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 Market Cap. of $10 Billions to $200 Billions
