Providence Capital Advisors as of Sept. 30, 2019
Portfolio Holdings for Providence Capital Advisors
Providence Capital Advisors holds 221 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 3.7 | $6.3M | 21k | 298.53 | |
Microsoft Corporation (MSFT) | 2.5 | $4.2M | 30k | 139.03 | |
General Motors Company (GM) | 2.3 | $3.9M | 104k | 37.48 | |
Apple (AAPL) | 2.2 | $3.8M | 17k | 223.95 | |
Pfizer (PFE) | 1.9 | $3.3M | 92k | 35.93 | |
Target Corporation (TGT) | 1.9 | $3.3M | 31k | 106.91 | |
Alphabet Inc Class C cs (GOOG) | 1.9 | $3.2M | 2.7k | 1219.13 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.9 | $3.1M | 52k | 61.07 | |
Kroger (KR) | 1.8 | $3.1M | 121k | 25.78 | |
BlackRock (BLK) | 1.8 | $3.1M | 6.9k | 445.69 | |
Lowe's Companies (LOW) | 1.7 | $2.9M | 27k | 109.96 | |
Eaton (ETN) | 1.7 | $2.9M | 35k | 83.14 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $2.9M | 25k | 117.69 | |
Home Depot (HD) | 1.7 | $2.9M | 12k | 232.02 | |
Intel Corporation (INTC) | 1.7 | $2.8M | 55k | 51.52 | |
Phillips 66 (PSX) | 1.7 | $2.8M | 28k | 102.39 | |
Wells Fargo & Company (WFC) | 1.6 | $2.8M | 56k | 50.43 | |
Becton, Dickinson and (BDX) | 1.6 | $2.8M | 11k | 252.95 | |
Emerson Electric (EMR) | 1.6 | $2.8M | 42k | 66.86 | |
Zebra Technologies (ZBRA) | 1.6 | $2.8M | 13k | 206.40 | |
Merck & Co (MRK) | 1.6 | $2.7M | 33k | 84.18 | |
Exxon Mobil Corporation (XOM) | 1.6 | $2.7M | 38k | 70.61 | |
Walt Disney Company (DIS) | 1.6 | $2.7M | 20k | 130.30 | |
Xylem (XYL) | 1.6 | $2.7M | 33k | 79.63 | |
Morgan Stanley (MS) | 1.5 | $2.6M | 61k | 42.67 | |
CSX Corporation (CSX) | 1.5 | $2.6M | 37k | 69.28 | |
NetApp (NTAP) | 1.5 | $2.6M | 49k | 52.52 | |
Oracle Corporation (ORCL) | 1.5 | $2.5M | 46k | 55.04 | |
SYSCO Corporation (SYY) | 1.5 | $2.5M | 32k | 79.40 | |
Honeywell International (HON) | 1.4 | $2.5M | 15k | 169.17 | |
EOG Resources (EOG) | 1.4 | $2.4M | 33k | 74.23 | |
F5 Networks (FFIV) | 1.4 | $2.4M | 17k | 140.44 | |
Nxp Semiconductors N V (NXPI) | 1.4 | $2.4M | 22k | 109.12 | |
Constellation Brands (STZ) | 1.4 | $2.3M | 11k | 207.28 | |
Corning Incorporated (GLW) | 1.3 | $2.2M | 77k | 28.51 | |
Abbott Laboratories (ABT) | 1.3 | $2.1M | 26k | 83.67 | |
Chevron Corporation (CVX) | 1.3 | $2.1M | 18k | 118.57 | |
Ciena Corporation (CIEN) | 1.2 | $2.1M | 54k | 39.24 | |
Comcast Corporation (CMCSA) | 1.2 | $2.1M | 47k | 45.09 | |
Verizon Communications (VZ) | 1.2 | $2.0M | 34k | 60.37 | |
Delphi Automotive Inc international (APTV) | 1.2 | $2.0M | 23k | 87.43 | |
Thermo Fisher Scientific (TMO) | 1.2 | $2.0M | 6.9k | 291.21 | |
Bank of America Corporation (BAC) | 1.2 | $2.0M | 68k | 29.17 | |
Tyson Foods (TSN) | 1.1 | $1.9M | 22k | 86.13 | |
International Business Machines (IBM) | 1.1 | $1.8M | 13k | 145.41 | |
