Fund HoldingsProvidence First Trust Co

Total Portfolio Value
$203.49M
Total Bought
$17.16M
Total Sold
$7.15M
Net Transaction
+$10.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR RATE ETF
344,678411,882+67,20410,58912,5996.19%+2,011
PIMCO ETF TR
ENHAN SHRT MA AC
102,534122,017+19,48310,26812,1765.98%+1,908
MCKESSON CORP(MCK)03,583+3,58301,6590.82%+1,659
CHUBB LIMITED
COM
05,540+5,54001,2520.62%+1,252
VANGUARD INDEX FDS27,56029,487+1,9275,8546,9953.44%+1,141
BERKSHIRE HATHAWAY INC DEL02,968+2,96801,0590.52%+1,059
SELECT SECTOR SPDR TR
ST STR TECHN ETF
32,79032,922+1325,3756,3373.11%+961
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
112,786112,415-3718,0789,0104.43%+932
VANGUARD BD INDEX FDS78,18285,325+7,1435,4566,2763.08%+820
SPDR S&P 500 ETF TR(SPY)9,91910,239+3204,2404,8672.39%+627
ISHARES TR102,309102,283-269,62110,1524.99%+530
ISHARES TR9,63913,321+3,6821,0381,5610.77%+524
MICROSOFT CORP(MSFT)8,0588,147+892,5443,0641.51%+519
ADOBE INC(ADBE)3,7113,948+2371,8922,3551.16%+463
ISHARES U S ETF TR
SHOR DURA BD ETF
09,078+9,07804590.23%+459
ISHARES TR
MSCI USA QLT FCT
2,0804,720+2,6402746950.34%+420
VANECK ETF TRUST
MRNGSTR WDE MOAT
45,84545,84503,4773,8911.91%+414
SELECT SECTOR SPDR TR
ST STR INDL ETF
33,55033,427-1233,4013,8101.87%+409
AMAZON COM INC(AMZN)16,17516,17502,0562,4581.21%+401
BLACKROCK INC(BLK)2,9622,847-1151,9152,3111.14%+396
SELECT SECTOR SPDR TR
ST STR DISCR ETF
13,21714,107+8902,1282,5221.24%+395
APPLE INC(AAPL)12,22112,890+6692,0922,4821.22%+389
SEMPRA(SRE)04,777+4,77703570.18%+357
ISHARES TR57,13456,854-2803,9384,2842.11%+346
VANGUARD STAR FDS39,59242,488+2,8962,1192,4631.21%+344
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
83,04082,824-2164,1554,4792.20%+324
SCHWAB STRATEGIC TR55,34155,34102,2922,6141.28%+322
SELECT SECTOR SPDR TR
ST STR SVC ETF
47,87247,250-6223,1393,4331.69%+294
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
128,478128,403-759,6559,9354.88%+279
META PLATFORMS INC(META)5,1875,18701,5571,8360.90%+279
ISHARES TR55,48255,323-1592,6482,9241.44%+276
ELI LILLY & CO(LLY)0470+47002740.13%+274
REPUBLIC SVCS INC(RSG)11,96611,866-1001,7051,9570.96%+252
TARGET CORP(TGT)01,715+1,71502440.12%+244
ISHARES TR27,83727,83702,8403,0801.51%+241
ISHARES TR10,48910,48902,1052,3431.15%+239
SCHWAB STRATEGIC TR30,77330,77302,0832,3181.14%+235
ISHARES TR01,850+1,85002340.12%+234
NVIDIA CORPORATION(NVDA)3,6203,62001,5751,7930.88%+218
DUKE ENERGY CORP NEW(DUK)02,200+2,20002130.10%+213
VANECK ETF TRUST
SEMICONDUCTR ETF
7,0847,08401,0271,2390.61%+212
VANGUARD INTL EQUITY INDEX F48,53948,53902,5182,7251.34%+207
ISHARES INC03,039+3,03902060.10%+206
WASTE MGMT INC DEL(WM)01,130+1,13002020.10%+202
SELECT SECTOR SPDR TR
ST STR MATER ETF
35,43434,658-7762,7832,9651.46%+181
ALPS ETF TR
ALERIAN MLP
25,14528,821+3,6761,0611,2250.60%+164
SELECT SECTOR SPDR TR
ST STR CARE ETF
20,86720,86702,6862,8461.40%+159
