Fund HoldingsProvidence Wealth Advisors, LLC

Total Portfolio Value
$125.43M
Total Bought
$16.21M
Total Sold
$4.00M
Net Transaction
+$12.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)021,075+21,07502,5702.05%+2,570
ADAMS DIVERSIFIED EQUITY098,953+98,95302,1271.70%+2,127
APPLE INC(AAPL)44,65344,995+3427,5479,6627.70%+2,115
ELI LILLY AND CO(LLY)12,77612,786+109,75611,6819.31%+1,925
BROADCOM INC(AVGO)2,1442,183+392,8393,5162.80%+678
MICROSOFT CORP(MSFT)21,60021,671+719,1159,7897.80%+674
AMAZON.COM INC(AMZN)13,43415,909+2,4752,4283,1022.47%+673
ALPHABET INC. CLASS C(GOOG)8,3599,789+1,4301,2991,7971.43%+497
CONSTELLATION ENERGY COR(CEG)6,2118,101+1,8901,1641,6511.32%+487
HONEYWELL INTL INC(HON)21,78522,067+2824,3694,6993.75%+330
QUALCOMM INC(QCOM)7,9378,425+4881,3501,6641.33%+315
WALMART INC(WMT)45,64843,427-2,2212,6982,9382.34%+240
AMGEN INC.(AMGN)5,2915,411+1201,4661,7011.36%+236
APPLIED MATERIALS0950+95002230.18%+223
J P MORGAN CHASE & CO(JPM)21,22421,379+1554,2154,3863.50%+171
COSTCO WHOLESALE CO(COST)1,3091,284-259301,0850.87%+156
ALPHABET INC. CLASS A(GOOG)5,0085,033+257729160.73%+145
EXELON CORP(EXC)31,68038,545+6,8651,1921,3231.05%+131
THE COCA-COLA CO(KO)27,53027,926+3961,6591,7741.41%+115
OLD NTNL BANK(ONB)171,819169,614-2,2052,8032,8982.31%+95
CHARLES SCHWAB CORP(SCHW)15,91616,407+4911,1321,2050.96%+73
NETFLIX INC(NFLX)1,3121,31208028730.70%+71
PROCTER & GAMBLE(PG)9,2399,425+1861,4801,5481.23%+68
TESLA INC(TSLA)1,3981,39802332950.23%+62
PFIZER INC(PFE)41,85542,702+8471,1551,2160.97%+61
VERIZON COMMUNICATN(VZ)31,65133,564+1,9131,3421,3941.11%+52
WELLS FARGO & CO(WFC)15,17915,479+3008739240.74%+51
COUPANG INC CLASS A(CPNG)18,58318,58303383890.31%+51
WASTE MANAGEMENT INC(WM)18,18718,352+1653,8483,8983.11%+50
DUPONT DE NEMOURS INC IA(DD)10,88711,087+2008358790.70%+44
ADOBE INC(ADBE)61261203043410.27%+37
RTX CORP7,0077,181+1746917180.57%+27
GOLDMAN SACHS GROUP(GS)57057002332600.21%+26
SERES THERAPEUTICS51,00076,250+25,25039580.05%+19
MERCK & CO. INC.(MRK)9,87410,154+2801,2861,3051.04%+19
GILEAD SCIENCES INC(GILD)13,38814,097+7099649810.78%+17
CION INVT CORP(CICB)11,14611,14601231340.11%+11
ALDEYRA THERAPEUTICS21,50025,000+3,50074840.07%+10
ESSENTIAL UTILS INC(WTRG)6,8356,83502492560.20%+7
DANAHER CORP(DHR)92992902282280.18%+1
CEL SCI CORP10,33014,330+4,00018160.01%-2
PROGRESSIVE CO OHIO(PGR)1,1901,19002502480.20%-2
KNIGHTSCOPE INC CLASS A17,50017,5000850.00%-3
BOEING CO(BA)1,9161,91603593550.28%-5
A T & T INC(T)26,74224,379-2,3634714640.37%-7
FORD MOTOR CO(F)13,83513,83501841750.14%-10
W E C ENERGY GROUP INC(WEC)2,7622,772+102272160.17%-10
DICKS SPORTING GOODS(DKS)97197102122020.16%-10
AUTO DATA PROCESSING1,3401,34003313170.25%-13
CHEVRON CORP(CVX)13,85213,963+1112,2042,1851.74%-19
EMERSON ELECTRIC CO(EMR)8,8369,042+2061,0009790.78%-21
UNION PACIFIC CORP(UNP)1,4301,43003453220.26%-23
CISCO SYSTEMS INC(CSCO)23,38823,718+3301,1521,1280.90%-24
ABBOTT LABORATORIES3,1103,106-43483240.26%-25
EXXON MOBIL CORP14,62314,829+2061,7351,7071.36%-28
MCDONALDS CORP(MCD)1,4921,49204153750.30%-40
COMCAST CORP CLASS A(CCZ)6,7266,136-5902812370.19%-44
JOHNSON & JOHNSON(JNJ)9,1479,440+2931,4351,3901.11%-45
ACCENTURE PLC FCLASS A
SHS CLASS A
1,3751,37504604130.33%-46
MASTERCARD INC CLASS A(MA)2,4602,583+1231,1791,1280.90%-51
DOW INC(DOW)13,09013,415+3257707080.56%-62
RIGEL PHARMA INC50,0000-50,000660-65
TRAVELERS COMPANIES(TRV)4,5534,700+1471,0379530.76%-84
ABBVIE INC(ABBV)13,16613,354+1882,3762,2901.83%-86
VIKING THERAPEUTICS(VKTX)5,0005,00003812820.22%-99
PEPSICO INC(PEP)12,75412,741-132,1902,0881.66%-102
PPG INDUSTRIES INC(PPG)8,0888,286+1981,1381,0310.82%-107
VALERO ENERGY CORP(VLO)8,4468,709+2631,4771,3571.08%-120
UBER TECHNOLOGIES INC(UBER)18,41218,41201,4151,2831.02%-132
SUPER MICRO COMPUTER(SMCI)675681+66775400.43%-137
HOME DEPOT INC(HD)6,0866,109+232,2142,0701.65%-144
ALLSTATE CORP(ALL)14,05014,216+1662,4192,2701.81%-149
FASTENAL CO(FAST)11,45311,45308737130.57%-161
INTEL CORP(INTC)14,41214,833+4216314570.36%-174
LOWES COMPANIES INC(LOW)7,1007,220+1201,7321,5571.24%-175
WALT DISNEY CO(DIS)8,5278,818+2911,0408640.69%-176
VISA INC CLASS A(V)7580-7582110-211
TRUMP MEDIA & TECHNOLOGY(DJT)4,0750-4,0752120-212
BRISTOL-MYERS SQUIBB(BMY)29,50230,054+5521,5561,2601.00%-295
IBM CORP(IBM)12,05111,298-7532,2751,9661.57%-309
UNITED PARCEL SRVC CLASS B(UPS)2,3180-2,3183460-346
CATERPILLAR INC(CAT)11,52011,587+674,1783,7803.01%-398
CVS HEALTH CORP(CVS)8,5340-8,5346270-627
NEXTERA ENERGY INC(NEE)19,28618,259-1,0272,8521,2881.03%-1,564
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