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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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