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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
36
0
3
1
0
0
12
2
1
PROVIDENCE WEALTH ADVISORS LLC

Time Period2018-12-31

Total Holdings80

Total Value ($x1000)90,124
Activities
New6

Increased16

Unchanged23

Decreased35

Sold Out18

Top 10 Stock Holdingstotal 36.84%
JPM6.44

FMBI4.67

VYM4.54

SDY4.37

BMO3.3

 
MSFT3.06

CAT2.82

HON2.67

PFE2.54

SCHM2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPM
6.44%
COM
FMBI
4.67%
COM
VYM
4.54%
HIGH DIV YLD
SDY
4.37%
S&P DIVID ETF
BMO
3.3%
COM
MSFT
3.06%
COM
CAT
2.82%
COM
HON
2.67%
COM
PFE
2.54%
COM
SCHM
2.43%
US MID-CAP ETF
QQQ
2.27%
UNIT SER 1
EXC
2.06%
COM
PEP
2%
COM
LLY
1.99%
COM
AAPL
1.86%
COM
VZ
1.84%
COM
SCHA
1.84%
US SML CAP ETF
SCHD
1.73%
US DIVIDEND EQ
T
1.72%
COM
WMT
1.6%
COM
DWDP
1.53%
COM
XOM
1.52%
COM
ALL
1.52%
COM
BMY
1.49%
COM
KO
1.47%
COM
MMM
1.44%
COM
DTH
1.42%
DEFA EQT INC ETF
CVX
1.41%
COM
COP
1.36%
COM
WM
1.31%
COM
DE
1.29%
COM
SCHV
1.22%
US LCAP VA ETF
NEE
1.16%
COM
PG
1.14%
COM
IBM
1.1%
COM
JNJ
1.02%
COM
STT
0.95%
COM
WWD
0.89%
COM
RDS/A
0.85%
SPONS ADR A
PPG
0.83%
COM
DIS
0.83%
COM DISNEY
UTX
0.83%
COM
BAX
0.8%
COM
VLO
0.78%
COM
WBA
0.78%
COM
HD
0.76%
COM
LOW
0.75%
COM
AMGN
0.72%
COM
CAH
0.71%
COM
CVS
0.71%
COM
MCD
0.71%
COM
SCHO
0.71%
SHT TM US TRES
SWK
0.71%
COM
OXY
0.66%
COM
EW
0.65%
COM
AON
0.65%
SHS CL A
SCHE
0.58%
EMRG MKTEQ ETF
WFC
0.58%
COM
BUSE
0.57%
COM NEW
TRV
0.53%
COM
GLW
0.49%
COM
EMR
0.49%
COM
IVW
0.47%
S&P 500 GRWT ETF
CY
0.47%
COM
NFLX
0.37%
COM
GLD
0.33%
GOLD SHS
ABBV
0.33%
COM
CORP
0.31%
INV GRD CRP BD
BP
0.29%
SPONSORED ADR
FAST
0.29%
COM
WTR
0.26%
COM
IWR
0.25%
RUS MID-CAP ETF
EQBK
0.25%
CL A
SCHZ
0.24%
US AGGREGATE B
AMZN
0.24%
COM
ED
0.23%
COM
EASTON P...
< 0.01%
COM
CANNABIS...
< 0.01%
COM
AMERICAN...
< 0.01%
COM
NASCENT ...
< 0.01%
COM
INVESCO ...
2.57%
UNIT SER 1
WISDOMTR...
1.56%
ITL HIGH DIV FD
CA
1.41%
COM
EVERGY I...
1.02%
COM
GE
0.55%
COM
TRAVELER...
0.48%
COM
TIP
0.38%
TIPS BD ETF
MPC
0.3%
COM
IVV
0.22%
CORE S&P500 ETF
ACN
0.22%
SHS CLASS A
ADP
0.21%
COM
BIIB
0.2%
COM
CM
0.2%
COM
COST
0.19%
COM
AEP
0.18%
COM
SLV
0.17%
ISHARES
AINV
0.06%
COM
MMT
0.05%
SH BEN INT