Providence Wealth Advisors, LLC

CIK: 0001744955Latest portfolio: $160.1M · Q4 2025

Holdings

87

Total Value

$160.1M

New Positions

87

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
LLYELI LILLY AND CO
12,518$13.0M8.12%NEW
2
AAPLAPPLE INC
45,001$12.0M7.50%NEW
3
MSFTMICROSOFT CORP
21,290$10.1M6.33%NEW
4
AVGOBROADCOM INC
22,048$7.5M4.69%NEW
5
JPMJPMORGAN CHASE & CO
20,921$7.0M4.40%NEW
6
CATCATERPILLAR INC
11,169$6.9M4.32%NEW
7
WMTWALMART INC
41,951$4.8M2.98%NEW
8
HONHONEYWELL INTL INC
22,323$4.5M2.81%NEW
9
NEENVIDIA CORP
22,653$4.2M2.64%NEW
10
AMZNAMAZON.COM INC
18,144$4.2M2.64%NEW
11
WMWASTE MGMT INC DEL
18,324$4.0M2.50%NEW
12
GOOGALPHABET INC CLASS CLASS C
10,479$3.3M2.08%NEW
13
ON1OLD NATL BANCORP IND
131,090$3.0M1.89%NEW
14
IBMIBM CORP
9,852$2.9M1.82%NEW
15
ALSALLSTATE CORP
13,879$2.9M1.79%NEW
16
CEGCONSTELLATION ENERGY COR
8,072$2.8M1.77%NEW
17
ABBVABBVIE INC
12,664$2.8M1.73%NEW
18
ADXADAMS DIVERSIFIED EQUITY
98,953$2.3M1.45%NEW
19
CVXCHEVRON CORP NEW
13,548$2.2M1.39%NEW
20
HDHOME DEPOT INC
6,378$2.2M1.38%NEW
21
XOMEXXON MOBIL CORP
16,602$2.1M1.30%NEW
22
JNJJOHNSON & JOHNSON
9,994$2.0M1.27%NEW
23
LOWLOWES COS INC
7,969$2.0M1.22%NEW
24
AMGNAMGEN INC
5,744$1.8M1.14%NEW
25
SCHWCHARLES SCHWAB CORP
17,558$1.8M1.14%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Technology0.0% ($1.2007101257515292e+55T)
Healthcare0.0% ($1.300627732027183e+38T)
Industrials0.0% ($6.916450040041432e+27T)
Financial Services0.0% ($703618301694160404480.0T)
Communication Services0.0% ($3323176412441053.0T)
Unknown0.0% ($30272862146696.9T)
Consumer Defensive0.0% ($4766179815011.4T)
Consumer Cyclical0.0% ($422922021958.9T)
Utilities0.0% ($423028381.5T)
Energy0.0% ($223.3T)
Basic Materials0.0% ($638.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$160.1M89
Q3 2025Nov 5, 2025$158.5B0
Q2 2025Aug 12, 2025$145.7B87
Q1 2025May 7, 2025$132.0B83
Q4 2024Feb 12, 2025$132.1B81

Fund Information

CIK0001744955
Most Recent FilingFeb 6, 2026
Number of Filings5

Providence Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $160.1M across 87 holdings. The largest position is ELI LILLY AND CO (LLY), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 89 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.