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 ETF
GLOBAL INFRASCTR
026,577+26,57701,183,7400.42%+1,183,740
ISHARES SELECT DIVIDEND ETF13,44219,964+6,5221,897,1743,022,6841.06%+1,125,510
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 ETF
S&P500 QUALITY
55,76064,383+8,6234,184,7684,840,9361.70%+656,168
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 ETF
MSCI TAIWAN ETF
08,800+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 COM
COM
01,807+1,8070588,9560.21%+588,956
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
170,853181,606+10,75310,239,23510,814,6203.80%+575,385
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 SHS
ORD SHS
01,241+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 COM6,1076,833+726734,9161,159,2870.41%+424,371
WALMART INC COM(WMT)15,95117,670+1,7191,777,1012,196,0280.77%+418,927
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)11,35518,352+6,997320,892715,5440.25%+394,652
US BANCORP COM NEW(USB)07,089+7,0890368,6990.13%+368,699
WESTERN DIGITAL CORP COM(WDC)5,4694,791-678942,1451,295,9180.46%+353,773
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 ETF41,19345,051+3,8581,254,3271,600,2120.56%+345,885
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
5,1685,751+5831,861,1522,204,9330.78%+343,781
CORTEVA INC COM(CTVA)04,062+4,0620340,0300.12%+340,030
FEDEX CORP COM(FDX)1,9212,507+586554,900892,9430.31%+338,043
MARRIOTT INTL INC NEW CL A(MAR)1,1552,088+933358,327682,9220.24%+324,595
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
13,35616,610+3,2541,037,4941,361,6880.48%+324,194
LAM RESEARCH CORP COM NEW(LRCX)5,5075,903+396942,6881,261,2350.44%+318,547
CATERPILLAR INC COM(CAT)1,8721,944+721,072,4131,377,2460.48%+304,833
KROGER CO COM(KR)04,178+4,1780302,3200.11%+302,320
DOMINION ENERGY INC COM(D)3,5187,997+4,479206,120494,3750.17%+288,255
GE VERNOVA INC COM(GEV)1,3061,297-9853,5621,132,1510.40%+278,589
SPDR GOLD SHARES(GLD)2,9443,358+4141,166,7371,444,9140.51%+278,177
APPLIED MATLS INC COM3,3743,306-68867,0841,129,9580.40%+262,874
NEWMONT CORP COM(NEM)7,1208,995+1,875710,932973,7090.34%+262,777
ISHARES SILVER TRUST(SLV)18,08020,860+2,7801,164,7141,421,4000.50%+256,686
CISCO SYS INC COM(CSCO)9,77912,982+3,203753,2761,007,2730.35%+253,997
AT&T INC COM(T)8,78416,210+7,426218,195469,9280.17%+251,733
BHP BILLITON LIMITED SPONSORED ADS5,6568,000+2,344341,453581,9200.20%+240,467
ISHARES MSCI EMERGING MARKETS ETF35,70038,434+2,7341,953,1472,182,6670.77%+229,520
SOUTHERN COPPER CORP COM(SCCO)3,0053,832+827431,127659,3340.23%+228,207
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)3,9634,245+282713,895919,5940.32%+205,699
DUPONT DE NEMOURS INC COM(DD)12,38715,316+2,929497,957701,4730.25%+203,516
BAKER HUGHES COMPANY CL A(BKR)5,4217,293+1,872246,872445,2380.16%+198,366
ALCOA CORP COM(AA)8,1789,493+1,315434,579629,6710.22%+195,092
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
23,75820,409-3,3491,062,2191,250,2740.44%+188,055
MONSTER BEVERAGE CORP NEW COM(MNST)5,1858,029+2,844397,534581,7810.20%+184,247
