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Legal Name: PROVIDENCE WEALTH ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
JPMORGAN CHASE & CO (46625H100)
|
58,337 |
$6,636k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
55,236 |
$4,846k |
|
SPDR S&P DIVIDEND (78464A763)
|
46,714 |
$4,727k |
|
First Midwest Bancorp, Inc. (320867104)
|
215,373 |
$4,463k |
|
HONEYWELL INTL INC (438516106)
|
22,090 |
$3,910k |
|
MICROSOFT CORP (594918104)
|
26,426 |
$3,586k |
|
BANK MONTREAL QUE (063671101)
|
45,732 |
$3,468k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
49,678 |
$2,848k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
14,921 |
$2,820k |
|
Caterpillar Inc (149123101)
|
20,067 |
$2,727k |
|
Apple Inc (037833100)
|
12,195 |
$2,462k |
|
PFIZER INC (717081103)
|
53,693 |
$2,349k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
32,190 |
$2,305k |
|
PEPSICO INC (713448108)
|
16,567 |
$2,192k |
|
EXELON CORP (30161N101)
|
42,591 |
$2,055k |
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
36,490 |
$1,948k |
|
AT&T INC (00206R102)
|
54,823 |
$1,840k |
|
WALMART INC COM (931142103)
|
15,979 |
$1,765k |
|
LILLY ELI & CO (532457108)
|
15,536 |
$1,753k |
|
ALLSTATE CORP (020002101)
|
16,979 |
$1,747k |
|
VERIZON COMMUNICATIONS (92343V104)
|
30,361 |
$1,736k |
|
Exxon Mobil Corp (30231G102)
|
21,222 |
$1,612k |
|
WASTE MGMT INC DEL (94106L109)
|
13,235 |
$1,531k |
|
Chevron Corp (166764100)
|
12,099 |
$1,503k |
|
WISDOMTREE INTERNATIONALHGH DIV ETF (97717W802)
|
35,739 |
$1,447k |
|
COCA-COLA CO (191216100)
|
27,769 |
$1,438k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
23,947 |
$1,352k |
|
Deere & Co (244199105)
|
8,173 |
$1,344k |
|
Bristol-Myers Squibb Co (110122108)
|
28,500 |
$1,323k |
|
SPDR SERIES TRUST (78464A409)
|
32,093 |
$1,253k |
|
NEXTERA ENERGY INC (65339F101)
|
6,015 |
$1,236k |
|
ConocoPhillips (20825C104)
|
19,821 |
$1,228k |
|
WOODWARD INC (980745103)
|
10,750 |
$1,226k |
|
INTL BUSINESS MCHN (459200101)
|
8,754 |
$1,224k |
|
PROCTER & GAMBLE CO (742718109)
|
10,930 |
$1,210k |
|
3M CO (88579Y101)
|
6,888 |
$1,202k |
|
JOHNSON & JOHNSON (478160104)
|
7,564 |
$1,054k |
|
DISNEY WALT CO (254687106)
|
7,335 |
$1,038k |
|
UNITED TECHNOLOGIES (913017109)
|
7,222 |
$951k |
|
Royal Dutch Shell PLC (780259206)
|
13,906 |
$915k |
|
ISHARES (464287168)
|
9,075 |
$904k |
|
PPG INDUSTRIES INC (693506107)
|
7,613 |
$901k |
|
BAXTER INTL INC (071813109)
|
11,050 |
$899k |
|
CYPRESS SEMICONDUCTR (232806109)
|
39,774 |
$888k |
|
HOME DEPOT INC (437076102)
|
3,872 |
$811k |
|
Aon, PLC (G0408V102)
|
4,075 |
$794k |
|
STANLEY BLACK&DECKR (854502101)
|
5,394 |
$790k |
|
Valero Energy Corp (91913Y100)
|
9,631 |
$786k |
|
STATE STREET CORP (857477103)
|
13,728 |
$775k |
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
4,251 |
$765k |
|
MCDONALDS CORP (580135101)
|
3,665 |
$760k |
|
CARDINAL HEALTH INC (14149Y108)
|
15,962 |
$753k |
|
LOWES CO (548661107)
|
7,273 |
$742k |
|
EDWARDS LIFESCIENCE (28176E108)
|
3,919 |
$727k |
|
AMGEN INC (031162100)
|
3,574 |
$659k |
|
DuPont de Nemours Inc (26614N102)
|
8,434 |
$636k |
|
TRAVELERS CO(THE) (89417E109)
|
4,155 |
$629k |
|
SCHWAB STRATEGIC T (808524862)
|
11,749 |
$593k |
|
CVS HEALTH CORP (126650100)
|
10,440 |
$570k |
|
WALGREENS BOOTS ALLI (931427108)
|
10,402 |
$566k |
|
WELLS FARGO CO NEW (949746101)
|
11,875 |
$565k |
|
First Busey Corporation (319383204)
|
21,185 |
$562k |
|
Occidental Petroleum Corp (674599105)
|
11,015 |
$547k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
2,825 |
$511k |
|
CORNING INCORPORATED (219350105)
|
14,999 |
$510k |
|
EMERSON ELEC CO (291011104)
|
7,636 |
$505k |
|
Netflix Inc (64110L106)
|
1,300 |
$486k |
|
Dow Inc (260557103)
|
9,339 |
$461k |
|
PIMCO ETF TR (72201R817)
|
3,680 |
$395k |
|
FASTENAL CO (311900104)
|
10,500 |
$341k |
|
BP PLC (055622104)
|
6,983 |
$297k |
|
AQUA AMERICA INC (03836W103)
|
6,872 |
$282k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
4,892 |
$275k |
|
Amazon.com Inc (023135106)
|
140 |
$268k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,425 |
$267k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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