Laurel Wealth Advisors
Latest statistics and disclosures from Laurel Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, AAPL, MSFT, BRK.A, TFLO, and represent 20.48% of Laurel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PRF, SGOV, USFR, TFLO, SHY, SLQD, IBDS, IBDT, MDT, RSPT.
- Started 19 new stock positions in SHOP, DRI, HYT, APO, SQ, BX, Z, VICI, PTON, PSQH. DDOG, PINS, AEP, BATRA, O, WBA, SPOT, MAT, ONEQ.
- Reduced shares in these 10 stocks: SPY, VIG, LLY, NVDA, AAPL, EFA, MSFT, DG, JPM, AMZN.
- Sold out of its positions in ASTS, BIRD, BZUN, Boxed, DLTH, EQT, Etf Managers Tr tierra xp latin, FRCB, TLT, TROW. VMware, G, JOBY.
- Laurel Wealth Advisors was a net seller of stock by $-9.7M.
- Laurel Wealth Advisors has $473M in assets under management (AUM), dropping by -5.31%.
- Central Index Key (CIK): 0001757128
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Portfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 592 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Laurel Wealth Advisors has 592 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laurel Wealth Advisors Sept. 30, 2023 positions
- Download the Laurel Wealth Advisors September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.1 | $24M | -3% | 156k | 155.38 |
|
| Apple (AAPL) | 5.0 | $24M | -3% | 138k | 171.21 |
|
| Microsoft Corporation (MSFT) | 4.0 | $19M | -2% | 61k | 315.75 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.4 | $16M | 30.00 | 531477.00 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.0 | $14M | +4% | 275k | 50.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $13M | -9% | 30k | 427.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $12M | -3% | 88k | 130.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $10M | -2% | 108k | 94.33 |
|
| Mastercard Incorporated Cl A (MA) | 2.1 | $9.8M | -2% | 25k | 395.90 |
|
| Eli Lilly & Co. (LLY) | 2.1 | $9.8M | -8% | 18k | 537.12 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.0 | $9.6M | +9% | 96k | 100.67 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $9.0M | -4% | 62k | 145.02 |
|
| Johnson & Johnson (JNJ) | 1.9 | $9.0M | -4% | 58k | 155.75 |
|
| Home Depot (HD) | 1.9 | $8.8M | -3% | 29k | 302.15 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $8.4M | -9% | 19k | 434.99 |
|
| Duke Energy Corp Com New (DUK) | 1.6 | $7.6M | -3% | 87k | 88.26 |
|
| Amazon (AMZN) | 1.5 | $7.0M | -6% | 55k | 127.12 |
|
| Amgen (AMGN) | 1.4 | $6.8M | -4% | 25k | 268.75 |
|
| Wal-Mart Stores (WMT) | 1.4 | $6.7M | -4% | 42k | 159.93 |
|
| Procter & Gamble Company (PG) | 1.4 | $6.5M | -2% | 44k | 145.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $6.3M | 23k | 272.31 |
|
|
| Bank of America Corporation (BAC) | 1.3 | $6.2M | -2% | 225k | 27.38 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.3 | $6.0M | +10% | 119k | 50.32 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.9M | 17k | 350.29 |
|
|
| Cisco Systems (CSCO) | 1.2 | $5.6M | -3% | 105k | 53.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $5.3M | 83k | 64.35 |
|
|
| McDonald's Corporation (MCD) | 1.1 | $5.1M | -4% | 19k | 263.43 |
|
| Abbvie (ABBV) | 1.1 | $5.0M | -5% | 33k | 149.06 |
|
| Coca-Cola Company (KO) | 1.0 | $4.7M | -2% | 85k | 55.98 |
|
| Abbott Laboratories (ABT) | 0.9 | $4.4M | -4% | 46k | 96.85 |
|
| Chevron Corporation (CVX) | 0.9 | $4.2M | -4% | 25k | 168.62 |
|
| Pepsi (PEP) | 0.9 | $4.2M | 25k | 169.44 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $3.9M | -5% | 13k | 300.20 |
|
| Automatic Data Processing (ADP) | 0.8 | $3.7M | -2% | 15k | 240.58 |
|
| United Parcel Service CL B (UPS) | 0.8 | $3.6M | -4% | 23k | 155.87 |
|
| Nike CL B (NKE) | 0.7 | $3.5M | -2% | 36k | 95.62 |
|
| Enbridge (ENB) | 0.7 | $3.4M | -8% | 102k | 33.54 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $3.3M | -8% | 101k | 33.17 |
|
| Honeywell International (HON) | 0.7 | $3.3M | -3% | 18k | 184.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.2M | 24k | 131.85 |
|
|
| Southern Company (SO) | 0.7 | $3.2M | -7% | 49k | 64.72 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.0M | -18% | 44k | 68.92 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.6 | $3.0M | +2% | 123k | 24.37 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $3.0M | -2% | 65k | 45.43 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $3.0M | +442% | 93k | 31.82 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | +2% | 25k | 117.58 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.6 | $2.9M | 117k | 24.73 |
|
|
| TJX Companies (TJX) | 0.6 | $2.9M | -2% | 32k | 88.88 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $2.9M | +6% | 18k | 163.93 |
|
| Ishares Tr Ibonds Dec23 Etf | 0.6 | $2.8M | -9% | 109k | 25.36 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $2.7M | +5% | 116k | 23.34 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.6 | $2.7M | -4% | 133k | 20.11 |
|
| Becton, Dickinson and (BDX) | 0.6 | $2.7M | -2% | 10k | 258.53 |
|
| salesforce (CRM) | 0.6 | $2.6M | -4% | 13k | 202.78 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $2.5M | -5% | 123k | 20.67 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $2.5M | +26% | 31k | 80.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.4M | +3% | 13k | 176.74 |
