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, MSFT, SGOV, and represent 21.04% of Laurel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, XLK, TFLO, BSCT, XLU, SGOV, XLY, BSCS, XLE, XONE.
- Started 542 new stock positions in LEA, UAA, NATL, MPC, WING, CFG, BA, FXI, IBN, WPC.
- Reduced shares in these 10 stocks: IBDQ, NVDA, BSCP, IVV, LLY, AAPL, GOOGL, VUG, JPM, NKE.
- Sold out of its positions in BSCP, IBDQ, IBTF.
- Laurel Wealth Advisors was a net buyer of stock by $34M.
- Laurel Wealth Advisors has $756M in assets under management (AUM), dropping by 5.71%.
- Central Index Key (CIK): 0001757128
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Positions held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 703 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Laurel Wealth Advisors has 703 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laurel Wealth Advisors Dec. 31, 2025 positions
- Download the Laurel Wealth Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $38M | 175k | 219.78 |
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| Apple (AAPL) | 4.7 | $35M | 130k | 271.86 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 4.0 | $30M | +6% | 600k | 50.46 |
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| Microsoft Corporation (MSFT) | 3.8 | $29M | 60k | 483.62 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.5 | $26M | +4% | 262k | 100.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $26M | -2% | 84k | 313.00 |
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| NVIDIA Corporation (NVDA) | 3.2 | $24M | -4% | 131k | 186.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $23M | 30.00 | 754800.00 |
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| Duke Energy Corp Com New (DUK) | 2.4 | $18M | 153k | 117.21 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $18M | -2% | 56k | 322.22 |
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| Eli Lilly & Co. (LLY) | 2.0 | $15M | -4% | 14k | 1074.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $15M | -2% | 23k | 681.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $15M | 126k | 120.18 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $13M | 24k | 570.88 |
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| Amazon (AMZN) | 1.7 | $13M | 57k | 230.82 |
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| Wal-Mart Stores (WMT) | 1.7 | $13M | 118k | 111.41 |
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| Bank of America Corporation (BAC) | 1.5 | $12M | 209k | 55.00 |
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| Johnson & Johnson (JNJ) | 1.4 | $10M | +2% | 50k | 206.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $9.6M | -4% | 20k | 487.85 |
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| Home Depot (HD) | 1.3 | $9.5M | 28k | 344.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $8.7M | 17k | 502.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $8.2M | 92k | 89.46 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $8.1M | +5% | 161k | 50.32 |
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| Amgen (AMGN) | 1.0 | $7.6M | 23k | 327.31 |
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| Cisco Systems (CSCO) | 1.0 | $7.5M | 97k | 77.03 |
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| Meta Platforms Cl A (META) | 1.0 | $7.4M | 11k | 660.08 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 1.0 | $7.4M | +6% | 146k | 50.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $7.2M | 23k | 313.79 |
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| Abbvie (ABBV) | 0.9 | $6.9M | 30k | 228.49 |
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| Procter & Gamble Company (PG) | 0.9 | $6.5M | 45k | 143.31 |
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| Coca-Cola Company (KO) | 0.8 | $6.3M | 90k | 69.91 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.8 | $6.1M | 253k | 24.23 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $6.1M | +7% | 308k | 19.74 |
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| McDonald's Corporation (MCD) | 0.8 | $6.0M | 20k | 305.63 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.8 | $6.0M | -2% | 109k | 54.77 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $5.7M | +103% | 40k | 143.97 |
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| Abbott Laboratories (ABT) | 0.7 | $5.6M | 45k | 125.29 |
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| TJX Companies (TJX) | 0.7 | $5.4M | 35k | 153.61 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.7 | $5.1M | +23% | 246k | 20.60 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.6 | $4.7M | +5% | 100k | 46.92 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $4.5M | 25k | 183.39 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $4.5M | 22k | 199.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $4.4M | 9.3k | 468.76 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $4.2M | 59k | 71.45 |
