Fund Universe

Providence Wealth Advisors, LLC

CIK 0001744955 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.262
AUM ($M)
170
Positions
84
Turnover
0.12
Top-10 wt
47%
Herfindahl
0.034
History (qtrs)
6
Excess Return
not eligible

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Holdings · 89 positions · portfolio value $170M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
LLY funds › ELI LILLY AND CO TRIM 8.9% +1.3% 15.1 12,369 -151 5
AAPL funds › APPLE INC TRIM 8.0% +0.8% 13.6 44,396 -196 5
CAT funds › CATERPILLAR INC TRIM 6.4% +1.2% 10.8 11,040 -150 5
MSFT funds › MICROSOFT CORP TRIM 4.7% -0.2% 8.0 20,632 -369 5
AVGO funds › BROADCOM INC TRIM 4.7% +0.3% 7.9 21,639 -152 5
JPM funds › JPMORGAN CHASE & CO ADD 4.2% +0.3% 7.1 21,242 +364 5
WMT funds › WALMART INC TRIM 2.8% -0.6% 4.7 41,923 -168 5
AMZN funds › AMAZON.COM INC ADD 2.6% +0.2% 4.5 18,361 +105 5
NVDA funds › NVIDIA CORP NEW 2.6% +2.6% 4.5 22,974 +22,974 1
WM funds › WASTE MGMT INC DEL ADD 2.5% -0.2% 4.2 18,447 +91 5
GOOG funds › ALPHABET INC CLASS C TRIM 2.2% +0.2% 3.7 10,502 -6 5
ALL funds › ALLSTATE CORP TRIM 2.0% +0.2% 3.4 13,841 -119 5
ONB funds › OLD NATL BANCORP IND TRIM 2.0% +0.1% 3.4 130,714 -376 5
ABBV funds › ABBVIE INC ADD 2.0% +0.2% 3.3 12,831 +52 5
IBM funds › IBM CORP TRIM 1.7% +0.1% 2.9 10,072 -23 5
CSCO funds › CISCO SYS INC ADD 1.6% +0.4% 2.8 24,461 +250 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.5% -0.0% 2.6 10,046 -53 5
VLO funds › VALERO ENERGY CORP NEW ADD 1.5% +0.1% 2.6 9,531 +16 5
ADX funds › ADAMS DIVERSIFIED EQUITY HOLD 1.5% +0.1% 2.5 98,953 +0 5
CUSIP:438516106 funds › HONEYWELL INTL INC TRIM 1.4% -1.7% 2.3 10,390 -10,494 5
CVX funds › CHEVRON CORP NEW ADD 1.3% -0.3% 2.3 13,540 +57 5
AMGN funds › AMGEN INC ADD 1.3% +0.0% 2.3 6,063 +270 5
KO funds › THE COCA-COLA CO ADD 1.3% +0.0% 2.2 26,646 +1 5
HD funds › HOME DEPOT INC TRIM 1.3% -0.0% 2.2 6,270 -50 5
LOW funds › LOWES COS INC TRIM 1.2% -0.2% 2.0 9,056 -14 5
GILD funds › GILEAD SCIENCES INC TRIM 1.2% -0.2% 2.0 15,197 -60 5
GOOGL funds › ALPHABET INC CLASS A TRIM 1.2% +0.1% 2.0 5,518 -55 5
CEG funds › CONSTELLATION ENERGY COR TRIM 1.1% -0.3% 1.9 8,062 -10 5
EXC funds › EXELON CORP TRIM 1.1% -0.1% 1.9 40,334 -94 5
BMY funds › BRISTOL MYERS SQUIBB CO ADD 1.1% -0.2% 1.8 31,560 +335 5
TRV funds › TRAVELERS COS INC ADD 1.0% +0.1% 1.8 5,179 +1 5
INTC funds › INTEL CORP ADD 1.0% +0.6% 1.7 14,077 +668 5
SCHW funds › CHARLES SCHWAB CORP TRIM 1.0% -0.0% 1.7 17,636 -63 5
PEP funds › PEPSICO INC ADD 1.0% -0.1% 1.6 11,265 +193 5
NEE funds › NEXTERA ENERGY INC TRIM 1.0% -2.7% 1.6 18,512 -23,221 5
RTX funds › RTX CORP NEW 0.9% +0.9% 1.5 7,875 +7,875 1
PG funds › PROCTER & GAMBLE CO TRIM 0.9% -0.0% 1.5 10,112 -40 5
WFC funds › WELLS FARGO & CO ADD 0.9% -0.0% 1.5 17,638 +123 5
MA funds › MASTERCARD INC CLASS CLASS A TRIM 0.9% +0.0% 1.5 2,784 -12 5
MRK funds › MERCK & CO. INC. TRIM 0.8% -0.0% 1.4 11,036 -92 5
EMR funds › EMERSON ELEC CO ADD 0.8% -0.0% 1.4 10,156 +92 5
VZ funds › VERIZON COMMUNICATIONS I TRIM 0.8% -0.3% 1.4 32,913 -1,908 5
UBER funds › UBER TECHNOLOGIES INC HOLD 0.8% -0.0% 1.3 18,437 +0 5
QCOM funds › QUALCOMM INC TRIM 0.7% +0.1% 1.1 6,360 -837 5
FAST funds › FASTENAL CO HOLD 0.7% -0.0% 1.1 22,906 +0 5
