Laurel Wealth Advisors, Inc. Portfolio Holdings

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022

Laurel Wealth Advisors, Inc. has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $1.01 Billion distributed in 641 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.8M, Microsoft Corp with a value of $19.7M, Spdr S&P 500 ETF Trust with a value of $15.6M, First Tr ETF Viii Tcw Unconstr with a value of $14.5M, and J P Morgan Exchange Traded Fd with a value of $14.3M.

Examining the 13F form we can see an increase of $76.4M in the current position value, from $938M to 1.01B.

Laurel Wealth Advisors, Inc. is based out at Solana Beach, CA

Below you can find more details about Laurel Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $496 Million
Technology: $133 Million
Financial Services: $63.5 Million
Healthcare: $62 Million
Industrials: $54.3 Million
Consumer Defensive: $44.7 Million
Consumer Cyclical: $43.5 Million
Energy: $40.1 Million
Other: $69.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.6B
$1.13 Million 0.11% of portfolio
23,140
Q4 2022 Reduced 12.02%
$92.4B
$1.16 Million 0.11% of portfolio
3,505
Q4 2022 Reduced 18.49%
$86.5B
$1.16 Million 0.11% of portfolio
7,757
Q4 2022 Added 0.03%
$4.4B
$1.15 Million 0.11% of portfolio
16,353
Q4 2022 Reduced 6.65%
$10.2B
$1.15 Million 0.11% of portfolio
13,199
Q4 2022 Reduced 7.22%
$27.2B
$1.14 Million 0.11% of portfolio
4,928
Q4 2022 Added 0.02%
$4.53B
$1.14 Million 0.11% of portfolio
15,343
Q4 2022 Reduced 10.4%
$12.8B
$1.13 Million 0.11% of portfolio
4,756
Q4 2022 Reduced 9.44%
$80.9B
$996,000 0.1% of portfolio
4,520
Q4 2022 Reduced 0.96%
$88.6B
$993,000 0.1% of portfolio
1,821
Q4 2022 Added 0.39%
$18.8B
$990,000 0.1% of portfolio
4,205
Q4 2022 Added 39.24%
$51.3B
$983,000 0.1% of portfolio
8,466
Q4 2022 Reduced 5.26%
$30B
$1.01 Million 0.1% of portfolio
6,785
Q4 2022 Reduced 8.2%
$2.23B
$1.02 Million 0.1% of portfolio
17,441
Q4 2022 Reduced 9.89%
$33.8B
$1.06 Million 0.1% of portfolio
11,412
Q4 2022 Reduced 0.43%
$130B
$1.06 Million 0.1% of portfolio
56,509
Q4 2022 Reduced 18.7%
$21.4B
$1.04 Million 0.1% of portfolio
16,272
Q4 2022 Added 0.03%
$406M
$1.03 Million 0.1% of portfolio
23,242
Q4 2022 Reduced 0.9%
$63.9B
$1.02 Million 0.1% of portfolio
28,020
Q4 2022 Added 10.59%
$53.7B
$1.02 Million 0.1% of portfolio
6,140
Q4 2022 Reduced 1.6%
-
$892,000 0.09% of portfolio
-
Q4 2022 Reduced 11.06%
$79.9B
$893,000 0.09% of portfolio
9,301
Q4 2022 Reduced 2.57%
$323B
$897,000 0.09% of portfolio
1,641
Q4 2022 Reduced 12.71%
$238B
$880,000 0.09% of portfolio
2,699
Q4 2022 Added 16.44%
$16.2B
$880,000 0.09% of portfolio
3,101
Q4 2022 Reduced 6.03%
$13B
$875,000 0.09% of portfolio
35,029
Q4 2022 Added 0.29%
$17.6B
$871,000 0.09% of portfolio
17,293
Q4 2022 Reduced 1.15%
$81.6B
$867,000 0.09% of portfolio
5,490
Q4 2022 Reduced 0.85%
$60B
$902,000 0.09% of portfolio
14,262
Q4 2022 Reduced 3.05%
$69.8B
$902,000 0.09% of portfolio
12,098
Q4 2022 Reduced 3.13%
$60B
$946,000 0.09% of portfolio
21,992
Q4 2022 Reduced 0.66%
$144B
$943,000 0.09% of portfolio
10,983
Q4 2022 Reduced 0.27%
$12.7B
$943,000 0.09% of portfolio
38,560
Q4 2022 Reduced 8.97%
$42.5B
$942,000 0.09% of portfolio
16,460
Q4 2022 Added 10.03%
$444B
$937,000 0.09% of portfolio
2
Q3 2021 Added 100.0%
$64.5B
$927,000 0.09% of portfolio
12,809
Q4 2022 Reduced 0.02%
$92B
$922,000 0.09% of portfolio
7,879
Q4 2022 Reduced 15.24%
$41.2B
$912,000 0.09% of portfolio
5,171
Q4 2022 Reduced 6.51%
$3.58B
$910,000 0.09% of portfolio
9,180
Q4 2022 Reduced 11.78%
$15B
$909,000 0.09% of portfolio
4,495
Q4 2022 Added 18.41%
$102B
$908,000 0.09% of portfolio
2,421
Q4 2022 Reduced 7.45%
$38.9B
$774,000 0.08% of portfolio
5,771
Q4 2022 Reduced 18.79%
$19.6B
$776,000 0.08% of portfolio
10,696
Q4 2022 Reduced 41.47%
$19.4B
$780,000 0.08% of portfolio
3,144
Q4 2022 Added 8.71%
$169B
$791,000 0.08% of portfolio
3,971
Q4 2022 Added 3.47%
$308B
$799,000 0.08% of portfolio
9,537
Q4 2022 Reduced 18.82%
$48.9B
$769,000 0.08% of portfolio
8,993
Q4 2022 Reduced 12.76%
$8.9B
$767,000 0.08% of portfolio
3,535
Q4 2022 Reduced 1.53%
$41.4B
$766,000 0.08% of portfolio
5,140
Q4 2022 Added 7.51%

Summary

  • Portfolio
  • No. of Stocks 641
  • Current Value $1.01 Billion
  • Prior Value $938 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 14, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 67 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 302 stocks
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