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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 Q4 2024 · Filed February 4, 2025 · Accession 0001398344-25-001941

Total Value
$299.8M
Positions
125
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (125)

#IssuerTicker / CUSIPSharesValue% of Filing
1T ROWE PRICE ETF INC87283Q5031,368,509$50.6M16.88%
2PACER FDS TR69374H881767,454$43.3M14.46%
3SCHWAB STRATEGIC TR8085243001,286,419$35.9M11.96%
4ISHARES TR46434V621410,593$25.2M8.40%
5SCHWAB STRATEGIC TR8085242011,063,856$24.7M8.23%
6VANGUARD INDEX FDS92290851260,523$9.8M3.27%
7VANGUARD INDEX FDS92290853827,415$7.0M2.32%
8ISHARES TR46428780456,092$6.5M2.16%
9SPDR SER TR78464A30072,610$6.3M2.11%
10FIDELITY COVINGTON TRUST316092527153,841$6.3M2.11%
11INVESCO EXCHANGE TRADED FD TIVZ95,688$6.3M2.11%
12PACER FDS TR69374H857135,328$6.0M1.99%
13SPDR SER TR78468R75437,999$4.8M1.59%
14FIRST TR EXCHANGE-TRADED FD33741X102131,541$4.7M1.57%
15PROCTER AND GAMBLE CO74271810923,579$4.0M1.32%
16PUTNAM ETF TRUST74672930087,052$3.2M1.08%
17VANECK ETF TRUST92189F64333,996$3.2M1.05%
18VANGUARD TAX-MANAGED FDS92194385863,278$3.0M1.01%
19HARBOR ETF TRUST41151J406105,718$2.9M0.96%
20VANGUARD BD INDEX FDS92193782733,553$2.6M0.86%
21VANGUARD BD INDEX FDS92193781932,653$2.4M0.81%
22APPLE INCAAPL9,537$2.4M0.80%
23INVESCO EXCHANGE TRADED FD TIVZ12,783$2.2M0.75%
24ISHARES TR46435G10224,594$2.1M0.70%
25GALLAGHER ARTHUR J & CO3635761097,088$2.0M0.67%
26PIMCO ETF TR72201R88228,174$1.9M0.64%
27SCHWAB STRATEGIC TR80852475543,112$1.4M0.48%
28ISHARES TR46429B69714,511$1.3M0.43%
29DIMENSIONAL ETF TRUST25434V77349,802$1.2M0.41%
30ISHARES TR46428888512,406$1.2M0.40%
31ISHARES INC46434G76421,209$1.2M0.39%
32MICROSOFT CORPMSFT2,587$1.1M0.36%
33ELI LILLY & COLLY1,332$1.0M0.34%
34HONEYWELL INTL INC4385161064,218$952,8040.32%
35FIRST TR EXCH TRADED FD III33739P10312,480$821,3090.27%
36ISHARES TR4642871012,817$813,6900.27%
37EXXON MOBIL CORPXOM6,922$744,6520.25%
38AMERICAN CENTY ETF TR0250728776,680$644,8200.22%
39AMAZON COM INCAMZN2,874$630,5270.21%
40ETFIS SER TR I26923G79828,976$630,2310.21%
41FLEXSHARES TRFLEX17,096$621,6110.21%
42ISHARES TR46435U85316,033$589,8540.20%
43PROSHARES TR74347X8236,000$567,3000.19%
44TESLA INCTSLA1,348$544,3760.18%
45SPDR GOLD TRGLD2,109$510,6520.17%
46ISHARES TR4642871683,805$499,5580.17%
47ISHARES INC4642865254,532$494,8940.17%
48NVIDIA CORPORATIONNVDA3,536$474,8540.16%
49VANGUARD INDEX FDS9229085951,620$453,6970.15%
50ALPS ETF TR00162Q4529,130$439,7010.15%
51INVESCO QQQ TRIVZ857$438,1240.15%
52COCA COLA COKO6,957$433,1430.14%
53VANGUARD INDEX FDS9229086112,057$407,6560.14%
54PPG INDS INC6935061073,144$375,5510.13%
55GENELUX CORPORATIONGNLX158,867$374,9260.13%
56ISHARES TR46432F3392,012$358,2970.12%
57SPDR SER TR78464A7632,635$348,0870.12%
58JOHNSON & JOHNSONJNJ2,301$332,7710.11%
