Fund HoldingsProvidence Wealth Advisors, LLC

Total Portfolio Value
$160.08M
Total Bought
$6.03M
Total Sold
$12.18M
Net Transaction
-$6.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY AND CO(LLY)12,64612,518-12810,37113,0078.13%+2,636
CATERPILLAR INC(CAT)11,29611,169-1275,9246,9164.32%+992
JPMORGAN CHASE & CO(JPM)20,87820,921+436,3757,0364.40%+661
OLD NATL BANCORP IND(ONB)120,951131,090+10,1392,4653,0271.89%+562
ALPHABET INC CLASS CLASS C(GOOG)10,45010,479+292,8053,3232.08%+518
BRISTOL MYERS SQUIBB CO(BMY)29,90232,445+2,5431,2801,7121.07%+431
QNITY ELECTRONICS INC(Q)04,704+4,70404040.25%+404
WALMART INC(WMT)42,40041,951-4494,3744,7672.98%+392
BLUEROCK PRIVATE REAL ES(BPRE)024,737+24,73703760.24%+376
SPROTT PHYSICAL SILVER E(PSLV)38,56338,56305959700.61%+375
WASTE MGMT INC DEL(WM)18,28518,324+393,7344,0052.50%+270
ALPHABET INC CLASS CLASS A(GOOG)5,6645,573-911,5151,7641.10%+249
DANAHER CORP(DHR)035,874+35,87402050.13%+205
VISA INC CLASS CLASS A(V)0574+57402050.13%+205
LOCKHEED MARTIN CORP(LMT)0397+39702030.13%+203
ALLSTATE CORP(ALL)13,93813,879-592,6602,8621.79%+202
CHARLES SCHWAB CORP(SCHW)17,42617,558+1321,6351,8311.14%+195
MERCK & CO. INC.(MRK)11,12910,929-2009691,1620.73%+193
EXXON MOBIL CORP16,48116,602+1211,8962,0851.30%+190
WELLS FARGO & CO(WFC)17,50617,502-41,5211,6951.06%+173
AMGEN INC(AMGN)5,7095,744+351,6681,8311.14%+163
VALERO ENERGY CORP NEW(VLO)9,5589,610+521,6191,7541.10%+135
TRAVELERS COS INC(TRV)5,0885,118+301,3641,4860.93%+122
JOHNSON & JOHNSON(JNJ)10,2449,994-2501,9152,0271.27%+112
CHEVRON CORP NEW(CVX)13,76813,548-2202,1222,2341.40%+112
EMERSON ELEC CO(EMR)9,8889,985+971,3301,4320.89%+102
CISCO SYS INC(CSCO)24,21224,078-1341,7581,8161.13%+58
CITIGROUP INC(C)2,2752,27502312820.18%+51
MASTERCARD INC CLASS CLASS A(MA)2,7762,794+181,5711,6051.00%+34
KLA CORP(KLAC)21821802632940.18%+31
ADAMS DIVERSIFIED EQUITY98,95398,95302,2942,3201.45%+26
TESLA INC(TSLA)1,9272,002+758879140.57%+26
DISNEY WALT CO(DIS)9,2169,092-1241,0291,0520.66%+23
LOWES COS INC(LOW)7,9337,969+361,9361,9591.22%+23
ACCENTURE PLC IRELAND FCLASS CLASS A
SHS CLASS A
1,3341,33403383540.22%+16
GILEAD SCIENCES INC(GILD)14,83514,963+1281,7491,7621.10%+13
BOEING CO(BA)2,4042,40405375500.34%+13
ILLINOIS TOOL WKS INC(ITW)94694602332360.15%+3
PROGRESSIVE CORP OH(PGR)1,1901,19002522550.16%+3
HEALTH DISCOVERY CORP0100,000+100,000000.00%0
HEMP INC037,500+37,500000
REMSLEEP HLDGS INC28,33528,3350000.00%-0
QUANTA SVCS INC52552502312300.14%-1
MCDONALDS CORP(MCD)1,0731,086+133293270.20%-2
ABBOTT LABS3,2203,22004084060.25%-2
