Providence Wealth Advisors, LLC historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Providence Wealth Advisors, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1744955), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Livet Wealth, LLC | United States | $0.157B | 117 |
| FWG Investments, LLC. | United States | $0.157B | 117 |
| CDC Financial, Inc. | United States | $0.157B | 49 |
| Henson-Edgewater Management, LLC | United States | $0.157B | 66 |
| SYNTAX RESEARCH, INC. | United States | $0.157B | 192 |
| Three Magnolias Financial Advisors, LLC | United States | $0.157B | 103 |
| Seros Financial, LLC | United States | $0.157B | 58 |
| AlpenGlobal Capital LLC | United States | $0.157B | 36 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | United States | $0.157B | 48 |
| Sarissa Capital Management LP | United States | $0.158B | 9 |