SELECT SECTOR SPDR TR
ST STR UTIL ETF
37,59937,439-1602,2162,3711.17%+155
JPMORGAN CHASE & CO(JPM)5,7375,73708329760.48%+144
MASTERCARD INCORPORATED(MA)4,7214,706-151,8692,0070.99%+138
HONEYWELL INTL INC(HON)5,3055,30509801,1130.55%+132
ALPHABET INC(GOOG)14,37014,37001,8952,0251.00%+130
SELECT SECTOR SPDR TR
ST STR REAL ETF
17,29817,798+5005897130.35%+124
SPDR S&P MIDCAP 400 ETF TR(MDY)2,8812,831-501,3161,4360.71%+121
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
18,66420,517+1,8538931,0130.50%+120
ISHARES TR9,6409,553-871,1791,2980.64%+119
ISHARES TR51,65551,65501,9602,0771.02%+117
SELECT SECTOR SPDR TR
ST STR STAPL ETF
44,85244,452-4003,0863,2021.57%+116
HOME DEPOT INC(HD)2,5042,50407578680.43%+111
SELECT SECTOR SPDR TR
ST STR FINL ETF
28,78928,293-4969551,0640.52%+109
GLOBAL X FDS
US INFR DEV ETF
25,71025,71007818860.44%+105
ANALOG DEVICES INC(ADI)4,0254,02507057990.39%+94
SPDR SER TR
ST STR SP HOME
5,7925,623-1694435380.26%+94
ISHARES TR91,88391,88301,3431,4310.70%+87
HYATT HOTELS CORP(H)2,8622,86203043730.18%+70
NEXTERA ENERGY INC(NEE)16,78316,703-809611,0150.50%+53
OREILLY AUTOMOTIVE INC(ORLY)1,2251,22501,1131,1640.57%+50
COCA COLA CO(KO)16,64016,540-1009329750.48%+43
MERCK & CO INC(MRK)6,7256,72506927330.36%+41
DELL TECHNOLOGIES INC(DELL)4,9214,922+13393770.19%+37
THERMO FISHER SCIENTIFIC INC(TMO)1,2481,24806326620.33%+31
TJX COS INC NEW(TJX)5,8115,816+55165460.27%+29
PAYPAL HLDGS INC(PYPL)9,8319,83105756040.30%+29
ISHARES TR95095002222490.12%+27
ISHARES TR4,5504,55004674930.24%+27
SOUTHERN CO(SO)3,9133,91302532740.13%+21
ISHARES TR35,36534,815-5501,0661,0860.53%+20
ALPHABET INC(GOOG)1,8101,81002372530.12%+16
WILLDAN GROUP INC(WLDN)14,09714,09702883030.15%+15
INVESCO MUNI INCOME OPP TRST26,00026,00001511650.08%+14
ISHARES TR1,1001,000-1002933030.15%+11
ISHARES TR
CORE 1 5 YR USD
135,507132,365-3,1426,2856,2953.09%+10
YUM BRANDS INC(YUM)1,8171,81702272370.12%+10
ISHARES TR2,5502,250-3002802820.14%+2
INVESCO EXCH TRADED FD TR II21,80020,500-1,3002392350.12%-4
WESTERN ASSET MANAGED MUNS F28,59324,393-4,2002552480.12%-7
TESLA INC(TSLA)5,0925,09201,2741,2650.62%-9
WALMART INC(WMT)11,42611,391-351,8271,7960.88%-32
DUPONT DE NEMOURS INC(DD)18,50217,455-1,0471,3801,3430.66%-37
VANGUARD INTL EQUITY INDEX F9,0837,749-1,3343563180.16%-38
PFIZER INC(PFE)9,9389,93803302860.14%-44
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,27012,081-1891,1091,0130.50%-96
DNP SELECT INCOME FD INC(DNP)58,54752,392-6,1555574440.22%-113
INVESCO EXCH TRADED FD TR II8,2895,969-2,3204873740.18%-113
CHEVRON CORP NEW(CVX)5,9365,93601,0018850.44%-116
EXXON MOBIL CORP8,9948,99401,0588990.44%-158
AIR PRODS & CHEMS INC1,0660-1,0663020-302
ISHARES U S ETF TR
SHOR DURA BD ETF
8,9060-8,9064440-444
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
23,9720-23,9727530-753
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