Providence Wealth Advisors, LLC Diversified Active

CIK: 0001744955 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $145,669 (100.0% shares, 0.0% debt)

Holdings (86)

MSFT MICROSOFT CORP 7.8%
Value ($000) $11,310 Shares 21,640 Est. Cost $109.65 Unrealized +294.3%
AAPL APPLE INC 7.1%
Value ($000) $10,367 Shares 47,160 Est. Cost $178.54 Unrealized +12.8%
LLY ELI LILLY AND CO 5.6%
Value ($000) $8,088 Shares 12,661 Est. Cost $591.33 Unrealized +30.8%
AVGO BROADCOM INC 4.6%
Value ($000) $6,768 Shares 22,202 Est. Cost $150.55 Unrealized +43.4%
JPM JPMORGAN CHASE & CO 4.1%
Value ($000) $6,032 Shares 20,900 Est. Cost $150.25 Unrealized +68.2%
NEE NEXTERA ENERGY INC 3.7%
Value ($000) $5,352 Shares 40,965 Est. Cost $66.05 Unrealized +3.1%
HON HONEYWELL INTL INC 3.4%
Value ($000) $4,952 Shares 22,908 Est. Cost $157.26 Unrealized +27.0%
CAT CATERPILLAR INC 3.2%
Value ($000) $4,724 Shares 11,363 Est. Cost $206.07 Unrealized +60.5%
WM WASTE MGMT INC DEL 3.0%
Value ($000) $4,346 Shares 18,734 Est. Cost $160.11 Unrealized +43.4%
WMT WALMART INC 3.0%
Value ($000) $4,338 Shares 42,387 Est. Cost $47.39 Unrealized +99.9%
AMZN AMAZON.COM INC 2.8%
Value ($000) $4,134 Shares 18,527 Est. Cost $148.40 Unrealized +33.4%
ONB OLD NATL BANCORP IND 2.0%
Value ($000) $2,970 Shares 144,442 Est. Cost $16.67 Unrealized +24.1%
ALL ALLSTATE CORP 2.0%
Value ($000) $2,875 Shares 14,005 Est. Cost $83.48 Unrealized +135.8%
CEG CONSTELLATION ENERGY COR 1.9%
Value ($000) $2,700 Shares 8,006 Est. Cost $111.12 Unrealized +137.4%
IBM IBM CORP 1.8%
Value ($000) $2,665 Shares 10,565 Est. Cost $116.95 Unrealized +117.0%
ABBV ABBVIE INC 1.7%
Value ($000) $2,504 Shares 12,584 Est. Cost $133.66 Unrealized +36.7%
HD HOME DEPOT INC 1.6%
Value ($000) $2,285 Shares 5,938 Est. Cost $255.49 Unrealized +39.3%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $2,236 Shares 14,583 Est. Cost $106.64 Unrealized +28.5%
ADAMS DIVERSIFIED EQUITY 1.5%
Value ($000) $2,135 Shares 98,953 Est. Cost $21.49 Unrealized
GOOG ALPHABET INC CLASS C 1.3%
Value ($000) $1,944 Shares 9,845 Est. Cost $133.60 Unrealized +23.4%
KO THE COCA-COLA CO 1.3%
Value ($000) $1,896 Shares 26,994 Est. Cost $55.75 Unrealized +25.2%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $1,864 Shares 10,913 Est. Cost $130.38 Unrealized +15.7%
LOW LOWES COS INC 1.3%
Value ($000) $1,842 Shares 7,751 Est. Cost $197.65 Unrealized +11.6%
EXC EXELON CORP 1.2%
Value ($000) $1,776 Shares 39,115 Est. Cost $31.47 Unrealized +38.4%
PEP PEPSICO INC 1.2%
Value ($000) $1,769 Shares 12,389 Est. Cost $138.38 Unrealized -5.3%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,730 Shares 16,230 Est. Cost $87.92 Unrealized +18.9%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $1,708 Shares 11,145 Est. Cost $100.81 Unrealized +59.5%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,676 Shares 24,097 Est. Cost $46.85 Unrealized +28.9%
UBER UBER TECHNOLOGIES INC 1.1%
Value ($000) $1,663 Shares 18,437 Est. Cost $67.00 Unrealized +22.9%
SCHW CHARLES SCHWAB CORP 1.1%
Value ($000) $1,644 Shares 17,133 Est. Cost $63.08 Unrealized +31.8%
AMGN AMGEN INC 1.1%
Value ($000) $1,643 Shares 5,754 Est. Cost $237.82 Unrealized +16.8%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $1,615 Shares 14,740 Est. Cost $65.98 Unrealized +58.2%
MA MASTERCARD INC CLASS A 1.0%
Value ($000) $1,492 Shares 2,676 Est. Cost $348.14 Unrealized +58.4%
VZ VERIZON COMMUNICATIONS I 1.0%
Value ($000) $1,479 Shares 34,661 Est. Cost $35.38 Unrealized +18.2%
NFLX NETFLIX INC 1.0%
Value ($000) $1,454 Shares 1,240 Est. Cost $28.74 Unrealized +293.4%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $1,418 Shares 31,134 Est. Cost $46.70 Unrealized +1.1%
TRV TRAVELERS COS INC 0.9%
Value ($000) $1,332 Shares 5,043 Est. Cost $161.69 Unrealized +61.2%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,318 Shares 17,030 Est. Cost $44.07 Unrealized +61.4%
QCOM QUALCOMM INC 0.9%
Value ($000) $1,311 Shares 8,978 Est. Cost $126.27 Unrealized +14.8%
EMR EMERSON ELEC CO 0.9%
Value ($000) $1,296 Shares 9,793 Est. Cost $80.97 Unrealized +40.2%
VLO VALERO ENERGY CORP NEW 0.9%
Value ($000) $1,261 Shares 9,453 Est. Cost $80.26 Unrealized +52.4%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,261 Shares 1,296 Est. Cost $422.84 Unrealized +134.3%
