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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 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TLT ISHARES TR 26,364.0 $2.3M 0.37% +668.0 +2.6% $86.69 -1.9%
82 GIS GENERAL MILLS INC Consumer Defensive 61,284.0 $2.3M 0.37% +2K +3.2% $37.22 -10.7%
83 IWF ISHARES TR 5,216.0 $2.2M 0.36% $426.38 -70.5%
84 CCI CROWN CASTLE INC Real Estate 26,132.0 $2.1M 0.35% +722.0 +2.8% $81.31 +11.9%
85 VTI VANGUARD INDEX FDS 6,547.0 $2.1M 0.34% +2K +45.9% $320.80 +15.2%
86 IEMG ISHARES INC 26,065.0 $1.8M 0.30% +7K +35.5% $69.75 +19.8%
87 JNJ JOHNSON &JOHNSON Healthcare 5,895.0 $1.4M 0.23% -250.0 -4.1% $244.44 -5.5%
88 AGG ISHARES TR 12,856.0 $1.3M 0.21% +992.0 +8.4% $99.27 -0.6%
89 EPD ENTERPRISE PRODS PARTNERS L Energy 33,375.0 $1.3M 0.21% -4K -9.8% $37.84 +1.5%
90 VUG VANGUARD INDEX FDS 2,811.0 $1.2M 0.20% -184.0 -6.1% $436.73 -79.8%
91 MCK MCKESSON CORP Healthcare 1,338.0 $1.2M 0.19% $865.36 -12.9%
92 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,647.0 $1.1M 0.17% $650.30 +15.4%
93 VBR VANGUARD INDEX FDS 4,698.0 $1.0M 0.17% $217.25 +8.3%
94 XLI SELECT SECTOR SPDR TR 6,196.0 $1.0M 0.16% +234.0 +3.9% $161.72 +7.8%
95 EWW ISHARES INC 13,031.0 $980K 0.16% +170.0 +1.3% $75.23 +5.0%
96 GOOGL ALPHABET INC Communication Services 3,388.0 $974K 0.16% -277.0 -7.6% $287.60 +35.1%
97 GE GE AEROSPACE Industrials 3,415.0 $969K 0.16% $283.77 +10.6%
98 XLP SELECT SECTOR SPDR TR 11,517.0 $944K 0.15% +315.0 +2.8% $81.98 +2.2%
99 XLV SELECT SECTOR SPDR TR 6,209.0 $910K 0.15% +260.0 +4.4% $146.61 +1.5%
100 AMD ADVANCED MICRO DEVICES INC Technology 4,106.0 $835K 0.14% -191.0 -4.4% $203.43 +147.7%
Page 5 of 10  ·  200 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%