Notify me when Providence Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 87 | $155,844,290 | +$3,246,860 | -$4,069,483 | -$822,623 | LLY, AAPL, MSFT, AVGO, JPM | 13F-HR | 06 Feb 2026, 11:19 |
| Q3 2025 | 85 | $154,040,207 | +$2,430,917 | -$2,913,163 | -$482,246 | AAPL, MSFT, LLY, AVGO, JPM | 13F-HR | 05 Nov 2025, 11:03 |
| Q2 2025 | 87 | $141,693,800 | +$6,680,515 | -$4,090,081 | +$2,590,434 | MSFT, AAPL, LLY, AVGO, JPM | 13F-HR | 12 Aug 2025, 14:19 |
| Q1 2025 | 83 | $129,717,911 | +$4,573,689 | -$1,682,479 | +$2,891,210 | LLY, AAPL, MSFT, JPM, HON | 13F-HR | 07 May 2025, 11:17 |
| Q4 2024 | 81 | $129,093,637 | +$1,016,713 | -$3,459,612 | -$2,442,899 | AAPL, LLY, MSFT, AVGO, JPM | 13F-HR | 12 Feb 2025, 08:52 |
| Q3 2024 | 83 | $132,171,516 | +$6,240,298 | -$3,415,538 | +$2,824,760 | LLY, AAPL, MSFT, HON, JPM | 13F-HR | 14 Nov 2024, 09:58 |
| Q2 2024 | 79 | $125,432,156 | +$7,569,058 | -$1,871,758 | +$5,697,300 | LLY, MSFT, AAPL, HON, JPM | 13F-HR | 08 Aug 2024, 18:36 |
| Q1 2024 | 82 | $115,369,098 | +$9,256,460 | -$7,137,973 | +$2,118,487 | LLY, MSFT, AAPL, HON, JPM | 13F-HR | 13 May 2024, 12:31 |
| Q4 2023 | 79 | $30,121,625 | $0 | $0 | $0 | MSFT, IBM, GOOGL, AMZN, INTC | 13F-HR | 13 Feb 2024, 18:15 |
| Q3 2023 | 71 | $88,948,597 | +$2,540,456 | -$700,484 | +$1,839,972 | AAPL, LLY, MSFT, HON, CAT | 13F-HR | 13 Nov 2023, 15:00 |
| Q2 2023 | 71 | $89,748,509 | +$2,104,798 | -$52,075,265 | -$49,970,467 | AAPL, MSFT, LLY, HON, JPM | 13F-HR | 08 Aug 2023, 09:51 |
| Q1 2023 | 95 | $135,056,641 | +$1,387,730 | -$4,425,314 | -$3,037,584 | AAPL, VYM, MSFT, QQQ, SCHD | 13F-HR | 11 May 2023, 17:07 |
| Q4 2022 | 94 | $134,642,485 | +$2,274,474 | -$987,925 | +$1,286,549 | VYM, SCHD, AAPL, SDY, QQQ | 13F-HR | 13 Feb 2023, 08:39 |
| Q3 2022 | 96 | $111,291,000 | +$1,203,549 | -$10,445,803 | -$9,242,254 | VYM, AAPL, SCHD, LLY, MSFT | 13F-HR | 14 Nov 2022, 15:42 |
| Q2 2022 | 97 | $138,346,000 | +$8,761,359 | -$6,236,762 | +$2,524,597 | VYM, AAPL, MSFT, SCHD, QQQ | 13F-HR | 10 Aug 2022, 13:31 |
| Q1 2022 | 99 | $155,553,000 | +$6,935,527 | -$6,077,728 | +$857,799 | AAPL, QQQ, VYM, MSFT, SCHD | 13F-HR | 10 May 2022, 15:48 |
| Q4 2021 | 98 | $159,150,000 | +$6,644,229 | -$3,177,631 | +$3,466,598 | AAPL, QQQ, VYM, MSFT, SCHD | 13F-HR | 12 Jan 2022, 12:18 |
| Q3 2021 | 95 | $143,715,000 | +$3,531,973 | -$4,505,011 | -$973,038 | QQQ, MSFT, VYM, AAPL, SCHD | 13F-HR | 15 Nov 2021, 15:04 |
| Q2 2021 | 96 | $146,475,000 | +$3,724,382 | -$422,421 | +$3,301,961 | QQQ, MSFT, VYM, AAPL, SCHD | 13F-HR | 12 Aug 2021, 10:35 |
| Q1 2021 | 93 | $136,150,000 | +$6,797,380 | -$240,231 | +$6,557,149 | VYM, MSFT, FMBI, QQQ, AAPL | 13F-HR | 17 May 2021, 09:40 |
| Q4 2020 | 92 | $120,459,000 | +$7,923,811 | -$448,304 | +$7,475,507 | AAPL, QQQ, MSFT, VYM, HON | 13F-HR | 16 Feb 2021, 06:57 |
| Q3 2020 | 86 | $101,255,000 | +$10,951,884 | -$8,441,813 | +$2,510,071 | AAPL, MSFT, VYM, QQQ, SDY | 13F-HR | 10 Nov 2020, 09:21 |
| Q2 2020 | 87 | $98,041,000 | +$3,486,372 | -$2,441,796 | +$1,044,576 | MSFT, VYM, SDY, QQQ, AAPL | 13F-HR | 07 Aug 2020, 15:03 |
| Q1 2020 | 85 | $82,866,000 | +$3,521,493 | -$4,662,562 | -$1,141,069 | VYM, MSFT, SDY, FMBI, QQQ | 13F-HR | 05 May 2020, 16:47 |
| Q4 2019 | 85 | $108,691,000 | +$5,653,551 | -$17,244,586 | -$11,591,035 | FMBI, VYM, SDY, MSFT, HON | 13F-HR | 29 Jan 2020, 15:23 |
| Q3 2019 | 87 | $112,037,000 | +$6,830,261 | -$2,597,716 | +$4,232,545 | FMBI, JPM, VYM, SDY, HON | 13F-HR | 12 Nov 2019, 13:00 |
| Q2 2019 | 75 | $107,490,000 | +$3,414,747 | -$4,899,784 | -$1,485,037 | JPM, VYM, SDY, FMBI, HON | 13F-HR | 22 Jul 2019, 12:11 |
| Q1 2019 | 84 | $106,328,000 | +$6,332,824 | -$587,778 | +$5,745,046 | JPM, VYM, SDY, FMBI, BMO | 13F-HR | 18 Apr 2019, 12:39 |
| Q4 2018 | 78 | $90,124,000 | +$6,916,588 | -$12,943,355 | -$6,026,767 | JPM, FMBI, VYM, SDY, BMO | 13F-HR | 01 Feb 2019, 19:47 |
| Q3 2018 | 91 | $109,606,000 | +$9,532,832 | -$9,720,863 | -$188,031 | JPM, FMBI, VYM, SDY, BMO | 13F-HR | 01 Nov 2018, 11:55 |
| Q2 2018 | 90 | $102,701,000 | +$35,082,947 | -$1,684,083 | +$33,398,864 | JPM, VYM, SDY, FMBI, BMO | 13F-HR | 13 Aug 2018, 19:17 |
| Q1 2018 | 63 | $67,547,000 | $0 | $0 | $0 | JPM, FMBI, CAT, MSFT, T | 13F-HR | 13 Aug 2018, 19:16 |