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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Provident Wealth Management, LLC

Quarter ended Q2 2023 · Filed April 20, 2023 · Accession 0001398344-23-007527

Total Value
$195.4M
Positions
98
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (98)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACER FDS TR69374H881539,294$25.3M12.96%
2VANGUARD ADMIRAL FDS INC921932703125,129$18.4M9.39%
3ISHARES TR46434V621347,686$17.4M8.89%
4SCHWAB STRATEGIC TR808524300255,537$16.7M8.52%
5SCHWAB STRATEGIC TR808524201327,588$15.8M8.11%
6VANECK ETF TRUST92189F643198,070$14.6M7.48%
7VICTORY PORTFOLIOS II92647N824120,075$7.3M3.72%
8VANGUARD INDEX FDS92290851248,890$6.6M3.35%
9INVESCO EXCHANGE TRADED FD TIVZ38,455$5.6M2.85%
10VANGUARD INDEX FDS92290853823,613$4.6M2.35%
11SPDR SER TR78464A30054,582$4.2M2.13%
12ISHARES TR46428780442,583$4.1M2.11%
13SCHWAB STRATEGIC TR80852460795,925$4.0M2.06%
14ISHARES TR46428764816,374$3.7M1.90%
15INVESCO EXCHANGE TRADED FD TIVZ168,652$3.4M1.72%
16SPDR SER TR78468R75431,452$3.3M1.70%
17VANGUARD TAX-MANAGED FDS92194385872,282$3.3M1.67%
18FLEXSHARES TRFLEX59,092$2.5M1.28%
19APPLE INCAAPL14,453$2.4M1.22%
20ISHARES TR46435G10232,035$2.3M1.19%
21PIMCO ETF TR72201R88222,292$2.1M1.09%
22VANGUARD BD INDEX FDS92193782727,112$2.1M1.06%
23VANGUARD BD INDEX FDS92193781926,887$2.1M1.06%
24ISHARES TR46435U86152,813$2.0M1.01%
25TIDAL ETF TR88636464560,625$1.8M0.94%
26PROCTER AND GAMBLE CO74271810910,263$1.5M0.78%
27ALPS ETF TR00162Q45237,328$1.4M0.74%
28SCHWAB STRATEGIC TR80852475543,341$1.4M0.69%
29ISHARES TR46428888512,746$1.2M0.61%
30SPDR INDEX SHS FDS78463X87137,686$1.2M0.60%
31ISHARES INC46434G10322,342$1.1M0.56%
32HONEYWELL INTL INC4385161064,270$816,0820.42%
33ISHARES TR46429B69710,432$758,8240.39%
34KRANESHARES TR50076765224,866$733,0500.38%
35EXXON MOBIL CORPXOM6,626$726,6070.37%
36MICROSOFT CORPMSFT1,911$550,9410.28%
37ISHARES TR46435U85313,398$476,2990.24%
38LILLY ELI & COLLY1,296$445,0720.23%
39COCA COLA COKO7,134$442,5220.23%
40PPG INDS INC6935061073,144$419,9760.21%
41ISHARES TR4642871012,168$405,5030.21%
42JOHNSON & JOHNSONJNJ2,567$397,8850.20%
43TESLA INCTSLA1,695$351,6450.18%
44INVESCO ACTIVELY MANAGED ETFIVZ6,864$340,4540.17%
45INTERNATIONAL BUSINESS MACHSINTR2,539$332,8380.17%
46SPDR SER TR78464A7632,561$316,8110.16%
47MAINSTREET BANCSHARES INCMNSBP12,294$288,7860.15%
48PEPSICO INCPEP1,547$282,0180.14%
49HCA HEALTHCARE INCHCA1,032$272,1180.14%
50MCDONALDS CORPMCD967$270,3830.14%
51SPDR S&P 500 ETF TRSPY612$250,5470.13%
52PROSHARES TR74347X8234,400$244,4200.13%
53AMAZON COM INCAMZN2,341$241,8020.12%
54BROWN & BROWN INCBRO4,039$231,9190.12%
55INVESCO QQQ TRIVZ721$231,3910.12%
56ISHARES TR4642882572,417$220,3340.11%
57DUKE ENERGY CORP NEWDUKB2,247$216,7680.11%
58VANGUARD SPECIALIZED FUNDS9219088441,349$207,7720.11%
59DOLLAR GEN CORP NEW256677105958$201,6210.10%
60ISHARES TR464287200421$172,9930.09%
61INVESCO EXCH TRADED FD TR IIIVZ2,106$131,4140.07%
62SPDR SER TR78464A8542,691$129,5720.07%
63ISHARES TR464287408852$129,3000.07%
64INVESCO EXCH TRADED FD TR IIIVZ2,978$125,7010.06%
65VANGUARD INDEX FDS922908744665$91,8170.05%
66PROSHARES TR74347X8642,000$77,1400.04%
67VANGUARD INDEX FDS922908629341$71,9240.04%
68ISHARES TR464287473596$63,2950.03%
69ISHARES TR46435G4331,753$60,7940.03%
70VANGUARD INDEX FDS922908769279$56,8540.03%
71VANGUARD INDEX FDS922908611357$56,6770.03%
72ISHARES TR46429B689760$51,4140.03%
73SPDR SER TR78468R556330$42,1050.02%
74SCHWAB STRATEGIC TR8085248051,198$41,6730.02%
75ISHARES TR464287721366$33,9680.02%
76ISHARES TR464287309432$27,6000.01%
77VANGUARD INDEX FDS922908595120$25,9690.01%
78VANGUARD BD INDEX FDS921937835334$24,6590.01%
79ISHARES TR46429B655464$23,3810.01%
80VANGUARD INDEX FDS92290836356$21,1090.01%
81ISHARES TR464288646375$18,9530.01%
82SCHWAB STRATEGIC TR808524102330$15,8040.01%
83ISHARES TR46428750755$13,7590.01%
84VANGUARD INDEX FDS92290875170$13,3230.01%
85ISHARES TR46428715092$8,3160.00%
86ISHARES TR46428787981$7,5810.00%
87ISHARES TR46435U549103$4,9500.00%
88SPDR SER TR78464A80577$3,8600.00%
89SPDR SER TR78464A87050$3,8110.00%
90PIMCO ETF TR72201R83330$2,9780.00%
91ISHARES TR46435G409114$2,8260.00%
92SCHWAB STRATEGIC TR80852486220$9760.00%
93ISHARES TR4642876554$7140.00%
94INVESCO EXCH TRADED FD TR IIIVZ2$1050.00%
95SCHWAB STRATEGIC TR8085245081$680.00%
96SPDR SER TR78464A8391$660.00%
97ISHARES TR4642883071$580.00%
98VANGUARD INDEX FDS9229087360$170.00%