Provident Wealth Management, LLC Reduced Holdings in Q1 2025

Provident Wealth Management, LLC

  • $289 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.71K
- 25.61%
N/A
25.3K $2.17M
PVAL
Putnam ETF Tr Putnam Focused L
-21K
- 24.17%
$36.8 - $39.59 $774K - $833K
66K $2.51M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-19.8K
- 18.7%
N/A
85.9K $2.19M
NVDA
Nvidia Corp

Technology
-1.66K
- 47.06%
$106.98 - $149.43 $178K - $249K
1.87K $202K
TSLA
Tesla, Inc.

Consumer Cyclical
-213
- 15.8%
$222.15 - $428.22 $47.3K - $91.2K
1.14K $294K
VEA
Vanguard Ftse Developed Market

ETFs
-8.06K
- 12.74%
$47.4 - $52.99 $382K - $427K
55.2K $2.81M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.86K
- 8.51%
$76.94 - $78.28 $220K - $224K
30.7K $2.4M
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.55K
- 20.4%
$63.42 - $68.17 $161K - $174K
9.93K $636K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.79K
- 7.29%
$83.18 - $89.27 $149K - $160K
22.8K $1.91M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.8K
- 8.58%
$73.78 - $76.59 $207K - $215K
29.9K $2.29M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.68K
- 29.34%
$48.65 - $53.06 $130K - $142K
6.45K $335K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-3.61K
- 21.1%
$36.6 - $39.56 $132K - $143K
13.5K $523K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-5.83K
- 11.71%
$23.92 - $26.89 $140K - $157K
44K $1.14M
MNSB
Main Street Bancshares, Inc.

Financial Services
-3.62K
- 24.89%
$16.24 - $17.66 $58.8K - $64K
10.9K $182K
VPC
Etfis Ser Tr I Virtus Private

ETFs
-2.33K
- 8.05%
$21.02 - $22.9 $49.1K - $53.4K
26.6K $560K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-2.03K
- 7.21%
$65.49 - $74.67 $133K - $152K
26.1K $1.87M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.34K
- 8.37%
$36.63 - $37.45 $49.2K - $50.3K
14.7K $540K
GOOG
Alphabet Inc.

Communication Services
-50
- 7.75%
$156.06 - $207.71 $7.8K - $10.4K
595 $92K
DVY
Ishares Tr

ETFs
-179
- 4.7%
$128.58 - $138.1 $23K - $24.7K
3.63K $486K
XLV
Select Sector Spdr Fund Health

ETFs
-110
- 8.79%
$137.61 - $149.68 $15.1K - $16.5K
1.14K $166K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-72
- 3.24%
$47.08 - $50.67 $3.39K - $3.65K
2.15K $108K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-25
- 2.78%
$69.81 - $78.9 $1.75K - $1.97K
875 $68K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-279
- 1.92%
$87.68 - $94.52 $24.5K - $26.4K
14.2K $1.33M
GLD
Spdr Gold Trust

ETFs
-174
- 8.25%
$243.19 - $288.14 $42.3K - $50.1K
1.94K $557K
Activity Summary
Buys All Purchases 53 New Holdings 17 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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