Holdings
Providence Financial Advisors, LLC
As of Jun 30, 2026, Providence Financial Advisors, LLC reported 37 positions worth US$26.3M. Largest: Caterpillar, Inc., Microsoft Corp. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 3,297 | US$3.51M | −1 | Jun 30, 2026 |
| Microsoft Corp. | 8,721 | US$3.25M | −9 | Jun 30, 2026 |
| Eli Lilly And Company | 2,697 | US$3.23M | −459 | Jun 30, 2026 |
| Johnson & Johnson | 6,348 | US$1.61M | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 9,391 | US$1.28M | −7 | Jun 30, 2026 |
| Deere & Company | 1,913 | US$1.21M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 6,167 | US$904K | no change | Jun 30, 2026 |
| Philip Morris International Inc | 4,000 | US$724K | no change | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,809 | US$638K | −2 | Jun 30, 2026 |
| International Business Machines Corporation | 2,113 | US$594K | −2 | Jun 30, 2026 |