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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.88 Million 0.48% of portfolio
82,054
Q4 2022 Added 11.4%
$252B
$4.85 Million 0.48% of portfolio
43,668
Q4 2022 Reduced 1.21%
$0
$4.81 Million 0.47% of portfolio
68,155
Q4 2022 Added 9.02%
$0
$4.81 Million 0.47% of portfolio
67,252
Q4 2022 Reduced 2.24%
$352B
$4.57 Million 0.45% of portfolio
137,980
Q4 2022 Reduced 3.85%
$0
$4.38 Million 0.43% of portfolio
71,317
Q4 2022 Added 34.99%
$0
$4.35 Million 0.43% of portfolio
30,821
Q4 2022 Added 294.23%
$519B
$4.26 Million 0.42% of portfolio
20,487
Q4 2022 Added 2.56%
$150B
$4.23 Million 0.42% of portfolio
82,624
Q4 2022 Added 3.85%
$32.7B
$4.17 Million 0.41% of portfolio
65,812
Q4 2022 Added 234.99%
$0
$4.14 Million 0.41% of portfolio
42,641
Q4 2022 Reduced 7.83%
$44.1B
$4.09 Million 0.4% of portfolio
41,164
Q4 2022 Reduced 1.88%
$296M
$3.9 Million 0.38% of portfolio
29,486
Q4 2022 Reduced 0.54%
$242B
$3.62 Million 0.36% of portfolio
76,048
Q4 2022 Added 0.1%
$0
$3.61 Million 0.36% of portfolio
62,672
Q4 2022 Added 6.31%
$474B
$3.54 Million 0.35% of portfolio
6,682
Q4 2022 Reduced 1.49%
$208B
$3.41 Million 0.34% of portfolio
10,117
Q4 2022 Reduced 1.49%
$0
$3.44 Million 0.34% of portfolio
137,018
Q4 2022 Reduced 52.47%
$0
$3.49 Million 0.34% of portfolio
68,915
Q4 2022 Added 14.2%
$0
$3.37 Million 0.33% of portfolio
40,862
Q4 2022 Reduced 29.04%
-
$3.33 Million 0.33% of portfolio
-
Q4 2022 New
$0
$3.3 Million 0.33% of portfolio
31,391
Q4 2022 Reduced 20.3%
$0
$3.25 Million 0.32% of portfolio
131,666
Q4 2022 New
$168B
$3.18 Million 0.31% of portfolio
80,782
Q4 2022 Reduced 15.73%
$0
$3.13 Million 0.31% of portfolio
63,193
Q4 2022 Added 24.73%
$0
$3.12 Million 0.31% of portfolio
188,520
Q1 2022 Added 2.1%
$3.47B
$3.09 Million 0.3% of portfolio
125,170
Q4 2022 Added 84.08%
$0
$3.04 Million 0.3% of portfolio
14,440
Q4 2022 Reduced 1.92%
$71.3B
$3.02 Million 0.3% of portfolio
25,192
Q4 2022 Reduced 4.93%
$0
$3 Million 0.3% of portfolio
87,801
Q4 2022 Reduced 2.79%
$0
$2.91 Million 0.29% of portfolio
38,456
Q4 2022 Added 14.17%
$0
$2.92 Million 0.29% of portfolio
72,180
Q4 2022 Reduced 31.93%
$199B
$2.93 Million 0.29% of portfolio
20,784
Q4 2022 Reduced 0.27%
$192B
$2.93 Million 0.29% of portfolio
28,982
Q4 2022 Added 0.54%
$0
$2.86 Million 0.28% of portfolio
119,219
Q4 2022 New
$144B
$2.86 Million 0.28% of portfolio
29,376
Q4 2022 Reduced 0.44%
$106B
$2.79 Million 0.28% of portfolio
14,657
Q4 2022 Reduced 10.8%
$0
$2.73 Million 0.27% of portfolio
33,577
Q4 2022 Reduced 21.82%
$245B
$2.73 Million 0.27% of portfolio
19,276
Q4 2022 Reduced 5.89%
$0
$2.65 Million 0.26% of portfolio
7,545
Q4 2022 Added 0.95%
$0
$2.59 Million 0.26% of portfolio
57,724
Q4 2022 Added 20.57%
$0
$2.5 Million 0.25% of portfolio
53,805
Q4 2022 Added 19.61%
$0
$2.51 Million 0.25% of portfolio
55,643
Q4 2022 Added 27.05%
$203B
$2.52 Million 0.25% of portfolio
28,951
Q4 2022 Reduced 0.19%
$406B
$2.55 Million 0.25% of portfolio
8,900
Q4 2022 Reduced 1.44%
$1.32T
$2.44 Million 0.24% of portfolio
20,310
Q4 2022 Reduced 30.57%
$0
$2.42 Million 0.24% of portfolio
99,802
Q4 2022 Added 3.18%
$0
$2.4 Million 0.24% of portfolio
17,656
Q4 2022 Reduced 6.33%
$505B
$2.29 Million 0.23% of portfolio
6,592
Q4 2022 Reduced 1.02%

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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