Providence Wealth Advisors, LLC
RIA/Wealth
Providence Wealth Advisors, LLC is a RIA/Wealth based in Knoxville, TN led by Paul Warren Cochran, managing $158.5M across 83 long positions as of Q3 2025 with AAPL as the largest holding (8% allocation).
Managing PartnerPaul Warren Cochran
- Portfolio Value
- $158.5M
- Positions
- 83
- Top Holding
- AAPL at 7.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Providence Wealth Advisors, LLC's portfolio (47.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $12.5M | 7.88% | -$191.3K Sold | 0.00% 46.4K shares | |
Software - Infrastructure Technology | $11.8M | 7.47% | +$113.3K Bought | 0.00% 21.8K shares | |
Drug Manufacturers - General Healthcare | $10.4M | 6.54% | -$12.3K Sold | 0.00% 12.6K shares | |
Semiconductors Technology | $8.3M | 5.25% | +$33.6K Bought | 0.00% 22.3K shares | |
Banks - Diversified Financial Services | $6.4M | 4.02% | -$6.7K Sold | 0.00% 20.9K shares | |
Regulated Electric Utilities | $6.0M | 3.80% | -$26.4K Sold | 0.00% 40.8K shares | |
Agricultural - Machinery Industrials | $5.9M | 3.74% | -$35.1K Sold | 0.00% 11.3K shares | |
Conglomerates Industrials | $4.8M | 3.04% | -$96.1K Sold | 0.00% 22.5K shares | |
Discount Stores Consumer Defensive | $4.4M | 2.76% | +$1.3K Bought | 0.00% 42.4K shares | |
Specialty Retail Consumer Cyclical | $4.3M | 2.69% | +$10.3K Bought | 0.00% 18.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Providence Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+26.96% | |
+11.0% | |
+10.58% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-21.6% |
Analytics
Portfolio insights and performance metrics for Providence Wealth Advisors, LLC
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