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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 $228,136,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 573,788 $29,831,238 13.07%
2.
Schwab Strategic Trust
 FNDF 303,553 $25,182,766 11.03%
3.
Vanguard Admiral Fds Inc
 121,524 $20,411,179 8.94%
4.
Ishares Tr
 345,077 $18,572,042 8.14%
5.
Schwab Strategic Trust
 FNDF 321,662 $18,141,734 7.95%
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)