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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) |
|---|
| CIK | Period |
|---|---|
| 0001744955 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.3 | ||
| Apple Inc | 10.4 | ||
| Lilly Eli & Co | 8.1 | ||
| Broadcom Inc | 6.8 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Honeywell International Inc | 5.0 | ||
| Caterpillar Inc | 4.7 | ||
| Waste Management Inc | 4.3 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Amazon Com Inc | 4.1 | ||
| Old National Bancorp /IN/ | 3.0 | ||
| FPL Group Inc | 2.9 | ||
| Allstate Corp | 2.9 | ||
| Constellation Energy Corp | 2.7 | ||
| International Business Machines Corp | 2.7 | ||
| AbbVie Inc | 2.5 | ||
| Home Depot Inc | 2.3 | ||
| Chevron Corp | 2.2 | ||
| Alphabet Inc | 1.9 | ||
| Coca Cola Co | 1.9 | ||
| Johnson & Johnson | 1.9 | ||
| Lowes Companies Inc | 1.8 | ||
| Exelon Corp | 1.8 | ||
| PepsiCo Inc | 1.8 | ||
| Exxon Mobil Corp | 1.7 | ||
| Procter & Gamble Co | 1.7 | ||
| Cisco Systems Inc | 1.7 | ||
| Uber Technologies Inc | 1.7 | ||
| Schwab Charles Corp | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tradewinds Capital Management LLC
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|
WA | 0.6 |
|
Little House Capital LLC
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MA | 0.6 |
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SkyOak Wealth LLC
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MI | 0.6 |
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Truvestments Capital LLC
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FL | 0.6 |
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Clarity Wealth Advisors LLC
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CA | 0.6 |
|
Riverwater Partners LLC
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WI | 0.6 |
|
Taiko Private Wealth
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IL | 0.6 |
|
Vishria Bird Financial Group LLC
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|
TN | 0.6 |
|
NVWM LLC
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|
PA | 0.6 |
|
Brady Martz Wealth Solutions LLC
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|
ND | 0.6 |