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Portfolio (Quarterly) Guide ↗

Providence Capital Advisors, LLC

· CIK 0001730814
13F Portfolio $594M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 5 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD SCHWAB STRATEGIC TR 87,126.0 $2.4M 0.40% NEW $27.43 +19.2%
82 CCI CROWN CASTLE INC Real Estate 25,410.0 $2.3M 0.38% NEW $88.87 +2.4%
83 TLT ISHARES TR 25,696.0 $2.2M 0.38% NEW $87.16 -2.4%
84 VTI VANGUARD INDEX FDS 4,486.0 $1.5M 0.25% NEW $335.27 +10.2%
85 VUG VANGUARD INDEX FDS 2,995.0 $1.5M 0.25% NEW $487.86 -81.9%
86 IEMG ISHARES INC 19,231.0 $1.3M 0.22% NEW $67.22 +24.4%
87 JNJ JOHNSON &JOHNSON Healthcare 6,145.0 $1.3M 0.21% NEW $206.95 +11.6%
88 EPD ENTERPRISE PRODS PARTNERS L Energy 37,000.0 $1.2M 0.20% NEW $32.06 +19.8%
89 AGG ISHARES TR 11,864.0 $1.2M 0.20% NEW $99.88 -1.2%
90 GOOGL ALPHABET INC Communication Services 3,665.0 $1.1M 0.19% NEW $313.04 +24.1%
91 SPY SPDR S&P 500 ETF TR Financial Services 1,647.0 $1.1M 0.19% NEW $681.87 +10.1%
92 MCK MCKESSON CORP Healthcare 1,338.0 $1.1M 0.18% NEW $820.29 -8.1%
93 GE GE AEROSPACE Industrials 3,415.0 $1.1M 0.18% NEW $308.03 +1.9%
94 WFC WELLS FARGO CO NEW Financial Services 11,056.0 $1.0M 0.17% NEW $93.20 -17.1%
95 VBR VANGUARD INDEX FDS 4,698.0 $995K 0.17% NEW $211.79 +11.1%
96 XLI SELECT SECTOR SPDR TR 5,962.0 $925K 0.16% NEW $155.13 +12.4%
97 XLV SELECT SECTOR SPDR TR 5,949.0 $921K 0.15% NEW $154.81 -3.8%
98 AMD ADVANCED MICRO DEVICES INC Technology 4,297.0 $920K 0.15% NEW $214.16 +135.3%
99 XLB SELECT SECTOR SPDR TR 20,000.0 $907K 0.15% NEW $45.35 +12.5%
100 EWW ISHARES INC 12,861.0 $892K 0.15% NEW $69.33 +13.9%
Page 5 of 11  ·  213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Healthcare 14.4%
Financial Services 14.4%
Industrials 10.3%
Communication Services 8.2%
Consumer Cyclical 7.9%
Consumer Defensive 7.1%
Energy 5.2%
Utilities 3.6%
Real Estate 2.2%