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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
38
0
3
1
0
0
15
2
1
PROVIDENCE WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings84

Total Value ($x1000)106,328
Activities
New9

Increased50

Unchanged14

Decreased11

Sold Out5

Top 10 Stock Holdingstotal 35.55%
JPM5.69

VYM4.39

SDY4.28

FMBI4.17

BMO3.24

 
HON3.09

MSFT3.05

CAT2.62

SCHM2.57

QQQ2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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JPM
5.69%
COM
VYM
4.39%
HIGH DIV YLD
SDY
4.28%
S&P DIVID ETF
FMBI
4.17%
COM
BMO
3.24%
COM
HON
3.09%
COM
MSFT
3.05%
COM
CAT
2.62%
COM
SCHM
2.57%
US MID-CAP ETF
QQQ
2.45%
UNIT SER 1
PFE
2.16%
COM
AAPL
2.16%
COM
SCHA
2.09%
US SML CAP ETF
EXC
2%
COM
LLY
1.96%
COM
PEP
1.92%
COM
SCHD
1.78%
US DIVIDEND EQ
T
1.71%
COM
VZ
1.71%
COM
XOM
1.6%
COM
ALL
1.52%
COM
DTH
1.48%
DEFA EQT INC ETF
WMT
1.47%
COM
CVX
1.41%
COM
DWDP
1.41%
COM
MMM
1.38%
COM
WM
1.31%
COM
COP
1.27%
COM
BMY
1.26%
COM
DE
1.25%
COM
KO
1.24%
COM
SCHV
1.24%
US LCAP VA ETF
IBM
1.2%
COM
NEE
1.09%
COM
PG
1.07%
COM
WWD
0.99%
COM
JNJ
0.99%
COM
UTX
0.89%
COM
STT
0.89%
COM
RDS/A
0.86%
SPONS ADR A
BAX
0.85%
COM
PPG
0.83%
COM
VLO
0.78%
COM
LOW
0.76%
COM
DIS
0.76%
COM DISNEY
CAH
0.74%
COM
DVY
0.73%
SELECT DIVID ETF
OXY
0.73%
COM
HD
0.72%
COM
EW
0.7%
COM
SWK
0.7%
COM
AON
0.65%
SHS CL A
MCD
0.65%
COM
AMGN
0.64%
COM
WBA
0.62%
COM
CY
0.58%
COM
SCHO
0.56%
SHT TM US TRES
TRV
0.55%
COM
CVS
0.54%
COM
WFC
0.54%
COM
SPYG
0.52%
S&P 500 GROWTH
EMR
0.5%
COM
BUSE
0.49%
COM NEW
GLW
0.47%
COM
IVW
0.46%
S&P 500 GRWT ETF
NFLX
0.44%
COM
SCHE
0.43%
EMRG MKTEQ ETF
RYT
0.32%
S&P500 EQL TEC
CORP
0.32%
INV GRD CRP BD
FAST
0.32%
COM
BP
0.29%
SPONSORED ADR
GLD
0.29%
GOLD SHS
IWR
0.25%
RUS MID-CAP ETF
AMZN
0.25%
COM
ABBV
0.25%
COM
WTR
0.24%
COM
ADP
0.23%
COM
ACN
0.23%
SHS CLASS A
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
EQBK
0.25%
CL A
CANNABIS...
< 0.01%
COM
EASTON P...
< 0.01%
COM
AMERICAN...
< 0.01%
COM
NASCENT ...
< 0.01%
COM