Providence Financial Advisors, LLC New Holdings in Q3 2025

Providence Financial Advisors, LLC

  • $105 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
34.1K
New
$620.67 - $670.08 $21.2M - $22.8M
34.1K $22.8B
AVLV
American Centy ETF Tr Avantis
201K
New
$68.33 - $72.69 $13.7M - $14.6M
201K $14.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
15.7K
New
$617.65 - $666.84 $9.68M - $10.4M
15.7K $10.4B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
111K
New
$69.02 - $73.57 $7.67M - $8.17M
111K $8.17B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
137K
New
$47.75 - $54.24 $6.54M - $7.42M
137K $7.34B
IWY
Ishares Tr Russell 200 Growth

ETFs
25.6K
New
$243.93 - $275.62 $6.24M - $7.05M
25.6K $7B
MSFT
Microsoft Corp

Technology
8.94K
New
$491.09 - $535.64 $4.39M - $4.79M
8.94K $4.63B
Palmer Square Funds Trust
178K
New
N/A
178K $3.61B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5.79K
New
$567.09 - $607.37 $3.28M - $3.51M
5.79K $3.45B
LLY
Eli Lilly & CO

Healthcare
3.35K
New
$625.65 - $812.69 $2.1M - $2.72M
3.35K $2.56B
CAT
Caterpillar Inc

Industrials
3.27K
New
$390.92 - $477.15 $1.28M - $1.56M
3.27K $1.56B
JNJ
Johnson & Johnson

Healthcare
6.12K
New
$155.17 - $185.42 $949K - $1.13M
6.12K $1.13B
XOM
Exxon Mobil Corp

Energy
9.17K
New
$105.83 - $117.22 $970K - $1.07M
9.17K $1.03B
IWM
Ishares Russell 2000 ETF

ETFs
4.03K
New
$214.92 - $244.84 $867K - $988K
4.03K $976M
PG
Procter & Gamble CO

Consumer Defensive
6.05K
New
$150.47 - $161.22 $911K - $976K
6.05K $930M
DE
Deere & CO

Industrials
1.9K
New
$457.26 - $524.37 $869K - $996K
1.9K $869M
HD
Home Depot, Inc.

Consumer Cyclical
1.76K
New
$357.4 - $423.42 $627K - $743K
1.76K $711M
ORCL
Oracle Corp

Technology
2.31K
New
$218.96 - $328.33 $505K - $757K
2.31K $649M
PM
Philip Morris International Inc.

Consumer Defensive
4K
New
$157.77 - $183.27 $631K - $733K
4K $649M
IBM
International Business Machines Corp

Technology
2.06K
New
$234.77 - $292.47 $484K - $602K
2.06K $581M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.13K
New
$136.48 - $142.97 $564K - $591K
4.13K $579M
AAPL
Apple Inc.

Technology
1.94K
New
$202.38 - $256.87 $392K - $497K
1.94K $493M
QQQ
Invesco Qqq Trust, Series 1

ETFs
774
New
$546.99 - $602.2 $423K - $466K
774 $465M
T
At&T Inc.

Communication Services
15.8K
New
$26.94 - $29.62 $427K - $469K
15.8K $447M
WELL
Welltower Inc.

Real Estate
2.49K
New
$150.71 - $178.14 $375K - $443K
2.49K $443M
KO
Coca Cola CO

Consumer Defensive
6.03K
New
$65.67 - $71.67 $396K - $432K
6.03K $400M
ISMD
Northern Lts Fd Tr Iv

ETFs
9.79K
New
$35.1 - $39.69 $343K - $388K
9.79K $380M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.2K
New
$148.97 - $165.88 $328K - $365K
2.2K $362M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.09K
New
$39.8 - $42.86 $322K - $347K
8.09K $346M
BA
Boeing CO

Industrials
1.59K
New
$209.79 - $237.38 $334K - $377K
1.59K $343M
MRK
Merck & Co., Inc.

Healthcare
4.06K
New
$77.6 - $87.37 $315K - $355K
4.06K $341M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
New
$211.65 - $238.24 $326K - $367K
1.54K $338M
CMI
Cummins Inc

Industrials
747
New
$327.85 - $426.39 $245K - $319K
747 $316M
NEE
Nextera Energy Inc

Utilities
4.02K
New
$69.77 - $77.54 $280K - $311K
4.02K $303M
SPYG
Spdr Portfolio

ETFs
2.82K
New
$94.33 - $105.31 $266K - $297K
2.82K $294M
Palmer Square Funds Trust
13.7K
New
N/A
13.7K $283M
PFE
Pfizer Inc

Healthcare
11.1K
New
$23.29 - $25.88 $258K - $286K
11.1K $282M
MMM
3 M CO

Industrials
1.8K
New
$144.41 - $160.2 $260K - $288K
1.8K $279M
MO
Altria Group, Inc.

Consumer Defensive
4.08K
New
$57.75 - $67.68 $236K - $276K
4.08K $269M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.36K
New
$182.33 - $194.5 $247K - $264K
1.36K $264M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.59K
New
$138.31 - $165.45 $220K - $263K
1.59K $263M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.32K
New
$28.15 - $30.13 $234K - $251K
8.32K $247M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.61K
New
$79.39 - $90.39 $207K - $236K
2.61K $232M
JPM
Jpmorgan Chase & CO

Financial Services
733
New
$282.78 - $316.06 $207K - $232K
733 $231M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.12K
New
$52.12 - $55.33 $215K - $228K
4.12K $228M
PAA
Plains All American Pipeline LP

Energy
12.2K
New
$16.88 - $18.93 $206K - $231K
12.2K $208M
VZ
Verizon Communications Inc

Communication Services
4.61K
New
$40.84 - $45.06 $188K - $208K
4.61K $202M
O
Realty Income Corp

Real Estate
3.32K
New
$56.13 - $60.79 $186K - $202K
3.32K $202M
Activity Summary
Buys All Purchases 49 New Holdings 49 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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