At&t (T) | 1.1 | $1.8M | 48k | 37.84 | |
Royal Dutch Shell | 1.0 | $1.6M | 28k | 58.84 | |
Duke Energy (DUK) | 1.0 | $1.7M | 17k | 95.87 | |
Old Republic International Corporation (ORI) | 1.0 | $1.6M | 69k | 23.58 | |
Ares Capital Corporation (ARCC) | 1.0 | $1.6M | 88k | 18.63 | |
Sanofi-Aventis SA (SNY) | 0.9 | $1.6M | 34k | 46.33 | |
Westrock (WRK) | 0.9 | $1.6M | 44k | 36.44 | |
GlaxoSmithKline | 0.9 | $1.6M | 37k | 42.68 | |
Industries N shs - a - (LYB) | 0.9 | $1.5M | 17k | 89.47 | |
Crown Castle Intl (CCI) | 0.9 | $1.5M | 11k | 139.06 | |
United Parcel Service (UPS) | 0.9 | $1.5M | 12k | 119.78 | |
Valero Energy Corporation (VLO) | 0.8 | $1.4M | 17k | 85.21 | |
Healthcare Realty Trust Incorporated | 0.8 | $1.4M | 42k | 33.50 | |
Citizens Financial (CFG) | 0.8 | $1.4M | 39k | 35.37 | |
Enterprise Products Partners (EPD) | 0.8 | $1.3M | 47k | 28.58 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $1.3M | 12k | 113.12 | |
Store Capital Corp reit | 0.8 | $1.3M | 35k | 37.42 | |
American Electric Power Company (AEP) | 0.8 | $1.3M | 14k | 93.72 | |
iShares S&P MidCap 400 Index (IJH) | 0.8 | $1.3M | 6.7k | 193.21 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.8 | $1.3M | 10k | 127.50 | |
Blackstone Mtg Tr (BXMT) | 0.7 | $1.3M | 35k | 35.85 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $1.2M | 4.1k | 296.72 | |
Broadcom (AVGO) | 0.7 | $1.2M | 4.5k | 276.18 | |
Two Hbrs Invt Corp Com New reit | 0.7 | $1.2M | 89k | 13.13 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $999k | 13k | 77.84 | |
Jp Morgan Alerian Mlp Index | 0.6 | $968k | 42k | 23.27 | |
Magellan Midstream Partners | 0.4 | $686k | 10k | 66.22 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $574k | 3.8k | 151.05 | |
Fidelity msci rl est etf (FREL) | 0.3 | $578k | 21k | 27.88 | |
Berkshire Hathaway (BRK.B) | 0.3 | $500k | 2.4k | 208.16 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $419k | 4.5k | 94.12 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $410k | 8.4k | 48.97 | |
AmerisourceBergen (COR) | 0.2 | $383k | 4.7k | 82.37 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $366k | 299.00 | 1224.08 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $299k | 2.9k | 102.05 | |
Johnson & Johnson (JNJ) | 0.2 | $289k | 2.2k | 129.60 | |
Nucor Corporation (NUE) | 0.2 | $295k | 5.8k | 50.97 | |
General Electric Company | 0.2 | $265k | 30k | 8.94 | |
Procter & Gamble Company (PG) | 0.2 | $270k | 2.2k | 124.37 | |
Marathon Oil Corporation (MRO) | 0.1 | $233k | 19k | 12.27 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $200k | 1.6k | 128.21 | |
Vanguard Growth ETF (VUG) | 0.1 | $197k | 1.2k | 166.39 | |
Vanguard Value ETF (VTV) | 0.1 | $188k | 1.7k | 111.37 | |
Dropbox Inc-class A (DBX) | 0.1 | $166k | 8.2k | 20.19 | |
