Providence Wealth Advisors, LLC Diversified Active

Location: Frankfort, IL

CIK: 0001744955 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value: $90.37M (100.0% shares, 0.0% debt)

Holdings (70)

AAPL APPLE INC 9.3%
Value $8.44M Shares 44,113 Est. Cost $96.51 Unrealized +78.3%
MSFT MICROSOFT CORP 7.9%
Value $7.127M Shares 21,077 Est. Cost $87.30 Unrealized +251.9%
LLY LILLY ELI & CO 6.7%
Value $6.033M Shares 12,955 Est. Cost $77.29 Unrealized +432.4%
HON HONEYWELL INTL INC 5.0%
Value $4.498M Shares 21,789 Est. Cost $118.74 Unrealized +47.9%
JPM JPMORGAN CHASE & CO 3.4%
Value $3.039M Shares 21,009 Est. Cost $102.37 Unrealized +26.7%
CAT CATERPILLAR INC 3.1%
Value $2.799M Shares 11,434 Est. Cost $134.33 Unrealized +59.1%
ONB OLD NTNL BANK 2.6%
Value $2.338M Shares 167,945 Est. Cost $18.21 Unrealized -27.0%
PEP PEPSICO INC 2.5%
Value $2.298M Shares 12,319 Est. Cost $95.81 Unrealized +78.0%
WMT WALMART INC 2.5%
Value $2.215M Shares 14,011 Est. Cost $29.27 Unrealized +67.3%
CVX CHEVRON CORP 2.2%
Value $1.995M Shares 12,766 Est. Cost $86.48 Unrealized +65.6%
ABBV ABBVIE INC 2.0%
Value $1.839M Shares 13,363 Est. Cost $81.86 Unrealized +63.3%
AVGO BROADCOM INC 2.0%
Value $1.8M Shares 2,089 Est. Cost $36.45 Unrealized +88.6%
NEE NEXTERA ENERGY INC 2.0%
Value $1.768M Shares 16,755 Est. Cost $59.66 Unrealized +17.3%
BMY BRISTOL-MYERS SQUIBB 1.9%
Value $1.742M Shares 26,913 Est. Cost $47.76 Unrealized +23.4%
HD HOME DEPOT INC 1.9%
Value $1.68M Shares 5,406 Est. Cost $197.31 Unrealized +40.1%
KO THE COCA-COLA CO 1.8%
Value $1.612M Shares 26,420 Est. Cost $36.81 Unrealized +55.8%
WM WASTE MANAGEMENT INC 1.8%
Value $1.594M Shares 9,319 Est. Cost $81.33 Unrealized +95.2%
ALL ALLSTATE CORP 1.7%
Value $1.527M Shares 13,881 Est. Cost $82.56 Unrealized +29.3%
LOW LOWES COMPANIES INC 1.7%
Value $1.514M Shares 6,713 Est. Cost $92.22 Unrealized +114.5%
XOM EXXON MOBIL CORP 1.7%
Value $1.503M Shares 14,058 Est. Cost $55.37 Unrealized +79.9%
IBM IBM CORP 1.7%
Value $1.498M Shares 11,161 Est. Cost $94.92 Unrealized +24.4%
JNJ JOHNSON & JOHNSON 1.5%
Value $1.397M Shares 8,583 Est. Cost $118.30 Unrealized +25.9%
PFE PFIZER INC 1.5%
Value $1.392M Shares 38,178 Est. Cost $25.33 Unrealized +31.2%
PG PROCTER & GAMBLE 1.5%
Value $1.365M Shares 8,966 Est. Cost $76.08 Unrealized +85.7%
EXC EXELON CORP 1.4%
Value $1.226M Shares 29,566 Est. Cost $22.33 Unrealized +67.7%
VZ VERIZON COMMUNICATN 1.3%
Value $1.22M Shares 32,550 Est. Cost $34.87 Unrealized -10.5%
CSCO CISCO SYSTEMS INC 1.3%
Value $1.141M Shares 22,144 Est. Cost $39.76 Unrealized +14.4%
PPG PPG INDUSTRIES INC 1.2%
Value $1.108M Shares 7,582 Est. Cost $100.93 Unrealized +30.5%
AMGN AMGEN INC. 1.2%
Value $1.09M Shares 4,827 Est. Cost $169.93 Unrealized +25.7%
MRK MERCK & CO. INC. 1.1%
Value $1.01M Shares 8,886 Est. Cost $66.07 Unrealized +58.1%
AMZN AMAZON.COM INC 1.1%
Value $1.004M Shares 7,699 Est. Cost $123.60 Unrealized -7.6%
GILD GILEAD SCIENCES INC 1.0%
Value $927K Shares 12,000 Est. Cost $59.39 Unrealized +22.2%
VLO VALERO ENERGY CORP 1.0%
Value $918K Shares 7,859 Est. Cost $70.36 Unrealized +52.3%
MA MASTERCARD INC CLASS A 1.0%
Value $890K Shares 2,254 Est. Cost $320.81 Unrealized +15.3%
