Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 23 | Q3 2023 | 7.9% |
APPLE INC | 23 | Q3 2023 | 9.3% |
JPMORGAN CHASE & CO | 23 | Q3 2023 | 10.4% |
LILLY ELI & CO | 23 | Q3 2023 | 7.7% |
CATERPILLAR INC | 23 | Q3 2023 | 4.4% |
PEPSICO INCORPORATED | 23 | Q3 2023 | 2.6% |
WAL-MART STORES | 23 | Q3 2023 | 2.5% |
PFIZER INCORPORATED | 23 | Q3 2023 | 2.8% |
ALLSTATE CORPORATION | 23 | Q3 2023 | 2.4% |
BRISTOL-MYERS SQUIBB | 23 | Q3 2023 | 2.5% |
View Providence Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-10 |
13F-HR | 2022-01-12 |
View Providence Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.