Ishares Tr usa min vo (USMV) | 0.1 | $158k | 2.5k | 64.25 | |
Technology SPDR (XLK) | 0.1 | $138k | 1.7k | 80.75 | |
Pulte (PHM) | 0.1 | $125k | 3.4k | 36.69 | |
3M Company (MMM) | 0.1 | $116k | 707.00 | 164.07 | |
Pepsi (PEP) | 0.1 | $114k | 834.00 | 136.69 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $114k | 605.00 | 188.43 | |
MasterCard Incorporated (MA) | 0.1 | $109k | 400.00 | 272.50 | |
Wal-Mart Stores (WMT) | 0.1 | $106k | 891.00 | 118.97 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $103k | 730.00 | 141.10 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $99k | 641.00 | 154.45 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.1 | $103k | 872.00 | 118.12 | |
Vulcan Materials Company (VMC) | 0.1 | $79k | 522.00 | 151.34 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $93k | 582.00 | 159.79 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $81k | 362.00 | 223.76 | |
Northrop Grumman Corporation (NOC) | 0.0 | $70k | 186.00 | 376.34 | |
Union Pacific Corporation (UNP) | 0.0 | $73k | 450.00 | 162.22 | |
Dover Corporation (DOV) | 0.0 | $66k | 662.00 | 99.70 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $70k | 382.00 | 183.25 | |
Coca-Cola Company (KO) | 0.0 | $44k | 808.00 | 54.46 | |
Costco Wholesale Corporation (COST) | 0.0 | $46k | 158.00 | 291.14 | |
Accenture (ACN) | 0.0 | $58k | 303.00 | 191.42 | |
Chesapeake Energy Corporation | 0.0 | $45k | 32k | 1.40 | |
Rockwell Automation (ROK) | 0.0 | $59k | 361.00 | 163.43 | |
Bausch Health Companies (BHC) | 0.0 | $44k | 2.0k | 22.00 | |
U.S. Bancorp (USB) | 0.0 | $35k | 637.00 | 54.95 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $26k | 580.00 | 44.83 | |
Caterpillar (CAT) | 0.0 | $34k | 270.00 | 125.93 | |
McDonald's Corporation (MCD) | 0.0 | $27k | 124.00 | 217.74 | |
Tractor Supply Company (TSCO) | 0.0 | $32k | 353.00 | 90.65 | |
Health Care SPDR (XLV) | 0.0 | $34k | 380.00 | 89.47 | |
Automatic Data Processing (ADP) | 0.0 | $32k | 200.00 | 160.00 | |
Yum! Brands (YUM) | 0.0 | $28k | 250.00 | 112.00 | |
Altria (MO) | 0.0 | $41k | 1.0k | 41.00 | |
Schlumberger (SLB) | 0.0 | $34k | 1.0k | 34.00 | |
Fifth Third Ban (FITB) | 0.0 | $27k | 1.0k | 26.89 | |
salesforce (CRM) | 0.0 | $42k | 285.00 | 147.37 | |
iShares Russell 1000 Index (IWB) | 0.0 | $27k | 162.00 | 166.67 | |
Rbc Cad (RY) | 0.0 | $27k | 336.00 | 80.36 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $32k | 778.00 | 41.13 | |
SPDR S&P Dividend (SDY) | 0.0 | $26k | 254.00 | 102.36 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $36k | 175.00 | 205.71 | |
ProShares Credit Suisse 130/30 (CSM) | 0.0 | $29k | 408.00 | 71.08 | |
WisdomTree SmallCap Earnings Fund (EES) | 0.0 | $32k | 900.00 | 35.56 | |
Global X Fds scien beta us | 0.0 | $32k | 960.00 | 33.33 | |
