Providence First Trust as of Dec. 31, 2017
Portfolio Holdings for Providence First Trust
Providence First Trust holds 67 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Vanguard Long Term Corporate Bond ETF (VCLT) | 5.3 | $5.9M | 61k | 95.75 | |
iShares Lehman Aggregate Bond (AGG) | 4.2 | $4.6M | 42k | 109.33 | |
Utilities SPDR (XLU) | 3.5 | $3.9M | 73k | 52.68 | |
Amazon (AMZN) | 3.2 | $3.5M | 3.0k | 1169.47 | |
Apple (AAPL) | 3.0 | $3.4M | 20k | 169.25 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 3.0 | $3.3M | 51k | 63.94 | |
UnitedHealth (UNH) | 3.0 | $3.3M | 15k | 220.42 | |
Honeywell International (HON) | 2.7 | $3.0M | 20k | 153.37 | |
Adobe Systems Incorporated (ADBE) | 2.5 | $2.7M | 16k | 175.21 | |
MasterCard Incorporated (MA) | 2.4 | $2.7M | 18k | 151.38 | |
Facebook Inc cl a (META) | 2.4 | $2.6M | 15k | 176.46 | |
Union Pacific Corporation (UNP) | 2.4 | $2.6M | 20k | 134.08 | |
JPMorgan Chase & Co. (JPM) | 2.3 | $2.6M | 24k | 106.94 | |
Technology SPDR (XLK) | 2.3 | $2.6M | 41k | 63.95 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 2.3 | $2.6M | 47k | 54.73 | |
iShares MSCI EAFE Index Fund (EFA) | 2.3 | $2.5M | 36k | 70.31 | |
Goldman Sachs (GS) | 2.3 | $2.5M | 10k | 254.79 | |
Raytheon Company | 2.3 | $2.5M | 14k | 187.87 | |
Spdr Series Trust barcly cap etf (SPLB) | 2.3 | $2.5M | 88k | 28.60 | |
Walt Disney Company (DIS) | 2.3 | $2.5M | 23k | 107.50 | |
Ishares Tr core strm usbd (ISTB) | 2.1 | $2.3M | 47k | 49.84 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.9 | $2.1M | 27k | 79.29 | |
Eaton (ETN) | 1.9 | $2.1M | 26k | 79.02 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.8 | $2.0M | 5.7k | 345.42 | |
New Residential Investment (RITM) | 1.7 | $1.9M | 108k | 17.88 | |
Vanguard Lg Term Govt Bd ETF (VGLT) | 1.7 | $1.9M | 25k | 77.98 | |
Sch Us Mid-cap Etf etf (SCHM) | 1.7 | $1.9M | 36k | 53.26 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.5 | $1.7M | 30k | 56.88 | |
FedEx Corporation (FDX) | 1.5 | $1.6M | 6.6k | 249.50 | |
iShares Dow Jones Select Dividend (DVY) | 1.5 | $1.6M | 17k | 98.57 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.4 | $1.6M | 34k | 47.12 | |
U.S. Bancorp (USB) | 1.3 | $1.5M | 27k | 53.59 | |
Morgan Stanley (MS) | 1.3 | $1.4M | 27k | 52.47 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $1.4M | 1.4k | 1046.51 | |
iShares Cohen & Steers Realty Maj. (ICF) | 1.3 | $1.4M | 14k | 101.34 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.2 | $1.4M | 8.0k | 170.18 | |
Chimera Investment Corp etf | 1.2 | $1.3M | 73k | 18.49 | |
Johnson & Johnson (JNJ) | 1.2 | $1.3M | 9.4k | 139.76 | |
Health Care SPDR (XLV) | 1.2 | $1.3M | 16k | 82.68 | |
Applied Materials (AMAT) | 1.1 | $1.2M | 23k | 51.12 | |
Humana (HUM) | 1.0 | $1.1M | 4.6k | 247.99 | |
Schwab U S Small Cap ETF (SCHA) | 1.0 | $1.1M | 16k | 69.76 | |
Alphabet Inc Class A cs (GOOGL) | 1.0 | $1.1M | 1.0k | 1052.99 | |
iShares Russell 1000 Value Index (IWD) | 0.9 | $982k | 7.9k | 124.30 | |
DNP Select Income Fund (DNP) | 0.8 | $946k | 88k | 10.80 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.8 | $920k | 8.3k | 110.76 | |
Automatic Data Processing (ADP) | 0.8 | $914k | 7.8k | 117.22 | |
iShares Russell Midcap Value Index (IWS) | 0.8 | $852k | 9.6k | 89.17 | |
Micron Technology (MU) | 0.7 | $804k | 20k | 41.10 | |
Electronic Arts (EA) | 0.6 | $678k | 6.5k | 105.08 | |
Visa (V) | 0.6 | $675k | 5.9k | 114.00 | |
Activision Blizzard | 0.6 | $679k | 11k | 63.36 | |
United Parcel Service (UPS) | 0.6 | $626k | 5.3k | 119.08 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.5 | $592k | 14k | 41.59 | |
Schlumberger (SLB) | 0.5 | $580k | 8.6k | 67.44 | |
Vanguard Mid-Cap ETF (VO) | 0.5 | $533k | 3.4k | 154.67 | |
SPDR KBW Regional Banking (KRE) | 0.4 | $465k | 7.9k | 58.88 | |
Exxon Mobil Corporation (XOM) | 0.4 | $450k | 5.4k | 83.60 | |
Willdan (WLDN) | 0.4 | $411k | 17k | 23.95 | |
JetBlue Airways Corporation (JBLU) | 0.2 | $264k | 12k | 22.34 | |
Powershares Etf Tr Ii s^p500 low vol | 0.2 | $265k | 5.5k | 47.78 | |
Intel Corporation (INTC) | 0.2 | $261k | 5.7k | 46.17 | |
Comcast Corporation (CMCSA) | 0.2 | $221k | 5.4k | 40.78 | |
PNC Financial Services (PNC) | 0.2 | $227k | 1.6k | 144.13 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.2 | $225k | 2.0k | 113.29 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $208k | 2.6k | 81.47 | |
Putnam Managed Municipal Income Trust (PMM) | 0.1 | $138k | 19k | 7.43 |