Laurel Wealth Advisors LLC Buys Vanguard Short-Term Inflation-Protected Securities, Berkshire Hathaway Inc, First Trust NASDAQ CEA Cybersecurity ETF, Sells Invesco BulletShares 2020 Corporate Bond ETF, Financial Select Sector SPDR, Wells Fargo

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Investment company Laurel Wealth Advisors LLC (Current Portfolio) buys Vanguard Short-Term Inflation-Protected Securities, Berkshire Hathaway Inc, First Trust NASDAQ CEA Cybersecurity ETF, iShares S&P Global Clean Energy Index Fund, iShares U.S. Technology ETF, sells Invesco BulletShares 2020 Corporate Bond ETF, Financial Select Sector SPDR, Wells Fargo, PowerShares FTSE RAFI US 1500 Small-Mid Portfolio, Delta Air Lines Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Laurel Wealth Advisors LLC. As of 2020Q4, Laurel Wealth Advisors LLC owns 553 stocks with a total value of $358 million. These are the details of the buys and sells.

For the details of Laurel Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/laurel+wealth+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Laurel Wealth Advisors LLC
  1. Vanguard Dividend Appreciation FTF (VIG) - 141,286 shares, 5.57% of the total portfolio. Shares added by 1.13%
  2. Apple Inc (AAPL) - 149,450 shares, 5.54% of the total portfolio. Shares added by 4.29%
  3. Microsoft Corp (MSFT) - 64,294 shares, 3.99% of the total portfolio. Shares added by 3.11%
  4. Berkshire Hathaway Inc (BRK.A) - 33 shares, 3.21% of the total portfolio. Shares reduced by 19.51%
  5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 218,253 shares, 3.11% of the total portfolio. Shares added by 47.99%
New Purchase: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)

Laurel Wealth Advisors LLC initiated holding in First Trust NASDAQ CEA Cybersecurity ETF. The purchase prices were between $33.31 and $45.5, with an estimated average price of $38.29. The stock is now traded at around $43.050000. The impact to a portfolio due to this purchase was 0.37%. The holding were 29,787 shares as of 2020-12-31.

New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)

Laurel Wealth Advisors LLC initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $19.08 and $28.29, with an estimated average price of $22.62. The stock is now traded at around $25.310000. The impact to a portfolio due to this purchase was 0.32%. The holding were 40,350 shares as of 2020-12-31.

New Purchase: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

Laurel Wealth Advisors LLC initiated holding in iShares 0-5 Year Investment Grade Corporate Bond E. The purchase prices were between $51.94 and $52.22, with an estimated average price of $52.07. The stock is now traded at around $51.720000. The impact to a portfolio due to this purchase was 0.19%. The holding were 12,735 shares as of 2020-12-31.

New Purchase: MongoDB Inc (MDB)

Laurel Wealth Advisors LLC initiated holding in MongoDB Inc. The purchase prices were between $224.18 and $396, with an estimated average price of $281.27. The stock is now traded at around $323.300000. The impact to a portfolio due to this purchase was 0.03%. The holding were 303 shares as of 2020-12-31.

New Purchase: Invesco S&P 500 Equal Weight Technology ETF (RYT)

Laurel Wealth Advisors LLC initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $206.84 and $253.55, with an estimated average price of $232.77. The stock is now traded at around $266.690000. The impact to a portfolio due to this purchase was 0.03%. The holding were 410 shares as of 2020-12-31.

New Purchase: Leidos Holdings Inc (LDOS)

Laurel Wealth Advisors LLC initiated holding in Leidos Holdings Inc. The purchase prices were between $79.34 and $105.67, with an estimated average price of $96.19. The stock is now traded at around $95.270000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of 2020-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Laurel Wealth Advisors LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 47.99%. The purchase prices were between $50.63 and $51.32, with an estimated average price of $50.9. The stock is now traded at around $51.640000. The impact to a portfolio due to this purchase was 1.01%. The holding were 218,253 shares as of 2020-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Laurel Wealth Advisors LLC added to a holding in Berkshire Hathaway Inc by 93.75%. The purchase prices were between $200.7 and $233.92, with an estimated average price of $220.63. The stock is now traded at around $254.390000. The impact to a portfolio due to this purchase was 0.57%. The holding were 18,061 shares as of 2020-12-31.

Added: iShares U.S. Technology ETF (IYW)

Laurel Wealth Advisors LLC added to a holding in iShares U.S. Technology ETF by 236.71%. The purchase prices were between $73.08 and $85.83, with an estimated average price of $79.9. The stock is now traded at around $87.590000. The impact to a portfolio due to this purchase was 0.3%. The holding were 17,795 shares as of 2020-12-31.

Added: Atrion Corp (ATRI)

Laurel Wealth Advisors LLC added to a holding in Atrion Corp by 200.24%. The purchase prices were between $576.6 and $672.2, with an estimated average price of $621.13. The stock is now traded at around $673.600000. The impact to a portfolio due to this purchase was 0.29%. The holding were 2,474 shares as of 2020-12-31.