Under Armour Inc Cl C (UA) | 0.0 | $34k | 1.9k | 17.89 | |
Ecolab (ECL) | 0.0 | $20k | 100.00 | 200.00 | |
IAC/InterActive | 0.0 | $14k | 66.00 | 212.12 | |
Dominion Resources (D) | 0.0 | $23k | 288.00 | 79.86 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $9.0k | 34.00 | 264.71 | |
Global Payments (GPN) | 0.0 | $23k | 146.00 | 157.53 | |
Entegris (ENTG) | 0.0 | $11k | 235.00 | 46.81 | |
Colgate-Palmolive Company (CL) | 0.0 | $18k | 250.00 | 72.00 | |
Danaher Corporation (DHR) | 0.0 | $9.0k | 60.00 | 150.00 | |
Starbucks Corporation (SBUX) | 0.0 | $12k | 141.00 | 85.11 | |
Visa (V) | 0.0 | $9.0k | 51.00 | 176.47 | |
Applied Materials (AMAT) | 0.0 | $13k | 253.00 | 51.38 | |
Amazon (AMZN) | 0.0 | $10k | 6.00 | 1666.67 | |
Energy Select Sector SPDR (XLE) | 0.0 | $10k | 175.00 | 57.14 | |
Estee Lauder Companies (EL) | 0.0 | $10k | 52.00 | 192.31 | |
Enbridge (ENB) | 0.0 | $15k | 434.00 | 34.56 | |
Align Technology (ALGN) | 0.0 | $14k | 76.00 | 184.21 | |
USANA Health Sciences (USNA) | 0.0 | $16k | 240.00 | 66.67 | |
Denison Mines Corp (DNN) | 0.0 | $11k | 23k | 0.47 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $21k | 187.00 | 112.30 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $20k | 506.00 | 39.53 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $12k | 102.00 | 117.65 | |
Hldgs (UAL) | 0.0 | $9.0k | 100.00 | 90.00 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $12k | 330.00 | 36.36 | |
WisdomTree MidCap Earnings Fund (EZM) | 0.0 | $15k | 375.00 | 40.00 | |
First Trust Cloud Computing Et (SKYY) | 0.0 | $15k | 263.00 | 57.03 | |
Facebook Inc cl a (META) | 0.0 | $24k | 132.00 | 181.82 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $13k | 214.00 | 60.75 | |
wisdomtreetrusdivd.. (DGRW) | 0.0 | $22k | 485.00 | 45.36 | |
Intercontinental Exchange (ICE) | 0.0 | $15k | 161.00 | 93.17 | |
American Airls (AAL) | 0.0 | $21k | 784.00 | 26.79 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $9.0k | 60.00 | 150.00 | |
Etf Managers Tr purefunds ise cy | 0.0 | $20k | 533.00 | 37.52 | |
Dupont De Nemours (DD) | 0.0 | $12k | 166.00 | 72.29 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $11k | 226.00 | 48.67 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $7.0k | 117.00 | 59.83 | |
Charles Schwab Corporation (SCHW) | 0.0 | $4.0k | 100.00 | 40.00 | |
American Express Company (AXP) | 0.0 | $7.0k | 62.00 | 112.90 | |
PNC Financial Services (PNC) | 0.0 | $6.0k | 42.00 | 142.86 | |
Ameriprise Financial (AMP) | 0.0 | $6.0k | 40.00 | 150.00 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $6.0k | 94.00 | 63.83 | |
Brookfield Asset Management | 0.0 | $4.0k | 75.00 | 53.33 | |
Bristol Myers Squibb (BMY) | 0.0 | $5.0k | 100.00 | 50.00 | |
PPG Industries (PPG) | 0.0 | $5.0k | 40.00 | 125.00 | |