59HCA HEALTHCARE INCHCA1,008$302,5510.10%
60VANGUARD SPECIALIZED FUNDS9219088441,521$297,9120.10%
61META PLATFORMS INCMETA488$285,7290.10%
62MCDONALDS CORPMCD985$285,5420.10%
63ISHARES TR4642882572,417$283,9980.09%
64VANGUARD WORLD FD921910816804$276,1020.09%
65SELECT SECTOR SPDR TR81369Y8031,176$273,4440.09%
66MASTERCARD INCORPORATEDMA509$268,0240.09%
67ISHARES BITCOIN TRUST ETFIBIT5,000$265,2500.09%
68MAINSTREET BANCSHARES INCMNSBP14,554$263,4270.09%
69WISDOMTREE TRWT11,299$248,5780.08%
70PINNACLE FINL PARTNERS INC72346Q1042,165$247,6540.08%
71ALPHABET INCGOOG1,299$245,9010.08%
72WALMART INCWMT2,709$244,7580.08%
73SCHWAB STRATEGIC TR8085247978,907$243,3390.08%
74SELECT SECTOR SPDR TR81369Y7041,836$241,9110.08%
75ISHARES TR464287200405$238,4150.08%
76PEPSICO INCPEP1,513$230,0670.08%
77DUKE ENERGY CORP NEWDUKB1,958$210,9550.07%
78ISHARES TR4642877211,316$209,9280.07%
79SPDR SER TR78464A8543,039$209,5090.07%
80VISA INCV634$200,3690.07%
81QXO INCQXO-PB12,461$198,1300.07%
82PROSHARES TR74347X8642,000$177,2800.06%
83FIDELITY COVINGTON TRUST3160928242,886$174,8630.06%
84SELECT SECTOR SPDR TR81369Y2091,252$172,2380.06%
85ISHARES TR464287408852$162,6300.05%
86INVESCO EXCH TRADED FD TR IIIVZ2,106$147,4200.05%
87SELECT SECTOR SPDR TR81369Y6052,668$128,9440.04%
88SELECT SECTOR SPDR TR81369Y5061,484$127,1190.04%
89ALPHABET INCGOOG645$122,8340.04%
90ISHARES TR46432F8421,724$121,1630.04%
91VANGUARD INDEX FDS922908769400$115,9240.04%
92VANGUARD INDEX FDS922908744639$108,1830.04%
93INVESCO EXCH TRADED FD TR IIIVZ2,224$107,4410.04%
94SPDR SER TR78464A4091,162$102,1400.03%
95VANGUARD INDEX FDS922908629374$98,7850.03%
96INVESCO EXCHANGE TRADED FD TIVZ2,379$95,9690.03%
97VANGUARD INDEX FDS922908363177$95,3690.03%
98ISHARES TR464287655388$85,7320.03%
99ISHARES TR464287473596$77,0870.03%
100ISHARES TR4642875071,220$76,0180.03%
101ISHARES TR46435G4331,753$72,6790.02%
102SELECT SECTOR SPDR TR81369Y852711$68,8320.02%
103SPDR SER TR78468R663710$64,9150.02%
104ISHARES TR46429B689900$63,6390.02%
105ISHARES TR464287523283$60,9840.02%
106SPDR SER TR78468R556337$44,6090.01%
107SELECT SECTOR SPDR TR81369Y407198$44,4210.01%
108ISHARES TR464287499460$40,6640.01%
109ISHARES TR46434V613463$20,9280.01%
110SOLITARIO RESOURCES CORPXPL29,332$17,4380.01%
111ISHARES TR46428746571$5,3680.00%
112FIDELITY COVINGTON TRUST316092295186$5,0000.00%
113ISHARES TR46429B65563$3,2050.00%
114ISHARES TR46428759816$2,9620.00%
115ISHARES TR46428755620$2,6440.00%
116ISHARES TR46428744027$2,4960.00%
117ISHARES TR46434V45653$1,9670.00%
118ISHARES TR46428763011$1,8060.00%
119SPDR SER TR78464A71415$1,1940.00%
120ISHARES TR4642876484$1,1510.00%
121ETFIS SER TR I26923G77225$1,0700.00%
122SPDR SER TR78464A87010$9010.00%
123INVESCO EXCH TRADED FD TR IIIVZ2$1220.00%
124SPDR SER TR78464A8391$800.00%
125ISHARES TR4642883071$760.00%