Laurel Wealth Advisors
Latest statistics and disclosures from Laurel Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, MSFT, AAPL, TFLO, BRK.A, and represent 20.46% of Laurel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$7.4M), TFLO (+$5.4M), WMT (+$5.2M), VIG, IBDR, IBDQ, BSCR, IBDT, VTEB, IYH.
- Started 83 new stock positions in CGC, ROST, ICE, XSLV, VRTX, PHG, SPGI, USMV, CTSH, SSNC.
- Reduced shares in these 10 stocks: Ishares Tr ibnd dec23 etf, NVDA, BSCO, ENB, LLY, Guggenheim Bulletshrs 2023 Corp Bd Etf, MUB, EFA, VUG, VZ.
- Sold out of its positions in Activision Blizzard, Aurora Cannabis, Ault Alliance Ord, BDJ, HYT, Canopy Gro, NET, DOCU, Etf Managers Tr purefunds ise cy, FleetCor Technologies.
- Laurel Wealth Advisors was a net buyer of stock by $35M.
- Laurel Wealth Advisors has $587M in assets under management (AUM), dropping by 24.13%.
- Central Index Key (CIK): 0001757128
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Portfolio Holdings for Laurel Wealth Advisors
Laurel Wealth Advisors holds 636 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Laurel Wealth Advisors has 636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Laurel Wealth Advisors March 31, 2024 positions
- Download the Laurel Wealth Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.4 | $32M | +11% | 174k | 182.61 |
|
| Microsoft Corporation (MSFT) | 4.4 | $26M | 62k | 420.71 |
|
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| Apple (AAPL) | 4.1 | $24M | 140k | 171.48 |
|
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| Ishares Tr TRS FLT RT BD (TFLO) | 3.3 | $19M | +38% | 381k | 50.69 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.2 | $19M | 30.00 | 634440.00 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.9 | $17M | +76% | 169k | 100.71 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $17M | +5% | 32k | 523.05 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $16M | -6% | 18k | 903.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $14M | +2% | 90k | 150.93 |
|
| Eli Lilly & Co. (LLY) | 2.3 | $14M | -4% | 17k | 777.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $13M | +10% | 120k | 110.52 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $13M | 63k | 200.30 |
|
|
| Mastercard Incorporated Cl A (MA) | 2.1 | $12M | 25k | 481.57 |
|
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| Home Depot (HD) | 1.9 | $11M | 29k | 383.60 |
|
|
| Amazon (AMZN) | 1.7 | $10M | 56k | 180.38 |
|
|
| Johnson & Johnson (JNJ) | 1.5 | $8.8M | -3% | 56k | 158.19 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $8.3M | 86k | 96.71 |
|
|
| Bank of America Corporation (BAC) | 1.4 | $8.3M | -3% | 218k | 37.92 |
|
| Wal-Mart Stores (WMT) | 1.3 | $7.7M | +206% | 128k | 60.17 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $7.5M | -5% | 22k | 344.19 |
|
| Procter & Gamble Company (PG) | 1.3 | $7.5M | +3% | 46k | 162.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.3M | +3% | 17k | 420.52 |
|
| Amgen (AMGN) | 1.2 | $7.1M | 25k | 284.31 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.2 | $6.8M | +14% | 136k | 50.29 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $6.2M | 83k | 74.22 |
|
|
| Abbvie (ABBV) | 1.0 | $6.0M | 33k | 182.10 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $5.9M | -5% | 12k | 485.57 |
|
| McDonald's Corporation (MCD) | 1.0 | $5.6M | +2% | 20k | 281.95 |
|
| Coca-Cola Company (KO) | 0.9 | $5.4M | +4% | 89k | 61.18 |
|
| Cisco Systems (CSCO) | 0.9 | $5.2M | 104k | 49.91 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.9 | $5.2M | +87% | 216k | 23.85 |
|
| Abbott Laboratories (ABT) | 0.8 | $5.0M | -4% | 44k | 113.66 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $5.0M | +63% | 201k | 24.81 |
|
| Pepsi (PEP) | 0.8 | $4.6M | +7% | 27k | 175.00 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $4.3M | 101k | 42.12 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $4.1M | +11% | 20k | 208.27 |
|
| Chevron Corporation (CVX) | 0.7 | $3.9M | 25k | 157.74 |
|
|
| salesforce (CRM) | 0.7 | $3.9M | 13k | 301.18 |
|
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| Automatic Data Processing (ADP) | 0.7 | $3.9M | 16k | 249.73 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.6 | $3.8M | +64% | 197k | 19.29 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $3.8M | +5% | 98k | 38.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.6M | 24k | 152.26 |
|
|