SCHW CHARLES SCHWAB CORP 0.9%
Value $845K Shares 14,913 Est. Cost $35.50 Unrealized +42.1%
QCOM QUALCOMM INC 0.9%
Value $825K Shares 7,041 Est. Cost $128.95 Unrealized -16.0%
GOOG ALPHABET INC. CLASS C 0.9%
Value $808K Shares 6,589 Est. Cost $114.89 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.9%
Value $804K Shares 18,412 Est. Cost $32.25 Unrealized +15.2%
EMR EMERSON ELECTRIC CO 0.8%
Value $725K Shares 8,112 Est. Cost $63.82 Unrealized +25.5%
COST COSTCO WHOLESALE CO 0.8%
Value $721K Shares 1,333 Est. Cost $293.29 Unrealized +66.1%
DD DUPONT DE NEMOURS INC IA 0.8%
Value $718K Shares 10,292 Est. Cost $25.64 Unrealized +6.0%
TRV TRAVELERS COMPANIES 0.8%
Value $712K Shares 4,128 Est. Cost $115.26 Unrealized +45.5%
DIS WALT DISNEY CO 0.8%
Value $688K Shares 7,662 Est. Cost $106.41 Unrealized -13.0%
FAST FASTENAL CO 0.7%
Value $667K Shares 11,453 Est. Cost $14.27 Unrealized +79.9%
CVS CVS HEALTH CORP 0.7%
Value $643K Shares 9,242 Est. Cost $58.07 Unrealized +10.7%
DOW DOW INC 0.7%
Value $642K Shares 12,149 Est. Cost $37.97 Unrealized +19.2%
RAYTHEON TECHNOLOGIES CO 0.7%
Value $619K Shares 6,299 Est. Cost $70.77 Unrealized
WFC WELLS FARGO & CO 0.7%
Value $595K Shares 13,674 Est. Cost $41.93 Unrealized -10.2%
NFLX NETFLIX INC 0.6%
Value $585K Shares 1,312 Est. Cost $28.74 Unrealized +28.1%
CEG CONSTELLATION ENERGY COR 0.6%
Value $549K Shares 5,956 Est. Cost $58.42 Unrealized +39.2%
T A T & T INC 0.5%
Value $459K Shares 28,546 Est. Cost $15.84 Unrealized -6.6%
MCD MCDONALDS CORP 0.5%
Value $443K Shares 1,492 Est. Cost $150.68 Unrealized +81.2%
ACN ACCENTURE PLC FCLASS A 0.5%
Value $426K Shares 1,375 Est. Cost $142.52 Unrealized +96.2%
BA BOEING CO 0.5%
Value $409K Shares 1,916 Est. Cost $180.03 Unrealized +15.4%
TSLA TESLA INC 0.4%
Value $399K Shares 1,413 Est. Cost $174.45 Unrealized +14.6%
INTC INTEL CORP 0.4%
Value $384K Shares 11,822 Est. Cost $47.85 Unrealized -35.8%
ABT ABBOTT LABORATORIES 0.4%
Value $357K Shares 3,326 Est. Cost $78.80 Unrealized +28.7%
CPNG COUPANG INC CLASS A 0.4%
Value $319K Shares 18,583 Est. Cost $20.84 Unrealized -21.8%
CMCSA COMCAST CORP CLASS A 0.3%
Value $301K Shares 7,268 Est. Cost $43.05 Unrealized -14.9%
UNP UNION PACIFIC CORP 0.3%
Value $300K Shares 1,470 Est. Cost $176.64 Unrealized +5.9%
ADP AUTO DATA PROCESSING 0.3%
Value $294K Shares 1,340 Est. Cost $143.97 Unrealized +41.2%
WTRG ESSENTIAL UTILS INC 0.3%
Value $275K Shares 6,835 Est. Cost $47.18 Unrealized -11.1%
WEC W E C ENERGY GROUP INC 0.3%
Value $254K Shares 2,811 Est. Cost $74.79 Unrealized +12.4%
UPS UNITED PARCEL SRVC CLASS B 0.3%
Value $250K Shares 1,389 Est. Cost $164.95 Unrealized -6.3%
DHR DANAHER CORP 0.2%
Value $221K Shares 929 Est. Cost $174.80 Unrealized +19.4%
F FORD MOTOR CO 0.2%
Value $212K Shares 13,835 Est. Cost $4.68 Unrealized +128.6%
DKS DICKS SPORTING GOODS 0.2%
Value $203K Shares 1,549 Est. Cost $128.10 Unrealized 0.0%
CION CION INVT CORP 0.1%
Value $117K Shares 11,146 Est. Cost $6.61 Unrealized 0.0%
RIGEL PHARMA INC 0.0%
Value $37,950 Shares 27,500 Est. Cost $2.18 Unrealized
AMARIN CORP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value $11,900 Shares 10,000 Est. Cost $1.19 Unrealized