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, TFLO, SGOV, and represent 21.46% of Laurel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DUK (+$7.4M), BLK, SGOV, IBDV, BSCS, XHLF, IBDR, TFLO, IBDT, PFI.
- Started 83 new stock positions in JAAA, Brookfield Infrastructure Corp Com Sub Vtg A, Grayscale Bitcoin Mini Trust Etf, PFI, WPM, KNO, DUOL, PSLV, TT, PHYS.
- Reduced shares in these 10 stocks: SPY (-$5.2M), Ishares Tr ibnd dec24 etf, Bsco etf, NVDA, GLD, LLY, ANET, JNJ, SHY, AAPL.
- Sold out of its positions in ARKK, PEO, AMTM, AIG, ANET, BSBR, BIPC, CGC, CAH, CG.
- Laurel Wealth Advisors was a net buyer of stock by $9.2M.
- Laurel Wealth Advisors has $640M in assets under management (AUM), dropping by 1.96%.
- Central Index Key (CIK): 0001757128
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Portfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 734 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Laurel Wealth Advisors has 734 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laurel Wealth Advisors Dec. 31, 2024 positions
- Download the Laurel Wealth Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.3 | $34M | 175k | 195.83 |
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| Apple (AAPL) | 5.3 | $34M | 136k | 250.42 |
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| Microsoft Corporation (MSFT) | 3.9 | $25M | 60k | 421.50 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 3.6 | $23M | +2% | 457k | 50.47 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.2 | $21M | +5% | 207k | 100.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.2 | $20M | 30.00 | 680920.00 |
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| NVIDIA Corporation (NVDA) | 2.9 | $19M | -3% | 141k | 134.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $16M | 86k | 189.30 |
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| Duke Energy Corp Com New (DUK) | 2.5 | $16M | +86% | 149k | 107.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $14M | 124k | 115.22 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $14M | 60k | 239.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $13M | -27% | 23k | 586.06 |
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| Mastercard Incorporated Cl A (MA) | 2.0 | $13M | 24k | 526.56 |
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| Eli Lilly & Co. (LLY) | 1.9 | $12M | -2% | 15k | 771.98 |
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| Amazon (AMZN) | 1.8 | $12M | 53k | 219.39 |
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| Wal-Mart Stores (WMT) | 1.7 | $11M | 120k | 90.35 |
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| Home Depot (HD) | 1.7 | $11M | 28k | 388.98 |
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| Bank of America Corporation (BAC) | 1.4 | $9.1M | 208k | 43.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $8.4M | 21k | 410.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.7M | 17k | 453.28 |
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| Procter & Gamble Company (PG) | 1.1 | $7.3M | 44k | 167.65 |
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| Johnson & Johnson (JNJ) | 1.1 | $7.2M | -4% | 50k | 144.62 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $7.1M | 142k | 50.32 |
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| Meta Platforms Cl A (META) | 1.0 | $6.5M | 11k | 585.50 |
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| Amgen (AMGN) | 1.0 | $6.4M | +2% | 25k | 260.63 |
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| Cisco Systems (CSCO) | 0.9 | $5.8M | 99k | 59.20 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.9 | $5.8M | +11% | 242k | 24.07 |
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| McDonald's Corporation (MCD) | 0.9 | $5.7M | 20k | 289.88 |
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.9 | $5.7M | +12% | 114k | 50.18 |
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| Abbvie (ABBV) | 0.9 | $5.6M | 31k | 177.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.5M | 78k | 70.28 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $5.3M | +7% | 213k | 25.05 |
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| Coca-Cola Company (KO) | 0.8 | $5.2M | 84k | 62.26 |
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| Abbott Laboratories (ABT) | 0.8 | $5.1M | 45k | 113.11 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $4.7M | 98k | 48.33 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $4.7M | +7% | 241k | 19.48 |
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| Automatic Data Processing (ADP) | 0.7 | $4.5M | 15k | 292.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.5M | -2% | 23k | 190.43 |
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| salesforce (CRM) | 0.7 | $4.2M | 13k | 334.33 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $4.1M | 18k | 232.52 |
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| Southern Company (SO) | 0.6 | $4.0M | 49k | 82.32 |
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| Pepsi (PEP) | 0.6 | $4.0M | +4% | 26k | 152.06 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $4.0M | 62k | 63.45 |
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| TJX Companies (TJX) | 0.6 | $3.9M | 33k | 120.81 |
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| Chevron Corporation (CVX) | 0.6 | $3.8M | +5% | 26k | 144.84 |
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| Honeywell International (HON) | 0.6 | $3.6M | 16k | 225.89 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $3.5M | +15% | 146k | 23.96 |
