Providence Wealth Advisors, LLC Portfolio Holdings

Providence Wealth Advisors, LLC

  • $141 Million
  • Q2 2025

Providence Wealth Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.8M, Eli Lilly & CO with a value of $9.87M, Apple Inc. with a value of $9.68M, Broadcom Inc. with a value of $6.12M, and Jpmorgan Chase & CO with a value of $6.06M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $131M to 141M.

Providence Wealth Advisors, LLC is based out at Frankfort, IL

Below you can find more details about Providence Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
Technology: $36.4 Million
Healthcare: $21.3 Million
Financial Services: $21 Million
Industrials: $18 Million
Consumer Defensive: $12 Million
Consumer Cyclical: $9.77 Million
Communication Services: $8.33 Million
Utilities: $7.67 Million
Other: $6.58 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $141 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Providence Wealth Advisors, LLC Portfolio

Follow Providence Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Providence Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Providence Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email