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PROVIDENCE WEALTH ADVISORS, LLC
PROVIDENCE WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
PROVIDENCE WEALTH ADVISORS, LLC runs PROVIDENCE WEALTH ADVISORS, LLC and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $169.75M. Their top holdings are LLY, AAPL, CAT, MSFT, AVGO. The top five represent 32.7% of reported portfolio weight. PROVIDENCE WEALTH ADVISORS, LLC ranks #316 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PROVIDENCE WEALTH ADVISORS, LLC initiated 8 new positions. They added to 24 existing positions. They trimmed 35 positions. Their current best-performing preview position is INTC with returns of +199.37%.
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83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LLY ELI LILLY AND CO | 8.90% | $639.29 | $1,254.77 | +96.28% | Trimmed -1.21% |
 AAPL APPLE INC | 8.04% | $168.60 | $309.35 | +83.48% | Trimmed -0.44% |
 CAT CATERPILLAR INC | 6.38% | $237.19 | $827.65 | +248.94% | Trimmed -1.34% |
 MSFT MICROSOFT CORP | 4.73% | $126.45 | $483.24 | +282.16% | Trimmed -1.76% |
 AVGO BROADCOM INC | 4.66% | $102.61 | $368.45 | +259.08% | Trimmed -0.70% |
 JPM JPMORGAN CHASE & CO | 4.19% | $176.99 | $351.64 | +98.68% | Added +1.74% |
 WMT WALMART INC | 2.76% | $36.25 | $103.70 | +186.07% | Trimmed -0.40% |
 AMZN AMAZON.COM INC | 2.65% | $154.14 | $258.63 | +67.79% | Added +0.58% |
 NVDA NVIDIA CORP | 2.64% | $200.09 | $214.76 | +7.33% | New Buy |
 WM WASTE MGMT INC DEL | 2.47% | $176.60 | $224.03 | +26.86% | Added +0.50% |
Showing 1-10 of 83