Providence Wealth Advisors, LLC Portfolio Holdings

Providence Wealth Advisors, LLC

  • $150 Million
  • Q3 2025

Providence Wealth Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.8M, Microsoft Corp with a value of $11.3M, Eli Lilly & CO with a value of $9.65M, Broadcom Inc. with a value of $7.35M, and Jpmorgan Chase & CO with a value of $6.59M.

Examining the 13F form we can see an increase of $8.67M in the current position value, from $141M to 150M.

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 $150 Million
Technology: $41 Million
Healthcare: $21.9 Million
Financial Services: $21.7 Million
Industrials: $18.3 Million
Consumer Defensive: $11.1 Million
Consumer Cyclical: $10.7 Million
Communication Services: $9.35 Million
Utilities: $8.44 Million
Other: $7.17 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$330,000 0.22% of portfolio
6,900
Q3 2025 Reduced 13.32%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $150 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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