Providence Wealth Advisors, LLC Buys iShares TIPS Bond ETF, Realty Income Corp, United Parcel …

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Investment company Providence Wealth Advisors, LLC (Current Portfolio) buys iShares TIPS Bond ETF, Realty Income Corp, United Parcel Service Inc, Digital World Acquisition Corp, sells First Midwest Bancorp Inc, Goldman Sachs Group Inc, Kyndryl Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Providence Wealth Advisors, LLC. As of 2021Q4, Providence Wealth Advisors, LLC owns 97 stocks with a total value of $158 million. These are the details of the buys and sells.

  • New Purchases: TIP, O, UPS, DWAC,

  • Added Positions: QQQ, SPYG, VYM, SCHD, ABBV, AAPL, SCHV, FPE, RYT, SCHM, SCHA, QCOM, XOM, GILD, HD, MMM, WM, SCHO, IBM, CVX, JNJ, SDY, CSCO, CVS, EMR, CORP, MCFE, SCHZ, BMY, KO, NVDA, CMCSA, VLO, BA, WBA, DIS, GLTR, TSLA,

  • Reduced Positions: FMBI, DTH, T, MCD, DVY, NFLX, VZ, F,

  • Sold Out: GS, KD,

For the details of Providence Wealth Advisors, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/providence+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Providence Wealth Advisors, LLC

  1. Apple Inc (AAPL) – 46,365 shares, 4.98% of the total portfolio. Shares added by 3.10%

  2. PowerShares QQQ Trust Ser 1 (QQQ) – 20,899 shares, 4.94% of the total portfolio. Shares added by 7.04%

  3. Vanguard High Dividend Yield Indx ETF (VYM) – 66,304 shares, 4.80% of the total portfolio. Shares added by 5.37%

  4. Microsoft Corp (MSFT) – 23,473 shares, 4.58% of the total portfolio. Shares reduced by 0.97%

  5. Schwab US Dividend Equity ETF (SCHD) – 82,097 shares, 4.24% of the total portfolio. Shares added by 5.16%

New Purchase: iShares TIPS Bond ETF (TIP)

Providence Wealth Advisors, LLC initiated holding in iShares TIPS Bond ETF. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $126.870000. The impact to a portfolio due to this purchase was 0.84%. The holding were 10,590 shares as of 2021-12-31.

New Purchase: Realty Income Corp (O)

Providence Wealth Advisors, LLC initiated holding in Realty Income Corp. The purchase prices were between $64.16 and $71.97, with an estimated average price of $68.86. The stock is now traded at around $72.015000. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,200 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

Providence Wealth Advisors, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $211.005000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,059 shares as of 2021-12-31.

New Purchase: Digital World Acquisition Corp (DWAC)

Providence Wealth Advisors, LLC initiated holding in Digital World Acquisition Corp. The purchase prices were between $9.92 and $94.2, with an estimated average price of $45.87. The stock is now traded at around $66.305000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,000 shares as of 2021-12-31.

Sold Out: Goldman Sachs Group Inc (GS)

Providence Wealth Advisors, LLC sold out a holding in Goldman Sachs Group Inc. The sale prices were between $371.61 and $423.85, with an estimated average price of $396.02.

Sold Out: Kyndryl Holdings Inc (KD)

Providence Wealth Advisors, LLC sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.

Here is the complete portfolio of Providence Wealth Advisors, LLC. Also check out:

1. Providence Wealth Advisors, LLC’s Undervalued Stocks

2. Providence Wealth Advisors, LLC’s Top Growth Companies, and

3. Providence Wealth Advisors, LLC’s High Yield stocks

4. Stocks that Providence Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.

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