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Portfolio (Quarterly) Guide ↗

Providence First Trust Co

· CIK 0001713735
13F Portfolio $289M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 2 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 13,681.0 $2.7M 0.94% NEW $198.62 +7.2%
22 MSFT MICROSOFT CORP COM Technology 5,413.0 $2.6M 0.91% NEW $483.62 -22.7%
23 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 16,437.0 $2.5M 0.88% NEW $154.80 -1.7%
24 AMLP ALERIAN MLP ETF 53,253.0 $2.5M 0.87% NEW $47.02 +9.8%
25 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 20,637.0 $2.5M 0.85% NEW $119.41 -4.7%
26 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 56,499.0 $2.4M 0.83% NEW $42.69 +5.6%
27 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 42,983.0 $2.4M 0.81% NEW $54.77 -1.6%
28 AAPL APPLE INC COM Technology 8,506.0 $2.3M 0.80% NEW $271.86 +8.3%
29 JPM JPMORGAN CHASE & CO. COM Financial Services 6,977.0 $2.2M 0.78% NEW $322.22 +3.7%
30 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 13,790.0 $2.1M 0.74% NEW $155.12 +14.8%
31 IWF ISHARES RUSSELL 1000 GROWTH ETF 4,360.0 $2.1M 0.71% NEW $473.30 -74.7%
32 DNP DNP SELECT INCOME FD INC COM Financial Services 206,438.0 $2.1M 0.71% NEW $9.99 +8.5%
33 OEF ISHARES S&P 100 ETF 5,905.0 $2.0M 0.70% NEW $342.97 +5.1%
34 EEM ISHARES MSCI EMERGING MARKETS ETF 35,700.0 $2.0M 0.68% NEW $54.71 +22.7%
35 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 26,402.0 $1.9M 0.66% NEW $72.01 +23.8%
36 DVY ISHARES SELECT DIVIDEND ETF 13,442.0 $1.9M 0.66% NEW $141.14 +10.2%
37 SMH VANECK SEMICONDUCTOR ETF 5,168.0 $1.9M 0.65% NEW $360.13 +72.5%
38 WMT WALMART INC COM Consumer Defensive 15,951.0 $1.8M 0.61% NEW $111.41 +5.2%
39 AVGO BROADCOM INC COM Technology 4,981.0 $1.7M 0.60% NEW $346.10 +9.8%
40 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 51,535.0 $1.6M 0.55% NEW $30.96 -0.6%
Page 2 of 9  ·  170 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.7%
Technology 23.2%
Consumer Cyclical 9.5%
Healthcare 9.4%
Communication Services 7.3%
Industrials 6.9%
Consumer Defensive 4.9%
Utilities 4.6%
Basic Materials 4.2%
Energy 1.8%