Providence Wealth Advisors, LLC Diversified Active

CIK: 0001744955 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $158,508 (100.0% shares, 0.0% debt)

Holdings (84)

AAPL APPLE INC 7.9%
Value ($000) $12,495 Shares 46,449 Est. Cost $178.54 Unrealized +26.4%
MSFT MICROSOFT CORP 7.5%
Value ($000) $11,844 Shares 21,849 Est. Cost $109.65 Unrealized +363.9%
LLY ELI LILLY AND CO 6.5%
Value ($000) $10,371 Shares 12,646 Est. Cost $591.33 Unrealized +25.5%
AVGO BROADCOM INC 5.2%
Value ($000) $8,314 Shares 22,292 Est. Cost $150.55 Unrealized +103.1%
JPM JPMORGAN CHASE & CO 4.0%
Value ($000) $6,375 Shares 20,878 Est. Cost $150.25 Unrealized +97.0%
NEE NEXTERA ENERGY INC 3.8%
Value ($000) $6,019 Shares 40,786 Est. Cost $66.05 Unrealized +9.3%
CAT CATERPILLAR INC 3.7%
Value ($000) $5,924 Shares 11,296 Est. Cost $206.07 Unrealized +106.4%
HON HONEYWELL INTL INC TRADES WITH DUE BILLS 3.0%
Value ($000) $4,816 Shares 22,460 Est. Cost $157.26 Unrealized +31.7%
WMT WALMART INC 2.8%
Value ($000) $4,374 Shares 42,400 Est. Cost $47.39 Unrealized +109.4%
AMZN AMAZON.COM INC 2.7%
Value ($000) $4,258 Shares 18,572 Est. Cost $148.40 Unrealized +52.5%
WM WASTE MGMT INC DEL 2.4%
Value ($000) $3,734 Shares 18,285 Est. Cost $160.11 Unrealized +39.7%
CEG CONSTELLATION ENERGY COR 2.2%
Value ($000) $3,408 Shares 8,853 Est. Cost $131.32 Unrealized +145.3%
IBM IBM CORP 2.1%
Value ($000) $3,290 Shares 10,525 Est. Cost $116.95 Unrealized +121.9%
ABBV ABBVIE INC 1.8%
Value ($000) $2,876 Shares 12,638 Est. Cost $133.66 Unrealized +51.1%
GOOG ALPHABET INC CLASS C 1.8%
Value ($000) $2,805 Shares 10,450 Est. Cost $138.02 Unrealized +52.1%
ALL ALLSTATE CORP 1.7%
Value ($000) $2,660 Shares 13,938 Est. Cost $83.48 Unrealized +139.8%
ONB OLD NATL BANCORP IND 1.6%
Value ($000) $2,465 Shares 120,951 Est. Cost $16.67 Unrealized +32.6%
HD HOME DEPOT INC 1.4%
Value ($000) $2,298 Shares 5,956 Est. Cost $255.49 Unrealized +52.3%
ADAMS DIVERSIFIED EQUITY 1.4%
Value ($000) $2,294 Shares 98,953 Est. Cost $21.49 Unrealized
CVX CHEVRON CORP NEW 1.3%
Value ($000) $2,122 Shares 13,768 Est. Cost $106.64 Unrealized +42.8%
EXC EXELON CORP 1.3%
Value ($000) $2,005 Shares 42,032 Est. Cost $32.30 Unrealized +34.3%
LOW LOWES COS INC 1.2%
Value ($000) $1,936 Shares 7,933 Est. Cost $198.72 Unrealized +22.9%
KO THE COCA-COLA CO 1.2%
Value ($000) $1,916 Shares 27,308 Est. Cost $55.89 Unrealized +21.5%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $1,915 Shares 10,244 Est. Cost $130.38 Unrealized +30.0%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,896 Shares 16,481 Est. Cost $88.25 Unrealized +24.3%
PEP PEPSICO INC 1.1%
Value ($000) $1,768 Shares 11,779 Est. Cost $138.38 Unrealized +1.5%
UBER UBER TECHNOLOGIES INC 1.1%
Value ($000) $1,759 Shares 18,437 Est. Cost $67.00 Unrealized +39.6%
