PROVIDENCE WEALTH ADVISORS, LLC

PrivateCIK: 1744955
Location

FRANKFORT, IL

80
Positions
$157.33M
Total AUM (reported)
1.27M
Total Shares

Allocation by class

TOTAL AUM$157.33M80 positions
COM$146.35M93.0%
CAP STK CL C$3.09M2.0%
COM NEW$2.11M1.3%
CL A$1.94M1.2%
CAP STK CL A$1.65M1.0%
PHYSICAL SILVER$1.10M0.7%
SPONSORED ADR$616.5K0.4%

Portfolio Concentration

Top 320.0%4–1025.9%11–2524.7%Rest29.4%TOP 1045.9%0%100%
Top 3$31.52M20.0%
4–10$40.73M25.9%
11–25$38.84M24.7%
Rest$46.25M29.4%

Top 3 weight

20.0%

Top 10 weight

45.9%

Voting Authority Distribution

Total shares with voting rights: 1.27M

Sole

Full voting authority

1.27M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:

ELI LILLY AND CO

SOLE
COM
Shares12.52K
TypeSH
Market value$11.97M
7.61%
Sole
12.52K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares44.59K
TypeSH
Market value$11.35M
7.21%
Sole
44.59K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares11.19K
TypeSH
Market value$8.20M
5.21%
Sole
11.19K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares21K
TypeSH
Market value$7.76M
4.93%
Sole
21K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares21.79K
TypeSH
Market value$6.79M
4.32%
Sole
21.79K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares20.88K
TypeSH
Market value$6.15M
3.91%
Sole
20.88K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares41.73K
TypeSH
Market value$5.77M
3.67%
Sole
41.73K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares42.09K
TypeSH
Market value$5.26M
3.34%
Sole
42.09K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares20.88K
TypeSH
Market value$4.77M
3.03%
Sole
20.88K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares18.36K
TypeSH
Market value$4.22M
2.69%
Sole
18.36K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares18.26K
TypeSH
Market value$3.84M
2.44%
Sole
18.26K
Shared
0.00
None
0.00

ALPHABET INC CLASS CLASS C

SOLE
CAP STK CL C
Shares10.51K
TypeSH
Market value$3.09M
1.97%
Sole
10.51K
Shared
0.00
None
0.00

OLD NATL BANCORP IND

SOLE
COM
Shares131.09K
TypeSH
Market value$2.93M
1.86%
Sole
131.09K
Shared
0.00
None
0.00

ALLSTATE CORP

SOLE
COM
Shares13.96K
TypeSH
Market value$2.86M
1.82%
Sole
13.96K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares12.78K
TypeSH
Market value$2.74M
1.74%
Sole
12.78K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares16.56K
TypeSH
Market value$2.67M
1.70%
Sole
16.56K
Shared
0.00
None
0.00

CHEVRON CORP NEW

SOLE
COM
Shares13.48K
TypeSH
Market value$2.66M
1.69%
Sole
13.48K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares10.10K
TypeSH
Market value$2.47M
1.57%
Sole
10.10K
Shared
0.00
None
0.00

IBM CORP

SOLE
COM
Shares10.10K
TypeSH
Market value$2.46M
1.56%
Sole
10.10K
Shared
0.00
None
0.00

VALERO ENERGY CORP NEW

SOLE
COM
Shares9.52K
TypeSH
Market value$2.27M
1.44%
Sole
9.52K
Shared
0.00
None
0.00

CONSTELLATION ENERGY COR

SOLE
COM
Shares8.07K
TypeSH
Market value$2.27M
1.44%
Sole
8.07K
Shared
0.00
None
0.00

ADAMS DIVERSIFIED EQUITY

SOLE
COM
Shares98.95K
TypeSH
Market value$2.21M
1.41%
Sole
98.95K
Shared
0.00
None
0.00

LOWES COS INC

SOLE
COM
Shares9.07K
TypeSH
Market value$2.14M
1.36%
Sole
9.07K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares15.26K
TypeSH
Market value$2.14M
1.36%
Sole
15.26K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares6.32K
TypeSH
Market value$2.09M
1.33%
Sole
6.32K
Shared
0.00
None
0.00
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