Fund HoldingsProvidence Wealth Advisors, LLC

Total Portfolio Value
$169.75M
Total Bought
$17.53M
Total Sold
$24.03M
Net Transaction
-$6.50M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
NVIDIA CORP(NVDA)022,974+22,97404,4872.64%+4,487
ELI LILLY AND CO(LLY)12,52012,369-15111,97015,1048.90%+3,134
CATERPILLAR INC(CAT)11,19011,040-1508,20010,8246.38%+2,624
APPLE INC(AAPL)44,59244,396-19611,34613,6468.04%+2,300
RTX CORP(RTX)07,875+7,87501,5470.91%+1,547
BROADCOM INC(AVGO)21,79121,639-1526,7947,9144.66%+1,120
INTEL CORP(INTC)13,40914,077+6686421,7401.03%+1,098
JPMORGAN CHASE & CO(JPM)20,87821,242+3646,1517,1104.19%+960
CISCO SYS INC(CSCO)24,21124,461+2501,8912,7761.64%+885
AMAZON.COM INC(AMZN)18,25618,361+1053,8384,4942.65%+656
ALPHABET INC CLASS C(GOOG)10,50810,502-63,0943,7322.20%+637
ABBVIE INC(ABBV)12,77912,831+522,7383,3291.96%+591
ALLSTATE CORP(ALL)13,96013,841-1192,8603,4262.02%+566
OLD NATL BANCORP IND(ONB)131,090130,714-3762,9253,3972.00%+472
IBM CORP(IBM)10,09510,072-232,4582,8761.69%+418
KLA CORP(KLAC)2183,060+2,8423317450.44%+414
ORACLE CORP(ORCL)02,394+2,39403400.20%+340
ALPHABET INC CLASS A(GOOG)5,5735,518-551,6521,9811.17%+329
ADAMS DIVERSIFIED EQUITY98,95398,95302,2152,5411.50%+327
CORNING INC(GLW)3,8884,198+3105508600.51%+310
VALERO ENERGY CORP NEW(VLO)9,5159,531+162,2712,5771.52%+307
MICROSOFT CORP(MSFT)21,00120,632-3697,7588,0224.73%+265
TEXAS INSTRS INC(TXN)0893+89302640.16%+264
TRAVELERS COS INC(TRV)5,1785,179+11,5071,7511.03%+244
SPACE EX TECH SPACEX CLASS A
SPA NEW ISS ETF
01,493+1,49302370.14%+237
WILLIAMS SONOMA INC(WSM)01,010+1,01002280.13%+228
NORTHERN TR CORP(NTRS)01,301+1,30102280.13%+228
AMGEN INC(AMGN)5,7936,063+2702,0452,2691.34%+225
ADVANCED MICRO DEVICES I(AMD)0423+42302200.13%+220
ASTRAZENECA PLC F(AZN)01,047+1,04702050.12%+205
QUALCOMM INC(QCOM)7,1976,360-8379161,1200.66%+205
THE COCA-COLA CO(KO)26,64526,646+12,0292,2251.31%+195
JOHNSON & JOHNSON(JNJ)10,09910,046-532,4672,6301.55%+163
HOME DEPOT INC(HD)6,3206,270-502,0882,2151.30%+126
MASTERCARD INC CLASS CLASS A(MA)2,7962,784-121,3751,4860.88%+111
PPG INDS INC(PPG)6,2136,114-996617580.45%+97
EMERSON ELEC CO(EMR)10,06410,156+921,3231,4200.84%+96
WELLS FARGO & CO(WFC)17,51517,638+1231,4151,5110.89%+96
MERCK & CO. INC.(MRK)11,12811,036-921,3451,4240.84%+79
ALTRIA GROUP INC(MO)10,62910,500-1296967670.45%+71
QUANTA SVCS INC52552502973570.21%+61
CITIGROUP INC(C)2,2752,285+102613210.19%+60
CHARLES SCHWAB CORP(SCHW)17,69917,636-631,6461,7051.00%+59
PROCTER & GAMBLE CO(PG)10,15210,112-401,4641,5210.90%+56