Added: Reinsurance Group of America Inc (RGA)

Laurel Wealth Advisors LLC added to a holding in Reinsurance Group of America Inc by 78.39%. The purchase prices were between $95.44 and $126.79, with an estimated average price of $112.08. The stock is now traded at around $133.900000. The impact to a portfolio due to this purchase was 0.27%. The holding were 18,945 shares as of 2020-12-31.

Added: South State Corp (SSB)

Laurel Wealth Advisors LLC added to a holding in South State Corp by 256.26%. The purchase prices were between $49.28 and $75.63, with an estimated average price of $66.18. The stock is now traded at around $88.570000. The impact to a portfolio due to this purchase was 0.22%. The holding were 15,490 shares as of 2020-12-31.

Sold Out: Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Laurel Wealth Advisors LLC sold out a holding in Invesco BulletShares 2020 Corporate Bond ETF. The sale prices were between $21.19 and $21.23, with an estimated average price of $21.2.

Sold Out: PROSHARES TRUST (TQQQ)

Laurel Wealth Advisors LLC sold out a holding in PROSHARES TRUST. The sale prices were between $117.45 and $181.8, with an estimated average price of $151.52.

Sold Out: Callaway Golf Co (ELY)

Laurel Wealth Advisors LLC sold out a holding in Callaway Golf Co. The sale prices were between $15.2 and $24.94, with an estimated average price of $20.41.

Sold Out: Wright Medical Group NV (WMGI)

Laurel Wealth Advisors LLC sold out a holding in Wright Medical Group NV. The sale prices were between $29.98 and $30.72, with an estimated average price of $30.51.

Sold Out: Vontier Corp (VNT)

Laurel Wealth Advisors LLC sold out a holding in Vontier Corp. The sale prices were between $26.76 and $35, with an estimated average price of $31.14.

Sold Out: BTC iShares MSCI USA Value Factor ETF (VLUE)

Laurel Wealth Advisors LLC sold out a holding in BTC iShares MSCI USA Value Factor ETF. The sale prices were between $71.94 and $88.81, with an estimated average price of $81.61.

Reduced: Financial Select Sector SPDR (XLF)

Laurel Wealth Advisors LLC reduced to a holding in Financial Select Sector SPDR by 21.3%. The sale prices were between $23.61 and $29.48, with an estimated average price of $26.86. The stock is now traded at around $34.570000. The impact to a portfolio due to this sale was -0.15%. Laurel Wealth Advisors LLC still held 79,370 shares as of 2020-12-31.

Reduced: Wells Fargo & Co (WFC)

Laurel Wealth Advisors LLC reduced to a holding in Wells Fargo & Co by 38.91%. The sale prices were between $21.14 and $30.35, with an estimated average price of $26.03. The stock is now traded at around $39.710000. The impact to a portfolio due to this sale was -0.11%. Laurel Wealth Advisors LLC still held 24,810 shares as of 2020-12-31.

Reduced: PowerShares FTSE RAFI US 1500 Small-Mid Portfolio (PRFZ)

Laurel Wealth Advisors LLC reduced to a holding in PowerShares FTSE RAFI US 1500 Small-Mid Portfolio by 54.75%. The sale prices were between $119.48 and $151.55, with an estimated average price of $136.36. The stock is now traded at around $186.175000. The impact to a portfolio due to this sale was -0.05%. Laurel Wealth Advisors LLC still held 1,157 shares as of 2020-12-31.

Reduced: Delta Air Lines Inc (DAL)

Laurel Wealth Advisors LLC reduced to a holding in Delta Air Lines Inc by 57.57%. The sale prices were between $29.65 and $42.95, with an estimated average price of $36.58. The stock is now traded at around $50.990000. The impact to a portfolio due to this sale was -0.04%. Laurel Wealth Advisors LLC still held 3,298 shares as of 2020-12-31.

Reduced: Goldman Sachs Group Inc (GS)

Laurel Wealth Advisors LLC reduced to a holding in Goldman Sachs Group Inc by 37.95%. The sale prices were between $189.04 and $263.71, with an estimated average price of $223.71. The stock is now traded at around $346.050000. The impact to a portfolio due to this sale was -0.02%. Laurel Wealth Advisors LLC still held 515 shares as of 2020-12-31.

Reduced: Industrial Select Sector SPDR (XLI)

Laurel Wealth Advisors LLC reduced to a holding in Industrial Select Sector SPDR by 28.01%. The sale prices were between $74.87 and $89.65, with an estimated average price of $84.5. The stock is now traded at around $97.580000. The impact to a portfolio due to this sale was -0.02%. Laurel Wealth Advisors LLC still held 2,365 shares as of 2020-12-31.



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