|
| Union Pacific Corporation (UNP) | 0.5 | $2.3M | -2% | 11k | 203.63 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $2.3M | 120k | 18.79 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $2.2M | -6% | 119k | 18.73 |
|
| Walt Disney Company (DIS) | 0.5 | $2.2M | -7% | 28k | 81.05 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.5 | $2.1M | +29% | 45k | 47.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.0M | 12k | 171.45 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $2.0M | 29k | 68.81 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $2.0M | +18% | 87k | 23.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.0M | 4.7k | 429.34 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.0M | -10% | 19k | 104.92 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.7M | -2% | 24k | 71.97 |
|
| Dollar General (DG) | 0.4 | $1.7M | -25% | 16k | 105.80 |
|
| Netflix (NFLX) | 0.4 | $1.7M | -10% | 4.4k | 377.60 |
|
| Verizon Communications (VZ) | 0.4 | $1.7M | -8% | 51k | 32.41 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.3 | $1.6M | +5% | 50k | 32.54 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $1.6M | 53k | 30.38 |
|
|
| Truist Financial Corp equities (TFC) | 0.3 | $1.5M | -3% | 54k | 28.61 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.5M | 14k | 107.64 |
|
|
| 3M Company (MMM) | 0.3 | $1.5M | -12% | 16k | 93.62 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.4M | 35k | 41.26 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.4M | -9% | 14k | 102.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.4M | 3.6k | 392.67 |
|
|
| ConocoPhillips (COP) | 0.3 | $1.3M | -7% | 11k | 119.80 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $1.3M | 21k | 58.93 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.2M | +12% | 12k | 102.01 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $1.2M | 4.5k | 270.06 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.2M | +6% | 7.1k | 167.38 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.1M | -11% | 16k | 71.11 |
|
| South State Corporation (SSB) | 0.2 | $1.1M | 16k | 67.36 |
|
|
| BlackRock (BLK) | 0.2 | $1.1M | -5% | 1.6k | 646.41 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.0M | +4% | 16k | 65.57 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.0M | 4.2k | 249.33 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $1.0M | +18% | 17k | 61.86 |
|
| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.0M | -4% | 10k | 100.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.0M | 3.8k | 265.99 |
|
|
| International Business Machines (IBM) | 0.2 | $1.0M | 7.2k | 140.28 |
|
|
| Atrion Corporation (ATRI) | 0.2 | $983k | 2.4k | 413.17 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $978k | +3% | 6.1k | 160.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $967k | -6% | 11k | 90.39 |
|
| Lowe's Companies (LOW) | 0.2 | $938k | 4.5k | 207.80 |
|
|
| Iqvia Holdings (IQV) | 0.2 | $927k | 4.7k | 196.75 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $910k | -6% | 8.6k | 105.92 |
|
| Wells Fargo & Company (WFC) | 0.2 | $879k | -3% | 22k | 40.86 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $875k | 12k | 72.24 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $847k | -2% | 5.5k | 153.84 |
|
| American Express Company (AXP) | 0.2 | $844k | -4% | 5.7k | 149.19 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $825k | 19k | 43.72 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $723k | 9.2k | 78.55 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $712k | -11% | 15k | 47.28 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $694k | -3% | 1.2k | 564.78 |
|
| AutoZone (AZO) | 0.1 | $683k | 269.00 | 2539.99 |
|
|
| Norfolk Southern (NSC) | 0.1 | $652k | 3.3k | 196.93 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $635k | +24% | 6.3k | 101.37 |
|
| Merck & Co (MRK) | 0.1 | $634k | 6.2k | 102.93 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $607k | 24k | 25.33 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $599k | -2% | 11k | 55.20 |
|
| Pfizer (PFE) | 0.1 | $592k | -12% | 18k | 33.17 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.1 | $546k | -5% | 26k | 21.23 |
|
| Henry Schein (HSIC) | 0.1 | $533k | -2% | 7.2k | 74.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $517k | 7.6k | 68.42 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $512k | +2% | 8.6k | 59.27 |
|
| Visa Com Cl A (V) | 0.1 | $505k | 2.2k | 230.01 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $496k | 5.4k | 92.03 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $482k | +6% | 9.6k | 50.26 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $458k | -14% | 3.2k | 145.16 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $456k | +3% | 31k | 14.62 |
|
| Medtronic SHS (MDT) | 0.1 | $447k | +94% | 5.7k | 78.36 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $407k | 3.2k | 128.74 |
|
|