| Southern Company (SO) | 0.6 | $3.6M | +2% | 50k | 71.74 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $3.5M | -4% | 63k | 56.39 |
|
| Honeywell International (HON) | 0.6 | $3.4M | -7% | 17k | 205.25 |
|
| TJX Companies (TJX) | 0.6 | $3.4M | +3% | 33k | 101.42 |
|
| Nike CL B (NKE) | 0.6 | $3.4M | 36k | 93.98 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.2M | +11% | 28k | 116.24 |
|
| Walt Disney Company (DIS) | 0.5 | $3.2M | -4% | 26k | 122.36 |
|
| United Parcel Service CL B (UPS) | 0.5 | $3.1M | -8% | 21k | 148.63 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.5 | $3.1M | +5% | 124k | 25.05 |
|
| Enbridge (ENB) | 0.5 | $3.0M | -17% | 84k | 36.18 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.0M | -14% | 38k | 79.86 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $3.0M | +17% | 36k | 81.78 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $2.9M | +2% | 14k | 210.28 |
|
| Union Pacific Corporation (UNP) | 0.5 | $2.8M | 11k | 245.92 |
|
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $2.7M | +29% | 114k | 23.80 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $2.7M | 131k | 20.43 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $2.6M | +12% | 135k | 19.21 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $2.6M | +9% | 26k | 97.53 |
|
| Netflix (NFLX) | 0.4 | $2.5M | -5% | 4.2k | 607.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.5M | +10% | 7.8k | 320.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.4M | 12k | 205.72 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.4M | -3% | 18k | 135.05 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.4M | -2% | 4.6k | 525.64 |
|
| Becton, Dickinson and (BDX) | 0.4 | $2.4M | -6% | 9.6k | 247.43 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $2.4M | +5% | 31k | 76.36 |
|
| Dollar General (DG) | 0.4 | $2.3M | -8% | 15k | 156.06 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.4 | $2.2M | +2% | 45k | 49.22 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.4 | $2.2M | +3% | 55k | 39.81 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $2.0M | -3% | 52k | 38.98 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.3 | $2.0M | +15% | 58k | 34.70 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $1.8M | +409% | 74k | 24.91 |
|
| Verizon Communications (VZ) | 0.3 | $1.8M | -17% | 42k | 41.96 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $1.8M | -31% | 84k | 20.97 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.7M | 35k | 50.10 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.7M | 14k | 123.17 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $1.7M | +21% | 26k | 65.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.7M | 3.5k | 480.66 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $1.6M | +493% | 27k | 61.90 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $1.6M | +42% | 8.6k | 183.87 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.2 | $1.5M | +19% | 20k | 73.27 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.4M | +11% | 18k | 81.66 |
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| ConocoPhillips (COP) | 0.2 | $1.4M | +5% | 11k | 127.27 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.4M | +2951% | 29k | 50.60 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | +83% | 12k | 125.95 |
|
| 3M Company (MMM) | 0.2 | $1.4M | -17% | 13k | 106.07 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.4M | +10% | 24k | 57.96 |
|
| Ishares Tr Us Industrials (IYJ) | 0.2 | $1.4M | +6% | 11k | 125.71 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $1.3M | -6% | 15k | 90.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | +4% | 4.0k | 337.05 |
|
| South State Corporation (SSB) | 0.2 | $1.3M | 16k | 85.03 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.3M | 12k | 108.92 |
|
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| BlackRock (BLK) | 0.2 | $1.3M | -2% | 1.6k | 833.61 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.3M | +28% | 14k | 94.40 |
|
| American Express Company (AXP) | 0.2 | $1.3M | 5.7k | 227.65 |
|
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| International Business Machines (IBM) | 0.2 | $1.3M | -6% | 6.7k | 190.95 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.2M | +149% | 7.9k | 147.73 |
|
| Iqvia Holdings (IQV) | 0.2 | $1.2M | -3% | 4.6k | 252.89 |
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| Lowe's Companies (LOW) | 0.2 | $1.1M | 4.5k | 254.68 |
