Portfolio (Quarterly)
Guide ↗
Providence Financial Advisors, LLC
· CIK 0002072264| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | Energy | 1,165 | $241K | 0.14% | SOLD |
| 2 | SLYV | SPDR SERIES TRUST | — | 2,370 | $224K | 0.13% | SOLD |
| 3 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,315 | $217K | 0.12% | SOLD |
| 4 | PEP | PEPSICO INC | Consumer Defensive | 1,353 | $210K | 0.12% | SOLD |
| 5 | ED | CONSOLIDATED EDISON INC | Utilities | 1,779 | $201K | 0.12% | SOLD |
Sector Allocation
Financial Services
33.4%
Industrials
16.3%
Healthcare
15.2%
Technology
14.8%
Consumer Defensive
6.9%
Energy
5.3%
Consumer Cyclical
3.8%
Utilities
1.9%
Communication Services
1.4%
Real Estate
1.2%