Providence Wealth Advisors, LLC: 13F holdings
CIK 17449552026Q2
| Positions | 84 |
|---|
| Reported value | $169.8m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 84 (+4 vs prior quarter) |
|---|
| Reported value | $169.8m (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY AND CO | 12,369 | $15.1m | 8.9% |
| AAPL APPLE INC | 44,396 | $13.6m | 8.0% |
| CAT CATERPILLAR INC | 11,040 | $10.8m | 6.4% |
| MSFT MICROSOFT CORP | 20,632 | $8.0m | 4.7% |
| AVGO BROADCOM INC | 21,639 | $7.9m | 4.7% |
| JPM JPMORGAN CHASE & CO | 21,242 | $7.1m | 4.2% |
| WMT WALMART INC | 41,923 | $4.7m | 2.8% |
| AMZN AMAZON.COM INC | 18,361 | $4.5m | 2.6% |
| NVDA NVIDIA CORP | 22,974 | $4.5m | 2.6% |
| WM WASTE MGMT INC DEL | 18,447 | $4.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1744955")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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