Providence Wealth Advisors, LLC Portfolio Holdings

Providence Wealth Advisors, LLC

  • $131 Million
  • Q1 2025

Providence Wealth Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $10.5M, Apple Inc. with a value of $9.68M, Microsoft Corp with a value of $7.77M, Jpmorgan Chase & CO with a value of $5.09M, and Honeywell International Inc with a value of $4.91M.

Examining the 13F form we can see an increase of $1.82M in the current position value, from $129M to 131M.

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 $131 Million
Technology: $29.3 Million
Healthcare: $23.1 Million
Financial Services: $19 Million
Industrials: $16.5 Million
Consumer Defensive: $12 Million
Consumer Cyclical: $8.63 Million
Utilities: $7.26 Million
Communication Services: $6.73 Million
Other: $8.45 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$421,000 0.32% of portfolio
36,363
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $131 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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