Laurel Wealth Advisors
Latest statistics and disclosures from Laurel Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, AAPL, TFLO, BRK.A, MSFT, and represent 20.89% of Laurel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BSCS, TFLO, SGOV, UBER, DUK, BSCT, NKE, IBDV, XHLF, XONE.
- Started 16 new stock positions in UAL, Exchange Listed Fds Tr, PANW, HCWC, STZ, EUAD, SHV, CNYA, SHW, ARM. EWD, EPOL, PGJ, ORLY, AB, BSX.
- Reduced shares in these 10 stocks: AAPL, VIG, LLY, JPM, DG, IJR, WMT, VUG, PFE, SPY.
- Sold out of its positions in AVAV, MGNR, HRB, BAH, CLNE, CDE, HYRM, DASH, AG, FE.
- Laurel Wealth Advisors was a net buyer of stock by $4.1M.
- Laurel Wealth Advisors has $639M in assets under management (AUM), dropping by -0.19%.
- Central Index Key (CIK): 0001757128
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Portfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 696 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Laurel Wealth Advisors has 696 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laurel Wealth Advisors March 31, 2025 positions
- Download the Laurel Wealth Advisors March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.2 | $33M | -2% | 171k | 193.99 |
|
| Apple (AAPL) | 4.6 | $29M | -3% | 132k | 222.13 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.8 | $25M | +5% | 484k | 50.66 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.8 | $24M | 30.00 | 798441.60 |
|
|
| Microsoft Corporation (MSFT) | 3.5 | $23M | 60k | 375.39 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.4 | $22M | +5% | 218k | 100.67 |
|
| Duke Energy Corp Com New (DUK) | 2.9 | $19M | +3% | 153k | 121.97 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $15M | 140k | 108.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $14M | -2% | 58k | 245.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $13M | 86k | 154.64 |
|
|
| Mastercard Incorporated Cl A (MA) | 2.1 | $13M | 24k | 548.11 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $13M | 122k | 104.57 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $13M | 23k | 559.37 |
|
|
| Eli Lilly & Co. (LLY) | 1.9 | $12M | -4% | 15k | 825.89 |
|
| Amazon (AMZN) | 1.6 | $10M | +2% | 55k | 190.26 |
|
| Wal-Mart Stores (WMT) | 1.6 | $10M | 118k | 87.79 |
|
|
| Home Depot (HD) | 1.6 | $10M | 28k | 366.49 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $8.9M | 17k | 532.58 |
|
|
| Bank of America Corporation (BAC) | 1.3 | $8.5M | -2% | 203k | 41.73 |
|
| Johnson & Johnson (JNJ) | 1.3 | $8.1M | 49k | 165.84 |
|
|
| Amgen (AMGN) | 1.2 | $7.5M | -2% | 24k | 311.55 |
|
| Procter & Gamble Company (PG) | 1.2 | $7.4M | 44k | 170.42 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $7.4M | -2% | 20k | 370.81 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $7.3M | +2% | 146k | 50.33 |
|
| Meta Platforms Cl A (META) | 1.0 | $6.6M | +2% | 11k | 576.35 |
|
| Abbvie (ABBV) | 1.0 | $6.5M | 31k | 209.52 |
|
|
| Cisco Systems (CSCO) | 1.0 | $6.1M | 99k | 61.71 |
|
|
| McDonald's Corporation (MCD) | 1.0 | $6.1M | 20k | 312.36 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.9 | $6.0M | +5% | 120k | 50.35 |
|
| Coca-Cola Company (KO) | 0.9 | $6.0M | 84k | 71.62 |
|
|
| Abbott Laboratories (ABT) | 0.9 | $6.0M | 45k | 132.65 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.9 | $6.0M | 246k | 24.21 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.9M | 78k | 75.65 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $5.3M | 212k | 25.15 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $5.0M | +5% | 255k | 19.59 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $4.9M | 99k | 49.81 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $4.7M | 16k | 305.52 |
|
|
| Southern Company (SO) | 0.7 | $4.4M | -2% | 48k | 91.95 |
|
| Chevron Corporation (CVX) | 0.7 | $4.4M | 26k | 167.28 |
|
|
| Pepsi (PEP) | 0.6 | $4.0M | 27k | 149.94 |
|
|
| TJX Companies (TJX) | 0.6 | $3.9M | 32k | 121.80 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $3.8M | -3% | 60k | 63.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.6M | 23k | 156.22 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $3.6M | +3% | 151k | 24.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $3.6M | -2% | 17k | 206.47 |
|
| Netflix (NFLX) | 0.6 | $3.5M | 3.8k | 932.53 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.5 | $3.5M | +3% | 86k | 40.41 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $3.5M | +5% | 137k | 25.26 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.4M | -2% | 28k | 118.93 |