ISHARES MSCI SOUTH KOREA ETF7,9957,763-232777,274954,9270.34%+177,653
ISHARES EUROPE ETF46,51249,510+2,9983,190,7233,363,7091.18%+172,986
VALERO ENERGY CORP COM(VLO)1,9231,950+27313,045481,8060.17%+168,761
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
25,95128,719+2,7681,141,3251,308,4380.46%+167,113
RTX CORPORATION COM(RTX)6,8157,300+4851,249,8711,408,1700.50%+158,299
FORD MTR CO COM(F)30,33748,121+17,784398,021555,3160.20%+157,295
CORNING INC COM(GLW)11,0618,223-2,838968,5011,118,0810.39%+149,580
ISHARES MSCI CANADA ETF23,16125,511+2,3501,249,0731,397,7480.49%+148,675
FREEPORT MCMORAN INC CL B(FCX)4,7506,561+1,811241,253385,6560.14%+144,403
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)2,2532,451+198684,664828,3150.29%+143,651
STEEL DYNAMICS INC COM(STLD)2,3482,994+646397,869538,9200.19%+141,051
GENERAL MTRS CO COM(GM)6,1868,492+2,306503,046632,6540.22%+129,608
NEXTERA ENERGY INC COM(NEE)7,5407,901+361605,311733,8450.26%+128,534
MCDONALDS CORP COM(MCD)1,3091,683+374400,070523,0600.18%+122,990
RIO TINTO PLC SPONSORED ADR(RIO)4,2574,957+700340,688462,4390.16%+121,751
TAPESTRY INC COM(TPR)2,7343,281+547349,323462,9820.16%+113,659
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
ST STR MATER ETF
8,78410,032+1,248398,354501,2990.18%+102,945
TJX COS INC NEW COM(TJX)5,8276,174+347895,085985,9880.35%+90,903
TARGET CORP COM(TGT)3,4283,416-12335,087414,0190.15%+78,932
FIRSTENERGY CORP COM(FE)7,9108,407+497354,131425,8990.15%+71,768
HASBRO INC COM(HAS)3,9594,220+261324,638394,9920.14%+70,354
MICRON TECHNOLOGY INC COM(MU)3,3643,048-316960,1191,029,7360.36%+69,617
SIMON PPTY GROUP INC NEW COM(SPG)1,0971,444+347203,066269,3490.09%+66,283
COCA COLA CO COM(KO)8,2308,380+150575,359637,2990.22%+61,940
NUCOR CORP COM(NUE)2,0162,292+276328,830387,5770.14%+58,747
LOWES COS INC COM(LOW)1,3431,605+262323,878379,2290.13%+55,351
HCA HEALTHCARE INC COM(HCA)1,6141,703+89753,512805,9280.28%+52,416
ALERIAN MLP ETF
ALERIAN MLP
53,25348,509-4,7442,503,9562,553,5140.90%+49,558
JOHNSON & JOHNSON COM(JNJ)5,7025,027-6751,180,0291,228,8000.43%+48,771
ISHARES MSCI EAFE ETF61,33861,111-2275,890,2885,935,7112.09%+45,423
WELLTOWER INC COM(WELL)2,6702,736+66495,579540,9350.19%+45,356
GENERAL DYNAMICS CORP COM(GD)1,3641,470+106459,204504,5330.18%+45,329
PROLOGIS INC. COM(PLD)3,1323,297+165399,831435,7970.15%+35,966
COSTCO WHOLESALE CORPORATION COM(COST)244234-10210,411233,1650.08%+22,754
ISHARES MSCI SPAIN ETF14,85615,042+186800,887816,9310.29%+16,044
VANECK GOLD MINERS ETF
GOLD MINERS ETF
8,9528,450-502767,813775,4570.27%+7,644
ISHARES U.S. AEROSPACE & DEFENSE ETF1,8501,8500397,177404,6880.14%+7,511
MCKESSON CORP COM(MCK)1,2721,214-581,043,4091,050,5470.37%+7,138
VANGUARD TOTAL INTERNATIONAL STOCK ETF11,39111,214-177859,368864,6740.30%+5,306
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
7,3157,3150668,445670,3470.24%+1,902
INVESCO MUNI INCOME OPP TRST COM10,00010,000060,10061,4000.02%+1,300
SEMPRA COM(SRE)3,9973,627-370352,895352,4360.12%-459
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