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| Pepsi (PEP) | 0.6 | $4.2M | 29k | 143.52 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.6 | $4.2M | +7% | 164k | 25.45 |
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| Chevron Corporation (CVX) | 0.5 | $4.2M | +2% | 27k | 152.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.1M | +9% | 17k | 246.15 |
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| Southern Company (SO) | 0.5 | $4.1M | 47k | 87.20 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $4.0M | 163k | 24.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $3.9M | 9.7k | 396.31 |
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| Automatic Data Processing (ADP) | 0.5 | $3.8M | 15k | 257.22 |
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| salesforce (CRM) | 0.5 | $3.8M | -3% | 14k | 264.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.5M | 37k | 96.03 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.5M | 29k | 120.34 |
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| Netflix (NFLX) | 0.4 | $3.3M | +886% | 35k | 93.76 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.4 | $3.2M | 77k | 41.22 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.4 | $3.2M | +6% | 27k | 117.72 |
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| Honeywell International (HON) | 0.4 | $3.1M | 16k | 195.09 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $3.1M | +15% | 133k | 23.41 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $3.1M | 158k | 19.57 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $3.0M | 63k | 47.79 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $2.9M | +80% | 152k | 18.83 |
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| Enbridge (ENB) | 0.4 | $2.8M | -2% | 59k | 47.83 |
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| United Parcel Service CL B (UPS) | 0.4 | $2.7M | +5% | 27k | 99.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.6M | +2% | 4.2k | 627.03 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.5M | -2% | 11k | 231.31 |
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| Walt Disney Company (DIS) | 0.3 | $2.5M | -3% | 22k | 113.77 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $2.5M | +101% | 59k | 42.69 |
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| Nike CL B (NKE) | 0.3 | $2.5M | -13% | 39k | 63.71 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $2.5M | 38k | 65.10 |
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| Truist Financial Corp equities (TFC) | 0.3 | $2.4M | -4% | 49k | 49.21 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.4M | 29k | 82.82 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.3M | +16% | 46k | 50.29 |
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| Wells Fargo & Company (WFC) | 0.3 | $2.3M | 25k | 93.20 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $2.3M | +4% | 29k | 77.68 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $2.2M | +10% | 101k | 22.07 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $2.1M | 14k | 155.11 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $2.1M | +103% | 18k | 119.40 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $2.0M | 40k | 50.70 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.3 | $2.0M | +2% | 29k | 69.52 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $2.0M | 14k | 141.13 |
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| American Express Company (AXP) | 0.3 | $2.0M | 5.4k | 369.91 |
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| Ishares Tr Us Industrials (IYJ) | 0.3 | $1.9M | +2% | 13k | 148.17 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $1.9M | 34k | 56.81 |
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| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.3 | $1.9M | +61% | 39k | 49.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.9M | -35% | 2.8k | 684.75 |
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| International Business Machines (IBM) | 0.2 | $1.9M | -2% | 6.3k | 296.20 |
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| Verizon Communications (VZ) | 0.2 | $1.8M | +3% | 43k | 40.73 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | 3.6k | 473.30 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.7M | +104% | 39k | 44.71 |
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| Blackrock (BLK) | 0.2 | $1.6M | 1.5k | 1070.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.6M | 2.1k | 753.78 |
