Fund Holdings

Providence First Trust Co

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF026,577+26,57701,183,7400.42%+1,183,740
ISHARES SELECT DIVIDEND ETF019,964+19,96403,022,6841.06%+3,022,684
KLA CORP COM NEW(KLAC)0689+68901,014,4900.36%+1,014,490
INTEL CORP COM(INTC)019,439+19,4390857,8430.30%+857,843
BANK NEW YORK MELLON CORP COM05,711+5,7110677,4960.24%+677,496
INVESCO S&P 500 QUALITY ETF064,383+64,38304,840,9361.70%+4,840,936
TEXAS INSTRS INC COM(TXN)03,376+3,3760655,4170.23%+655,417
WASTE MGMT INC DEL COM(WM)02,788+2,7880640,6550.23%+640,655
ISHARES MSCI AUSTRIA ETF017,672+17,6720626,4720.22%+626,472
ISHARES MSCI TAIWAN ETF08,800+8,8000624,0960.22%+624,096
ISHARES MSCI AUSTRALIA ETF022,344+22,3440620,2690.22%+620,269
BRISTOL-MYERS SQUIBB CO COM(BMY)09,839+9,8390596,7350.21%+596,735
CHUBB LTD SWITZ COM01,807+1,8070588,9560.21%+588,956
VANGUARD INTERMEDIATE-TERM TREASURY ETF0181,606+181,606010,814,6203.80%+10,814,620
BIOGEN INC COM(BIIB)03,079+3,0790564,4730.20%+564,473
ASTRAZENECA PLC ORD(AZN)02,846+2,8460561,2880.20%+561,288
MERCK & CO INC COM(MRK)04,479+4,4790538,7790.19%+538,779
ISHARES MSCI BRAZIL ETF013,775+13,7750528,8220.19%+528,822
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS01,241+1,2410486,1740.17%+486,174
CONSOLIDATED EDISON INC COM(ED)04,292+4,2920485,7690.17%+485,769
YUM BRANDS INC COM(YUM)02,868+2,8680445,9170.16%+445,917
EXXON MOBIL CORP COM(XOM)06,833+6,83301,159,2870.41%+1,159,287
WALMART INC COM(WMT)017,670+17,67002,196,0280.77%+2,196,028
CARDINAL HEALTH INC COM(CAH)01,963+1,9630414,8020.15%+414,802
HILTON WORLDWIDE HLDGS INC COM(HLT)01,309+1,3090398,0410.14%+398,041
HALLIBURTON CO COM(HAL)018,352+18,3520715,5440.25%+715,544
US BANCORP COM NEW(USB)07,089+7,0890368,6990.13%+368,699
WESTERN DIGITAL CORP COM(WDC)04,791+4,79101,295,9180.46%+1,295,918
PHILLIPS 66 COM(PSX)01,930+1,9300351,6070.12%+351,607
TRAVELERS COMPANIES INC COM(TRV)01,188+1,1880346,5160.12%+346,516
ISHARES LATIN AMERICA 40 ETF045,051+45,05101,600,2120.56%+1,600,212
VANECK SEMICONDUCTOR ETF05,751+5,75102,204,9330.78%+2,204,933
CORTEVA INC COM(CTVA)04,062+4,0620340,0300.12%+340,030
FEDEX CORP COM(FDX)02,507+2,5070892,9430.31%+892,943
MARRIOTT INTL INC NEW CL A(MAR)02,088+2,0880682,9220.24%+682,922
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF016,610+16,61001,361,6880.48%+1,361,688
LAM RESEARCH CORP COM NEW(LRCX)05,903+5,90301,261,2350.44%+1,261,235
CATERPILLAR INC COM(CAT)01,944+1,94401,377,2460.48%+1,377,246
KROGER CO COM(KR)04,178+4,1780302,3200.11%+302,320
DOMINION ENERGY INC COM(D)07,997+7,9970494,3750.17%+494,375
GE VERNOVA INC COM(GEV)01,297+1,29701,132,1510.40%+1,132,151
SPDR GOLD SHARES(GLD)03,358+3,35801,444,9140.51%+1,444,914
APPLIED MATLS INC COM03,306+3,30601,129,9580.40%+1,129,958
NEWMONT CORP COM(NEM)08,995+8,9950973,7090.34%+973,709
ISHARES SILVER TRUST(SLV)020,860+20,86001,421,4000.50%+1,421,400
CISCO SYS INC COM(CSCO)012,982+12,98201,007,2730.35%+1,007,273
AT&T INC COM(T)016,210+16,2100469,9280.17%+469,928
BHP BILLITON LIMITED SPONSORED ADS08,000+8,0000581,9200.20%+581,920
ISHARES MSCI EMERGING MARKETS ETF038,434+38,43402,182,6670.77%+2,182,667
SOUTHERN COPPER CORP COM(SCCO)03,832+3,8320659,3340.23%+659,334
