- New Purchases: FFTY, EPR, DELL, MNR, SPHD, BILI, XLE, JD, EWBC, IJR, OKTA, UNP, TRS, EEM, IYH, UBNT, TDG, VEEV, PYPL, CELG, PSCH, IP, PZA, SCHZ, FWONA, WMB, FNX, MELI, STC, DTD, WM, FLIR, CACI, AABA, BSX, SU, IAC, ES, MOAT, CMI, FUN, SLYG, MDT, DVY, MPLX, XEL, PACB, SHOP, SWK, PNC, MDY, BRG, FFA, DB, APDN, OMED,
- Added Positions: PFE, AVA, SPY, TSLA, VXUS, SCHB, IWM, MO, AMRN, AMZN, QQQ, SCHE, SCHO, COST, JPM, LMT, MCD, NFLX, RSP, HD, NVDA, UPS, SCHD, VIG, BABA, EFA, IWR, SCHA, VUG, CSCO, DWDP, EPD, HON, OKE, UNH, NAC, ABBV, GOOG, AMGN, C, CCI, GOOGL, PG, RDS.A, V, PM, TWLO, FEX, IWF, SCHM, VCIT, VO, VOOG, ABT, AEE, BBT, BP, BK, CAT, KINS, EW, GIS, GILD, IBM, ILMN, JNJ, NUE, TEAM, CNNE, RVI, AMLP, FVD, FYX, SCHH, SCHV, VB, VOT, VYM, XLU, BCE, BAC, BA, CERN, DHR, ENB, F, HCP, K, MDLZ, MRK, VHC, PEP, LIN, BKNG, RCL, CRM, SO, AAXN, USB, UTX, WEC, DSM, ASPS, CGC, SQ, IVW, MGK, SCHF, SCHG, SCHX, VBK, VOE, XLV, AXP, BMY, COP, OXY, PCH, TRV, MCA, CSQ, MA, NIE, BX, BACPL.PFD, BBN, RESI, NVTR, IWN, VBR,
- Reduced Positions: IVV, QCOM, AAPL, DIS, JPST, GSK, VNQ, TGT, CVX, MSFT, XOM, DEO, USA, VZ, CVS, HYG, VWO, XBI, VNQI, GE, BIIB, SRE, FB, FTSM, SYY, ASG, BRK.B, CCL, KO, O, SOXX, VFC, SDOG, MMP, KHC, VXF, ANTM, HEDJ, IYC, VEU, FPE, VCSH, SPLV, NCLH, EMB, BND, BLUE, WPC, MNST, LLY, DE, GLW, ED, SCHW, LOW, KMB, FITB, AEP, APU, AMD, NVS, VTR, NEE, IJJ, ITA, CMCSA, FIS, ADP, VGT, ADM, LQD, GLD, RDS.B, ECF, TMO, EQNR, VCV, AVGO, CEM, EMO, SBUX, SLB, RHT, NKE, LSXMK, ZDGE, MGM, INTC, WMT,
- Sold Out: WDAY, SOHO, FOX, CI, EPRPC.PFD, TRP, QRTEA, BSV, GME,
For the details of Laurel Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/laurel+wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Laurel Wealth Advisors, Inc.- Apple Inc (AAPL) - 103,223 shares, 4.98% of the total portfolio. Shares reduced by 10.49%
- Microsoft Corp (MSFT) - 81,143 shares, 2.43% of the total portfolio. Shares reduced by 2.9%
- Amazon.com Inc (AMZN) - 4,638 shares, 2.10% of the total portfolio. Shares added by 4.91%
- Johnson & Johnson (JNJ) - 48,523 shares, 1.72% of the total portfolio. Shares added by 1.41%
- 3M Co (MMM) - 31,398 shares, 1.66% of the total portfolio. Shares added by 0.96%
Laurel Wealth Advisors, Inc. initiated holding in Innovator IBD 50. The purchase prices were between $26.6 and $33.78, with an estimated average price of $31.47. The stock is now traded at around $33.72. The impact to a portfolio due to this purchase was 0.23%. The holding were 27,263 shares as of .
New Purchase: EPR Properties (EPR)Laurel Wealth Advisors, Inc. initiated holding in EPR Properties. The purchase prices were between $63.12 and $77.47, with an estimated average price of $72.62. The stock is now traded at around $78.68. The impact to a portfolio due to this purchase was 0.22%. The holding were 11,049 shares as of .
