Providence Wealth Advisors as of Dec. 31, 2024
Portfolio Holdings for Providence Wealth Advisors
Providence Wealth Advisors holds 80 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $11M | 44k | 245.04 | |
| Eli Lilly & Co. (LLY) | 7.3 | $9.5M | 13k | 765.46 | |
| Microsoft Corporation (MSFT) | 6.8 | $8.9M | 21k | 426.76 | |
| Broadcom (AVGO) | 4.0 | $5.2M | 22k | 234.69 | |
| JPMorgan Chase & Co. (JPM) | 3.9 | $5.0M | 21k | 241.72 | |
| Honeywell International (HON) | 3.8 | $4.9M | 22k | 222.85 | |
| Caterpillar (CAT) | 3.2 | $4.1M | 11k | 364.46 | |
| Wal-Mart Stores (WMT) | 3.0 | $3.9M | 43k | 91.68 | |
| Waste Management (WM) | 2.8 | $3.7M | 19k | 201.32 | |
| Amazon (AMZN) | 2.8 | $3.7M | 16k | 226.31 | |
| Old National Ban (ONB) | 2.4 | $3.1M | 144k | 21.50 | |
| Nextera Energy (NEE) | 2.1 | $2.8M | 39k | 71.27 | |
| Allstate Corporation (ALL) | 2.0 | $2.6M | 14k | 187.66 | |
| International Business Machines (IBM) | 1.9 | $2.5M | 11k | 222.63 | |
| Abbvie (ABBV) | 1.8 | $2.4M | 13k | 180.69 | |
| Home Depot (HD) | 1.8 | $2.3M | 6.0k | 389.67 | |
| Constellation Energy (CEG) | 1.6 | $2.1M | 8.0k | 264.63 | |
| Chevron Corporation (CVX) | 1.6 | $2.1M | 14k | 147.86 | |
| Adams Express Company (ADX) | 1.6 | $2.0M | 99k | 20.67 | |
| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 1.5 | $2.0M | 10k | 197.16 | |
| Lowe's Companies (LOW) | 1.4 | $1.8M | 7.4k | 250.73 | |
| Pepsi (PEP) | 1.4 | $1.8M | 13k | 146.97 | |
| Bristol Myers Squibb (BMY) | 1.4 | $1.8M | 31k | 56.83 | |
| Coca-Cola Company (KO) | 1.3 | $1.7M | 28k | 60.93 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.6M | 15k | 108.10 | |
| Procter & Gamble Company (PG) | 1.2 | $1.5M | 9.6k | 160.73 | |
| Exelon Corporation (EXC) | 1.1 | $1.5M | 39k | 37.82 | |
| Amgen (AMGN) | 1.1 | $1.4M | 5.6k | 259.04 | |
| Qualcomm (QCOM) | 1.1 | $1.4M | 8.8k | 160.93 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.4M | 9.6k | 143.86 | |
| Cisco Systems (CSCO) | 1.0 | $1.3M | 23k | 58.78 | |
| Mastercard Inc Class A Cl A (MA) | 1.0 | $1.3M | 2.6k | 514.15 | |
| Gilead Sciences (GILD) | 1.0 | $1.3M | 15k | 91.17 | |
| Verizon Communications (VZ) | 1.0 | $1.3M | 33k | 39.77 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $1.2M | 16k | 74.84 | |
| Uber Technologies (UBER) | 0.9 | $1.2M | 18k | 66.42 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.2M | 1.3k | 922.95 | |
| Travelers Companies (TRV) | 0.9 | $1.2M | 4.8k | 242.94 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.2M | 16k | 72.30 | |
| Emerson Electric (EMR) | 0.9 | $1.1M | 9.2k | 122.25 | |
| Pfizer (PFE) | 0.9 | $1.1M | 41k | 27.02 | |
| Valero Energy Corporation (VLO) | 0.8 | $1.1M | 8.9k | 122.29 | |
| Netflix (NFLX) | 0.8 | $1.1M | 1.2k | 873.96 | |
| Merck & Co (MRK) | 0.8 | $1.0M | 10k | 99.88 | |
| Alphabet Inc Class A Cap Stk Cl A (GOOGL) | 0.8 | $999k | 5.1k | 195.84 | |
| PPG Industries (PPG) | 0.7 | $959k | 8.3k | 115.46 | |
| Walt Disney Company (DIS) | 0.7 | $947k | 8.5k | 111.56 | |
| Rtx Corp Com New | 0.7 | $854k | 7.5k | 114.39 | |
| Dupont De Nemours (DD) | 0.7 | $850k | 11k | 74.82 | |
| Fastenal Company (FAST) | 0.6 | $824k | 12k | 71.93 | |
| Tesla Motors (TSLA) | 0.4 | $540k | 1.3k | 403.61 | |
| Dow (DOW) | 0.4 | $531k | 13k | 39.89 | |
| Entergy Corporation (ETR) | 0.4 | $526k | 7.0k | 75.08 | |
| Accenture Plc Ireland Fclass A Shs Class A (ACN) | 0.4 | $482k | 1.4k | 350.30 | |
| Altria (MO) | 0.3 | $444k | 8.5k | 52.29 | |
| At&t (T) | 0.3 | $440k | 19k | 22.67 | |
| Coupang Inc Class A Cl A (CPNG) | 0.3 | $410k | 19k | 22.07 | |
| Automatic Data Processing (ADP) | 0.3 | $385k | 1.3k | 286.95 | |
| McDonald's Corporation (MCD) | 0.3 | $366k | 1.2k | 293.95 | |
| Abbott Laboratories (ABT) | 0.3 | $353k | 3.1k | 113.54 | |
| Union Pacific Corporation (UNP) | 0.3 | $329k | 1.4k | 230.19 | |
| Boeing Company (BA) | 0.2 | $292k | 1.7k | 170.98 | |
| Progressive Corporation (PGR) | 0.2 | $286k | 1.2k | 240.44 | |
| Meta Platforms Inc Class A Cl A (META) | 0.2 | $281k | 452.00 | 620.72 | |
| Intel Corporation (INTC) | 0.2 | $271k | 14k | 19.97 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $262k | 612.00 | 428.60 | |
| Wec Energy Group (WEC) | 0.2 | $247k | 2.7k | 92.50 | |
| Super Micro Computer | 0.2 | $246k | 6.8k | 36.08 | |
| Essential Utils (WTRG) | 0.2 | $245k | 6.8k | 35.77 | |
| Dick's Sporting Goods (DKS) | 0.2 | $231k | 1.0k | 228.77 | |
| Wintrust Financial Corporation (WTFC) | 0.2 | $222k | 1.7k | 127.72 | |
| Danaher Corporation (DHR) | 0.2 | $222k | 929.00 | 238.71 | |
| Viking Therapeutics (VKTX) | 0.2 | $213k | 5.0k | 42.59 | |
| Williams-Sonoma (WSM) | 0.2 | $201k | 1.0k | 198.99 | |
| Phillips Edison & Co Common Stock (PECO) | 0.2 | $201k | 5.4k | 36.94 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $133k | 25k | 5.33 | |
| Cion Invt Corp (CION) | 0.1 | $127k | 11k | 11.37 | |
| Seres Therapeutics | 0.1 | $94k | 105k | 0.90 | |
| Coherus Biosciences (CHRS) | 0.0 | $21k | 13k | 1.68 | |
| Cel-sci Corp Com Par New | 0.0 | $8.3k | 20k | 0.41 |