shares2.0K
Event2026-03-31
Filed2026-05-05
DUPONT DE NEMOURS INC
41.16%DUPONT DE NEMOURS INC
Shares15.5K
Event2026-03-31
Filed2026-05-05
MO
0.00%ALTRIA GROUP INC
Shares10.6K
Event2026-03-31
Filed2026-05-05
T
-1.59%AT&T INC
Shares23.6K
Event2026-03-31
Filed2026-05-05
PPG
3.03%PPG INDS INC
Shares6.2K
Event2026-03-31
Filed2026-05-05
INTC
0.52%INTEL CORP
Shares13.4K
Event2026-03-31
Filed2026-05-05
GLW
0.00%CORNING INC
Shares3.9K
Event2026-03-31
Filed2026-05-05
BA
0.00%BOEING CO
Shares2.4K
Event2026-03-31
Filed2026-05-05
BLUEROCK PRIVATE REAL ES
0.82%BLUEROCK PRIVATE REAL ES
Shares24.9K
Event2026-03-31
Filed2026-05-05
CPNG
0.00%COUPANG INC CLASS CLASS A
Shares18.6K
Event2026-03-31
Filed2026-05-05
ABT
0.00%ABBOTT LABS
Shares3.2K
Event2026-03-31
Filed2026-05-05
KLAC
0.00%KLA CORP
Shares218
Event2026-03-31
Filed2026-05-05
MCD
-6.63%MCDONALDS CORP
Shares1.0K
Event2026-03-31
Filed2026-05-05
WEC ENERGY GROUP INC
0.04%WEC ENERGY GROUP INC
Shares2.5K
Event2026-03-31
Filed2026-05-05
PWR
0.00%QUANTA SVCS INC
Shares525
Event2026-03-31
Filed2026-05-05
UNP
0.00%UNION PAC CORP
Shares1.2K
Event2026-03-31
Filed2026-05-05
WTRG
0.00%ESSENTIAL UTILS INC
Shares6.8K
Event2026-03-31
Filed2026-05-05
ADP
0.00%AUTOMATIC DATA PROCESSIN
Shares1.3K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND FCLASS CLASS A
0.00%ACCENTURE PLC IRELAND FCLASS CLASS A
Shares1.3K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
0.00%CITIGROUP INC
Shares2.3K
Event2026-03-31
Filed2026-05-05
ITW
0.00%ILLINOIS TOOL WKS INC
Shares946
Event2026-03-31
Filed2026-05-05
AZN
-50.28%ASTRAZENECA PLC F
Shares1.2K
Event2026-03-31
Filed2026-05-05
LMT
0.00%LOCKHEED MARTIN CORP
Shares397
Event2026-03-31
Filed2026-05-05
PGR
0.00%PROGRESSIVE CORP OH
Shares1.2K
Event2026-03-31
Filed2026-05-05
ETR
NewENTERGY CORP NEW
Shares2.0K
Event2026-03-31
Filed2026-05-05
META
0.00%META PLATFORMS INC CLASS CLASS A
Shares371
Event2026-03-31
Filed2026-05-05
SHOP
0.00%SHOPIFY INC FCLASS CLASS A
Shares1.8K
Event2026-03-31
Filed2026-05-05
BP
NewBP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS
Shares4.4K
Event2026-03-31
Filed2026-05-05
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS
0.00%VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS
Shares11.2K
Event2026-03-31
Filed2026-05-05
ALDX
0.00%ALDEYRA THERAPEUTICS INC
Shares25.0K
Event2026-03-31
Filed2026-05-05
CHRS
0.00%COHERUS ONCOLOGY INC
Shares15.0K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available