CSCO CISCO SYS INC 1.1%
Value ($000) $1,758 Shares 24,212 Est. Cost $46.85 Unrealized +43.8%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $1,749 Shares 14,835 Est. Cost $65.98 Unrealized +70.2%
RTX CORP 1.1%
Value ($000) $1,726 Shares 9,663 Est. Cost $92.78 Unrealized
AMGN AMGEN INC 1.1%
Value ($000) $1,668 Shares 5,709 Est. Cost $237.82 Unrealized +20.5%
SCHW CHARLES SCHWAB CORP 1.0%
Value ($000) $1,635 Shares 17,426 Est. Cost $63.61 Unrealized +48.6%
VLO VALERO ENERGY CORP NEW 1.0%
Value ($000) $1,619 Shares 9,558 Est. Cost $81.00 Unrealized +82.5%
QCOM QUALCOMM INC 1.0%
Value ($000) $1,614 Shares 8,915 Est. Cost $126.27 Unrealized +24.5%
MA MASTERCARD INC CLASS A 1.0%
Value ($000) $1,571 Shares 2,776 Est. Cost $356.26 Unrealized +61.0%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $1,563 Shares 10,327 Est. Cost $100.81 Unrealized +53.6%
WFC WELLS FARGO & CO 1.0%
Value ($000) $1,521 Shares 17,506 Est. Cost $45.06 Unrealized +78.6%
GOOGL ALPHABET INC CLASS A 1.0%
Value ($000) $1,515 Shares 5,664 Est. Cost $139.15 Unrealized +50.3%
NFLX NETFLIX INC 0.9%
Value ($000) $1,398 Shares 1,268 Est. Cost $30.80 Unrealized +296.2%
TRV TRAVELERS COS INC 0.9%
Value ($000) $1,364 Shares 5,088 Est. Cost $161.69 Unrealized +64.5%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,330 Shares 9,888 Est. Cost $80.97 Unrealized +67.3%
VZ VERIZON COMMUNICATIONS I 0.8%
Value ($000) $1,303 Shares 33,143 Est. Cost $35.38 Unrealized +20.1%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $1,280 Shares 29,902 Est. Cost $46.70 Unrealized -2.6%
PFE PFIZER INC 0.7%
Value ($000) $1,075 Shares 43,876 Est. Cost $24.70 Unrealized -2.2%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,029 Shares 9,216 Est. Cost $97.18 Unrealized +20.4%
MRK MERCK & CO. INC. 0.6%
Value ($000) $969 Shares 11,129 Est. Cost $73.51 Unrealized +10.2%
FAST FASTENAL CO 0.6%
Value ($000) $954 Shares 22,906 Est. Cost $36.56 Unrealized +28.4%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $939 Shares 1,016 Est. Cost $422.84 Unrealized +126.3%
DD DUPONT DE NEMOURS INC TRADES WITH DUE BILLS 0.6%
Value ($000) $895 Shares 10,929 Est. Cost $26.98 Unrealized +15.4%
TSLA TESLA INC 0.6%
Value ($000) $887 Shares 1,927 Est. Cost $249.61 Unrealized +39.0%
T AT&T INC 0.5%
Value ($000) $766 Shares 29,811 Est. Cost $19.42 Unrealized +44.5%
MO ALTRIA GROUP INC 0.5%
Value ($000) $750 Shares 11,858 Est. Cost $48.99 Unrealized +25.4%
PPG PPG INDS INC 0.4%
Value ($000) $702 Shares 6,666 Est. Cost $130.77 Unrealized -15.9%
PSLV SPROTT PHYSICAL SILVER E 0.4%
Value ($000) $595 Shares 38,563 Est. Cost $11.74 Unrealized
CPNG COUPANG INC CLASS A 0.4%
Value ($000) $593 Shares 18,583 Est. Cost $18.32 Unrealized +65.0%
INTC INTEL CORP 0.3%
