Providence First Trust as of Sept. 30, 2018
Portfolio Holdings for Providence First Trust
Providence First Trust holds 67 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 4.3 | $5.7M | 2.8k | 2002.83 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 3.9 | $5.1M | 59k | 87.99 | |
iShares Lehman Aggregate Bond (AGG) | 3.2 | $4.3M | 40k | 105.52 | |
Adobe Systems Incorporated (ADBE) | 3.2 | $4.1M | 15k | 269.92 | |
UnitedHealth (UNH) | 3.0 | $3.9M | 15k | 266.01 | |
MasterCard Incorporated (MA) | 2.8 | $3.6M | 16k | 222.59 | |
iShares MSCI EAFE Index Fund (EFA) | 2.6 | $3.4M | 50k | 67.98 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $3.3M | 29k | 112.82 | |
Honeywell International (HON) | 2.4 | $3.2M | 19k | 166.39 | |
Spdr Ser Tr cmn (FLRN) | 2.4 | $3.1M | 102k | 30.79 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.4 | $3.1M | 72k | 42.92 | |
Abbott Laboratories (ABT) | 2.4 | $3.1M | 42k | 73.36 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 2.3 | $3.0M | 30k | 101.61 | |
Union Pacific Corporation (UNP) | 2.3 | $3.0M | 18k | 162.81 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 2.3 | $3.0M | 48k | 62.09 | |
Boeing Company (BA) | 2.2 | $2.9M | 7.7k | 371.92 | |
Technology SPDR (XLK) | 2.2 | $2.8M | 38k | 75.32 | |
Sch Us Mid-cap Etf etf (SCHM) | 2.2 | $2.8M | 49k | 57.83 | |
Vanguard Lg Term Govt Bd ETF (VGLT) | 2.1 | $2.8M | 39k | 72.16 | |
Spdr Series Trust barcly cap etf (SPLB) | 2.1 | $2.7M | 104k | 26.17 | |
Walt Disney Company (DIS) | 2.0 | $2.7M | 23k | 116.96 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 2.0 | $2.6M | 51k | 52.05 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.9 | $2.5M | 32k | 78.17 | |
FedEx Corporation (FDX) | 1.9 | $2.5M | 11k | 240.77 | |
Visa (V) | 1.9 | $2.5M | 17k | 150.08 | |
Ishares Tr core strm usbd (ISTB) | 1.9 | $2.5M | 51k | 48.99 | |
Facebook Inc cl a (META) | 1.9 | $2.4M | 15k | 164.44 | |
Consumer Discretionary SPDR (XLY) | 1.7 | $2.3M | 19k | 117.22 | |
Goldman Sachs (GS) | 1.7 | $2.2M | 10k | 224.26 | |
Eaton (ETN) | 1.7 | $2.2M | 26k | 86.72 | |
Schwab U S Small Cap ETF (SCHA) | 1.7 | $2.2M | 29k | 76.17 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.6 | $2.0M | 5.5k | 367.48 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.5 | $1.9M | 9.5k | 201.70 | |
Alphabet Inc Class C cs (GOOG) | 1.4 | $1.9M | 1.6k | 1193.53 | |
Johnson & Johnson (JNJ) | 1.4 | $1.8M | 13k | 138.14 | |
U.S. Bancorp (USB) | 1.3 | $1.8M | 33k | 52.82 | |
Valero Energy Corporation (VLO) | 1.3 | $1.7M | 15k | 113.76 | |
iShares Dow Jones Select Dividend (DVY) | 1.3 | $1.6M | 17k | 99.78 | |
Alphabet Inc Class A cs (GOOGL) | 1.2 | $1.6M | 1.4k | 1207.38 | |
Consumer Staples Select Sect. SPDR (XLP) | 1.2 | $1.5M | 29k | 53.93 | |
Humana (HUM) | 1.1 | $1.5M | 4.4k | 338.54 | |
Health Care SPDR (XLV) | 1.1 | $1.4M | 15k | 95.16 | |
Micron Technology (MU) | 1.1 | $1.4M | 30k | 45.22 | |
Microsoft Corporation (MSFT) | 1.0 | $1.3M | 12k | 114.41 | |
Activision Blizzard | 0.9 | $1.1M | 14k | 83.22 | |
iShares Russell 1000 Value Index (IWD) | 0.7 | $937k | 7.4k | 126.62 | |
DNP Select Income Fund (DNP) | 0.7 | $932k | 84k | 11.07 | |
Applied Materials (AMAT) | 0.7 | $862k | 22k | 38.66 | |
iShares Russell Midcap Value Index (IWS) | 0.7 | $851k | 9.4k | 90.24 | |
Energy Select Sector SPDR (XLE) | 0.6 | $815k | 11k | 75.74 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.6 | $794k | 7.4k | 107.94 | |
Electronic Arts (EA) | 0.6 | $777k | 6.5k | 120.43 | |
United Parcel Service (UPS) | 0.5 | $603k | 5.2k | 116.68 | |
Willdan (WLDN) | 0.5 | $583k | 17k | 33.97 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.5 | $594k | 14k | 41.73 | |
PNC Financial Services (PNC) | 0.4 | $580k | 4.3k | 136.25 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $562k | 7.3k | 77.21 | |
Kohl's Corporation (KSS) | 0.4 | $559k | 7.5k | 74.59 | |
Vanguard Mid-Cap ETF (VO) | 0.4 | $517k | 3.1k | 164.34 | |
Exxon Mobil Corporation (XOM) | 0.3 | $458k | 5.4k | 85.08 | |
SPDR KBW Regional Banking (KRE) | 0.3 | $399k | 6.7k | 59.46 | |
Procter & Gamble Company (PG) | 0.3 | $335k | 4.0k | 83.31 | |
Intel Corporation (INTC) | 0.2 | $271k | 5.7k | 47.23 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.2 | $275k | 5.5k | 49.59 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $263k | 3.3k | 78.84 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.2 | $220k | 2.0k | 110.78 | |
Comcast Corporation (CMCSA) | 0.2 | $206k | 5.8k | 35.33 |