Fund HoldingsProvidence Wealth Advisors, LLC

Total Portfolio Value
$145.67M
Total Bought
$19.61M
Total Sold
$7.62M
Net Transaction
+$11.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)20,69221,640+9487,87111,3107.76%+3,439
BROADCOM INC(AVGO)22,07522,202+1273,6666,7684.65%+3,101
NEXTERA ENERGY INC(NEE)40,24340,965+7223,6485,3523.67%+1,704
CONSTELLATION ENERGY COR(CEG)7,9918,006+151,6382,7001.85%+1,062
CATERPILLAR INC(CAT)11,17811,363+1853,6834,7243.24%+1,041
AMAZON.COM INC(AMZN)16,20918,527+2,3183,1034,1342.84%+1,031
JPMORGAN CHASE & CO(JPM)20,76220,900+1385,0426,0324.14%+990
APPLE INC(AAPL)43,58747,160+3,5739,67210,3677.12%+695
WALMART INC(WMT)42,22842,387+1593,7474,3382.98%+590
CHARLES SCHWAB CORP(SCHW)16,47417,133+6591,2731,6441.13%+371
UBER TECHNOLOGIES INC(UBER)18,43718,43701,3251,6631.14%+338
ALPHABET INC CLASS C(GOOG)10,1979,845-3521,6131,9441.33%+331
NETFLIX INC(NFLX)1,2401,24001,1371,4541.00%+317
ALTRIA GROUP INC(MO)8,48212,702+4,2204998040.55%+306
PHILIP MORRIS INTL INC(PM)01,750+1,75002930.20%+293
CORNING INC(GLW)04,388+4,38802860.20%+286
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS(AZN)03,758+3,75802790.19%+279
CISCO SYS INC(CSCO)22,83624,097+1,2611,4031,6761.15%+273
SHOPIFY INC FCLASS A(SHOP)01,750+1,75002630.18%+263
ADAMS DIVERSIFIED EQUITY98,95398,95301,8802,1351.47%+255
BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS(BTI)04,477+4,47702530.17%+253
ALPHABET INC CLASS A(GOOG)5,1035,290+1877971,0410.71%+243
AT&T INC(T)19,29827,866+8,5685507750.53%+225
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS(VOD)019,971+19,97102240.15%+224
JOHNSON & JOHNSON(JNJ)10,64410,913+2691,6431,8641.28%+221
CITIGROUP INC(C)02,275+2,27502090.14%+209
ORACLE CORP(ORCL)0824+82402060.14%+206
QUANTA SVCS INC0525+52502040.14%+204
WILLIAMS SONOMA INC(WSM)01,010+1,01002020.14%+202
WINTRUST FINL CORP(WTFC)01,624+1,62402010.14%+201
FASTENAL CO(FAST)11,45322,906+11,4538831,0760.74%+193
RTX CORP7,5847,611+271,0031,1760.81%+172
TESLA INC(TSLA)1,4461,736+2903895570.38%+167
WELLS FARGO & CO(WFC)16,30517,030+7251,1561,3180.90%+162
DISNEY WALT CO(DIS)8,5848,854+2708359960.68%+162
SUPER MICRO COMPUTER INC(SMCI)6,8107,960+1,1502353770.26%+142
BOEING CO(BA)2,4352,43504095480.38%+140
TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEFOF)024,548+24,54801320.09%+132
COUPANG INC CLASS A(CPNG)18,58318,58304125190.36%+107
LOWES COS INC(LOW)7,4657,751+2861,7441,8421.26%+98
HOME DEPOT INC(HD)6,0245,938-862,1952,2851.57%+89
MASTERCARD INC CLASS A(MA)2,6012,676+751,4211,4921.02%+71
EMERSON ELEC CO(EMR)11,3439,793-1,5501,2371,2960.89%+59
SPROTT PHYSICAL SILVER E(PSLV)36,36336,36304194720.32%+53
