Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Providence Wealth Advisors, LLC (CIK 1744955) reported $169.8M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LLY ($15.1M, 8.90%), AAPL ($13.6M, 8.04%), CAT ($10.8M, 6.38%), MSFT ($8.0M, 4.73%), AVGO ($7.9M, 4.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | $15.1M | 8.90% | 12,369 | Trimmed |
| 2 | AAPL | APPLE INC | $13.6M | 8.04% | 44,396 | Trimmed |
| 3 | CAT | CATERPILLAR INC | $10.8M | 6.38% | 11,040 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $8.0M | 4.73% | 20,632 | Trimmed |
| 5 | AVGO | BROADCOM INC | $7.9M | 4.66% | 21,639 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $7.1M | 4.19% | 21,242 | Added |
| 7 | WMT | WALMART INC | $4.7M | 2.76% | 41,923 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $4.5M | 2.65% | 18,361 | Added |
| 9 | NVDA | NVIDIA CORP | $4.5M | 2.64% | 22,974 | New |
| 10 | WM | WASTE MGMT INC DEL | $4.2M | 2.47% | 18,447 | Added |
| 11 | GOOG | ALPHABET INC CLASS C | $3.7M | 2.20% | 10,502 | Trimmed |
| 12 | ALL | ALLSTATE CORP | $3.4M | 2.02% | 13,841 | Trimmed |
| 13 | ONB | OLD NATL BANCORP IND | $3.4M | 2.00% | 130,714 | Trimmed |
| 14 | ABBV | ABBVIE INC | $3.3M | 1.96% | 12,831 | Added |
| 15 | IBM | IBM CORP | $2.9M | 1.69% | 10,072 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $2.8M | 1.64% | 24,461 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.55% | 10,046 | Trimmed |
| 18 | VLO | VALERO ENERGY CORP NEW | $2.6M | 1.52% | 9,531 | Added |
| 19 | ADX | ADAMS DIVERSIFIED EQUITY | $2.5M | 1.50% | 98,953 | Hold |
| 20 | HON | HONEYWELL INTL INC | $2.3M | 1.36% | 10,390 | Trimmed |
| 21 | CVX | CHEVRON CORP NEW | $2.3M | 1.35% | 13,540 | Added |
| 22 | AMGN | AMGEN INC | $2.3M | 1.34% | 6,063 | Added |
| 23 | KO | THE COCA-COLA CO | $2.2M | 1.31% | 26,646 | Added |
| 24 | HD | HOME DEPOT INC | $2.2M | 1.30% | 6,270 | Trimmed |
| 25 | LOW | LOWES COS INC | $2.0M | 1.20% | 9,056 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30