Providence Wealth Advisors, LLC
โขCIK: 1744955โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology26.4%
Other18.8%
Healthcare16.2%
Consumer10.5%
Financial8.7%
Industrial7.8%
Energy3.8%
Utilities3.6%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ25 increased
โ34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022