|
| salesforce (CRM) | 0.5 | $3.3M | 13k | 268.36 |
|
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| Honeywell International (HON) | 0.5 | $3.3M | 16k | 211.75 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $3.2M | 24k | 132.46 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $3.0M | +2% | 155k | 19.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.0M | -4% | 37k | 81.73 |
|
| Enbridge (ENB) | 0.4 | $2.8M | 63k | 44.31 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.8M | +3% | 20k | 140.44 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.8M | +2% | 7.8k | 352.58 |
|
| Union Pacific Corporation (UNP) | 0.4 | $2.7M | 12k | 236.23 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.7M | -2% | 9.3k | 288.14 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.4 | $2.6M | +4% | 72k | 36.98 |
|
| Nike CL B (NKE) | 0.4 | $2.6M | +21% | 42k | 63.48 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $2.6M | -4% | 127k | 20.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.6M | 13k | 199.47 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.5M | -2% | 31k | 82.73 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.4 | $2.5M | +127% | 121k | 20.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.4M | 4.3k | 561.88 |
|
|
| United Parcel Service CL B (UPS) | 0.4 | $2.4M | +9% | 22k | 109.99 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $2.4M | +10% | 102k | 23.13 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $2.4M | +5% | 63k | 37.73 |
|
| Walt Disney Company (DIS) | 0.4 | $2.3M | 24k | 98.70 |
|
|
| Truist Financial Corp equities (TFC) | 0.4 | $2.3M | 55k | 41.15 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $2.3M | 29k | 78.85 |
|
|
| Becton, Dickinson and (BDX) | 0.3 | $2.1M | -2% | 9.3k | 229.04 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.1M | 26k | 81.67 |
|
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $2.1M | -5% | 41k | 50.28 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | +3% | 3.9k | 513.88 |
|
| Verizon Communications (VZ) | 0.3 | $2.0M | 44k | 45.36 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.0M | 40k | 49.62 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.9M | 14k | 134.28 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $1.8M | 30k | 60.89 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.8M | 35k | 51.07 |
|
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| Wells Fargo & Company (WFC) | 0.3 | $1.7M | 24k | 71.79 |
|
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.7M | 18k | 96.45 |
|
|
| International Business Machines (IBM) | 0.3 | $1.7M | 6.8k | 248.63 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.3 | $1.7M | +7% | 26k | 63.80 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.6M | +25% | 75k | 21.72 |
|
| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.6M | -2% | 12k | 130.18 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.5M | +3% | 17k | 93.45 |
|
| Blackrock (BLK) | 0.2 | $1.5M | +2% | 1.6k | 946.38 |
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| American Express Company (AXP) | 0.2 | $1.5M | 5.5k | 269.03 |
|
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.5M | -2% | 7.4k | 197.45 |
|
| South State Corporation (SSB) | 0.2 | $1.5M | 16k | 92.82 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.4M | 4.0k | 361.09 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | +3% | 11k | 131.07 |
|
| 3M Company (MMM) | 0.2 | $1.4M | -7% | 9.3k | 146.86 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | 1.4k | 945.63 |
|
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| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 14k | 93.70 |
|
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $1.3M | +12% | 13k | 100.51 |
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| Pfizer (PFE) | 0.2 | $1.2M | -13% | 49k | 25.34 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | 6.2k | 190.55 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.2M | -4% | 11k | 108.69 |
|
| ConocoPhillips (COP) | 0.2 | $1.2M | +2% | 11k | 105.02 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | 8.1k | 139.81 |
|
|
| Medtronic SHS (MDT) | 0.2 | $1.1M | +11% | 12k | 89.86 |
|
| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.6k | 233.22 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.0M | +3% | 9.7k | 105.43 |
