Laurel Wealth Advisors LLC Purchases in Q4 2024

Laurel Wealth Advisors LLC

  • $626 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
69K
+ 86.52%
$105.76 - $120.76 $7.3M - $8.33M
149K $16M
GOOGL
Alphabet Inc.

Communication Services
42
+ 0.05%
$161.86 - $196.66 $6.8K - $8.26K
85.5K $16.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.8K
+ 5.52%
$100.16 - $100.7 $1.09M - $1.09M
207K $20.8M
IBDV
Ishares Tr

Technology
44K
+ 281.73%
$21.24 - $22.15 $933K - $973K
59.6K $1.27M
MA
Mastercard Inc

Financial Services
18
+ 0.07%
$491.3 - $536.15 $8.84K - $9.65K
24.2K $12.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
37.4K
+ 239.83%
$20.08 - $20.61 $750K - $770K
52.9K $1.07M
CSCO
Cisco Systems, Inc.

Technology
411
+ 0.42%
$52.45 - $60.02 $21.6K - $24.7K
98.8K $5.85M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25.7K
+ 11.88%
N/A
242K $5.75M
PFI
Invesco Exchange Traded Fd Tr

ETFs
9.78K
New
$54.89 - $63.81 $537K - $624K
9.78K $557K
TFLO
Ishares Treasury Floating Rate

ETFs
11.6K
+ 2.61%
$50.37 - $50.63 $587K - $590K
457K $23.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
40
+ 0.52%
$275.15 - $388.2 $11K - $15.5K
7.68K $2.63M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
23.2K
+ 33.41%
$22.71 - $23.47 $526K - $543K
92.5K $2.11M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.7K
+ 15.61%
$23.88 - $24.32 $470K - $479K
146K $3.49M
IVE
Ishares S&P 500 Value ETF

ETFs
2.15K
+ 51.76%
$189.5 - $206.17 $408K - $443K
6.31K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
165
+ 0.73%
$567.81 - $607.81 $93.7K - $100K
22.8K $13.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
14.3K
+ 7.21%
$25.0 - $25.11 $358K - $359K
213K $5.33M
HON
Honeywell International Inc

Industrials
70
+ 0.44%
$202.84 - $236.0 $14.2K - $16.5K
15.9K $3.59M
XLF
Financial Sector Spdr

ETFs
261
+ 0.27%
$44.89 - $51.34 $11.7K - $13.4K
98K $4.74M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
585
+ 0.95%
$58.39 - $67.04 $34.2K - $39.2K
62.4K $3.96M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.9K
+ 7.56%
$19.42 - $19.76 $329K - $335K
241K $4.69M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.15K
New
$53.86 - $60.27 $223K - $250K
4.15K $223K
IYW
Ishares Dj Us Tech ETF

ETFs
400
+ 2.13%
$148.14 - $166.23 $59.3K - $66.5K
19.2K $3.06M
XLY
Select Sector Spdr Consumer Di

ETFs
85
+ 1.13%
$194.8 - $239.43 $16.6K - $20.4K
7.62K $1.71M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.81K
+ 327.0%
$18.28 - $18.87 $179K - $185K
12.8K $234K
XLC
Select Sector Spdr Tr Communic

ETFs
516
+ 3.03%
$89.66 - $102.16 $46.3K - $52.7K
17.5K $1.7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.95K
+ 4.99%
$40.15 - $42.9 $159K - $170K
83.1K $3.35M
IWM
Ishares Russell 2000 ETF

ETFs
558
+ 4.41%
$216.13 - $242.4 $121K - $135K
13.2K $2.92M
CVX
Chevron Corp

Energy
1.26K
+ 5.1%
$141.15 - $162.53 $178K - $205K
25.9K $3.75M
TJX
Tjx Companies Inc

Consumer Cyclical
100
+ 0.31%
$112.15 - $127.2 $11.2K - $12.7K
32.5K $3.93M
RGLD
Royal Gold Inc

Basic Materials
800
New
$131.05 - $154.26 $105K - $123K
800 $105K
BX
Blackstone Inc.

Financial Services
500
+ 181.82%
$148.45 - $199.05 $74.2K - $99.5K
775 $133K
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 1.28%
$570.51 - $610.59 $31.4K - $33.6K
4.35K $2.56M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.9K
New
$20.28 - $21.2 $79.1K - $82.7K
3.9K $79K
TFC
Truist Financial Corp

Financial Services
965
+ 1.76%
$41.51 - $48.1 $40.1K - $46.4K
55.8K $2.42M
XLE
Energy Sector Spdr

ETFs
1.24K
+ 8.43%
$83.32 - $97.27 $103K - $121K
16K $1.37M
SPYG
Spdr Portfolio

ETFs
376
+ 4.64%
$81.74 - $91.38 $30.7K - $34.4K
8.49K $745K
CCJ
Cameco Corp

Energy
1.4K
New
$48.64 - $61.14 $68.1K - $85.6K
1.4K $71K
HYG
Ishares Tr

ETFs
869
New
$78.09 - $80.04 $67.9K - $69.6K
869 $68K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.34K
New
$50.62 - $50.97 $67.7K - $68.2K
1.34K $67K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.01K
+ 2.71%
$19.38 - $19.58 $77.7K - $78.5K
152K $2.96M
USFR
Wisdomtree Floating Rate Treas

ETFs
882
+ 0.63%
$50.23 - $50.46 $44.3K - $44.5K
142K $7.13M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.2K
New
$16.32 - $16.99 $52.2K - $54.4K
3.2K $52K
XLU
Utilities Sector Spdr

ETFs
2.45K
+ 9.39%
$74.89 - $82.93 $184K - $203K
28.6K $2.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.2K
New
$23.63 - $26.47 $52K - $58.2K
2.2K $52K
IVW
Ishares S&P 500 Growth ETF

ETFs
92
+ 1.27%
$94.43 - $105.47 $8.69K - $9.7K
7.32K $743K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.5K
+ 2586.21%
$33.77 - $44.09 $50.7K - $66.1K
1.56K $52K
TXN
Texas Instruments Inc

Technology
250
+ 16.03%
N/A
1.81K $352K
BMY
Bristol Myers Squibb CO

Healthcare
240
+ 3.33%
$51.92 - $59.94 $12.5K - $14.4K
7.45K $421K
FNV
Franco Nevada Corp

Basic Materials
400
New
$113.26 - $137.22 $45.3K - $54.9K
400 $47K
Activity Summary
Buys All Purchases 211 New Holdings 83 Increased Positions 128 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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