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| Oracle Corporation (ORCL) | 0.2 | $1.6M | +2% | 8.1k | 194.91 |
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| Becton, Dickinson and (BDX) | 0.2 | $1.5M | -12% | 7.9k | 194.05 |
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| 3M Company (MMM) | 0.2 | $1.5M | +2% | 9.2k | 160.10 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $1.5M | 15k | 101.57 |
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| Uber Technologies (UBER) | 0.2 | $1.5M | -3% | 18k | 81.71 |
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| Southstate Bk Corp (SSB) | 0.2 | $1.4M | 15k | 94.11 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | +21% | 17k | 79.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.3M | 21k | 62.47 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $1.3M | +71% | 63k | 21.15 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.3M | 6.2k | 212.04 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.3M | +6% | 12k | 107.11 |
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| Medtronic SHS (MDT) | 0.2 | $1.3M | 13k | 96.06 |
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| Dollar General (DG) | 0.2 | $1.3M | -4% | 9.4k | 132.77 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.2M | 11k | 110.19 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | -2% | 1.3k | 862.19 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | +2% | 4.8k | 241.15 |
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| Iqvia Holdings (IQV) | 0.1 | $1.1M | +3% | 4.8k | 225.41 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.1M | 11k | 96.88 |
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| Fifth Third Ban (FITB) | 0.1 | $1.1M | 23k | 46.81 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $990k | 9.3k | 106.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $976k | 2.9k | 335.17 |
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| Pfizer (PFE) | 0.1 | $963k | -11% | 39k | 24.90 |
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| ConocoPhillips (COP) | 0.1 | $948k | 10k | 93.61 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $939k | +9% | 19k | 49.46 |
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| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.1 | $937k | +9% | 22k | 42.13 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $919k | 5.9k | 154.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $890k | 14k | 66.00 |
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| AutoZone (AZO) | 0.1 | $855k | 252.00 | 3391.50 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $757k | +98% | 17k | 45.35 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $737k | -2% | 9.2k | 80.22 |
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| Visa Com Cl A (V) | 0.1 | $736k | 2.1k | 350.71 |
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| Goldman Sachs (GS) | 0.1 | $709k | +44% | 807.00 | 878.62 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $686k | -9% | 5.6k | 123.25 |
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| Caterpillar (CAT) | 0.1 | $640k | 1.1k | 572.87 |
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| Ge Aerospace Com New (GE) | 0.1 | $599k | -6% | 1.9k | 307.94 |
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| At&t (T) | 0.1 | $568k | -5% | 23k | 24.84 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $558k | -5% | 3.2k | 173.49 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $558k | -6% | 8.7k | 64.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $543k | NEW | 10k | 52.88 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $541k | -6% | 2.7k | 203.41 |
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| Tesla Motors (TSLA) | 0.1 | $535k | 1.2k | 449.59 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $532k | 3.6k | 148.69 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $532k | 20k | 26.91 |
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| Merck & Co (MRK) | 0.1 | $525k | 5.0k | 105.26 |
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| Rbc Cad (RY) | 0.1 | $516k | +7% | 3.0k | 170.49 |
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| Carrier Global Corporation (CARR) | 0.1 | $516k | 9.8k | 52.84 |
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| Norfolk Southern (NSC) | 0.1 | $484k | 1.7k | 288.72 |
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| Crown Castle Intl (CCI) | 0.1 | $479k | 5.4k | 88.87 |
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| Henry Schein (HSIC) | 0.1 | $447k | -4% | 5.9k | 75.58 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $430k | NEW | 8.5k | 50.58 |
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| General Mills (GIS) | 0.1 | $429k | 9.2k | 46.50 |
