Providence Wealth Advisors, LLC
•CIK: 1744955•Filing: Q4 2025
**Providence Wealth Advisors, LLC** manages $160M across a diversified portfolio of 86 positions. The strategy exhibits significant conviction in mega-cap technology and healthcare leaders, highlighted by top holdings including LLY at $13.0M and AAPL at $12.0M. Further allocations are weighted toward semiconductor and financial infrastructure, with MSFT ($10.1M), AVGO ($7.5M), and JPM ($7.0M) anchoring core exposure. This concentrated approach signals a focus on established market leaders with proven secular growth drivers.
Total AUM
$160.1M
QoQ Performance
+1.0%
Positions
86
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
AAPL
MSFT
LLY8.1%
AAPL7.5%
MSFT6.3%
AVGO4.7%
JPM4.4%
CAT4.3%
NEE3.6%
WMT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology26.4%
Other20.4%
Healthcare16.2%
Consumer10.5%
Financial8.5%
Industrial7.8%
Utilities3.6%
Consumer Staples2.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑25 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023