Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROVIDENCE CAPITAL ADVISORS LLC 11-13-2023 09-30-2023 350 381,978,505
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BERKSHIRE HATHAWAY INC DEL CL B NEW 201 $306,513 875 0.00 875 +Inf 09-30-2023
VISA INC COM CL A 202 $281,630 1,224 0.00 1,224 +Inf 09-30-2023
ISHARES TR SELECT DIVID ETF 203 $281,428 2,614 0.00 2,614 +Inf 09-30-2023
ELI LILLY &CO COM 204 $262,119 488 0.00 0.00 -421 -46.31 09-30-2023
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