Fund HoldingsProvidence First Trust Co

Total Portfolio Value
$288.76M
Total Bought
$79.64M
Total Sold
$72.98M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ENHAN SHRT MA AC
153,017191,520+38,50315,40719,2176.65%+3,810
SPDR S&P MIDCAP 400 ETF TRUST(MDY)1,6174,887+3,2709642,9481.02%+1,984
ISHARES MSCI EMERGING MARKETS ETF035,700+35,70001,9530.68%+1,953
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
9,48442,983+33,4995112,3540.82%+1,843
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
ST STR SVC ETF
14,14828,053+13,9051,6753,3021.14%+1,628
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
ST STR DISCR ETF
3,93120,637+16,7069422,4640.85%+1,522
SCHWAB U.S. MID-CAP ETF75,736124,769+49,0332,2453,7521.30%+1,507
ISHARES RUSSELL 2000 ETF06,043+6,04301,4880.52%+1,488
ISHARES RUSSELL 1000 VALUE ETF1,3077,575+6,2682661,5930.55%+1,327
ISHARES LATIN AMERICA 40 ETF041,193+41,19301,2540.43%+1,254
ISHARES MSCI CANADA ETF023,161+23,16101,2490.43%+1,249
ISHARES CORE U.S. AGGREGATE BOND ETF0158,533+158,533015,8345.48%+15,834
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
ROUNDHILL GENER
020,386+20,38601,2020.42%+1,202
DNP SELECT INCOME FD INC COM(DNP)87,533206,438+118,9058762,0620.71%+1,186
ISHARES RUSSELL 1000 GROWTH ETF1,8784,360+2,4828802,0640.71%+1,184
JOHNSON & JOHNSON COM(JNJ)05,702+5,70201,1800.41%+1,180
SPDR GOLD SHARES(GLD)02,944+2,94401,1670.40%+1,167
ISHARES SILVER TRUST(SLV)018,080+18,08001,1650.40%+1,165
ISHARES CHINA LARGE-CAP ETF030,199+30,19901,1560.40%+1,156
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
025,951+25,95101,1410.40%+1,141
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF125,339136,127+10,78813,97215,0005.19%+1,028
CORNING INC COM(GLW)011,061+11,06109690.34%+969
MICRON TECHNOLOGY INC COM(MU)03,364+3,36409600.33%+960
LAM RESEARCH CORP COM NEW(LRCX)05,507+5,50709430.33%+943
WESTERN DIGITAL CORP COM(WDC)05,469+5,46909420.33%+942
AMERICAN EXPRESS CO COM(AXP)02,511+2,51109290.32%+929
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
011,267+11,26709100.32%+910
ISHARES MSCI SOUTH AFRICA ETF013,192+13,19209080.31%+908
TJX COS INC NEW COM(TJX)05,827+5,82708950.31%+895
APPLIED MATLS INC COM03,374+3,37408670.30%+867
TESLA INC COM(TSLA)8952,806+1,9113981,2620.44%+864
BANK AMERICA CORP COM015,684+15,68408630.30%+863
GE VERNOVA INC COM(GEV)01,306+1,30608540.30%+854
THERMO FISHER SCIENTIFIC INC COM(TMO)01,458+1,45808450.29%+845
GILEAD SCIENCES INC COM(GILD)06,574+6,57408070.28%+807
CATERPILLAR INC COM(CAT)5691,872+1,3032711,0720.37%+801
ISHARES MSCI SPAIN ETF014,856+14,85608010.28%+801
ISHARES MSCI SOUTH KOREA ETF07,995+7,99507770.27%+777
VANECK GOLD MINERS ETF
GOLD MINERS ETF
08,952+8,95207680.27%+768
HCA HEALTHCARE INC COM(HCA)01,614+1,61407540.26%+754
CISCO SYS INC COM(CSCO)09,779+9,77907530.26%+753
STATE STREET SPDR S&P REGIONAL BANKING ETF
ST STR SP REGBNK
011,350+11,35007360.25%+736
ROSS STORES INC COM(ROST)03,963+3,96307140.25%+714
NEWMONT CORP COM(NEM)07,120+7,12007110.25%+711
ABBVIE INC COM(ABBV)03,097+3,09707080.25%+708
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
012,784+12,78406950.24%+695
