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 $157.3M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($12.0M, 7.61%), AAPL ($11.3M, 7.21%), CAT ($8.2M, 5.21%), MSFT ($7.8M, 4.93%), AVGO ($6.8M, 4.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY AND CO | $12.0M | 7.61% | 12,520 | Added |
| 2 | AAPL | APPLE INC | $11.3M | 7.21% | 44,592 | Trimmed |
| 3 | CAT | CATERPILLAR INC | $8.2M | 5.21% | 11,190 | Added |
| 4 | MSFT | MICROSOFT CORP | $7.8M | 4.93% | 21,001 | Trimmed |
| 5 | AVGO | BROADCOM INC | $6.8M | 4.32% | 21,791 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $6.2M | 3.91% | 20,878 | Trimmed |
| 7 | NEE | NEXTERA ENERGY INC | $5.8M | 3.67% | 41,733 | Added |
| 8 | WMT | WALMART INC | $5.3M | 3.34% | 42,091 | Added |
| 9 | HON | HONEYWELL INTL INC | $4.8M | 3.03% | 20,884 | Trimmed |
| 10 | WM | WASTE MGMT INC DEL | $4.2M | 2.69% | 18,356 | Added |
| 11 | AMZN | AMAZON.COM INC | $3.8M | 2.44% | 18,256 | Added |
| 12 | GOOG | ALPHABET INC CLASS CLASS C | $3.1M | 1.97% | 10,508 | Added |
| 13 | ONB | OLD NATL BANCORP IND | $2.9M | 1.86% | 131,090 | Hold |
| 14 | ALL | ALLSTATE CORP | $2.9M | 1.82% | 13,960 | Added |
| 15 | ABBV | ABBVIE INC | $2.7M | 1.74% | 12,779 | Added |
| 16 | XOM | EXXON MOBIL CORP | $2.7M | 1.70% | 16,557 | Trimmed |
| 17 | CVX | CHEVRON CORP NEW | $2.7M | 1.69% | 13,483 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.57% | 10,099 | Added |
| 19 | IBM | IBM CORP | $2.5M | 1.56% | 10,095 | Added |
| 20 | VLO | VALERO ENERGY CORP NEW | $2.3M | 1.44% | 9,515 | Trimmed |
| 21 | CEG | CONSTELLATION ENERGY COR | $2.3M | 1.44% | 8,072 | Hold |
| 22 | ADX | ADAMS DIVERSIFIED EQUITY | $2.2M | 1.41% | 98,953 | Hold |
| 23 | LOW | LOWES COS INC | $2.1M | 1.36% | 9,070 | Added |
| 24 | GILD | GILEAD SCIENCES INC | $2.1M | 1.36% | 15,257 | Added |
| 25 | HD | HOME DEPOT INC | $2.1M | 1.33% | 6,320 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31