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| Netflix (NFLX) | 0.5 | $3.4M | -2% | 3.8k | 891.32 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $3.4M | +4% | 83k | 40.34 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $3.2M | +21% | 130k | 24.90 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.1M | +2% | 29k | 107.57 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $3.1M | +2% | 19k | 159.51 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $3.0M | +2% | 152k | 19.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.9M | +4% | 13k | 220.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.9M | +6% | 39k | 75.61 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.8M | 24k | 115.72 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $2.7M | 132k | 20.65 |
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| Enbridge (ENB) | 0.4 | $2.7M | 64k | 42.43 |
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| Walt Disney Company (DIS) | 0.4 | $2.7M | 24k | 111.35 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.6M | 7.7k | 342.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.6M | -8% | 32k | 81.98 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.6M | 11k | 228.02 |
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| Nike CL B (NKE) | 0.4 | $2.6M | +7% | 34k | 75.67 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.6M | 4.3k | 588.57 |
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| United Parcel Service CL B (UPS) | 0.4 | $2.5M | +4% | 20k | 126.10 |
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| Truist Financial Corp equities (TFC) | 0.4 | $2.4M | 56k | 43.38 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $2.4M | +3% | 59k | 40.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.3M | -15% | 9.5k | 242.13 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.4 | $2.3M | +7% | 68k | 33.74 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.2M | +9% | 29k | 75.69 |
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| Becton, Dickinson and (BDX) | 0.3 | $2.2M | +4% | 9.5k | 226.85 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.3 | $2.1M | 43k | 49.74 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $2.1M | +33% | 93k | 22.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.0M | 3.8k | 538.80 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.0M | -8% | 26k | 78.61 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.0M | +3% | 39k | 50.13 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.9M | 14k | 131.28 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.8M | 34k | 51.14 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $1.8M | +4% | 30k | 58.27 |
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| Verizon Communications (VZ) | 0.3 | $1.7M | +2% | 44k | 39.99 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.7M | 24k | 70.24 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $1.7M | 7.6k | 224.33 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.7M | +3% | 18k | 96.80 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.3 | $1.7M | +6% | 25k | 68.47 |
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| Ishares Tr Us Industrials (IYJ) | 0.3 | $1.6M | 12k | 133.52 |
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| American Express Company (AXP) | 0.3 | $1.6M | 5.5k | 296.79 |
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| Blackrock (BLK) | 0.3 | $1.6M | NEW | 1.6k | 1025.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.6M | 4.0k | 401.58 |
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| South State Corporation (SSB) | 0.2 | $1.6M | 16k | 99.48 |
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| Pfizer (PFE) | 0.2 | $1.5M | -3% | 57k | 26.53 |
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| International Business Machines (IBM) | 0.2 | $1.5M | 6.8k | 219.81 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | +2% | 11k | 131.75 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.4M | +8% | 16k | 85.66 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | -6% | 8.1k | 166.64 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 15k | 90.91 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 916.12 |
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| 3M Company (MMM) | 0.2 | $1.3M | -2% | 10k | 129.09 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $1.3M | +281% | 60k | 21.36 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.2M | 11k | 106.84 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | +51% | 6.3k | 190.87 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $1.2M | +17% | 12k | 100.24 |
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| Lowe's Companies (LOW) | 0.2 | $1.2M | 4.7k | 246.79 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | 11k | 99.17 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.1M | +239% | 53k | 20.13 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.0M | -2% | 11k | 90.93 |
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| Fifth Third Ban (FITB) | 0.2 | $1.0M | 25k | 42.28 |
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| Dollar General (DG) | 0.2 | $1.0M | 14k | 75.82 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1000k | +3% | 9.4k | 106.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $918k | 15k | 62.31 |
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| Iqvia Holdings (IQV) | 0.1 | $898k | +3% | 4.6k | 196.51 |
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| Medtronic SHS (MDT) | 0.1 | $866k | +9% | 11k | 79.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $862k | 18k | 47.82 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $819k | 6.0k | 137.57 |
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| AutoZone (AZO) | 0.1 | $807k | 252.00 | 3202.00 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $746k | +4% | 8.5k | 87.89 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $744k | 7.3k | 101.53 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $731k | 8.7k | 84.14 |
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| Visa Com Cl A (V) | 0.1 | $716k | 2.3k | 316.04 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $676k | -2% | 14k | 48.42 |