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)02,253+2,25306850.24%+685
INTERNATIONAL BUSINESS MACHS COM(IBM)02,290+2,29006780.23%+678
CVS HEALTH CORP COM(CVS)08,535+8,53506770.23%+677
COGNIZANT TECHNOLOGY SOLUTIONS CL A(CTSH)07,803+7,80306480.22%+648
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
06,000+6,00006400.22%+640
ISHARES MSCI EAFE ETF56,30561,338+5,0335,2575,8902.04%+633
ALERIAN MLP ETF
ALERIAN MLP
40,08753,253+13,1661,8812,5040.87%+623
CONSTELLATION ENERGY CORP COM(CEG)01,746+1,74606170.21%+617
APPLE INC COM(AAPL)08,506+8,50602,3120.80%+2,312
FEDEX CORP COM(FDX)01,921+1,92105550.19%+555
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
10,41213,790+3,3781,6062,1390.74%+533
AMERICAN ELEC PWR CO INC COM04,599+4,59905300.18%+530
AMGEN INC COM(AMGN)01,585+1,58505190.18%+519
WELLTOWER INC COM(WELL)02,670+2,67004960.17%+496
ROBINHOOD MKTS INC COM CL A(HOOD)04,335+4,33504900.17%+490
ISHARES PREFERRED & INCOME SECURITIES ETF051,535+51,53501,5960.55%+1,596
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
138,103144,509+6,40611,03911,5223.99%+483
ENTERGY CORP NEW COM(ETR)05,114+5,11404730.16%+473
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
162,702170,853+8,1519,76710,2393.55%+472
3M CO COM(MMM)02,770+2,77004430.15%+443
NORFOLK SOUTHN CORP COM(NSC)01,534+1,53404430.15%+443
ALCOA CORP COM(AA)08,178+8,17804350.15%+435
SOUTHERN COPPER CORP COM(SCCO)03,005+3,00504310.15%+431
ADVANCED MICRO DEVICES INC COM(AMD)4,2995,131+8326961,0990.38%+403
MCDONALDS CORP COM(MCD)01,309+1,30904000.14%+400
PROLOGIS INC. COM(PLD)03,132+3,13204000.14%+400
FORD MTR CO COM(F)030,337+30,33703980.14%+398
STEEL DYNAMICS INC COM(STLD)02,348+2,34803980.14%+398
MONSTER BEVERAGE CORP NEW COM(MNST)05,185+5,18503980.14%+398
LAUDER ESTEE COS INC CL A(EL)03,782+3,78203960.14%+396
MARRIOTT INTL INC NEW CL A(MAR)01,155+1,15503580.12%+358
LAS VEGAS SANDS CORP COM(LVS)05,471+5,47103560.12%+356
FIRSTENERGY CORP COM(FE)07,910+7,91003540.12%+354
ULTA BEAUTY INC COM(ULTA)0585+58503540.12%+354
SEMPRA COM(SRE)03,997+3,99703530.12%+353
TAPESTRY INC COM(TPR)02,734+2,73403490.12%+349
MEDTRONIC PLC SHS(MDT)03,558+3,55803420.12%+342
BHP GROUP LTD SPONSORED ADS05,656+5,65603410.12%+341
RIO TINTO PLC SPONSORED ADR(RIO)04,257+4,25703410.12%+341
ASTRAZENECA PLC SPONSORED ADR(AZN)03,691+3,69103390.12%+339
TARGET CORP COM(TGT)03,428+3,42803350.12%+335
NUCOR CORP COM(NUE)02,016+2,01603290.11%+329
WYNN RESORTS LTD COM(WYNN)02,729+2,72903280.11%+328
SHOPIFY INC CL A SUB VTG SHS(SHOP)02,030+2,03003270.11%+327
HASBRO INC COM(HAS)03,959+3,95903250.11%+325
LOWES COS INC COM(LOW)01,343+1,34303240.11%+324
HALLIBURTON CO COM(HAL)011,355+11,35503210.11%+321
INVESCO S&P SMALLCAP MOMENTUM ETF
S&P SMLCP MOMENT
21,48226,402+4,9201,5801,9010.66%+321
VALERO ENERGY CORP COM(VLO)01,923+1,92303130.11%+313
GENERAL MTRS CO COM(GM)3,3216,186+2,8652025030.17%+301
MORGAN STANLEY COM NEW(MS)4,2845,528+1,2446819810.34%+300
DOLLAR GEN CORP NEW COM(DG)02,217+2,21702940.10%+294
AMAZON COM INC COM(AMZN)06,909+6,90901,5950.55%+1,595
BAKER HUGHES COMPANY CL A(BKR)05,421+5,42102470.09%+247
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