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| Atrion Corporation (ATRI) | 0.2 | $1.1M | 2.4k | 463.55 |
|
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | 8.7k | 125.61 |
|
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.1M | -3% | 12k | 91.25 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $992k | NEW | 9.9k | 100.69 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $978k | +8% | 1.3k | 732.50 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $971k | -35% | 9.0k | 107.60 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $961k | +280% | 16k | 60.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $934k | 19k | 50.17 |
|
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| Medtronic SHS (MDT) | 0.2 | $905k | +81% | 10k | 87.15 |
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| Fifth Third Ban (FITB) | 0.2 | $891k | 24k | 37.21 |
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| Pfizer (PFE) | 0.1 | $830k | +67% | 30k | 27.75 |
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| AutoZone (AZO) | 0.1 | $829k | -2% | 263.00 | 3151.65 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $814k | -4% | 8.8k | 92.88 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $785k | -23% | 4.2k | 186.78 |
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| Merck & Co (MRK) | 0.1 | $783k | -3% | 5.9k | 131.95 |
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| Norfolk Southern (NSC) | 0.1 | $767k | -9% | 3.0k | 254.87 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $701k | -2% | 15k | 47.89 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $651k | +3% | 8.9k | 73.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $634k | 7.5k | 84.44 |
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| Carrier Global Corporation (CARR) | 0.1 | $620k | 11k | 58.13 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $580k | -4% | 3.0k | 192.84 |
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| Crown Castle Intl (CCI) | 0.1 | $572k | 5.4k | 105.83 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $561k | -4% | 9.1k | 61.53 |
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| Visa Com Cl A (V) | 0.1 | $548k | -10% | 2.0k | 279.08 |
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| Henry Schein (HSIC) | 0.1 | $512k | -5% | 6.8k | 75.52 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $474k | NEW | 21k | 22.82 |
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| Phillips 66 (PSX) | 0.1 | $446k | 2.7k | 163.34 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $446k | 850.00 | 524.34 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $427k | 6.9k | 62.06 |
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| General Mills (GIS) | 0.1 | $418k | +1145% | 6.0k | 69.97 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $412k | 3.2k | 128.40 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $392k | -11% | 1.4k | 270.80 |
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| Caterpillar (CAT) | 0.1 | $385k | -24% | 1.1k | 366.43 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $384k | 6.3k | 61.02 |
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| Illinois Tool Works (ITW) | 0.1 | $378k | 1.4k | 268.33 |
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| Us Bancorp Del Com New (USB) | 0.1 | $376k | 8.4k | 44.70 |
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| At&t (T) | 0.1 | $372k | -4% | 21k | 17.60 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $351k | 4.6k | 76.32 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.1 | $346k | 21k | 16.39 |
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| Bristol Myers Squibb (BMY) | 0.1 | $343k | -2% | 6.3k | 54.23 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $339k | 3.3k | 103.77 |
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| General Electric Com New (GE) | 0.1 | $338k | +2% | 1.9k | 175.48 |
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| Marriott Intl Cl A (MAR) | 0.1 | $329k | -10% | 1.3k | 252.31 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $302k | -3% | 1.7k | 175.27 |
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| Progressive Corporation (PGR) | 0.1 | $301k | +4750% | 1.5k | 206.82 |
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| Deere & Company (DE) | 0.0 | $289k | 704.00 | 410.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $286k | 1.1k | 259.71 |