New Purchase: Dell Technologies Inc (DELL)Laurel Wealth Advisors, Inc. initiated holding in Dell Technologies Inc. The purchase prices were between $42.62 and $60.71, with an estimated average price of $51.87. The stock is now traded at around $69.80. The impact to a portfolio due to this purchase was 0.2%. The holding were 13,313 shares as of .
New Purchase: Monmouth Real Estate Investment Corp (MNR)Laurel Wealth Advisors, Inc. initiated holding in Monmouth Real Estate Investment Corp. The purchase prices were between $11.98 and $13.92, with an estimated average price of $13.26. The stock is now traded at around $13.81. The impact to a portfolio due to this purchase was 0.18%. The holding were 52,450 shares as of .
New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)Laurel Wealth Advisors, Inc. initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $37.85 and $42.55, with an estimated average price of $41.18. The stock is now traded at around $42.17. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,875 shares as of .
New Purchase: Bilibili Inc (BILI)Laurel Wealth Advisors, Inc. initiated holding in Bilibili Inc. The purchase prices were between $12.95 and $20.26, with an estimated average price of $17.45. The stock is now traded at around $15.81. The impact to a portfolio due to this purchase was 0.14%. The holding were 30,000 shares as of .
Added: Pfizer Inc (PFE)Laurel Wealth Advisors, Inc. added to a holding in Pfizer Inc by 779.09%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $41.64. The impact to a portfolio due to this purchase was 0.64%. The holding were 66,644 shares as of .
Added: Avista Corp (AVA)Laurel Wealth Advisors, Inc. added to a holding in Avista Corp by 654.85%. The purchase prices were between $40 and $42.8, with an estimated average price of $41.13. The stock is now traded at around $42.13. The impact to a portfolio due to this purchase was 0.45%. The holding were 50,235 shares as of .
Added: SPDR S&P 500 (SPY)Laurel Wealth Advisors, Inc. added to a holding in SPDR S&P 500 by 27.30%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $287.70. The impact to a portfolio due to this purchase was 0.23%. The holding were 14,743 shares as of .
Added: Vanguard Total International Stock ETF (VXUS)Laurel Wealth Advisors, Inc. added to a holding in Vanguard Total International Stock ETF by 31.83%. The purchase prices were between $46.6 and $52.7, with an estimated average price of $50.66. The stock is now traded at around $51.59. The impact to a portfolio due to this purchase was 0.16%. The holding were 49,406 shares as of .
Added: Tesla Inc (TSLA)Laurel Wealth Advisors, Inc. added to a holding in Tesla Inc by 219.52%. The purchase prices were between $260.42 and $347.31, with an estimated average price of $301.74. The stock is now traded at around $228.33. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,192 shares as of .
Added: Schwab U.S. Broad Market (SCHB)Laurel Wealth Advisors, Inc. added to a holding in Schwab U.S. Broad Market by 160.44%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $69.24. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,988 shares as of .
Sold Out: Workday Inc (WDAY)Laurel Wealth Advisors, Inc. sold out a holding in Workday Inc. The sale prices were between $154.02 and $197.93, with an estimated average price of $181.52.
Sold Out: Sotherly Hotels Inc (SOHO)Laurel Wealth Advisors, Inc. sold out a holding in Sotherly Hotels Inc. The sale prices were between $5.61 and $7.43, with an estimated average price of $6.66.
Sold Out: Fox Corp (FOX)Laurel Wealth Advisors, Inc. sold out a holding in Fox Corp. The sale prices were between $34.59 and $49.61, with an estimated average price of $36.43.
Sold Out: EPR Properties (EPRPC.PFD)Laurel Wealth Advisors, Inc. sold out a holding in EPR Properties. The sale prices were between $26.75 and $31.82, with an estimated average price of $29.82.
Sold Out: Cigna Corp (CI)Laurel Wealth Advisors, Inc. sold out a holding in Cigna Corp. The sale prices were between $159.69 and $199.81, with an estimated average price of $183.17.
Sold Out: TC Energy Corp (TRP)Laurel Wealth Advisors, Inc. sold out a holding in TC Energy Corp. The sale prices were between $35.7 and $45.76, with an estimated average price of $42.83.
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