TRAVELERS COS INC(TRV)4,8655,043+1781,2821,3320.91%+49
WASTE MGMT INC DEL(WM)18,47218,734+2624,3014,3462.98%+45
VALERO ENERGY CORP NEW(VLO)9,2759,453+1781,2231,2610.87%+37
PFIZER INC(PFE)42,21744,200+1,9831,0391,0730.74%+34
COSTCO WHSL CORP NEW(COST)1,2961,29601,2261,2610.87%+34
HONEYWELL INTL INC(HON)23,16522,908-2574,9234,9523.40%+29
WEC ENERGY GROUP INC(WEC)2,6742,786+1122913090.21%+18
DICKS SPORTING GOODS INC(DKS)1,0111,01102072170.15%+10
GILEAD SCIENCES INC(GILD)14,50114,740+2391,6091,6151.11%+7
META PLATFORMS INC CLASS A(META)438340-982552610.18%+6
COHERUS ONCOLOGY INC12,50015,000+2,50010140.01%+4
ENERGOUS CORP010,000+10,000030.00%+3
ABBOTT LABS3,1063,096-104084090.28%+1
REMSLEEP HLDGS INC028,335+28,335000.00%0
ALDEYRA THERAPEUTICS INC25,00025,00001301290.09%-1
AUTOMATIC DATA PROCESSIN1,3401,34004094060.28%-3
INTEL CORP(INTC)12,34713,340+9932682650.18%-3
ESSENTIAL UTILS INC(WTRG)6,8356,83502702620.18%-8
UNION PAC CORP(UNP)1,4301,43003383190.22%-19
ADOBE INC(ADBE)612616+42332070.14%-26
EXELON CORP(EXC)39,34239,115-2271,8021,7761.22%-26
ALLSTATE CORP(ALL)14,00614,005-12,9032,8751.97%-28
QUALCOMM INC(QCOM)8,8708,978+1081,3421,3110.90%-31
IBM CORP(IBM)10,87810,565-3132,7002,6651.83%-35
MCDONALDS CORP(MCD)1,2491,159-903913560.24%-35
PROGRESSIVE CORP OH(PGR)1,1901,19003392920.20%-46
OLD NATL BANCORP IND(ONB)144,442144,44203,0232,9702.04%-52
VERIZON COMMUNICATIONS I(VZ)34,02334,661+6381,5411,4791.02%-62
SERES THERAPEUTICS INC105,0000-105,000710-71
THE COCA-COLA CO(KO)27,50226,994-5081,9691,8961.30%-73
MERCK & CO. INC.(MRK)10,99510,914-819568750.60%-81
AMGEN INC(AMGN)5,6345,754+1201,7251,6431.13%-81
ACCENTURE PLC IRELAND FCLASS A
SHS CLASS A
1,3001,30004063130.21%-93
DUPONT DE NEMOURS INC(DD)11,25610,229-1,0278407250.50%-115
ILLINOIS TOOL WKS INC(ITW)1,446946-5003592440.17%-115
CION INVT CORP(CICB)11,1460-11,1461170-117
PPG INDS INC(PPG)8,1606,785-1,3758867230.50%-162
PROCTER & GAMBLE CO(PG)11,17611,145-311,8971,7081.17%-189
ABBVIE INC(ABBV)13,07012,584-4862,6982,5041.72%-194
MOTOROLA SOLUTIONS INC(MSI)4990-4992170-217
AIR PRODS & CHEMS INC7500-7502190-219
DARDEN RESTAURANTS INC(DRI)1,0600-1,0602200-220
CONOCOPHILLIPS(COP)2,1460-2,1462250-225
KIMBERLY CLARK CORP(KMB)1,6470-1,6472350-235
PEPSICO INC(PEP)13,81212,389-1,4232,0561,7691.21%-287
CHEVRON CORP NEW(CVX)15,16714,583-5842,5402,2361.54%-304
EXXON MOBIL CORP17,37416,230-1,1442,0551,7301.19%-325
MCCORMICK & CO INC(MKC)4,1000-4,1003370-337
ENTERGY CORP NEW(ETR)5,0060-5,0064280-428
DOW INC(DOW)12,6580-12,6584360-436
BRISTOL MYERS SQUIBB CO(BMY)32,43131,134-1,2971,9271,4180.97%-509
ELI LILLY AND CO(LLY)12,75912,661-9810,2108,0885.55%-2,122
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