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| Us Bancorp Del Com New (USB) | 0.1 | $427k | 8.0k | 53.36 |
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| Arista Networks Com Shs (ANET) | 0.1 | $418k | 3.2k | 131.03 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $417k | 2.2k | 190.99 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $402k | 2.9k | 141.06 |
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| Philip Morris International (PM) | 0.1 | $394k | 2.5k | 160.40 |
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| Bristol Myers Squibb (BMY) | 0.1 | $386k | 7.2k | 53.94 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $365k | 3.2k | 113.90 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $361k | 1.7k | 209.12 |
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| Marriott Intl Cl A (MAR) | 0.0 | $358k | NEW | 1.2k | 310.24 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $358k | 3.9k | 91.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $351k | 573.00 | 613.29 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $343k | -11% | 1.1k | 323.01 |
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| Illinois Tool Works (ITW) | 0.0 | $342k | 1.4k | 246.30 |
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| Ge Vernova (GEV) | 0.0 | $339k | 518.00 | 653.57 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $335k | +74% | 20k | 16.92 |
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| Progressive Corporation (PGR) | 0.0 | $333k | 1.5k | 227.72 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $320k | 13k | 24.04 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $308k | NEW | 3.0k | 102.39 |
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| Phillips 66 (PSX) | 0.0 | $307k | 2.4k | 129.04 |
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| Deere & Company (DE) | 0.0 | $304k | NEW | 654.00 | 465.05 |
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| Emerson Electric (EMR) | 0.0 | $302k | NEW | 2.3k | 132.72 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $297k | NEW | 6.5k | 45.51 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $294k | NEW | 4.1k | 70.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $289k | NEW | 3.8k | 75.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $275k | NEW | 1.5k | 181.12 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $273k | NEW | 2.0k | 133.49 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $271k | NEW | 2.6k | 104.04 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $268k | NEW | 1.5k | 185.04 |
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| Booking Holdings (BKNG) | 0.0 | $268k | NEW | 50.00 | 5355.34 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $264k | NEW | 2.1k | 125.92 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 0.0 | $252k | -53% | 4.4k | 57.73 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $252k | NEW | 1.2k | 211.24 |
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| Kinder Morgan (KMI) | 0.0 | $249k | NEW | 9.1k | 27.49 |
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| SLB Com Stk (SLB) | 0.0 | $241k | NEW | 6.3k | 38.38 |
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| Altria (MO) | 0.0 | $238k | NEW | 4.1k | 57.65 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $238k | NEW | 4.2k | 56.93 |
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| Advanced Micro Devices (AMD) | 0.0 | $236k | NEW | 1.1k | 214.16 |
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| Danaher Corporation (DHR) | 0.0 | $234k | NEW | 1.0k | 228.83 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $230k | NEW | 2.6k | 87.35 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $226k | NEW | 7.3k | 30.96 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $225k | NEW | 1.1k | 210.34 |
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| UnitedHealth (UNH) | 0.0 | $213k | NEW | 646.00 | 330.11 |
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| Yum! Brands (YUM) | 0.0 | $212k | NEW | 1.4k | 151.28 |
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| Applied Materials (AMAT) | 0.0 | $212k | NEW | 823.00 | 256.99 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $208k | NEW | 365.00 | 570.21 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $202k | NEW | 2.1k | 96.27 |
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| Vulcan Materials Company (VMC) | 0.0 | $193k | NEW | 678.00 | 285.22 |
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| Genuine Parts Company (GPC) | 0.0 | $188k | NEW | 1.5k | 122.96 |
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| Analog Devices (ADI) | 0.0 | $185k | NEW | 682.00 | 271.20 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $183k | NEW | 1.1k | 161.56 |
