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Providence Wealth Advisors, LLC13F | |
| Providence Wealth Advisors, LLC | |
| Last update 2025-05-07 | 82 Stocks (8 new) |
| Value $132.00 Mil | Turnover 4 % |
Providence Wealth Advisors, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 12,759 | 10,210.2 | +2.32% | 7.730 | +0.18% | 0.000 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
AAPL | Apple Inc | 43,587 | 9,672.3 | -0.72% | 7.330 | -0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 20,692 | 7,871.5 | -1.03% | 5.960 | -0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
JPM | JPMorgan Chase & Co | 20,762 | 5,042.3 | -0.18% | 3.820 | -0.01% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
HON | Honeywell International Inc | 23,165 | 4,923.2 | +4.54% | 3.730 | +0.16% | 0.000 | +20.93% | +5.81% | 152,156.0 | Conglomerates | |
WM | Waste Management Inc | 18,472 | 4,301.4 | -0.02% | 3.260 | 0% | 0.000 | -1.21% | +13.46% | 91,475.4 | Waste Management | |
WMT | Walmart Inc | 42,228 | 3,747.5 | -1.53% | 2.840 | -0.05% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
CAT | Caterpillar Inc | 11,178 | 3,683.1 | -0.98% | 2.790 | -0.03% | 0.000 | +41.28% | +15.01% | 194,574.0 | Farm & Heavy Construction Machinery | |
AVGO | Broadcom Inc | 22,075 | 3,666.2 | -0.05% | 2.780 | 0% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
NEE | NextEra Energy Inc | 40,243 | 3,647.6 | +2.95% | 2.760 | +0.08% | 0.000 | +15.46% | +7.68% | 156,353.0 | Utilities - Regulated |
Providence Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Providence Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PSLV | Sprott Physical Silver Trust | 2025-03-31 | New Buy New Buy | +0.32% | 9.86 ($10.8) 11.68 | $12.87 | 19.17% | New holding | 36,363 | 36,363 | |
ITW | Illinois Tool Works Inc | 2025-03-31 | New Buy New Buy | +0.27% | 244.9 ($256.96) 274.48 | $255.15 | -0.70% | New holding | 1,446 | 1,446 | |
MKC | McCormick & Co Inc | 2025-03-31 | New Buy New Buy | +0.25% | 71.24 ($78.37) 84.73 | $71.42 | -8.87% | New holding | 4,100 | 4,100 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Add Add | +0.21% | 105.44 ($110.59) 118.93 | $107.77 | -2.55% | Add 15.51% | 17,374 | 2,333 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.20% | 158.56 ($167.49) 176.26 | $155.10 | -7.40% | Add 16.42% | 11,176 | 1,576 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.18% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Add 2.32% | 12,759 | 289 | |
EMR | Emerson Electric Co | 2025-03-31 | Add Add | +0.18% | 108.64 ($120.56) 131.17 | $144.23 | 19.63% | Add 23.2% | 11,343 | 2,136 | |
KMB | Kimberly-Clark Corp | 2025-03-31 | New Buy New Buy | +0.18% | 124.46 ($134.75) 147.4 | $127.53 | -5.36% | New holding | 1,647 | 1,647 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | New Buy New Buy | +0.17% | 283.24 ($308.4) 338.07 | $295.31 | -4.24% | New holding | 750 | 750 | |
COP | ConocoPhillips | 2025-03-31 | New Buy New Buy | +0.17% | 88.6 ($99.73) 105.85 | $91.64 | -8.11% | New holding | 2,146 | 2,146 |
Providence Wealth Advisors, LLC Total Holding History ($B)
Providence Wealth Advisors, LLC's Asset Allocation
Providence Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Providence Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Providence Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Providence Wealth Advisors, LLC's Holdings Heat Map
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Providence Wealth Advisors, LLC's Holdings Bubble Chart
Providence Wealth Advisors, LLC News
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