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| Carrier Global Corporation (CARR) | 0.1 | $670k | 9.8k | 68.26 |
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| Merck & Co (MRK) | 0.1 | $657k | 6.6k | 99.48 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $654k | 9.5k | 68.93 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $616k | 2.9k | 213.58 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 0.1 | $557k | NEW | 9.8k | 57.01 |
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| Tesla Motors (TSLA) | 0.1 | $550k | 1.4k | 403.74 |
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| At&t (T) | 0.1 | $505k | 22k | 22.77 |
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| Crown Castle Intl (CCI) | 0.1 | $489k | 5.4k | 90.76 |
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| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $473k | +103% | 9.5k | 49.54 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $454k | +204% | 20k | 23.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $452k | -4% | 727.00 | 621.80 |
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| Caterpillar (CAT) | 0.1 | $429k | -4% | 1.2k | 362.76 |
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| Henry Schein (HSIC) | 0.1 | $428k | -6% | 6.2k | 69.20 |
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| Bristol Myers Squibb (BMY) | 0.1 | $421k | +3% | 7.5k | 56.56 |
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| Us Bancorp Del Com New (USB) | 0.1 | $401k | 8.4k | 47.83 |
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| Norfolk Southern (NSC) | 0.1 | $393k | 1.7k | 234.70 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $385k | -5% | 1.3k | 287.82 |
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| General Mills (GIS) | 0.1 | $381k | 6.0k | 63.77 |
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| Arista Networks Com Shs | 0.1 | $372k | NEW | 3.4k | 110.53 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $364k | 4.6k | 79.03 |
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| Illinois Tool Works (ITW) | 0.1 | $357k | 1.4k | 253.56 |
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| Marriott Intl Cl A (MAR) | 0.1 | $350k | -3% | 1.3k | 278.94 |
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| Progressive Corporation (PGR) | 0.1 | $349k | 1.5k | 239.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $346k | +5% | 1.2k | 289.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $342k | +5% | 2.1k | 166.75 |
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| Rbc Cad (RY) | 0.1 | $340k | 2.8k | 120.51 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $339k | +16% | 1.8k | 187.51 |
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| Philip Morris International (PM) | 0.1 | $326k | 2.7k | 120.35 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $317k | 3.3k | 96.81 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $314k | -4% | 1.7k | 189.98 |
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| Phillips 66 (PSX) | 0.0 | $298k | 2.6k | 113.93 |
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| Emerson Electric (EMR) | 0.0 | $282k | 2.3k | 123.93 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $280k | 3.3k | 86.02 |
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| Deere & Company (DE) | 0.0 | $277k | -7% | 654.00 | 423.48 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $265k | +24% | 10k | 26.33 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $264k | +100% | 14k | 18.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $263k | -2% | 7.0k | 37.42 |
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| Snap-on Incorporated (SNA) | 0.0 | $258k | -4% | 760.00 | 339.48 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $255k | 1.6k | 164.09 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $255k | 2.1k | 121.31 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $250k | -8% | 11k | 23.32 |
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| Kinder Morgan (KMI) | 0.0 | $249k | -9% | 9.1k | 27.40 |
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| Booking Holdings (BKNG) | 0.0 | $248k | 50.00 | 4968.42 |
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| Schlumberger Com Stk (SLB) | 0.0 | $246k | -12% | 6.4k | 38.34 |
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| Altria (MO) | 0.0 | $240k | +4% | 4.6k | 52.28 |
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| Goldman Sachs (GS) | 0.0 | $238k | 416.00 | 571.69 |
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| Danaher Corporation (DHR) | 0.0 | $238k | 1.0k | 229.46 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $235k | +327% | 13k | 18.34 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $234k | 2.5k | 92.61 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $233k | 2.6k | 89.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $232k | 455.00 | 510.52 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $229k | 7.3k | 31.44 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $224k | NEW | 4.1k | 53.98 |
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| Dupont De Nemours (DD) | 0.0 | $223k | +31% | 2.9k | 76.24 |
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| UnitedHealth (UNH) | 0.0 | $216k | -12% | 427.00 | 505.86 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $216k | -2% | 4.0k | 53.94 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $202k | 3.4k | 58.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $196k | +9% | 1.2k | 169.30 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $191k | -8% | 751.00 | 254.39 |
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| Yum! Brands (YUM) | 0.0 | $188k | 1.4k | 134.16 |