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| Leidos Holdings (LDOS) | 0.0 | $180k | NEW | 1.0k | 180.40 |
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| Snap-on Incorporated (SNA) | 0.0 | $179k | NEW | 520.00 | 344.60 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $178k | NEW | 1.4k | 131.59 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $175k | NEW | 6.2k | 28.48 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $172k | NEW | 576.00 | 298.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $169k | NEW | 1.2k | 143.52 |
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| P10 Com Cl A (PX) | 0.0 | $166k | 17k | 9.81 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $165k | NEW | 3.2k | 50.88 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $162k | NEW | 1.9k | 85.37 |
|
| Shell Spon Ads (SHEL) | 0.0 | $159k | NEW | 2.2k | 73.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $154k | NEW | 803.00 | 191.56 |
|
| Dxp Enterprises Com New (DXPE) | 0.0 | $154k | NEW | 1.4k | 109.79 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $148k | NEW | 2.0k | 74.06 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $148k | NEW | 2.9k | 50.86 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $148k | NEW | 245.00 | 603.28 |
|
| SYSCO Corporation (SYY) | 0.0 | $147k | NEW | 2.0k | 73.69 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $146k | NEW | 1.6k | 90.00 |
|
| Starbucks Corporation (SBUX) | 0.0 | $144k | NEW | 1.7k | 84.20 |
|
| Qualcomm (QCOM) | 0.0 | $144k | NEW | 841.00 | 171.05 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $142k | NEW | 1.0k | 141.05 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $142k | NEW | 6.2k | 22.88 |
|
| McKesson Corporation (MCK) | 0.0 | $139k | NEW | 170.00 | 820.29 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $135k | NEW | 1.2k | 113.69 |
|
| Micron Technology (MU) | 0.0 | $135k | NEW | 472.00 | 285.41 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $134k | NEW | 974.00 | 137.87 |
|
| WD-40 Company (WDFC) | 0.0 | $133k | NEW | 675.00 | 196.90 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $132k | NEW | 456.00 | 290.22 |
|
| Exelixis (EXEL) | 0.0 | $132k | NEW | 3.0k | 43.83 |
|
| Williams Companies (WMB) | 0.0 | $131k | NEW | 2.2k | 60.11 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $131k | NEW | 8.0k | 16.43 |
|
| Allstate Corporation (ALL) | 0.0 | $128k | NEW | 616.00 | 208.15 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $128k | NEW | 2.5k | 50.20 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $127k | NEW | 3.9k | 32.62 |
|
| Mongodb Cl A (MDB) | 0.0 | $127k | NEW | 303.00 | 419.69 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $127k | NEW | 1.4k | 89.43 |
|
| Hartford Financial Services (HIG) | 0.0 | $126k | NEW | 911.00 | 137.80 |
|
| Kla Corp Com New (KLAC) | 0.0 | $122k | NEW | 100.00 | 1215.08 |
|
| Ecolab (ECL) | 0.0 | $121k | NEW | 461.00 | 262.52 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $119k | NEW | 775.00 | 154.09 |
|
| Lululemon Athletica (LULU) | 0.0 | $119k | NEW | 570.00 | 207.81 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $118k | NEW | 1.7k | 67.64 |
|
| Ufp Industries (UFPI) | 0.0 | $117k | NEW | 1.3k | 91.05 |
|
| Waste Management (WM) | 0.0 | $116k | NEW | 526.00 | 219.71 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $113k | NEW | 438.00 | 258.79 |
|
| Tractor Supply Company (TSCO) | 0.0 | $113k | NEW | 2.3k | 50.01 |
|
| Servicenow (NOW) | 0.0 | $110k | NEW | 715.00 | 153.19 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $109k | NEW | 680.00 | 160.79 |
|
| Dupont De Nemours (DD) | 0.0 | $109k | NEW | 2.7k | 40.19 |
|
| BP Sponsored Adr (BP) | 0.0 | $108k | NEW | 3.1k | 34.73 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $107k | NEW | 923.00 | 116.09 |
|
| Kroger (KR) | 0.0 | $106k | NEW | 1.7k | 62.48 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $106k | NEW | 632.00 | 167.63 |
|
| FedEx Corporation (FDX) | 0.0 | $104k | NEW | 361.00 | 288.86 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $104k | NEW | 214.00 | 483.67 |
|
| Enterprise Products Partners (EPD) | 0.0 | $103k | NEW | 3.2k | 32.06 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $102k | NEW | 458.00 | 223.17 |
|
Past Filings by Laurel Wealth Advisors
SEC 13F filings are viewable for Laurel Wealth Advisors going back to 2018
- Laurel Wealth Advisors 2025 Q4 filed Jan. 30, 2026
- Laurel Wealth Advisors 2025 Q2 restated filed Nov. 24, 2025
- Laurel Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Laurel Wealth Advisors 2025 Q2 filed Aug. 12, 2025
- 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