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| Rbc Cad (RY) | 0.0 | $285k | 2.8k | 100.88 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $284k | -34% | 20k | 13.98 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $277k | 7.1k | 39.02 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $277k | 8.6k | 32.23 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $277k | 2.1k | 131.70 |
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| Schlumberger Com Stk (SLB) | 0.0 | $274k | +17% | 5.0k | 54.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $272k | +9% | 7.7k | 35.19 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $270k | NEW | 12k | 23.23 |
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| Intel Corporation (INTC) | 0.0 | $267k | 6.0k | 44.17 |
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| Snap-on Incorporated (SNA) | 0.0 | $263k | -15% | 887.00 | 296.22 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $257k | 2.6k | 99.27 |
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| Philip Morris International (PM) | 0.0 | $243k | +57% | 2.7k | 91.62 |
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| Arista Networks (ANET) | 0.0 | $242k | +91% | 834.00 | 289.98 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $241k | +6% | 1.5k | 158.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $239k | -30% | 538.00 | 443.49 |
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| Genuine Parts Company (GPC) | 0.0 | $237k | 1.5k | 154.93 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $234k | 1.8k | 128.09 |
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| Yum! Brands (YUM) | 0.0 | $232k | 1.7k | 138.65 |
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| Tesla Motors (TSLA) | 0.0 | $230k | +68% | 1.3k | 175.74 |
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| Emerson Electric (EMR) | 0.0 | $227k | +211% | 2.0k | 113.42 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $227k | +5% | 1.3k | 174.21 |
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| Dupont De Nemours (DD) | 0.0 | $220k | +2% | 2.9k | 76.66 |
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| UnitedHealth (UNH) | 0.0 | $212k | -4% | 429.00 | 494.70 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $211k | +175% | 8.8k | 23.94 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $210k | 4.1k | 51.06 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $207k | 846.00 | 244.15 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $204k | -10% | 3.4k | 60.30 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $198k | -21% | 355.00 | 556.40 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $196k | 2.6k | 75.48 |
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| FedEx Corporation (FDX) | 0.0 | $191k | -23% | 660.00 | 289.74 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $191k | -32% | 3.3k | 57.69 |
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| Vulcan Materials Company (VMC) | 0.0 | $185k | 678.00 | 272.92 |
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| Starbucks Corporation (SBUX) | 0.0 | $184k | 2.0k | 91.36 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $183k | -52% | 4.6k | 39.53 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $183k | 8.1k | 22.75 |
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| Kinder Morgan (KMI) | 0.0 | $182k | +12% | 9.9k | 18.34 |
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| Paccar (PCAR) | 0.0 | $182k | 1.5k | 123.89 |
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| Booking Holdings (BKNG) | 0.0 | $181k | +13% | 50.00 | 3627.88 |
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| WD-40 Company (WDFC) | 0.0 | $175k | 690.00 | 253.31 |
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| Ishares Tr North Amern Nat (IGE) | 0.0 | $174k | -7% | 3.9k | 44.99 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $174k | +16% | 3.5k | 50.12 |
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| Goldman Sachs (GS) | 0.0 | $173k | 415.00 | 416.84 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $170k | 2.0k | 84.09 |
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| Altria (MO) | 0.0 | $167k | +27% | 3.8k | 43.62 |
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| Lululemon Athletica (LULU) | 0.0 | $165k | 423.00 | 390.65 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $164k | +137% | 2.3k | 72.62 |