| Caterpillar (CAT) | 0.1 | $383k | -2% | 1.4k | 273.00 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $376k | -9% | 6.5k | 58.04 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $368k | -2% | 1.6k | 224.15 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $356k | -2% | 7.0k | 50.60 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $353k | -4% | 850.00 | 414.90 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $350k | +401% | 15k | 24.03 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $334k | +27% | 9.8k | 34.07 |
|
| At&t (T) | 0.1 | $334k | -10% | 22k | 15.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $325k | 1.4k | 230.31 |
|
|
| Phillips 66 (PSX) | 0.1 | $324k | 2.7k | 120.15 |
|
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $319k | -3% | 6.3k | 50.74 |
|
| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $304k | 21k | 14.41 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $301k | 4.6k | 65.37 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $292k | +100% | 3.2k | 90.94 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $287k | 3.3k | 86.29 |
|
|
| Marriott Intl Cl A (MAR) | 0.1 | $286k | 1.5k | 196.56 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $277k | 774.00 | 358.20 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $277k | -12% | 8.4k | 33.06 |
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| Paypal Holdings (PYPL) | 0.1 | $270k | 4.6k | 58.46 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $268k | 3.6k | 73.70 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $268k | -3% | 1.1k | 255.06 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $266k | 2.1k | 126.74 |
|
|
| Deere & Company (DE) | 0.1 | $265k | 702.00 | 377.08 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $259k | -2% | 8.6k | 30.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $257k | 1.8k | 143.33 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $247k | -18% | 4.2k | 58.30 |
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| Rbc Cad (RY) | 0.1 | $247k | 2.8k | 87.44 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $245k | 4.9k | 50.15 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $240k | 7.1k | 33.96 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $234k | 1.1k | 212.25 |
|
|
| FedEx Corporation (FDX) | 0.0 | $228k | 860.00 | 264.92 |
|
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| UnitedHealth (UNH) | 0.0 | $225k | 447.00 | 504.19 |
|
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| Genuine Parts Company (GPC) | 0.0 | $221k | 1.5k | 144.38 |
|
|
| Intel Corporation (INTC) | 0.0 | $217k | 6.1k | 35.55 |
|
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| Otis Worldwide Corp (OTIS) | 0.0 | $210k | -2% | 2.6k | 80.31 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $209k | -5% | 4.1k | 50.88 |
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| Dupont De Nemours (DD) | 0.0 | $209k | +5% | 2.8k | 74.59 |
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| Yum! Brands (YUM) | 0.0 | $209k | 1.7k | 124.94 |
|
|
| General Electric Com New (GE) | 0.0 | $207k | 1.9k | 110.49 |
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|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $206k | 452.00 | 455.67 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $202k | 3.8k | 53.52 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $201k | -36% | 4.6k | 43.70 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $199k | +900% | 7.1k | 28.15 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $196k | 1.2k | 159.01 |
|
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $195k | 2.7k | 72.29 |
|
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| Tesla Motors (TSLA) | 0.0 | $195k | 778.00 | 250.11 |
|
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $192k | 1.4k | 135.48 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $191k | 1.8k | 104.48 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $183k | 2.0k | 91.26 |
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| Ishares Tr North Amern Nat (IGE) | 0.0 | $174k | 4.2k | 41.58 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $169k | -13% | 5.0k | 33.56 |
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| Dow (DOW) | 0.0 | $166k | 3.2k | 51.56 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $165k | 846.00 | 194.98 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $164k | 8.1k | 20.34 |
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| Lululemon Athletica (LULU) | 0.0 | $163k | -31% | 423.00 | 385.61 |
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| Dominion Resources (D) | 0.0 | $158k | 3.5k | 44.67 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $156k | -5% | 4.1k | 37.95 |
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| Philip Morris International (PM) | 0.0 | $155k | 1.7k | 92.58 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $155k | 2.6k | 59.65 |
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| Kinder Morgan (KMI) | 0.0 | $147k | 8.9k | 16.58 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $142k | +12% | 1.2k | 120.84 |