COHERUS ONCOLOGY INC15,00015,000026220.01%-4
FASTENAL CO(FAST)22,90622,90609549450.59%-9
VERIZON COMMUNICATIONS I(VZ)33,14332,354-7891,3031,2940.81%-9
ADOBE INC(ADBE)62062002232070.13%-16
INTEL CORP(INTC)13,11513,340+2255455270.33%-18
ESSENTIAL UTILS INC(WTRG)6,8356,83502772580.16%-20
SHOPIFY INC FCLASS CLASS A(SHOP)1,7501,75003132920.18%-21
ALDEYRA THERAPEUTICS INC25,00025,00001291040.07%-24
WEC ENERGY GROUP INC(WEC)2,5382,547+92922660.17%-26
AUTOMATIC DATA PROCESSIN1,3401,34003753470.22%-28
AMAZON.COM INC(AMZN)18,57218,144-4284,2584,2292.64%-29
META PLATFORMS INC CLASS A(META)366371+52752460.15%-29
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS(AZN)3,0832,466-6172552240.14%-31
COSTCO WHSL CORP NEW(COST)1,0161,031+159399030.56%-36
CORNING INC(GLW)4,3883,888-5003793400.21%-40
TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEFOF)19,63915,073-4,566103600.04%-43
UNION PAC CORP(UNP)1,4611,168-2933182740.17%-44
VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS(VOD)16,52111,183-5,3382021510.09%-51
PFIZER INC(PFE)43,87640,757-3,1191,0751,0190.64%-56
PPG INDS INC(PPG)6,6666,030-6367026380.40%-64
HOME DEPOT INC(HD)5,9566,378+4222,2982,2021.38%-95
ABBVIE INC(ABBV)12,63812,664+262,8762,7731.73%-103
QUALCOMM INC(QCOM)8,9158,582-3331,6141,5110.94%-103
THE COCA-COLA CO(KO)27,30826,413-8951,9161,7981.12%-117
PROCTER & GAMBLE CO(PG)10,32710,137-1901,5631,4250.89%-138
SUPER MICRO COMPUTER INC(SMCI)6,9006,90003612100.13%-152
NETFLIX INC(NFLX)1,26813,595+12,3271,3981,2450.78%-153
ALTRIA GROUP INC(MO)11,85810,629-1,2297505960.37%-155
COUPANG INC CLASS CLASS A(CPNG)18,58318,58305934280.27%-165
AT&T INC(T)29,81124,016-5,7957665920.37%-174
WILLIAMS SONOMA INC(WSM)1,0100-1,0102020-202
DELL TECHNOLOGIES INC CLASS C(DELL)1,3320-1,3322200-220
DICKS SPORTING GOODS INC(DKS)1,0110-1,0112320-232
ORACLE CORP(ORCL)9030-9032540-254
RTX CORP9,6637,814-1,8491,7261,4670.92%-260
UBER TECHNOLOGIES INC(UBER)18,43718,43701,7591,4960.93%-263
PEPSICO INC(PEP)11,77910,702-1,0771,7681,5020.94%-266
EXELON CORP(EXC)42,03239,789-2,2432,0051,7141.07%-291
NEXTERA ENERGY INC(NEE)40,78641,211+4256,0195,7263.58%-293
HONEYWELL INTL INC(HON)22,46022,323-1374,8164,5002.81%-315
IBM CORP(IBM)10,5259,852-6733,2902,9181.82%-372
DUPONT DE NEMOURS INC(DD)10,92910,998+698954630.29%-432
APPLE INC(AAPL)46,44945,001-1,44812,49512,0077.50%-488
CONSTELLATION ENERGY COR(CEG)8,8538,072-7813,4082,8391.77%-569
BROADCOM INC(AVGO)22,29222,048-2448,3147,5164.70%-799
MICROSOFT CORP(MSFT)21,84921,290-55911,84410,1266.33%-1,718
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