PFE funds › PFIZER INC ADD 0.6% -0.2% 1.1 44,086 +352 5
NFLX funds › NETFLIX INC TRIM 0.6% -0.2% 1.0 12,545 -50 5
COST funds › COSTCO WHSL CORP NEW TRIM 0.5% -0.1% 0.9 988 -21 5
PSLV funds › SPROTT PHYSICAL SILVER E HOLD 0.5% -0.2% 0.9 45,048 +0 5
DIS funds › DISNEY WALT CO TRIM 0.5% -0.0% 0.9 9,023 -169 5
GLW funds › CORNING INC ADD 0.5% +0.2% 0.9 4,198 +310 5
TSLA funds › TESLA INC TRIM 0.5% -0.0% 0.8 1,965 -40 5
MO funds › ALTRIA GROUP INC TRIM 0.5% +0.0% 0.8 10,500 -129 5
PPG funds › PPG INDS INC TRIM 0.4% +0.0% 0.8 6,114 -99 5
KLAC funds › KLA CORP ADD 0.4% +0.2% 0.7 3,060 +2,842 4
CUSIP:26614N102 funds › DUPONT DE NEMOURS INC TRIM 0.4% -0.0% 0.7 5,130 -10,395 5
BA funds › BOEING CO HOLD 0.3% +0.0% 0.5 2,404 +0 5
T funds › AT&T INC TRIM 0.3% -0.1% 0.5 22,905 -728 5
PWR funds › QUANTA SVCS INC HOLD 0.2% +0.0% 0.4 525 +0 5
ORCL funds › ORACLE CORP NEW 0.2% +0.2% 0.3 2,394 +2,394 1
CPNG funds › COUPANG INC CLASS A HOLD 0.2% -0.0% 0.3 18,583 +0 5
UNP funds › UNION PAC CORP HOLD 0.2% +0.0% 0.3 1,168 +0 5
BPRE funds › BLUEROCK PRIVATE REAL ES ADD 0.2% -0.1% 0.3 25,197 +257 3
C funds › CITIGROUP INC ADD 0.2% +0.0% 0.3 2,285 +10 5
ABT funds › ABBOTT LABS ADD 0.2% -0.0% 0.3 3,237 +17 5
WEC funds › WEC ENERGY GROUP INC ADD 0.2% -0.0% 0.3 2,549 +1 5
ADP funds › AUTOMATIC DATA PROCESSIN TRIM 0.2% +0.0% 0.3 1,215 -125 5
ITW funds › ILLINOIS TOOL WKS INC ADD 0.2% +0.0% 0.3 1,034 +88 5
MCD funds › MCDONALDS CORP HOLD 0.2% -0.0% 0.3 1,014 +0 5
PGR funds › PROGRESSIVE CORP OH HOLD 0.2% +0.0% 0.3 1,190 +0 5
TXN funds › TEXAS INSTRS INC NEW 0.2% +0.2% 0.3 893 +893 1
WTRG funds › ESSENTIAL UTILS INC TRIM 0.1% -0.0% 0.2 6,275 -560 5
SHOP funds › SHOPIFY INC FCLASS A ADD 0.1% +0.0% 0.2 2,000 +250 5
SPCK funds › SPACE EX TECH SPACEX CLASS A NEW 0.1% +0.1% 0.2 1,493 +1,493 1
ETR funds › ENTERGY CORP NEW HOLD 0.1% -0.0% 0.2 2,006 +0 2
WSM funds › WILLIAMS SONOMA INC NEW 0.1% +0.1% 0.2 1,010 +1,010 1
NTRS funds › NORTHERN TR CORP NEW 0.1% +0.1% 0.2 1,301 +1,301 1
META funds › META PLATFORMS INC CLASS A ADD 0.1% -0.0% 0.2 376 +5 5
AMD funds › ADVANCED MICRO DEVICES I NEW 0.1% +0.1% 0.2 423 +423 1
LMT funds › LOCKHEED MARTIN CORP HOLD 0.1% -0.0% 0.2 397 +0 3
AZN funds › ASTRAZENECA PLC F NEW 0.1% +0.1% 0.2 1,047 +1,047 1
ALDX funds › ALDEYRA THERAPEUTICS INC HOLD 0.0% +0.0% 0.1 25,000 +0 5
CHRS funds › COHERUS ONCOLOGY INC HOLD 0.0% -0.0% 0.0 15,000 +0 5
CUSIP:30231G102 funds › EXXONMOBIL HLDGS CORP ADD 0.0% -1.7% 0.0 16,659 +102 0
ACN funds › ACCENTURE PLC IRELAND FCLASS CLASS A EXIT 0.0% -0.2% 0.0 0 -1,334 0
BP funds › BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS EXIT 0.0% -0.1% 0.0 0 -4,391 0
CUSIP:755111507 funds › RTX CORP EXIT 0.0% -1.0% 0.0 0 -7,816 0
VOD funds › VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS EXIT 0.0% -0.1% 0.0 0 -11,183 0
CUSIP:046353108 funds › ASTRAZENECA PLC F EXIT 0.0% -0.2% 0.0 0 -1,226 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 170 84 0.12 47% 0.034 0.262 in
2026Q1 157 80 0.06 46% 0.030 0.342 in
2025Q4 160 87 0.06 47% 0.032 0.318 in
2025Q3 159 84 0.06 47% 0.032 0.326 in
2025Q2 146 86 0.10 45% 0.030 0.263 entered
2025Q1 132 82 0.00 43% 0.029 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status