Pitney Bowes (PBI) | 0.0 | $2.0k | 408.00 | 4.90 | |
Travelers Companies (TRV) | 0.0 | $6.0k | 37.00 | 162.16 | |
BB&T Corporation | 0.0 | $7.0k | 133.00 | 52.63 | |
ConocoPhillips (COP) | 0.0 | $3.0k | 58.00 | 51.72 | |
eBay (EBAY) | 0.0 | $7.0k | 171.00 | 40.94 | |
Qualcomm (QCOM) | 0.0 | $3.0k | 45.00 | 66.67 | |
Exelon Corporation (EXC) | 0.0 | $7.0k | 148.00 | 47.30 | |
Concho Resources | 0.0 | $3.0k | 50.00 | 60.00 | |
Royal Gold (RGLD) | 0.0 | $8.0k | 65.00 | 123.08 | |
Centene Corporation (CNC) | 0.0 | $7.0k | 172.00 | 40.70 | |
Wabtec Corporation (WAB) | 0.0 | $5.0k | 67.00 | 74.63 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $4.0k | 36.00 | 111.11 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $4.0k | 48.00 | 83.33 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $4.0k | 30.00 | 133.33 | |
Financial Select Sector SPDR (XLF) | 0.0 | $999.960000 | 52.00 | 19.23 | |
Vanguard Small-Cap Value ETF (VBR) | 0.0 | $3.0k | 27.00 | 111.11 | |
Dollar General (DG) | 0.0 | $8.0k | 50.00 | 160.00 | |
First Trust DJ Internet Index Fund (FDN) | 0.0 | $999.990000 | 9.00 | 111.11 | |
iShares Russell 3000 Value Index (IUSV) | 0.0 | $6.0k | 112.00 | 53.57 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $3.0k | 30.00 | 100.00 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $5.0k | 44.00 | 113.64 | |
iShares Russell 3000 Growth Index (IUSG) | 0.0 | $4.0k | 68.00 | 58.82 | |
American Tower Reit (AMT) | 0.0 | $8.0k | 37.00 | 216.22 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $2.0k | 48.00 | 41.67 | |
Accelr8 Technology | 0.0 | $1.0k | 49.00 | 20.41 | |
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) | 0.0 | $3.0k | 34.00 | 88.24 | |
Kearny Finl Corp Md (KRNY) | 0.0 | $8.0k | 595.00 | 13.45 | |
Ishares Tr (LRGF) | 0.0 | $6.0k | 185.00 | 32.43 | |
J P Morgan Exchange Traded F jpmorgan diver (JPUS) | 0.0 | $7.0k | 97.00 | 72.16 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $0 | 1.00 | 0.00 | |
Fortive (FTV) | 0.0 | $7.0k | 106.00 | 66.04 | |
Yum China Holdings (YUMC) | 0.0 | $7.0k | 164.00 | 42.68 | |
Hilton Worldwide Holdings (HLT) | 0.0 | $7.0k | 74.00 | 94.59 | |
Aurora Cannabis Inc snc | 0.0 | $1.0k | 150.00 | 6.67 | |
Snap Inc cl a (SNAP) | 0.0 | $8.0k | 500.00 | 16.00 | |
Akoustis Technologies (AKTS) | 0.0 | $1.0k | 150.00 | 6.67 | |
Ishares Tr broad usd high (USHY) | 0.0 | $1.0k | 20.00 | 50.00 | |
Huazhu Group (HTHT) | 0.0 | $8.0k | 232.00 | 34.48 | |
Nio Inc spon ads (NIO) | 0.0 | $1.0k | 500.00 | 2.00 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.0 | $999.940000 | 17.00 | 58.82 | |
Dow (DOW) | 0.0 | $8.0k | 166.00 | 48.19 | |
Corteva (CTVA) | 0.0 | $5.0k | 166.00 | 30.12 | |
Blue Apron Hldgs Inc Cl A | 0.0 | $4.0k | 433.00 | 9.24 | |
Globe Life (GL) | 0.0 | $4.0k | 39.00 | 102.56 |