Provident Wealth Management, LLC
Top Portfolio Positions
28 positions ·
$16,776,183 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,368 | $2,377,504 | 14.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
15,207 | $2,196,499 | 13.09% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
7,819 | $1,693,439 | 10.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,328 | $1,221,454 | 7.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,814 | $1,156,063 | 6.89% | |
| MSFT |
Microsoft Corp
Technology
|
2,508 | $928,386 | 5.53% | |
| HON |
Honeywell International Inc
Industrials
|
3,584 | $810,091 | 4.83% | |
| GLD |
Spdr Gold Trust
|
1,388 | $597,242 | 3.56% | |
| KO |
Coca Cola Co
Consumer Defensive
|
6,957 | $529,079 | 3.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
851 | $491,180 | 2.93% |
Portfolio Trend
Holdings in XPL
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,052 | 29,332 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $20,532 | 29,332 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,532 | 29,332 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $19,065 | 29,332 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $17,599 | 29,332 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $17,305 | 29,332 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,532 | 29,332 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $26,105 | 29,332 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,599 | 29,332 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $16,425 | 29,332 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $15,839 | 29,332 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $11,589 | 20,333 | Shares | Sole | 2023-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||