Laurel Wealth Advisors, Inc. Reduced Holdings in Q4 2022

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
-3.34K
- 23.02%
$44.27 - $45.44 $148K - $152K
11.2K $498K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2K
- 27.68%
$76.72 - $85.66 $153K - $171K
5.23K $434K
FFIN
First Financial Bankshares Inc

Financial Services
-1.17K
- 9.15%
$32.73 - $45.23 $38.2K - $52.7K
11.6K $398K
LIT
Global X Fds Global X Lithium

ETFs
-1.21K
- 15.05%
$58.24 - $74.68 $70.6K - $90.6K
6.85K $401K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-280
- 8.74%
$89.89 - $136.77 $25.2K - $38.3K
2.93K $274K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.88K
- 36.83%
$68.53 - $72.07 $129K - $136K
3.23K $225K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.86K
- 12.71%
$79.22 - $90.53 $227K - $259K
19.7K $1.67M
SWAV
Shockwave Medical, Inc.

Healthcare
-90
- 6.6%
$204.38 - $296.82 $18.4K - $26.7K
1.27K $262K
C
Citigroup Inc

Financial Services
-1.94K
- 4.91%
$40.3 - $50.19 $78.1K - $97.3K
37.5K $1.53M
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 1.2%
$452.99 - $539.25 $27.2K - $32.4K
4.95K $2.26M
SYK
Stryker Corp

Healthcare
-848
- 31.42%
$205.51 - $253.93 $174K - $215K
1.85K $452K
XLY
Select Sector Spdr Consumer Di

ETFs
-327
- 9.6%
$126.26 - $147.57 $41.3K - $48.3K
3.08K $398K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-640
- 15.25%
$231.06 - $263.81 $148K - $169K
3.56K $864K
WELL
Welltower Inc.

Real Estate
-1.49K
- 16.34%
$57.37 - $71.58 $85.2K - $106K
7.6K $498K
ZBRA
Zebra Technologies Corp

Technology
-263
- 8.15%
$226.88 - $288.0 $59.7K - $75.7K
2.96K $760K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.41K
- 18.04%
$62.9 - $67.01 $88.7K - $94.5K
6.41K $412K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-3.35K
- 9.94%
$24.7 - $24.95 $82.8K - $83.7K
30.4K $756K
FIS
Fidelity National Information Services, Inc.

Technology
-227
- 2.77%
$57.18 - $84.9 $13K - $19.3K
7.98K $541K
MELI
Mercadolibre Inc

Consumer Cyclical
-102
- 15.43%
$756.88 - $1020.68 $77.2K - $104K
559 $473K
MOS
Mosaic CO

Basic Materials
-124
- 0.83%
$43.41 - $54.45 $5.38K - $6.75K
14.8K $649K
FTNT
Fortinet, Inc.

Technology
-1.42K
- 16.14%
$45.93 - $57.16 $65.2K - $81.2K
7.38K $361K
HEIA
Heico Crp Cl A
-925
- 11.06%
N/A
7.44K $892K
WEC
Wec Energy Group, Inc.

Utilities
-1.17K
- 11.88%
$84.3 - $99.14 $99K - $116K
8.71K $816K
TRP
Tc Energy Corp

Energy
-1.16K
- 2.62%
$39.65 - $49.26 $46K - $57.1K
43.1K $1.72M
INTU
Intuit Inc

Technology
-175
- 15.6%
$356.47 - $432.08 $62.4K - $75.6K
947 $369K
VBK
Vanguard Small Cap Growth ETF

ETFs
-374
- 20.13%
$192.0 - $216.09 $71.8K - $80.8K
1.48K $298K
IWY
Ishares Tr Russell 200 Growth

ETFs
-480
- 22.16%
$117.55 - $131.34 $56.4K - $63K
1.69K $203K
STZ
Constellation Brands, Inc.

Consumer Defensive
-302
- 4.37%
$221.24 - $261.02 $66.8K - $78.8K
6.61K $1.53M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.08K
- 11.68%
$11.02 - $12.07 $33.9K - $37.2K
23.3K $260K
CVS
Cvs Health Corp

Healthcare
-166
- 0.99%
$88.25 - $103.78 $14.6K - $17.2K
16.7K $1.55M
AMD
Advanced Micro Devices Inc

Technology
-891
- 6.58%
$55.94 - $77.63 $49.8K - $69.2K
12.6K $813K
EPAM
Epam Systems, Inc.

Technology
-45
- 6.14%
$299.77 - $388.76 $13.5K - $17.5K
688 $225K
BP
Bp PLC

Energy
-2.89K
- 29.87%
$29.67 - $35.9 $85.8K - $104K
6.79K $237K
SLV
I Shares Silver Trust

ETFs
-6.25K
- 27.43%
$16.81 - $22.24 $105K - $139K
16.5K $360K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.25K
- 22.78%
$22.72 - $30.04 $96.4K - $128K
14.4K $412K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-300
- 2.88%
$29.55 - $35.79 $8.87K - $10.7K
10.1K $302K
CTVA
Corteva, Inc.

Basic Materials
-783
- 12.66%
$58.3 - $67.29 $45.6K - $52.7K
5.4K $317K
PAYC
Paycom Software, Inc.

Technology
-60
- 6.68%
$293.14 - $353.6 $17.6K - $21.2K
838 $260K
TYL
Tyler Technologies Inc

Technology
-50
- 7.04%
$282.14 - $367.27 $14.1K - $18.4K
660 $213K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.5K
- 14.31%
$38.86 - $44.32 $58.4K - $66.7K
9K $375K
MOH
Molina Healthcare, Inc.

Healthcare
-100
- 8.12%
$312.03 - $369.23 $31.2K - $36.9K
1.13K $374K
CI
Cigna Corp

Healthcare
-795
- 18.49%
$285.73 - $339.09 $227K - $270K
3.51K $1.16M
VRSK
Verisk Analytics, Inc.

Industrials
-360
- 6.51%
$165.37 - $186.14 $59.5K - $67K
5.17K $912K
OEF
Ishares S&P 100 ETF

ETFs
-362
- 9.35%
$161.29 - $182.62 $58.4K - $66.1K
3.51K $599K
XLI
Industrial Sector Spdr

ETFs
-1.25K
- 20.73%
$84.74 - $102.33 $106K - $128K
4.8K $471K
IEV
Ishares Tr Europe ETF

ETFs
-2.1K
- 23.06%
$37.54 - $46.9 $78.8K - $98.4K
7K $317K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-156
- 0.53%
$11.88 - $14.4 $1.85K - $2.25K
29.2K $359K
VUG
Vanguard Growth ETF

ETFs
-104
- 2.19%
$208.44 - $233.81 $21.7K - $24.3K
4.64K $989K
JKHY
Henry Jack & Associates Inc

Technology
-70
- 4.52%
$172.52 - $201.73 $12.1K - $14.1K
1.48K $260K
Activity Summary
Buys All Purchases 277 New Holdings 67 Increased Positions 210 Sells All Sells 302 Reductions 302 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Laurel Wealth Advisors, Inc. Portfolio

Follow Laurel Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email