Providence Capital Advisors, LLC
Providence Capital Advisors, LLC is an SEC-registered, independent, employee-owned investment advisory firm headquartered in Charlotte, North Carolina. The firm was founded in 2011 and manages nearly $1 billion in assets for high net worth individuals, families, and select pension and profit-sharing plans. With a team of 13 professionals, the firm provides personalized portfolio management, investment advice, and financial planning services tailored to affluent and discerning clients.
Investment Strategy
Providence Capital Advisors focuses on portfolio management and investment advisory services for high net worth individuals and families. The firm invests across a broad array of public equity and fixed income securities, emphasizing personalized, long-term strategies developed from in-depth research and risk management. Their client-centric approach ensures each portfolio is designed to reflect the client's individual investment objectives, risk tolerance, time horizon, and financial goals, employing diversified allocations and prudent asset selection.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.26% | $23.2M | 112,980 | $167.39 | $205.17 | +$1.4M |
M MSFT | MICROSOFT CORP | 4.23% | $23.1M | 46,345 | $253.99 | $497.41 | +$6.2M |
I IVV | ISHARES TR | 2.93% | $15.9M | 25,675 | $344.54 | $620.90 | +$2.4M |
N NVDA | NVIDIA CORPORATION | 2.22% | $12.1M | 76,559 | $18.66 | $157.99 | +$4.0M |
J JPM | JPMORGAN CHASE &CO. | 2.15% | $11.7M | 40,413 | $132.17 | $289.91 | +$1.1M |