Fund HoldingsProvidence Wealth Advisors, LLC

Total Portfolio Value
$89.60M
Total Bought
$6.50M
Total Sold
$2.01M
Net Transaction
+$4.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LILLY ELI & CO(LLY)12,95512,931-246,0336,8567.65%+823
WASTE MANAGEMENT INC(WM)9,31913,948+4,6291,5942,1022.35%+508
ALPHABET INC. CLASS A(GOOG)02,663+2,66303540.40%+354
CHEVRON CORP(CVX)12,76614,025+1,2591,9952,3222.59%+327
CATERPILLAR INC(CAT)11,43411,510+762,7993,1153.48%+316
AMGEN INC.(AMGN)4,8274,907+801,0901,3021.45%+212
AMAZON.COM INC(AMZN)7,6999,394+1,6951,0041,2111.35%+208
ADOBE INC(ADBE)0392+39202030.23%+203
VALERO ENERGY CORP(VLO)7,8597,999+1409181,1021.23%+185
EXXON MOBIL CORP14,05814,671+6131,5031,6861.88%+183
ALPHABET INC. CLASS C(GOOG)6,5896,794+2058089111.02%+103
CISCO SYSTEMS INC(CSCO)22,14422,369+2251,1411,2111.35%+70
CONSTELLATION ENERGY COR(CEG)5,9565,95605496180.69%+70
ABBVIE INC(ABBV)13,36312,954-4091,8391,9092.13%+70
IBM CORP(IBM)11,16111,122-391,4981,5641.75%+66
EMERSON ELECTRIC CO(EMR)8,1128,287+1757257880.88%+63
HOME DEPOT INC(HD)5,4065,802+3961,6801,7361.94%+56
OLD NTNL BANK(ONB)167,945167,967+222,3382,3902.67%+52
INTEL CORP(INTC)11,82212,372+5503844340.48%+50
DUPONT DE NEMOURS INC IA(DD)10,29210,392+1007187590.85%+41
WALMART INC(WMT)14,01114,096+852,2152,2492.51%+34
UBER TECHNOLOGIES INC(UBER)18,41218,41208048340.93%+30
AUTO DATA PROCESSING1,3401,34002943200.36%+25
COSTCO WHOLESALE CO(COST)1,3331,309-247217460.83%+25
COMCAST CORP CLASS A(CCZ)7,2687,26803013220.36%+20
MASTERCARD INC CLASS A(MA)2,2542,299+458909061.01%+16
ALLSTATE CORP(ALL)13,88113,88101,5271,5421.72%+15
AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS10,00020,000+10,00012170.02%+5
CION INVT CORP(CICB)11,14611,14601171170.13%-1
UNION PACIFIC CORP(UNP)1,4701,47003002970.33%-3
ACCENTURE PLC FCLASS A
SHS CLASS A
1,3751,37504264220.47%-4
COUPANG INC CLASS A(CPNG)18,58318,58303193130.35%-5
RIGEL PHARMA INC27,50027,500038290.03%-9
DOW INC(DOW)12,14912,324+1756426290.70%-13
JPMORGAN CHASE & CO(JPM)21,00921,094+853,0393,0173.37%-22
TRAVELERS COMPANIES(TRV)4,1284,228+1007126860.77%-27
QUALCOMM INC(QCOM)7,0417,201+1608257910.88%-34
GILEAD SCIENCES INC(GILD)12,00012,141+1419278921.00%-35
W E C ENERGY GROUP INC(WEC)2,8112,820+92542160.24%-38
WELLS FARGO & CO(WFC)13,67414,024+3505955540.62%-41
CHARLES SCHWAB CORP(SCHW)14,91315,063+1508458050.90%-41
FASTENAL CO(FAST)11,45311,45306676250.70%-42
CVS HEALTH CORP(CVS)9,2428,670-5726436010.67%-42
FORD MOTOR CO(F)13,83513,83502121700.19%-43
UNITED PARCEL SRVC CLASS B(UPS)1,3891,318-712502040.23%-46
BOEING CO(BA)1,9161,91604093590.40%-49
ESSENTIAL UTILS INC(WTRG)6,8356,83502752250.25%-50
PROCTER & GAMBLE(PG)8,9669,069+1031,3651,3131.47%-52
TESLA INC(TSLA)1,4131,398-153993470.39%-52
JOHNSON & JOHNSON(JNJ)8,5838,683+1001,3971,3401.50%-57
MCDONALDS CORP(MCD)1,4921,49204433850.43%-58
BROADCOM INC(AVGO)2,0892,109+201,8001,7431.94%-58
ABBOTT LABORATORIES3,3263,110-2163572960.33%-61
A T & T INC(T)28,54626,694-1,8524593920.44%-67
MERCK & CO. INC.(MRK)8,8869,061+1751,0109241.03%-86
PFIZER INC(PFE)38,17838,569+3911,3921,3051.46%-87
NETFLIX INC(NFLX)1,3121,31205854970.56%-88
WALT DISNEY CO(DIS)7,6627,082-5806885770.64%-111
PPG INDUSTRIES INC(PPG)7,5827,701+1191,1089911.11%-117
LOWES COMPANIES INC(LOW)6,7136,788+751,5141,3931.55%-120
EXELON CORP(EXC)29,56629,925+3591,2261,0921.22%-134
THE COCA-COLA CO(KO)26,42026,699+2791,6121,4771.65%-135
RTX CORP6,2996,475+1766194620.52%-156
BRISTOL-MYERS SQUIBB(BMY)26,91327,117+2041,7421,5631.74%-179
DICKS SPORTING GOODS(DKS)1,5490-1,5492030-203
PEPSICO INC(PEP)12,31912,403+842,2982,0872.33%-212
DANAHER CORP(DHR)9290-9292210-221
VERIZON COMMUNICATN(VZ)32,55031,447-1,1031,2209991.11%-221
NEXTERA ENERGY INC(NEE)16,75518,199+1,4441,7681,5071.68%-261
MICROSOFT CORP(MSFT)21,07721,418+3417,1276,8287.62%-299
HONEYWELL INTL INC(HON)21,78921,879+904,4983,9774.44%-521
APPLE INC(AAPL)44,11344,249+1368,4407,6468.53%-794
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