Long-term investor
Providence Financial Advisors, LLC @providencefinancialadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002072264).
Record
- Tracked since 2025-09-30 (358 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year n/a · all -0.0%
- Max drawdown n/a · win rate 100% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 381430230 · 19.1% · long · since 2026-03-31
- 464287200 · 14.8% · long · since 2025-09-30
- 025072349 · 11.7% · long · since 2025-09-30
- 46641Q134 · 6.2% · long · since 2025-09-30
- 696930106 · 6.1% · long · since 2025-09-30
- 316092352 · 5.8% · long · since 2025-09-30
- 464289438 · 5.0% · long · since 2025-09-30
- 78462F103 · 5.0% · long · since 2025-09-30
- 02507A101 · 3.3% · long · since 2026-03-31
- 696930205 · 2.8% · long · since 2025-09-30
- CAT · 2.0% · long · since 2025-09-30
- MSFT · 1.9% · long · since 2025-09-30