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| WD-40 Company (WDFC) | 0.0 | $140k | 690.00 | 203.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $140k | 2.0k | 69.25 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $138k | 313.00 | 440.19 |
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| Vulcan Materials Company (VMC) | 0.0 | $137k | 678.00 | 202.02 |
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| Booking Holdings (BKNG) | 0.0 | $136k | 44.00 | 3083.95 |
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| Goldman Sachs (GS) | 0.0 | $133k | +19% | 410.00 | 323.21 |
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| SYSCO Corporation (SYY) | 0.0 | $132k | 2.0k | 66.05 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $132k | 3.2k | 41.42 |
|
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| Ufp Industries (UFPI) | 0.0 | $132k | 1.3k | 102.40 |
|
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $130k | 711.00 | 182.67 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $130k | -25% | 1.7k | 75.66 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $129k | +15% | 3.0k | 43.27 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $129k | +52% | 2.3k | 55.30 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $129k | +400% | 3.9k | 32.99 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $127k | 1.2k | 101.86 |
|
|
| Altria (MO) | 0.0 | $126k | -2% | 3.0k | 42.05 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $125k | -2% | 908.00 | 137.93 |
|
| Paccar (PCAR) | 0.0 | $125k | 1.5k | 85.02 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $123k | 1.4k | 89.20 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $120k | +29% | 3.1k | 38.72 |
|
| Analog Devices (ADI) | 0.0 | $119k | 682.00 | 175.09 |
|
|
| Applied Materials (AMAT) | 0.0 | $118k | 851.00 | 138.45 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $115k | 1.8k | 63.49 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $113k | 2.4k | 47.58 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $111k | 1.5k | 75.17 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $110k | 1.0k | 109.65 |
|
|
| Corteva (CTVA) | 0.0 | $105k | 2.1k | 51.16 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $105k | 303.00 | 345.86 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $104k | 4.2k | 24.72 |
|
|
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $104k | 4.1k | 25.41 |
|
|
| Nucor Corporation (NUE) | 0.0 | $104k | 662.00 | 156.32 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $102k | 1.0k | 100.93 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $102k | 1.6k | 64.38 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $100k | 3.2k | 30.72 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $99k | -10% | 475.00 | 208.24 |
|
| Logan Ridge Finance Corp (LRFC) | 0.0 | $98k | 4.7k | 20.75 |
|
|
| Prologis (PLD) | 0.0 | $97k | -5% | 866.00 | 112.21 |
|
| Hershey Company (HSY) | 0.0 | $96k | 482.00 | 200.08 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $92k | 1.0k | 92.16 |
|
|
| Qualcomm (QCOM) | 0.0 | $92k | 827.00 | 111.06 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $91k | 450.00 | 203.05 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $89k | 835.00 | 105.93 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $88k | 860.00 | 102.82 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $88k | 493.00 | 179.05 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $87k | 2.4k | 36.66 |
|
|
| Kroger (KR) | 0.0 | $87k | 1.9k | 44.75 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $85k | 1.7k | 49.81 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $85k | 602.00 | 141.71 |
|
|
| Ecolab (ECL) | 0.0 | $84k | 496.00 | 169.40 |
|
|
| Vanguard World Fds Utilities Etf (VPU) | 0.0 | $83k | 650.00 | 127.54 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $82k | 1.0k | 80.32 |
|
|
| Flowers Foods (FLO) | 0.0 | $82k | 3.7k | 22.18 |
|
|
| Dex (DXCM) | 0.0 | $81k | 868.00 | 93.30 |
|
|
| Arista Networks (ANET) | 0.0 | $80k | 436.00 | 183.93 |
|
|
| Ishares Msci Aust Etf (EWA) | 0.0 | $80k | 3.7k | 21.50 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $76k | 3.2k | 23.84 |
|
|
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $76k | -5% | 1.5k | 49.89 |
|
| Cummins (CMI) | 0.0 | $75k | 330.00 | 228.46 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $75k | +2% | 184.00 | 408.96 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $75k | 1.4k | 54.09 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $74k | -16% | 850.00 | 86.74 |
|
| Enterprise Products Partners (EPD) | 0.0 | $74k | 2.7k | 27.37 |
|
|
| Danaher Corporation (DHR) | 0.0 | $72k | 291.00 | 248.10 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $69k | -18% | 209.00 | 329.68 |
|
Past Filings by Laurel Wealth Advisors
SEC 13F filings are viewable for Laurel Wealth Advisors going back to 2018
- 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
- Laurel Wealth Advisors 2019 Q1 amended filed May 7, 2021
- Laurel Wealth Advisors 2018 Q4 amended filed May 7, 2021
- Laurel Wealth Advisors 2021 Q1 filed May 4, 2021
- Laurel Wealth Advisors 2019 Q4 amended filed March 15, 2021
- Laurel Wealth Advisors 2019 Q3 amended filed March 15, 2021