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Home > Institutional Investor > Providence Capital Advisors, Llc > Profile

Instuitional Investor - Providence Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Providence Capital Advisors, Llc
Portfolio Value $416,991,916
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 91,870 $17,687,763 4.24%
2.
Microsoft Corp
 MSFT 37,830 $14,225,915 3.41%
3.
Abbott Laboratories
 ABT 109,891 $12,095,777 2.9%
4.
Ishares Trust
 IEF 24,565 $11,733,381 2.81%
5.
Walt Disney Co
 DIS 115,884 $10,463,228 2.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)