LW

Laurel Wealth Advisors LLC

13F
Laurel Wealth Advisors LLC
Last update 2025-04-15 696 Stocks (16 new)
Value $639.00 Mil Turnover 2 %
Countries:
Top Holdings: VIG(5.19%)AAPL(4.58%)TFLO(3.84%)BRK.A(3.75%)MSFT(3.54%)
Summary Stock Picks Current Portfolio
Laurel Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG
Vanguard Dividend Appreciation FTF
170,770
33,127.7
-2.20%
5.190
-0.12%
0.040
+12.73%
+6.65%
89,713.3
 
AAPL
Apple Inc
131,628
29,238.5
-3.22%
4.580
-0.17%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
483,526
24,495.4
+5.77%
3.840
+0.21%
0.340
+1.11%
+2.40%
6,734.7
 
BRK.A
Berkshire Hathaway Inc
30
23,953.3
0%
3.750
0%
0.000
-8.37%
+4.96%
1,030,137.3
Insurance
MSFT
Microsoft Corp
60,247
22,616.0
+0.64%
3.540
+0.02%
0.000
+38.00%
+20.34%
3,755,441.4
Software
SGOV
iShares 0-3 Month Treasury Bond ETF
217,715
21,917.3
+5.07%
3.430
+0.17%
0.050
+1.08%
+2.38%
51,420.8
 
DUK
Duke Energy Corp
153,406
18,710.9
+3.16%
2.930
+0.09%
0.020
-0.57%
+14.12%
93,838.3
Utilities - Regulated
NVDA
NVIDIA Corp
140,199
15,194.7
-0.23%
2.380
-0.01%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
JPM
JPMorgan Chase & Co
58,054
14,240.5
-2.61%
2.230
-0.06%
0.000
+24.30%
+23.55%
801,337.5
Banks
GOOGL
Alphabet Inc
85,802
13,268.4
+0.30%
2.080
+0.01%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media

Laurel Wealth Advisors LLC's Historical Top Holdings Breakdowns

Laurel Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Add
Add
+0.21%
●
20.05 ($20.24) 20.4
$20.45
1.04%
Add 127.83%
120,609
67,671
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.21%
●
50.48 ($50.58) 50.68
$50.60
0.04%
Add 5.77%
483,526
26,386
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.17%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -3.22%
131,628
-4,377
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.17%
●
100.34 ($100.51) 100.68
$100.62
0.11%
Add 5.07%
217,715
10,510
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.15%
●
63.17 ($72.04) 81.49
$91.79
27.42%
Add 676200%
13,526
13,524
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.12%
●
190.34 ($198.85) 205.23
$206.96
4.08%
Reduce -2.2%
170,770
-3,844
DUK
Duke Energy Corp
2025-03-31
Add
Add
+0.09%
●
105.87 ($113.99) 121.97
$120.73
5.91%
Add 3.16%
153,406
4,703
LLY
Eli Lilly and Co
2025-03-31
Reduce
Reduce
-0.09%
●
725.72 ($832.09) 929.72
$776.44
-6.69%
Reduce -4.74%
14,675
-731
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
2025-03-31
Add
Add
+0.08%
●
18.18 ($18.42) 18.58
$18.67
1.36%
Add 230.02%
42,275
29,465
NKE
Nike Inc
2025-03-31
Add
Add
+0.07%
●
63.29 ($73.61) 81.72
$75.39
2.42%
Add 21.78%
41,544
7,429

Laurel Wealth Advisors LLC Total Holding History ($B)

To

Laurel Wealth Advisors LLC's Asset Allocation

To

Laurel Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Laurel Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Laurel Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Laurel Wealth Advisors LLC's Holdings Heat Map

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Laurel Wealth Advisors LLC's Holdings Bubble Chart

Laurel Wealth Advisors LLC News

  • 1

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