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PROVIDENCE WEALTH ADVISORS, LLC 13F portfolio summary

PROVIDENCE WEALTH ADVISORS, LLC of PROVIDENCE WEALTH ADVISORS, LLC has 77 current stock holdings with a reported portfolio value of $157.3M. The portfolio 1 year return is +16.42%. Top holdings include LLY (7.72%), AAPL (7.31%), CAT (5.29%), MSFT (5.00%), AVGO (4.38%).

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PROVIDENCE WEALTH ADVISORS, LLC

PROVIDENCE WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

PROVIDENCE WEALTH ADVISORS, LLC runs PROVIDENCE WEALTH ADVISORS, LLC and currently holds 77 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $157.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PROVIDENCE WEALTH ADVISORS, LLC ranks #418 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PROVIDENCE WEALTH ADVISORS, LLC's portfolio at PROVIDENCE WEALTH ADVISORS, LLC has delivered returns of +16.42%. Their 3-year annualized return is +78.74%. Looking at the 5-year horizon, PROVIDENCE WEALTH ADVISORS, LLC has achieved +83.87% annualized returns at PROVIDENCE WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.42%
#816/1000
3 Year
+78.74%
#380/1000
5 Year
+83.87%
#360/1000

Portfolio Value

$157.33M

Alpha Score

60.3

#418 of 1000

Holdings

77

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change