Long-term investor
Providence Capital Advisors, LLC @providencecapitaladvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730814).
Record
- Tracked since 2025-06-30 (434 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months +5.1% · 1 year +11.4% · all +11.4%
- Max drawdown -2.4% · Sharpe 0.69 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.0% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- GOOG · 3.5% · long · since 2025-06-30
- IVV · 3.3% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- PANW · 2.4% · long · since 2025-12-31
- AMZN · 2.2% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- IEFA · 1.9% · long · since 2025-06-30
- BAC · 1.7% · long · since 2025-06-30
- QCOM · 1.5% · long · since 2025-06-30
- DE · 1.5% · long · since 2025-06-30