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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Providence Wealth Advisors LLC
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| CRD # | 153646 |
| SEC # | 801-71352 |
| CIK # | 0001744955 |
| AUM | $601.1 M (2025-02-25) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 815-306-2020 |
| Address | 20220 South Lagrange Road Frankfort, IL 60423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.3 | ||
| Apple Inc | 10.4 | ||
| Lilly Eli & Co | 8.1 | ||
| Broadcom Inc | 6.8 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Honeywell International Inc | 5.0 | ||
| Caterpillar Inc | 4.7 | ||
| Waste Management Inc | 4.3 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Amazon Com Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 617 | 555.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 8.9 |
| (i) State or municipal government entities | 2 | 2.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 33.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,282 | 601.1 |
| By Discretionary | ||
| Discretionary | 1,282 | 601.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,282 | 601.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 601.1 | |
| Total | 1,282 | 601.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001744955] |
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WA | 0.6 |
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Vishria Bird Financial Group LLC
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TN | 0.6 |
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ND | 0.6 |