Long-term investor
Providence Wealth Advisors, LLC @providencewealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001744955).
Record
- Tracked since 2025-06-30 (477 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days -9.4% · 6 months +18.2% · 1 year +49.9% · all +49.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 8.9% · long · since 2025-06-30
- AAPL · 8.0% · long · since 2025-06-30
- 149123101 · 6.4% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- AVGO · 4.7% · long · since 2025-06-30
- JPM · 4.2% · long · since 2025-06-30
- WMT · 2.8% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2026-06-30
- WM · 2.5% · long · since 2025-06-30
- 02079K107 · 2.2% · long · since 2025-06-30
- ALL · 2.0% · long · since 2025-06-30