Provident Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $266 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Us Cash Cows 100 with a value of $33.8M, Schwab Strategic Tr Us Large C with a value of $27.8M, Vanguard S&P 500 Value ETF with a value of $21.6M, Ishares Core Dividend Growth E with a value of $20M, and T Rowe Price ETF Inc Us Equity with a value of $19.6M.

Examining the 13F form we can see an increase of $40.1M in the current position value, from $226M to 266M.

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

Portfolio value $266 Million
ETFs: $250 Million
Consumer Defensive: $4.62 Million
Technology: $3.51 Million
Financial Services: $2.56 Million
Healthcare: $1.69 Million
Consumer Cyclical: $954,000
Industrials: $878,000
Energy: $721,000
Other: $678,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $266 Million
  • Prior Value $226 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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