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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
0
3
1
0
0
12
2
1
PROVIDENCE WEALTH ADVISORS LLC

Time Period2019-06-30

Total Holdings75

Total Value ($x1000)107,490
Activities
New2

Increased28

Unchanged14

Decreased31

Sold Out11

Top 10 Stock Holdingstotal 37.25%
JPM6.17

VYM4.51

SDY4.4

FMBI4.15

HON3.64

 
MSFT3.34

BMO3.23

SCHM2.65

QQQ2.62

CAT2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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JPM
6.17%
COM
VYM
4.51%
HIGH DIV YLD
SDY
4.4%
S&P DIVID ETF
FMBI
4.15%
COM
HON
3.64%
COM
MSFT
3.34%
COM
BMO
3.23%
COM
SCHM
2.65%
US MID-CAP ETF
QQQ
2.62%
UNIT SER 1
CAT
2.54%
COM
AAPL
2.29%
COM
PFE
2.19%
COM
SCHA
2.14%
US SML CAP ETF
PEP
2.04%
COM
EXC
1.91%
COM
SCHD
1.81%
US DIVIDEND EQ
T
1.71%
COM
WMT
1.64%
COM
LLY
1.63%
COM
ALL
1.63%
COM
VZ
1.62%
COM
XOM
1.5%
COM
WM
1.42%
COM
CVX
1.4%
COM
DTH
1.35%
DEFA EQT INC ETF
KO
1.34%
COM
SCHV
1.26%
US LCAP VA ETF
DE
1.25%
COM
BMY
1.23%
COM
SPYG
1.17%
S&P 500 GROWTH
NEE
1.15%
COM
COP
1.14%
COM
WWD
1.14%
COM
IBM
1.14%
COM
PG
1.13%
COM
MMM
1.12%
COM
JNJ
0.98%
COM
DIS
0.97%
COM DISNEY
UTX
0.88%
COM
RDS/A
0.85%
SPONS ADR A
DVY
0.84%
SELECT DIVID ETF
PPG
0.84%
COM
BAX
0.84%
COM
CY
0.83%
COM
HD
0.75%
COM
AON
0.74%
SHS CL A
SWK
0.73%
COM
VLO
0.73%
COM
STT
0.72%
COM
RYT
0.71%
S&P500 EQL TEC
MCD
0.71%
COM
CAH
0.7%
COM
LOW
0.69%
COM
EW
0.68%
COM
AMGN
0.61%
COM
DD
0.59%
COM
TRV
0.59%
COM
SCHO
0.55%
SHT TM US TRES
CVS
0.53%
COM
WBA
0.53%
COM
WFC
0.53%
COM
BUSE
0.52%
COM NEW
OXY
0.51%
COM
IVW
0.48%
S&P 500 GRWT ETF
GLW
0.47%
COM
EMR
0.47%
COM
NFLX
0.45%
COM
DOW
0.43%
COM
CORP
0.37%
INV GRD CRP BD
FAST
0.32%
COM
BP
0.28%
SPONSORED ADR
WTR
0.26%
COM
IWR
0.26%
RUS MID-CAP ETF
AMZN
0.25%
COM
ACN
0.25%
SHS CLASS A
DWDP
1.41%
COM
SCHE
0.43%
EMRG MKTEQ ETF
GLD
0.29%
GOLD SHS
ABBV
0.25%
COM
ADP
0.23%
COM
ED
0.22%
COM
SCHZ
0.21%
US AGGREGATE B
IVV
0.2%
CORE S&P500 ETF
COST
0.19%
COM
MRK
0.19%
COM
ABT
0.19%
COM