Laurel Wealth Advisors LLC Portfolio Holdings

Laurel Wealth Advisors LLC

  • $6.97 Billion
  • Q2 2025

Laurel Wealth Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.97 Billion distributed in 698 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $501M, Invesco Et Self Idxd Fd Tr Bul with a value of $262M, Ishares Tr Ibonds Dec 2026 Ter with a value of $248M, Ishares Trishares 0 3 Mnth Tre with a value of $227M, and Bank Of America Corp with a value of $213M.

Examining the 13F form we can see an increase of $6.35B in the current position value, from $624M to 6.97B.

Laurel Wealth Advisors LLC is based out at Charlotte, NC

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

Portfolio value $6.97 Billion
ETFs: $4.09 Billion
Financial Services: $506 Million
Technology: $500 Million
Consumer Defensive: $332 Million
Healthcare: $285 Million
Communication Services: $220 Million
Utilities: $205 Million
Consumer Cyclical: $204 Million
Other: $343 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$501 Million 7.18% of portfolio
25,370,114
Q2 2025 Added 5,146.9%
$0
$262 Million 3.75% of portfolio
5,142,382
Q2 2025 Added 1,914.23%
$0
$248 Million 3.56% of portfolio
6,014,772
Q2 2025 Added 2,340.99%
$0
$227 Million 3.26% of portfolio
22,874,397
Q2 2025 Added 10,406.58%
$426B
$213 Million 3.05% of portfolio
10,068,034
Q2 2025 Added 4,854.69%
$0
$207 Million 2.97% of portfolio
5,213,215
Q2 2025 Added 2,358.95%
$0
$174 Million 2.49% of portfolio
35,551,585
Q2 2025 Added 20,718.4%
$0
$156 Million 2.23% of portfolio
3,040,907
Q2 2025 Added 1,856.47%
$0
$153 Million 2.19% of portfolio
3,701,526
Q2 2025 Added 2,356.92%
$96.4B
$150 Million 2.15% of portfolio
17,668,789
Q2 2025 Added 11,417.66%
$0
$149 Million 2.13% of portfolio
7,477,626
Q2 2025 Added 5,028.76%
$0
$143 Million 2.05% of portfolio
3,634,900
Q2 2025 Added 2,547.78%
$0
$140 Million 2.01% of portfolio
2,872,278
Q2 2025 Added 2,281.48%
$506B
$138 Million 1.98% of portfolio
21,865,525
Q2 2025 Added 15,496.06%
$4.36T
$132 Million 1.89% of portfolio
27,069,029
Q2 2025 Added 20,464.8%
-
$130 Million 1.87% of portfolio
-
Q2 2025 Added 5,375.74%
$277B
$117 Million 1.68% of portfolio
11,486,374
Q2 2025 Added 9,648.67%
$0
$112 Million 1.6% of portfolio
2,310,149
Q2 2025 Added 1,717.9%
$0
$108 Million 1.54% of portfolio
5,635,354
Q2 2025 Added 5,614.09%
$0
$107 Million 1.53% of portfolio
2,484,645
Q2 2025 Added 2,331.16%
$299B
$98.2 Million 1.41% of portfolio
6,810,012
Q2 2025 Added 6,778.24%
$0
$88.3 Million 1.27% of portfolio
3,730,360
Q2 2025 Added 4,246.47%
$298B
$86.9 Million 1.25% of portfolio
6,149,632
Q2 2025 Added 7,239.16%
$1.5T
$86.5 Million 1.24% of portfolio
15,245,075
Q2 2025 Added 17,667.74%
$0
$85.7 Million 1.23% of portfolio
7,156,078
Q2 2025 Added 9,134.01%
$0
$81.3 Million 1.17% of portfolio
1,785,875
Q2 2025 Added 2,298.76%
$0
$73.1 Million 1.05% of portfolio
2,776,709
Q2 2025 Added 3,777.33%
$0
$61.8 Million 0.89% of portfolio
2,694,465
Q2 2025 Added 4,209.9%
$95.1B
$62.2 Million 0.89% of portfolio
2,817,092
Q2 2025 Added 4,388.67%
$0
$60 Million 0.86% of portfolio
4,535,556
Q2 2025 Added 7,426.64%
$3.92T
$60.2 Million 0.86% of portfolio
29,967,038
Q2 2025 Added 49,640.3%
$908B
$57.9 Million 0.83% of portfolio
16,785,584
Q2 2025 Added 28,813.74%
$2.27T
$55.5 Million 0.8% of portfolio
12,177,557
Q2 2025 Added 22,085.79%
$58.8B
$54.3 Million 0.78% of portfolio
2,335,991
Q2 2025 Added 4,121.31%
$494B
$48.6 Million 0.7% of portfolio
7,420,699
Q2 2025 Added 15,040.58%
$103B
$48.1 Million 0.69% of portfolio
4,421,331
Q2 2025 Added 9,099.61%
$136B
$47.6 Million 0.68% of portfolio
1,154,688
Q2 2025 Added 2,248.79%
$164B
$44.3 Million 0.64% of portfolio
1,917,508
Q2 2025 Added 4,274.58%
$218B
$44.5 Million 0.64% of portfolio
6,056,934
Q2 2025 Added 13,347.0%
$354B
$44 Million 0.63% of portfolio
7,012,744
Q2 2025 Added 15,971.74%
$81.8B
$43.3 Million 0.62% of portfolio
3,072,506
Q2 2025 Added 7,295.79%
$0
$42.9 Million 0.62% of portfolio
803,091
Q2 2025 Added 1,799.68%
$0
$40.4 Million 0.58% of portfolio
2,045,208
Q2 2025 Added 4,902.59%
$0
$40.5 Million 0.58% of portfolio
1,984,861
Q2 2025 Added 4,903.05%
$0
$36.8 Million 0.53% of portfolio
3,291,030
Q2 2025 Added 8,818.3%
$0
$34.5 Million 0.5% of portfolio
1,807,047
Q2 2025 Added 5,144.51%
$0
$34.5 Million 0.49% of portfolio
1,947,096
Q2 2025 Added 6,342.22%
$165B
$32.9 Million 0.47% of portfolio
4,057,273
Q2 2025 Added 12,417.04%
$403B
$30.7 Million 0.44% of portfolio
5,705,964
Q2 2025 Added 18,384.45%

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $6.97 Billion
  • Prior Value $624 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 670 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Laurel Wealth Advisors LLC Portfolio

Follow Laurel Wealth Advisors LLC 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 LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email