|
| Uber Technologies (UBER) | 0.2 | $986k | +676200% | 14k | 72.86 |
|
| AutoZone (AZO) | 0.2 | $961k | 252.00 | 3812.78 |
|
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| Dollar General (DG) | 0.2 | $959k | -19% | 11k | 87.93 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $947k | 11k | 83.28 |
|
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| Fifth Third Ban (FITB) | 0.1 | $936k | -2% | 24k | 39.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $926k | 18k | 50.83 |
|
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| Iqvia Holdings (IQV) | 0.1 | $867k | +7% | 4.9k | 176.30 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $862k | 5.9k | 146.01 |
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| Visa Com Cl A (V) | 0.1 | $796k | 2.3k | 350.46 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $783k | +230% | 42k | 18.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $773k | -10% | 13k | 58.35 |
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| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $771k | +62% | 16k | 49.72 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $725k | -2% | 8.4k | 85.98 |
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| At&t (T) | 0.1 | $713k | +13% | 25k | 28.28 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $703k | +3% | 8.7k | 80.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $625k | -8% | 6.7k | 92.83 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $622k | 9.5k | 65.75 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $620k | -11% | 12k | 49.90 |
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| Carrier Global Corporation (CARR) | 0.1 | $619k | 9.8k | 63.40 |
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| Merck & Co (MRK) | 0.1 | $573k | -3% | 6.4k | 89.76 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $568k | 2.9k | 196.85 |
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| Crown Castle Intl (CCI) | 0.1 | $561k | 5.4k | 104.23 |
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| General Mills (GIS) | 0.1 | $552k | +54% | 9.2k | 59.79 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 0.1 | $523k | 9.8k | 53.45 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $503k | +54% | 2.8k | 179.70 |
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| Bristol Myers Squibb (BMY) | 0.1 | $454k | 7.5k | 60.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $433k | 20k | 22.08 |
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| Henry Schein (HSIC) | 0.1 | $424k | 6.2k | 68.49 |
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| Progressive Corporation (PGR) | 0.1 | $413k | 1.5k | 283.01 |
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| Ge Aerospace Com New (GE) | 0.1 | $411k | 2.1k | 200.10 |
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| Norfolk Southern (NSC) | 0.1 | $397k | 1.7k | 236.85 |
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| Caterpillar (CAT) | 0.1 | $390k | 1.2k | 329.80 |
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| Philip Morris International (PM) | 0.1 | $390k | -9% | 2.5k | 158.73 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $384k | -2% | 707.00 | 542.38 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $378k | 4.6k | 82.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $370k | +12% | 1.3k | 274.81 |
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| Us Bancorp Del Com New (USB) | 0.1 | $354k | 8.4k | 42.22 |
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| Illinois Tool Works (ITW) | 0.1 | $345k | 1.4k | 248.01 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $336k | 1.3k | 255.53 |
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| Phillips 66 (PSX) | 0.1 | $323k | 2.6k | 123.48 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $321k | 3.2k | 99.98 |
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| Rbc Cad (RY) | 0.0 | $318k | 2.8k | 112.72 |
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| Deere & Company (DE) | 0.0 | $307k | 654.00 | 468.82 |
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| Tesla Motors (TSLA) | 0.0 | $301k | -14% | 1.2k | 259.08 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $297k | +4% | 1.7k | 172.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $296k | -4% | 9.6k | 30.99 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $283k | 14k | 19.78 |