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| FedEx Corporation (FDX) | 0.0 | $186k | 661.00 | 281.33 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $182k | -12% | 1.5k | 124.96 |
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| Genuine Parts Company (GPC) | 0.0 | $179k | 1.5k | 116.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $178k | 2.0k | 88.40 |
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| SYSCO Corporation (SYY) | 0.0 | $176k | +15% | 2.3k | 76.46 |
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| Vulcan Materials Company (VMC) | 0.0 | $174k | 678.00 | 257.23 |
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| Ge Vernova (GEV) | 0.0 | $170k | +5% | 518.00 | 328.93 |
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| WD-40 Company (WDFC) | 0.0 | $168k | 690.00 | 242.68 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $165k | 930.00 | 176.94 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $163k | 3.2k | 50.88 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $159k | +100% | 6.2k | 25.86 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $159k | 339.00 | 469.29 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $157k | 275.00 | 569.58 |
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| Starbucks Corporation (SBUX) | 0.0 | $156k | -14% | 1.7k | 91.22 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $154k | -4% | 2.1k | 71.90 |
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| Fiserv (FI) | 0.0 | $150k | -6% | 729.00 | 205.42 |
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| Servicenow (NOW) | 0.0 | $147k | 139.00 | 1060.12 |
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| Analog Devices (ADI) | 0.0 | $147k | 692.00 | 212.46 |
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| Ufp Industries (UFPI) | 0.0 | $146k | 1.3k | 112.65 |
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| Leidos Holdings (LDOS) | 0.0 | $144k | -2% | 1.0k | 144.06 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $143k | 676.00 | 211.38 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $141k | 6.2k | 22.81 |
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|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $139k | -20% | 1.1k | 128.62 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $136k | 1.0k | 135.26 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $136k | +27% | 2.2k | 62.65 |
|
| Applied Materials (AMAT) | 0.0 | $134k | 823.00 | 162.63 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $134k | +181% | 775.00 | 172.37 |
|
| Advanced Micro Devices (AMD) | 0.0 | $132k | 1.1k | 120.79 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $130k | -4% | 3.0k | 42.72 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $129k | 1.2k | 108.58 |
|
|
| Waste Management (WM) | 0.0 | $128k | +45% | 636.00 | 201.79 |
|
| Qualcomm (QCOM) | 0.0 | $128k | 830.00 | 153.62 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $124k | 438.00 | 283.85 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $123k | 2.4k | 51.99 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $119k | +400% | 2.3k | 53.06 |
|
| Allstate Corporation (ALL) | 0.0 | $119k | 616.00 | 192.79 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $119k | 244.00 | 485.94 |
|
|
| Logan Ridge Finance Corp (LRFC) | 0.0 | $118k | 4.7k | 24.99 |
|
|
| Williams Companies (WMB) | 0.0 | $118k | +10% | 2.2k | 54.12 |
|
| Ecolab (ECL) | 0.0 | $116k | 496.00 | 234.32 |
|
|
| Dxp Enterprises Com New (DXPE) | 0.0 | $116k | 1.4k | 82.62 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $115k | -17% | 1.4k | 80.93 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $110k | 930.00 | 118.07 |
|
|
| Dominion Resources (D) | 0.0 | $108k | 2.0k | 53.86 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $107k | 770.00 | 139.27 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $107k | 485.00 | 220.73 |
|
|
| Intel Corporation (INTC) | 0.0 | $107k | 5.3k | 20.05 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $106k | 650.00 | 163.42 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $106k | -47% | 9.3k | 11.38 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $106k | 468.00 | 226.09 |
|
|
| Royal Gold (RGLD) | 0.0 | $106k | NEW | 800.00 | 131.85 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $105k | +286% | 3.8k | 27.87 |
|
| Kroger (KR) | 0.0 | $104k | 1.7k | 61.15 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $102k | 551.00 | 185.13 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $102k | 1.7k | 60.48 |
|
|
| Ishares Tr Ibonds Oct 2025 (IBIB) | 0.0 | $101k | 4.0k | 25.32 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $101k | 3.2k | 31.36 |
|
|
| Exelixis (EXEL) | 0.0 | $100k | 3.0k | 33.30 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $100k | 3.2k | 30.73 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $100k | 911.00 | 109.40 |
|
|
| McKesson Corporation (MCK) | 0.0 | $97k | 170.00 | 569.91 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $97k | 1.8k | 53.05 |
|
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $96k | 1.6k | 60.26 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $95k | 974.00 | 97.31 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $94k | -2% | 356.00 | 264.13 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $94k | 1.2k | 76.83 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $94k | 176.00 | 532.43 |
|
|
| EQT Corporation (EQT) | 0.0 | $92k | 2.0k | 46.11 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $91k | 205.00 | 444.68 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $91k | 1.8k | 51.68 |
|
|
| Freshpet (FRPT) | 0.0 | $91k | 614.00 | 148.11 |
|
Past Filings by Laurel Wealth Advisors
SEC 13F filings are viewable for Laurel Wealth Advisors going back to 2018
- 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
- Laurel Wealth Advisors 2019 Q1 amended filed May 7, 2021