Investor Details
| Filer Name: | PROVIDENCE WEALTH ADVISORS, LLC |
|---|---|
| CIK: | 1744955 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 80 |
| Portfolio Value: | $0.13B |
Providence Wealth Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 43,901 | $11M | 8.14% | -2.2% | - |
| LLY | US | ELI LILLY & CO | 12,470 | $10M | 7.23% | -2.3% | - |
| MSFT | US | MICROSOFT CORP | 20,907 | $9M | 6.75% | -4.6% | - |
| AVGO | US | BROADCOM INC | 22,085 | $5M | 3.92% | 0.1% | - |
| JPM | US | JPMORGAN CHASE & CO | 20,800 | $5M | 3.81% | -2.9% | - |
| HON | US | HONEYWELL INTERNATIONAL INC | 22,160 | $5M | 3.74% | 0.1% | - |
| NEE | US | NEXTERA ENERGY INC | 39,088 | $4M | 3.31% | 1.4% | - |
| CAT | US | CATERPILLAR INC | 11,289 | $4M | 3.11% | -3.6% | - |
| WMT | US | WALMART INC | 42,885 | $4M | 2.98% | -1.5% | - |
| WM | US | WASTE MANAGEMENT INC | 18,476 | $4M | 2.82% | 0.3% | - |
| AMZN | US | AMAZON.COM INC | 16,156 | $4M | 2.77% | -0.7% | - |
| ONB | US | OLD NATIONAL BANCORP | 144,442 | $3M | 2.35% | -13.6% | - |
| ALL | US | ALLSTATE CORP | 14,072 | $3M | 2.00% | -1.9% | - |
| IBM | US | INTL BUSINESS MACHINES CORP | 11,053 | $2M | 1.86% | -2.2% | - |
| HD | US | HOME DEPOT INC | 6,028 | $2M | 1.78% | -1.9% | - |
| ABBV | US | ABBVIE INC | 13,027 | $2M | 1.78% | 0.2% | - |
| CEG | US | CONSTELLATION ENERGY | 8,045 | $2M | 1.61% | -0.7% | - |
| CVX | US | CHEVRON CORP | 14,145 | $2M | 1.58% | 0.2% | - |
| ADX | US | ADAMS DIVERSIFIED EQUITY | 98,953 | $2M | 1.55% | - | - |
| GOOG | US | ALPHABET INC-CL C | 10,102 | $2M | 1.51% | 0.6% | - |