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| Marriott Intl Cl A (MAR) | 0.0 | $275k | -7% | 1.2k | 238.20 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $272k | 2.1k | 129.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $269k | +26% | 574.00 | 468.11 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $261k | 2.5k | 103.20 |
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| Altria (MO) | 0.0 | $260k | -5% | 4.3k | 60.01 |
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| Arista Networks Com Shs (ANET) | 0.0 | $259k | 3.3k | 77.48 |
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| Kinder Morgan (KMI) | 0.0 | $259k | 9.1k | 28.53 |
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| Snap-on Incorporated (SNA) | 0.0 | $256k | 760.00 | 337.01 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $250k | 11k | 23.37 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $249k | 4.1k | 60.15 |
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| Emerson Electric (EMR) | 0.0 | $249k | 2.3k | 109.64 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $234k | 1.6k | 150.91 |
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| Booking Holdings (BKNG) | 0.0 | $230k | 50.00 | 4606.92 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $226k | 3.3k | 69.44 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $224k | 7.3k | 30.73 |
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| Schlumberger Com Stk (SLB) | 0.0 | $224k | -16% | 5.4k | 41.80 |
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| UnitedHealth (UNH) | 0.0 | $224k | 427.00 | 523.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $224k | -6% | 6.5k | 34.20 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $222k | +174% | 11k | 20.75 |
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| Yum! Brands (YUM) | 0.0 | $220k | 1.4k | 157.36 |
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| Goldman Sachs (GS) | 0.0 | $219k | -3% | 401.00 | 545.87 |
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| Dupont De Nemours (DD) | 0.0 | $218k | 2.9k | 74.67 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $213k | 3.4k | 62.10 |
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| Danaher Corporation (DHR) | 0.0 | $212k | 1.0k | 204.92 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $211k | 2.6k | 80.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $208k | +4% | 1.2k | 172.74 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $206k | +5% | 4.2k | 48.84 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $186k | 751.00 | 247.55 |
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| Genuine Parts Company (GPC) | 0.0 | $182k | 1.5k | 119.14 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $178k | +3% | 2.1k | 85.07 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $174k | 1.5k | 119.73 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $174k | 339.00 | 512.01 |
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| SYSCO Corporation (SYY) | 0.0 | $173k | 2.3k | 75.04 |
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| WD-40 Company (WDFC) | 0.0 | $168k | 690.00 | 244.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $168k | 1.7k | 98.07 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $164k | 3.2k | 51.05 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $162k | +205% | 9.8k | 16.59 |
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| FedEx Corporation (FDX) | 0.0 | $161k | 661.00 | 243.78 |
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| Shell Spon Ads (SHEL) | 0.0 | $159k | 2.2k | 73.28 |
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| Vulcan Materials Company (VMC) | 0.0 | $158k | 678.00 | 233.30 |
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| Ge Vernova (GEV) | 0.0 | $155k | -2% | 506.00 | 305.28 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $151k | 438.00 | 345.24 |
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| Fiserv (FI) | 0.0 | $151k | -6% | 684.00 | 220.83 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $148k | 676.00 | 218.82 |
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| Waste Management (WM) | 0.0 | $147k | 636.00 | 231.51 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $147k | -6% | 2.0k | 73.44 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $147k | 2.4k | 61.89 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $144k | 6.2k | 23.43 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $142k | 6.2k | 22.94 |
