Laurel Wealth Advisors LLC Purchases in Q3 2024

Laurel Wealth Advisors LLC

  • $617 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.3K
+ 9.65%
$100.3 - $100.74 $1.73M - $1.74M
196K $19.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.02K
+ 3.37%
$105.53 - $118.34 $424K - $476K
123K $14.4M
WMT
Walmart Inc.

Consumer Defensive
93
+ 0.08%
$66.91 - $81.4 $6.22K - $7.57K
122K $9.86M
TFLO
Ishares Treasury Floating Rate

ETFs
26.4K
+ 6.3%
$50.42 - $50.66 $1.33M - $1.34M
445K $22.5M
MCD
Mcdonalds Corp

Consumer Cyclical
295
+ 1.53%
$245.82 - $304.51 $72.5K - $89.8K
19.5K $5.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
124
+ 0.73%
$405.19 - $478.57 $50.2K - $59.3K
17.1K $7.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
178
+ 0.79%
$517.38 - $573.86 $92.1K - $102K
22.6K $13M
KO
Coca Cola CO

Consumer Defensive
1.08K
+ 1.29%
$62.69 - $73.01 $67.5K - $78.6K
84.4K $6.07M
SO
Southern CO

Utilities
623
+ 1.31%
$77.0 - $90.52 $48K - $56.4K
48.2K $4.35M
CSCO
Cisco Systems, Inc.

Technology
298
+ 0.3%
$44.74 - $53.22 $13.3K - $15.9K
98.4K $5.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9K
+ 31.38%
$49.93 - $51.15 $449K - $460K
37.7K $1.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.6K
+ 34.04%
$22.51 - $23.57 $396K - $415K
69.3K $1.63M
IEFA
Ishares Tr

ETFs
433
+ 0.56%
$70.09 - $78.74 $30.3K - $34.1K
78.1K $6.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.6K
+ 14.49%
$24.62 - $25.59 $335K - $348K
107K $2.74M
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 4.29%
$67.67 - $80.78 $72.7K - $86.8K
26.1K $2.11M
PG
Procter & Gamble CO

Consumer Defensive
240
+ 0.55%
$160.76 - $177.82 $38.6K - $42.7K
43.8K $7.58M
IBM
International Business Machines Corp

Technology
206
+ 3.08%
$175.1 - $223.38 $36.1K - $46K
6.9K $1.53M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.5K
+ 5.63%
$50.2 - $50.48 $377K - $379K
141K $7.07M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.55K
+ 9.61%
$33.88 - $36.77 $188K - $204K
63.3K $2.31M
TFC
Truist Financial Corp

Financial Services
3.49K
+ 6.79%
$38.22 - $44.94 $133K - $157K
54.9K $2.35M
IWM
Ishares Russell 2000 ETF

ETFs
596
+ 4.95%
$200.87 - $224.6 $120K - $134K
12.6K $2.79M
IBDV
Ishares Tr

Technology
14.9K
+ 2128.57%
$21.11 - $22.24 $315K - $331K
15.6K $345K
PFE
Pfizer Inc

Healthcare
9.76K
+ 19.83%
$27.7 - $31.39 $270K - $306K
59K $1.71M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.69K
+ 7.4%
$23.63 - $24.42 $205K - $212K
126K $3.07M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.8K
+ 8.64%
$19.2 - $19.63 $226K - $231K
148K $2.9M
PAVE
Global X Fds Us Infrastructure

ETFs
1.01K
+ 1.8%
$36.39 - $41.16 $36.8K - $41.6K
57.1K $2.35M
LOW
Lowes Companies Inc

Consumer Cyclical
172
+ 3.81%
$213.3 - $270.78 $36.7K - $46.6K
4.68K $1.27M
TJX
Tjx Companies Inc

Consumer Cyclical
283
+ 0.88%
$107.93 - $120.23 $30.5K - $34K
32.4K $3.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
306
+ 8.75%
$475.2 - $527.7 $145K - $161K
3.81K $2.01M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.29K
+ 10.94%
$66.68 - $72.81 $153K - $167K
23.2K $1.68M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.5K
+ 282.0%
$19.92 - $20.67 $229K - $238K
15.6K $320K
DVY
Ishares Tr

ETFs
228
+ 1.61%
$119.99 - $135.74 $27.4K - $30.9K
14.4K $1.94M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
630
+ 1.03%
$52.1 - $59.66 $32.8K - $37.6K
61.8K $3.66M
VZ
Verizon Communications Inc

Communication Services
1.23K
+ 2.99%
$38.89 - $45.0 $47.8K - $55.4K
42.4K $1.9M
FITB
Fifth Third Bancorp

Financial Services
938
+ 3.98%
$36.01 - $43.64 $33.8K - $40.9K
24.5K $1.05M
IYJ
Ishares Tr

ETFs
60
+ 0.5%
$118.32 - $133.67 $7.1K - $8.02K
12.1K $1.62M
IYH
Ishares Tr

ETFs
956
+ 3.44%
$60.29 - $66.38 $57.6K - $63.5K
28.8K $1.87M
XOM
Exxon Mobil Corp

Energy
884
+ 3.21%
$109.72 - $119.0 $97K - $105K
28.4K $3.33M
DHR
Danaher Corp

Healthcare
497
+ 92.21%
$239.25 - $280.76 $119K - $140K
1.04K $287K
XLY
Select Sector Spdr Consumer Di

ETFs
80
+ 1.07%
$170.05 - $200.86 $13.6K - $16.1K
7.53K $1.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
68
+ 0.2%
$48.51 - $52.86 $3.3K - $3.59K
34.3K $1.81M
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 7.73%
$801.83 - $917.05 $83.4K - $95.4K
1.45K $1.28M
MDT
Medtronic PLC

Healthcare
325
+ 3.39%
$76.84 - $91.03 $25K - $29.6K
9.91K $892K
CAT
Caterpillar Inc

Industrials
181
+ 17.22%
$316.8 - $391.12 $57.3K - $70.8K
1.23K $481K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
952
+ 135.61%
$111.9 - $124.28 $107K - $118K
1.65K $204K
BMY
Bristol Myers Squibb CO

Healthcare
994
+ 15.99%
$39.66 - $51.75 $39.4K - $51.4K
7.21K $373K
V
Visa Inc.

Financial Services
301
+ 15.33%
$253.74 - $291.56 $76.4K - $87.8K
2.26K $622K
HIG
Hartford Financial Services Group, Inc.

Financial Services
911
New
$98.71 - $117.61 $89.9K - $107K
911 $107K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.38K
+ 282.99%
$64.35 - $75.71 $88.9K - $105K
1.87K $137K
Activity Summary
Buys All Purchases 274 New Holdings 106 Increased Positions 168 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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