Providence-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ACN", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "T", "ADX", "CAT", "AVGO", "LOW", "WTRG", "CION", "GILD", "ALDX", "HON", "HD", "MCD", "UNP", "QCOM", "ITW", "EMR", "META", "MCRB", "MA", "MSFT", "EXC", "FAST", "PEP", "PGR", "DOW", "AAPL", "INTC", "PFE", "PG", "MRK", "VZ", "MKC", "AMGN", "PPG", "IBM", null, "TRV", "UBER", null, "SCHW", "ETR", "DD", "ONB", "DRI", "WEC", "WM", "AMZN", "MSI", "DKS", "VLO", "WMT", "WFC", null, "KMB", "ADP", "BA", "BMY", "CVX", "CSCO", "KO", "CHRS", "COP", "CEG", "COST", "CPNG", "NEE", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "MO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 82
- Total Value
- 130679712
- Accession Number
- 0001104659-25-045405
- Form Type
- 13F-HR
- Manager Name
- Providence-Wealth-Advisors
Data Enrichment
96% identified79 identified3 unidentified
Holdings
82 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
32.4K | All Managers (Combined) | $1.9M | |||
11.2K | All Managers (Combined) | $1.9M | |||
99.0K | QoQ 0.00% (-0)YoY NEW(+99.0K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
EXELON CORP(EXCcusip30161N101) | 39.3K | All Managers (Combined) | $1.8M | ||
7.5K | QoQ +1.20% (-89)YoY +5.14% (+365) | All Managers (Combined) | $1.7M | ||
5.6K | QoQ +1.13% (+63)YoY +6.48% (+343) | All Managers (Combined) | $1.7M | ||
10.6K | All Managers (Combined) | $1.6M | |||
8.0K | All Managers (Combined) | $1.6M | |||
Alphabet Inc.(GOOGcusip02079K107) | 10.2K | All Managers (Combined) | $1.6M | ||
14.5K | QoQ +0.23% (+34) | All Managers (Combined) | $1.6M | ||
34.0K | All Managers (Combined) | $1.5M | |||
Mastercard Inc(MAcusip57636Q104) | 2.6K | QoQ +0.89% (+23)YoY +5.73% (+141) | All Managers (Combined) | $1.4M | |
22.8K | QoQ -0.01% (-3)YoY -2.36% (-552) | All Managers (Combined) | $1.4M | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 8.9K | QoQ +0.37% (-33) | All Managers (Combined) | $1.3M | |
18.4K | QoQ 0.00% (+0)YoY +0.13% (-25) | All Managers (Combined) | $1.3M | ||
4.9K | QoQ +0.66% (+32)YoY +6.85% (+312) | All Managers (Combined) | $1.3M | ||
16.5K | QoQ +0.67% (+110)YoY +3.50% (+558) | All Managers (Combined) | $1.3M | ||
11.3K | All Managers (Combined) | $1.2M | |||
1.3K | QoQ +0.93% (+12)YoY -0.99% (-13) | All Managers (Combined) | $1.2M | ||
9.3K | QoQ +4.47% (+397)YoY +9.81% (-829) | All Managers (Combined) | $1.2M |