|
|
| Analog Devices (ADI) | 0.0 | $140k | 692.00 | 201.67 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $138k | 3.0k | 45.46 |
|
|
| Ufp Industries (UFPI) | 0.0 | $138k | 1.3k | 107.04 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $136k | 930.00 | 146.53 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $135k | 1.0k | 134.94 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $132k | 1.1k | 122.01 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $131k | -10% | 245.00 | 533.48 |
|
| Williams Companies (WMB) | 0.0 | $130k | 2.2k | 59.76 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $129k | 485.00 | 266.71 |
|
|
| Allstate Corporation (ALL) | 0.0 | $128k | 616.00 | 207.07 |
|
|
| Qualcomm (QCOM) | 0.0 | $128k | 830.00 | 153.61 |
|
|
| Ecolab (ECL) | 0.0 | $126k | 496.00 | 253.52 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $125k | 1.0k | 124.40 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $124k | 2.3k | 55.10 |
|
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $121k | NEW | 3.6k | 33.53 |
|
| Applied Materials (AMAT) | 0.0 | $119k | 823.00 | 145.12 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $119k | 770.00 | 154.58 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $116k | 1.2k | 97.46 |
|
|
| Kroger (KR) | 0.0 | $115k | 1.7k | 67.69 |
|
|
| Dxp Enterprises Com New (DXPE) | 0.0 | $115k | 1.4k | 82.26 |
|
|
| McKesson Corporation (MCK) | 0.0 | $114k | 170.00 | 672.99 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $114k | 468.00 | 242.46 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $113k | 1.1k | 102.74 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $113k | +9% | 602.00 | 188.16 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $113k | 1.4k | 79.86 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $113k | 911.00 | 123.73 |
|
|
| Dominion Resources (D) | 0.0 | $112k | 2.0k | 56.07 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $111k | 930.00 | 119.47 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $111k | 650.00 | 170.81 |
|
|
| Exelixis (EXEL) | 0.0 | $111k | 3.0k | 36.92 |
|
|
| Servicenow (NOW) | 0.0 | $111k | 139.00 | 796.14 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $109k | 3.2k | 34.14 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $109k | 974.00 | 111.48 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $108k | 775.00 | 139.74 |
|
|
| EQT Corporation (EQT) | 0.0 | $107k | 2.0k | 53.43 |
|
|
| Logan Ridge Finance Corp (LRFC) | 0.0 | $104k | 4.7k | 22.00 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $104k | 3.1k | 33.79 |
|
|
| Ishares Tr Ibonds Oct 2025 (IBIB) | 0.0 | $103k | 4.0k | 25.67 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $103k | 1.2k | 83.87 |
|
|
| Intel Corporation (INTC) | 0.0 | $102k | -15% | 4.5k | 22.71 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $100k | 3.2k | 30.82 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $98k | 1.6k | 61.51 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $96k | -12% | 214.00 | 446.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $95k | 3.8k | 25.04 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $92k | 1.8k | 52.34 |
|
|
| Corteva (CTVA) | 0.0 | $92k | +7% | 1.5k | 62.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $92k | 356.00 | 258.62 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $91k | +34% | 900.00 | 101.42 |
|
Past Filings by Laurel Wealth Advisors
SEC 13F filings are viewable for Laurel Wealth Advisors going back to 2018
- Laurel Wealth Advisors 2025 Q1 filed April 15, 2025
- Laurel Wealth Advisors 2024 Q4 filed Jan. 14, 2025
- Laurel Wealth Advisors 2024 Q3 filed Nov. 5, 2024
- Laurel Wealth Advisors 2024 Q2 filed July 31, 2024
- Laurel Wealth Advisors 2024 Q1 filed May 13, 2024
- Laurel Wealth Advisors 2023 Q3 filed Nov. 14, 2023
- Laurel Wealth Advisors 2023 Q2 filed Aug. 15, 2023
- Laurel Wealth Advisors 2023 Q1 filed May 8, 2023
- Laurel Wealth Advisors 2022 Q4 filed Feb. 7, 2023
- Laurel Wealth Advisors 2022 Q3 filed Nov. 15, 2022
- Laurel Wealth Advisors 2022 Q2 filed Aug. 12, 2022
- Laurel Wealth Advisors 2022 Q1 filed May 2, 2022
- Laurel Wealth Advisors 2021 Q4 filed Feb. 1, 2022
- Laurel Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- Laurel Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- Laurel Wealth Advisors 2019 Q2 amended filed May 7, 2021