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Portfolio (Quarterly) Guide ↗

Providence Capital Advisors, LLC

· CIK 0001730814
13F Portfolio $613M AUM 200 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 86 Added 40 Reduced 22 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 85,680.0 $21.7M 3.55% -2K -1.8% $253.79 +21.5%
2 BAC BANK AMERICA CORP Financial Services 199,229.0 $9.7M 1.58% -5K -2.2% $48.75 +7.1%
3 CSCO CISCO SYS INC Technology 98,339.0 $7.6M 1.25% -2K -2.2% $77.59 +52.5%
4 WMT WALMART INC Consumer Defensive 60,293.0 $7.5M 1.22% -64K -51.4% $124.28 -4.6%
5 CVX CHEVRON CORPORATION Energy 27,527.0 $5.7M 0.93% -509.0 -1.8% $206.90 -10.7%
6 PFE PFIZER INC Healthcare 166,979.0 $4.7M 0.77% -925.0 -0.6% $28.08 -7.9%
7 BSX BOSTON SCIENTIFIC CORP Healthcare 67,100.0 $4.2M 0.69% -500.0 -0.7% $62.75 -8.1%
8 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 45,136.0 $3.6M 0.59% -16K -26.1% $80.56 -14.3%
9 MRK MERCK &CO INC Healthcare 26,099.0 $3.1M 0.51% -1K -3.8% $120.29 -0.4%
10 JNJ JOHNSON &JOHNSON Healthcare 5,895.0 $1.4M 0.23% -250.0 -4.1% $244.44 -5.8%
11 EPD ENTERPRISE PRODS PARTNERS L Energy 33,375.0 $1.3M 0.21% -4K -9.8% $37.84 +1.5%
12 VUG VANGUARD INDEX FDS 2,811.0 $1.2M 0.20% -184.0 -6.1% $436.73 -79.8%
13 GOOGL ALPHABET INC Communication Services 3,388.0 $974K 0.16% -277.0 -7.6% $287.60 +35.2%
14 AMD ADVANCED MICRO DEVICES INC Technology 4,106.0 $835K 0.14% -191.0 -4.4% $203.43 +147.7%
15 XOM EXXON MOBIL CORP Energy 3,597.0 $610K 0.10% -909.0 -20.2% $169.66 -11.7%
16 VOO VANGUARD INDEX FDS 960.0 $574K 0.09% -6.0 -0.6% $597.53 +15.5%
17 BERKSHIRE HATHAWAY INC DEL 822.0 $394K 0.06% -330.0 -28.6% $479.20
18 PG PROCTER &GAMBLE CO Consumer Defensive 2,636.0 $381K 0.06% -2K -43.7% $144.44 -1.0%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 341.0 $340K 0.06% -20.0 -5.5% $996.43 +0.7%
20 AXP AMERICAN EXPRESS CO Financial Services 1,070.0 $324K 0.05% -33.0 -3.0% $302.48 +2.7%
Page 1 of 2  ·  40 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
Technology 23.7%
Financial Services 14.2%
Healthcare 13.2%
Industrials 9.7%
Consumer Cyclical 9.0%
Communication Services 7.9%
Consumer Defensive 7.5%
Energy 6.3%
Utilities 3.9%
Basic Materials 2.4%