Providence Wealth Advisors, LLC
Top Portfolio Positions
77 positions ·
$149,778,000 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
12,520 | $11,515,520 | 7.69% | |
| AAPL |
Apple Inc.
Technology
|
44,592 | $11,317,003 | 7.56% | |
| CAT |
Caterpillar Inc
Industrials
|
11,190 | $7,927,667 | 5.29% | |
| MSFT |
Microsoft Corp
Technology
|
21,001 | $7,773,940 | 5.19% | |
| AVGO |
Broadcom Inc.
Technology
|
21,791 | $6,744,532 | 4.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,878 | $6,141,472 | 4.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
42,091 | $5,231,069 | 3.49% | |
| HON |
Honeywell International Inc
Industrials
|
20,884 | $4,720,410 | 3.15% | |
| WM |
Waste Management Inc
Industrials
|
18,356 | $4,218,025 | 2.82% | |
| NEE |
Nextera Energy Inc
Utilities
|
41,733 | $3,876,160 | 2.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALDX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,250 | 25,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $129,500 | 25,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $130,500 | 25,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $95,750 | 25,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $143,750 | 25,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $124,750 | 25,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $134,750 | 25,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,750 | 25,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $70,305 | 21,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,703 | 1,340 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||