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Home > Institutional Investor > Provident Wealth Management, Llc > Profile

Instuitional Investor - Provident Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Provident Wealth Management, Llc
Portfolio Value $330,628,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Etf Inc
 1,370,892 $57,454,084 17.38%
2.
Pacer Fds Tr
 812,469 $46,692,601 14.12%
3.
Schwab Strategic Trust
 FNDF 1,286,217 $41,043,192 12.41%
4.
Ishares Tr
 416,247 $28,338,105 8.57%
5.
Schwab Strategic Trust
 FNDF 1,070,007 $28,183,973 8.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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