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| Paypal Holdings (PYPL) | 0.0 | $163k | -47% | 2.4k | 66.99 |
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| SYSCO Corporation (SYY) | 0.0 | $162k | 2.0k | 81.18 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $159k | +2% | 880.00 | 180.49 |
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| Ufp Industries (UFPI) | 0.0 | $158k | 1.3k | 123.01 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $157k | 3.2k | 49.24 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $150k | 313.00 | 478.66 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $149k | +392% | 1.3k | 115.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $148k | 908.00 | 162.86 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $145k | 711.00 | 204.14 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $142k | 1.4k | 102.74 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $141k | NEW | 6.2k | 22.71 |
|
| Qualcomm (QCOM) | 0.0 | $141k | 830.00 | 169.30 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $140k | NEW | 1.1k | 132.92 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $139k | 1.8k | 76.19 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $138k | -10% | 3.5k | 39.28 |
|
| Analog Devices (ADI) | 0.0 | $135k | 682.00 | 197.79 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $134k | 4.2k | 31.81 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $134k | +2% | 1.0k | 131.09 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $132k | 1.0k | 130.63 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $128k | -9% | 2.1k | 60.78 |
|
| Danaher Corporation (DHR) | 0.0 | $126k | +73% | 504.00 | 249.44 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $122k | +201% | 449.00 | 270.52 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $121k | 1.2k | 96.73 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $120k | 1.0k | 118.29 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $120k | -34% | 3.3k | 36.18 |
|
| BP Sponsored Adr (BP) | 0.0 | $120k | +2% | 3.2k | 37.67 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $119k | 475.00 | 249.86 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $118k | 450.00 | 261.72 |
|
|
| Ecolab (ECL) | 0.0 | $115k | 496.00 | 230.90 |
|
|
| Applied Materials (AMAT) | 0.0 | $114k | -35% | 551.00 | 206.23 |
|
| Nucor Corporation (NUE) | 0.0 | $114k | -13% | 574.00 | 197.82 |
|
| Prologis (PLD) | 0.0 | $113k | 868.00 | 130.09 |
|
|
| Kroger (KR) | 0.0 | $110k | 1.9k | 57.13 |
|
|
| Dow (DOW) | 0.0 | $109k | -41% | 1.9k | 57.93 |
|
| Mongodb Cl A (MDB) | 0.0 | $109k | 303.00 | 358.64 |
|
|
| Corteva (CTVA) | 0.0 | $108k | -8% | 1.9k | 57.67 |
|
| Allstate Corporation (ALL) | 0.0 | $107k | 616.00 | 173.01 |
|
|
| Logan Ridge Finance Corp (LRFC) | 0.0 | $106k | 4.7k | 22.49 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $104k | 2.4k | 44.05 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $104k | 1.0k | 102.39 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $103k | 602.00 | 170.69 |
|
|
| Dex (DXCM) | 0.0 | $101k | -16% | 728.00 | 138.70 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $100k | 3.2k | 30.83 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $99k | 835.00 | 118.87 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $99k | -2% | 483.00 | 204.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $99k | +588% | 551.00 | 179.11 |
|
| Cummins (CMI) | 0.0 | $97k | 330.00 | 294.65 |
|
|
| Hershey Company (HSY) | 0.0 | $94k | 482.00 | 194.50 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $93k | -56% | 2.0k | 46.48 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $93k | 650.00 | 142.58 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $92k | 209.00 | 438.44 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $90k | 1.7k | 51.28 |
|
|
| McKesson Corporation (MCK) | 0.0 | $89k | +179% | 165.00 | 536.85 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $88k | 1.4k | 64.21 |
|
|
| Flowers Foods (FLO) | 0.0 | $87k | 3.7k | 23.75 |
|
|
| Dominion Resources (D) | 0.0 | $84k | -51% | 1.7k | 49.19 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $84k | 184.00 | 454.88 |
|
Past Filings by Laurel Wealth Advisors
SEC 13F filings are viewable for Laurel Wealth Advisors going back to 2018
- 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
- 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