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Gery Sadzewicz

Providence Wealth Advisors, Llc

Assets Managed
$157.333M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
2mo 12d ago
Growth Rate
-1.71%(2Q avg: -0.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Providence Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Providence Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 157.333M in assets, with a quarterly growth rate of -1.71% and a 2-quarter average growth rate of -0.36%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LLY
Eli Lilly & Co
Recent Activity
Increased 0.02%
7.61%
$11.97M
12,520 shares@ $956.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.9%
7.22%
$11.346M
44,592 shares@ $254.44 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 0.19%
5.22%
$8.2M
11,190 shares@ $732.83 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.35%
4.94%
$7.758M
21,001 shares@ $369.41 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.16%
4.32%
$6.794M
21,791 shares@ $311.8 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.2%
3.91%
$6.151M
20,878 shares@ $294.62 avg price
NEE
Nextera Energy Inc
Recent Activity
Increased 1.27%
3.67%
$5.774M
41,733 shares@ $138.36 avg price
WMT
Walmart Inc
Recent Activity
Increased 0.34%
3.35%
$5.258M
42,091 shares@ $124.91 avg price
HON
Honeywell International Inc
Recent Activity
Decreased -6.44%
3.04%
$4.77M
20,884 shares@ $228.41 avg price
WM
Waste Management Inc
Recent Activity
Increased 0.18%
2.69%
$4.225M
18,356 shares@ $230.15 avg price

1-10 of 80