UNION PAC CORP(UNP)1,1681,16802843280.19%+44
PROGRESSIVE CORP OH(PGR)1,1901,19002302710.16%+41
BOEING CO(BA)2,4042,40405005400.32%+40
FASTENAL CO(FAST)22,90622,90601,0701,1040.65%+34
SHOPIFY INC FCLASS A(SHOP)1,7502,000+2502062400.14%+34
ILLINOIS TOOL WKS INC(ITW)9461,034+882472800.17%+33
AUTOMATIC DATA PROCESSIN1,3401,215-1252692920.17%+23
UBER TECHNOLOGIES INC(UBER)18,43718,43701,3221,3440.79%+22
TESLA INC(TSLA)2,0051,965-407607800.46%+20
ALDEYRA THERAPEUTICS INC(ALDX)25,00025,000043590.03%+16
META PLATFORMS INC CLASS A(META)371376+52142210.13%+7
WEC ENERGY GROUP INC(WEC)2,5482,549+12972990.18%+3
ENTERGY CORP NEW(ETR)2,0062,00602282290.13%+1
DUPONT DE NEMOURS INC(DD)15,5255,130-10,3957177150.42%-3
COHERUS ONCOLOGY INC(CHRS)15,00015,000026220.01%-4
DISNEY WALT CO(DIS)9,1929,023-1698888770.52%-10
COUPANG INC CLASS A(CPNG)18,58318,58303503380.20%-12
ABBOTT LABS3,2203,237+173313050.18%-26
ESSENTIAL UTILS INC(WTRG)6,8356,275-5602782470.15%-31
LOCKHEED MARTIN CORP(LMT)39739702452140.13%-31
WASTE MGMT INC DEL(WM)18,35618,447+914,2254,1932.47%-32
MCDONALDS CORP(MCD)1,0141,01403122790.16%-33
EXELON CORP(EXC)40,42840,334-941,9731,9001.12%-73
COSTCO WHSL CORP NEW(COST)1,009988-211,0079320.55%-75
BLUEROCK PRIVATE REAL ES(BPRE)24,94025,197+2574153270.19%-89
PEPSICO INC(PEP)11,07211,265+1931,7151,6230.96%-91
BRISTOL MYERS SQUIBB CO(BMY)31,22531,560+3351,9261,8211.07%-105
LOWES COS INC(LOW)9,0709,056-142,1432,0321.20%-112
GILEAD SCIENCES INC(GILD)15,25715,197-602,1431,9891.17%-154
PFIZER INC(PFE)43,73444,086+3521,2451,0780.63%-167
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS(VOD)11,1830-11,1831690-169
AT&T INC(T)23,63322,905-7286714700.28%-200
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS(BP)4,3910-4,3912020-202
SPROTT PHYSICAL SILVER E(PSLV)45,04845,04801,0998810.52%-218
NETFLIX INC(NFLX)12,59512,545-501,2059650.57%-240
ASTRAZENECA PLC F(AZN)1,2260-1,2262460-246
ACCENTURE PLC IRELAND FCLASS CLASS A
SHS CLASS A
1,3340-1,3342620-262
CONSTELLATION ENERGY COR(CEG)8,0728,062-102,2671,9341.14%-333
VERIZON COMMUNICATIONS I(VZ)34,82132,913-1,9081,7261,3840.82%-342
CHEVRON CORP NEW(CVX)13,48313,540+572,6622,2881.35%-373
WALMART INC(WMT)42,09141,923-1685,2584,6902.76%-568
RTX CORP7,8160-7,8161,5220-1,522
HONEYWELL INTL INC(HON)20,88410,390-10,4944,7702,3131.36%-2,457
EXXONMOBIL HLDGS CORP16,55716,659+1022,6730-2,673
NEXTERA ENERGY INC(NEE)41,73318,512-23,2215,7741,6180.95%-4,156
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Providence Wealth Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail