Managed by Providence Financial Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
S SPY — |
| $10.4M |
| 15.7K |
| 0.00% |
| — |
| 6 | S SPY — | $8.8M | 12.9K | 0.00% | — |
| 7 | V VYLD — | $8.4M | 111.8K | 0.00% | — |
| 8 | V VYLD — | $8.2M | 111.1K | 0.00% | — |
| 9 | F FBCG — | $7.4M | 134.6K | 0.00% | — |
| 10 | F FBCG — | $7.3M | 136.9K | 0.00% | — |
| 11 | I IAU — | $7M | 25.6K | 0.00% | — |
| 12 | I IAU — | $6.8M | 24.7K | 0.00% | — |
| 13 | M MSFT — | $4.6M | 8.9K | 0.00% | — |
| 14 | M MSFT — | $4.3M | 8.9K | 0.00% | — |
| 15 | ? N/A — | $3.6M | 177.9K | 0.00% | — |
| 16 | L LLY — | $3.6M | 3.3K | 0.00% | — |
| 17 | M MDY — | $3.4M | 5.8K | 0.00% | — |
| 18 | M MDY — | $3.1M | 5.2K | 0.00% | — |
| 19 | L LLY — | $2.6M | 3.4K | 0.00% | — |
| 20 | I IAU — | $2.2M | 4.6K | 0.00% | — |