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Home > Institutional Investor > Provident Wealth Management, Llc > Profile

Instuitional Investor - Provident Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Provident Wealth Management, Llc
Portfolio Value $299,757,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Etf Inc
 1,368,509 $50,593,778 16.87%
2.
Pacer Fds Tr
 767,454 $43,345,815 14.46%
3.
Schwab Strategic Trust
 FNDF 1,286,419 $35,852,492 11.96%
4.
Ishares Tr
 410,593 $25,185,755 8.4%
5.
Schwab Strategic Trust
 FNDF 1,063,856 $24,660,174 8.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)