RTX CORP 0.8%
Value ($000) $1,176 Shares 7,611 Est. Cost $69.63 Unrealized
FAST FASTENAL CO 0.7%
Value ($000) $1,076 Shares 22,906 Est. Cost $36.56 Unrealized +9.7%
PFE PFIZER INC 0.7%
Value ($000) $1,073 Shares 44,200 Est. Cost $24.70 Unrealized -9.5%
GOOGL ALPHABET INC CLASS A 0.7%
Value ($000) $1,041 Shares 5,290 Est. Cost $134.19 Unrealized +21.7%
DIS DISNEY WALT CO 0.7%
Value ($000) $996 Shares 8,854 Est. Cost $96.37 Unrealized +6.7%
MRK MERCK & CO. INC. 0.6%
Value ($000) $875 Shares 10,914 Est. Cost $73.37 Unrealized +5.5%
MO ALTRIA GROUP INC 0.6%
Value ($000) $804 Shares 12,702 Est. Cost $48.99 Unrealized +14.2%
T AT&T INC 0.5%
Value ($000) $775 Shares 27,866 Est. Cost $18.82 Unrealized +43.3%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $725 Shares 10,229 Est. Cost $26.69 Unrealized +2.3%
PPG PPG INDS INC 0.5%
Value ($000) $723 Shares 6,785 Est. Cost $130.77 Unrealized -18.7%
TSLA TESLA INC 0.4%
Value ($000) $557 Shares 1,736 Est. Cost $238.91 Unrealized +26.1%
BA BOEING CO 0.4%
Value ($000) $548 Shares 2,435 Est. Cost $197.67 Unrealized -4.4%
CPNG COUPANG INC CLASS A 0.4%
Value ($000) $519 Shares 18,583 Est. Cost $18.32 Unrealized +39.8%
PSLV SPROTT PHYSICAL SILVER E 0.3%
Value ($000) $472 Shares 36,363 Est. Cost $11.52 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $409 Shares 3,096 Est. Cost $92.39 Unrealized +41.4%
ADP AUTOMATIC DATA PROCESSIN 0.3%
Value ($000) $406 Shares 1,340 Est. Cost $218.33 Unrealized +38.5%
SUPER MICRO COMPUTER INC 0.3%
Value ($000) $377 Shares 7,960 Est. Cost $43.49 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $356 Shares 1,159 Est. Cost $254.75 Unrealized +19.2%
UNP UNION PAC CORP 0.2%
Value ($000) $319 Shares 1,430 Est. Cost $204.34 Unrealized +6.9%
ACN ACCENTURE PLC IRELAND FCLASS A 0.2%
Value ($000) $313 Shares 1,300 Est. Cost $142.52 Unrealized +112.5%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $309 Shares 2,786 Est. Cost $77.13 Unrealized +35.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $293 Shares 1,750 Est. Cost $167.37 Unrealized 0.0%
PGR PROGRESSIVE CORP OH 0.2%
Value ($000) $292 Shares 1,190 Est. Cost $143.35 Unrealized +79.7%
GLW CORNING INC 0.2%
Value ($000) $286 Shares 4,388 Est. Cost $46.30 Unrealized 0.0%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value ($000) $279 Shares 3,758 Est. Cost $74.19 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $265 Shares 13,340 Est. Cost $41.04 Unrealized -49.5%
SHOP SHOPIFY INC FCLASS A 0.2%
Value ($000) $263 Shares 1,750 Est. Cost $100.02 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.2%
Value ($000) $262 Shares 6,835 Est. Cost $41.56 Unrealized -6.3%
META META PLATFORMS INC CLASS A 0.2%
Value ($000) $261 Shares 340 Est. Cost $512.12 Unrealized +20.4%
BTI BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $253 Shares 4,477 Est. Cost $56.48 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $244 Shares 946 Est. Cost $250.69 Unrealized -5.4%
VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.2%
Value ($000) $224 Shares 19,971 Est. Cost $11.21 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $217 Shares 1,011 Est. Cost $165.18 Unrealized +10.4%
C CITIGROUP INC 0.1%
Value ($000) $209 Shares 2,275 Est. Cost $71.20 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $207 Shares 616 Est. Cost $543.25 Unrealized -29.1%
ORCL ORACLE CORP 0.1%
Value ($000) $206 Shares 824 Est. Cost $160.80 Unrealized 0.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $204 Shares 525 Est. Cost $320.76 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $202 Shares 1,010 Est. Cost $155.70 Unrealized 0.0%
WTFC WINTRUST FINL CORP 0.1%
Value ($000) $201 Shares 1,624 Est. Cost $114.70 Unrealized 0.0%
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $132 Shares 24,548 Est. Cost $5.38 Unrealized
ALDX ALDEYRA THERAPEUTICS INC 0.1%
Value ($000) $129 Shares 25,000 Est. Cost $3.37 Unrealized -23.2%
CHRS COHERUS ONCOLOGY INC 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $1.25 Unrealized -30.7%
ENERGOUS CORP 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.30 Unrealized
RMSL REMSLEEP HLDGS INC 0.0%
Value ($000) $0 Shares 28,335 Est. Cost $0.01 Unrealized 0.0%