Provident Wealth Management, LLC
Provident Wealth Management LLC is an independent, fee-only wealth management firm specializing in purposeful, ongoing financial guidance for individuals, with a particular focus on high net worth clients. The firm emphasizes transparent, technology-supported planning, proactive and personal service, and does not sell products or collect commissions, operating solely on a fee-for-service basis.
Investment Strategy
Primarily invests in ETFs and select equities, with top holdings in T. Rowe Price U.S. Equity Research ETF (TSPA), Pacer US Cash Cows 100 ETF (COWZ), Schwab U.S. Large-Cap Growth ETF (SCHG), and similar funds. The firm tailors investment strategies based on individual risk tolerance, time horizon, and goals, aiming to simplify and organize client finances towards defined life purposes.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSPA | T ROWE PRICE ETF INC | 17.38% | $57.5M | 1,370,892 | $33.89 | $41.91 | +$4.0M |
C COWZ | PACER FDS TR | 14.12% | $46.7M | 812,469 | $48.20 | $57.47 | +$2.4M |
S SCHG | SCHWAB STRATEGIC TR | 12.41% | $41.0M | 1,286,217 | $16.42 | $31.91 | +$3.2M |
D DGRO | ISHARES TR | 8.57% | $28.3M | 416,247 | $44.05 | $68.08 | +$1.9M |
S SCHX | SCHWAB STRATEGIC TR | 8.52% | $28.2M | 1,070,007 | $15.55 | $26.34 | +$2.0M |