Value ($000) $545 Shares 13,115 Est. Cost $41.04 Unrealized -41.0%
BA BOEING CO 0.3%
Value ($000) $537 Shares 2,404 Est. Cost $197.67 Unrealized +14.1%
ABT ABBOTT LABS 0.3%
Value ($000) $408 Shares 3,220 Est. Cost $93.86 Unrealized +39.1%
GLW CORNING INC 0.2%
Value ($000) $379 Shares 4,388 Est. Cost $46.30 Unrealized +40.3%
ADP AUTOMATIC DATA PROCESSIN 0.2%
Value ($000) $375 Shares 1,340 Est. Cost $218.33 Unrealized +36.4%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $361 Shares 6,900 Est. Cost $43.49 Unrealized
ACN ACCENTURE PLC IRELAND FCLASS A 0.2%
Value ($000) $338 Shares 1,334 Est. Cost $145.53 Unrealized +79.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $329 Shares 1,073 Est. Cost $254.75 Unrealized +18.3%
UNP UNION PAC CORP 0.2%
Value ($000) $318 Shares 1,461 Est. Cost $204.74 Unrealized +9.0%
SHOP SHOPIFY INC FCLASS CLASS A 0.2%
Value ($000) $313 Shares 1,750 Est. Cost $100.02 Unrealized +35.5%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $292 Shares 2,538 Est. Cost $77.13 Unrealized +38.9%
WTRG ESSENTIAL UTILS INC 0.2%
Value ($000) $277 Shares 6,835 Est. Cost $41.56 Unrealized -8.3%
META META PLATFORMS INC CLASS CLASS A 0.2%
Value ($000) $275 Shares 366 Est. Cost $528.54 Unrealized +40.6%
KLAC KLA CORP 0.2%
Value ($000) $263 Shares 218 Est. Cost $930.36 Unrealized 0.0%
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value ($000) $255 Shares 3,083 Est. Cost $74.19 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $254 Shares 903 Est. Cost $168.97 Unrealized +50.4%
PGR PROGRESSIVE CORP OH 0.2%
Value ($000) $252 Shares 1,190 Est. Cost $143.35 Unrealized +61.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $233 Shares 946 Est. Cost $250.69 Unrealized +2.6%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $232 Shares 1,011 Est. Cost $165.18 Unrealized +30.5%
PWR QUANTA SVCS INC 0.1%
Value ($000) $231 Shares 525 Est. Cost $320.76 Unrealized +21.1%
C CITIGROUP INC 0.1%
Value ($000) $231 Shares 2,275 Est. Cost $71.20 Unrealized +32.2%
ADBE ADOBE INC 0.1%
Value ($000) $223 Shares 620 Est. Cost $543.25 Unrealized -34.0%
DELL DELL TECHNOLOGIES INC CLASS C 0.1%
Value ($000) $220 Shares 1,332 Est. Cost $129.18 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.1%
Value ($000) $202 Shares 16,521 Est. Cost $11.21 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $202 Shares 1,010 Est. Cost $155.70 Unrealized +22.2%
ALDX ALDEYRA THERAPEUTICS INC 0.1%
Value ($000) $129 Shares 25,000 Est. Cost $3.37 Unrealized +54.9%
TELFY TELEFONICA S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $103 Shares 19,639 Est. Cost $5.38 Unrealized
CHRS COHERUS ONCOLOGY INC 0.0%
Value ($000) $26 Shares 15,000 Est. Cost $1.25 Unrealized -10.7%
RMSL REMSLEEP HLDGS INC 0.0%
Value ($000) $0 Shares 28,335 Est. Cost $0.01 Unrealized -36.1%