DELL TECHNOLOGIES INC CL C(DELL)01,370+1,3700224,8830.08%+224,883
DEVON ENERGY CORP NEW COM(DVN)04,453+4,4530224,0750.08%+224,075
ROSS STORES INC COM(ROST)04,245+4,2450919,5940.32%+919,594
DUPONT DE NEMOURS INC COM(DD)015,316+15,3160701,4730.25%+701,473
BAKER HUGHES COMPANY CL A(BKR)07,293+7,2930445,2380.16%+445,238
ALCOA CORP COM(AA)09,493+9,4930629,6710.22%+629,671
STATE STREET ENERGY SELECT SECTOR SPDR ETF020,409+20,40901,250,2740.44%+1,250,274
MONSTER BEVERAGE CORP NEW COM(MNST)08,029+8,0290581,7810.20%+581,781
ISHARES MSCI SOUTH KOREA ETF07,763+7,7630954,9270.34%+954,927
ISHARES EUROPE ETF049,510+49,51003,363,7091.18%+3,363,709
VALERO ENERGY CORP COM(VLO)01,950+1,9500481,8060.17%+481,806
ISHARES MSCI UNITED KINGDOM ETF028,719+28,71901,308,4380.46%+1,308,438
RTX CORPORATION COM(RTX)07,300+7,30001,408,1700.50%+1,408,170
FORD MTR CO COM(F)048,121+48,1210555,3160.20%+555,316
CORNING INC COM(GLW)08,223+8,22301,118,0810.39%+1,118,081
ISHARES MSCI CANADA ETF025,511+25,51101,397,7480.49%+1,397,748
FREEPORT MCMORAN INC CL B(FCX)06,561+6,5610385,6560.14%+385,656
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)02,451+2,4510828,3150.29%+828,315
STEEL DYNAMICS INC COM(STLD)02,994+2,9940538,9200.19%+538,920
GENERAL MTRS CO COM(GM)08,492+8,4920632,6540.22%+632,654
NEXTERA ENERGY INC COM(NEE)07,901+7,9010733,8450.26%+733,845
MCDONALDS CORP COM(MCD)01,683+1,6830523,0600.18%+523,060
RIO TINTO PLC SPONSORED ADR(RIO)04,957+4,9570462,4390.16%+462,439
TAPESTRY INC COM(TPR)03,281+3,2810462,9820.16%+462,982
STATE STREET MATERIALS SELECT SECTOR SPDR ETF010,032+10,0320501,2990.18%+501,299
TJX COS INC NEW COM(TJX)06,174+6,1740985,9880.35%+985,988
TARGET CORP COM(TGT)03,416+3,4160414,0190.15%+414,019
FIRSTENERGY CORP COM(FE)08,407+8,4070425,8990.15%+425,899
HASBRO INC COM(HAS)04,220+4,2200394,9920.14%+394,992
MICRON TECHNOLOGY INC COM(MU)03,048+3,04801,029,7360.36%+1,029,736
SIMON PPTY GROUP INC NEW COM(SPG)01,444+1,4440269,3490.09%+269,349
COCA COLA CO COM(KO)08,380+8,3800637,2990.22%+637,299
NUCOR CORP COM(NUE)02,292+2,2920387,5770.14%+387,577
LOWES COS INC COM(LOW)01,605+1,6050379,2290.13%+379,229
HCA HEALTHCARE INC COM(HCA)01,703+1,7030805,9280.28%+805,928
ALERIAN MLP ETF048,509+48,50902,553,5140.90%+2,553,514
JOHNSON & JOHNSON COM(JNJ)05,027+5,02701,228,8000.43%+1,228,800
ISHARES MSCI EAFE ETF061,111+61,11105,935,7112.09%+5,935,711
WELLTOWER INC COM(WELL)02,736+2,7360540,9350.19%+540,935
GENERAL DYNAMICS CORP COM(GD)01,470+1,4700504,5330.18%+504,533
PROLOGIS INC. COM(PLD)03,297+3,2970435,7970.15%+435,797
COSTCO WHOLESALE CORPORATION COM(COST)0234+2340233,1650.08%+233,165
ISHARES MSCI SPAIN ETF015,042+15,0420816,9310.29%+816,931
VANECK GOLD MINERS ETF08,450+8,4500775,4570.27%+775,457
ISHARES U.S. AEROSPACE & DEFENSE ETF01,850+1,8500404,6880.14%+404,688
MCKESSON CORP COM(MCK)01,214+1,21401,050,5470.37%+1,050,547
VANGUARD TOTAL INTERNATIONAL STOCK ETF011,214+11,2140864,6740.30%+864,674
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF07,315+7,3150670,3470.24%+670,347
INVESCO MUNI INCOME OPP TRST COM010,000+10,000061,4000.02%+61,400
SEMPRA COM(SRE)03,627+3,6270352,4360.12%+352,436
Page 1 of 2