Laurel Wealth Advisors LLC Purchases in Q1 2025

Laurel Wealth Advisors LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
4.7K
+ 3.16%
$105.87 - $121.97 $498K - $574K
153K $18.7M
TFLO
Ishares Treasury Floating Rate

ETFs
26.4K
+ 5.77%
$50.48 - $50.68 $1.33M - $1.34M
484K $24.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
67.7K
+ 127.83%
$20.05 - $20.4 $1.36M - $1.38M
121K $2.45M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.5K
+ 5.07%
$100.34 - $100.68 $1.05M - $1.06M
218K $21.9M
UBER
Uber Technologies, Inc

Technology
13.5K
+ 676200.0%
$63.17 - $81.49 $854K - $1.1M
13.5K $985K
CVX
Chevron Corp

Energy
116
+ 0.45%
$146.71 - $167.97 $17K - $19.5K
26K $4.36M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
29.5K
+ 230.02%
$18.18 - $18.58 $536K - $547K
42.3K $783K
RTX
Raytheon Technologies Corp

Industrials
105
+ 0.44%
$114.1 - $135.66 $12K - $14.2K
23.9K $3.16M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.37K
+ 4.94%
$33.63 - $37.64 $113K - $127K
71.6K $2.66M
IBDV
Ishares Tr

Technology
14.9K
+ 25.02%
$21.11 - $21.73 $315K - $324K
74.5K $1.62M
CSCO
Cisco Systems, Inc.

Technology
241
+ 0.24%
$58.74 - $64.87 $14.2K - $15.6K
99K $6.11M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.75K
+ 10.55%
$22.61 - $23.14 $220K - $226K
102K $2.36M
VZ
Verizon Communications Inc

Communication Services
303
+ 0.7%
$37.81 - $46.49 $11.5K - $14.1K
43.8K $1.99M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.88K
+ 5.27%
$24.79 - $25.26 $171K - $174K
137K $3.47M
MDT
Medtronic PLC

Healthcare
1.21K
+ 11.15%
$79.84 - $94.5 $96.4K - $114K
12K $1.08M
ADP
Automatic Data Processing Inc

Industrials
60
+ 0.39%
$286.85 - $318.64 $17.2K - $19.1K
15.5K $4.72M
T
At&T Inc.

Communication Services
3.01K
+ 13.57%
$21.56 - $28.28 $64.9K - $85.1K
25.2K $712K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.08K
+ 2.88%
$50.29 - $50.5 $205K - $206K
146K $7.34M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$217.4 - $264.74 $217 - $265
6.79K $1.69M
TXN
Texas Instruments Inc

Technology
990
+ 54.7%
N/A
2.8K $544K
GIS
General Mills Inc

Consumer Defensive
3.25K
+ 54.35%
$57.56 - $65.3 $187K - $212K
9.23K $551K
XLE
Energy Sector Spdr

ETFs
615
+ 3.85%
$85.7 - $93.96 $52.7K - $57.8K
16.6K $1.53M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.88K
+ 3.35%
$23.9 - $24.18 $117K - $118K
151K $3.64M
UNP
Union Pacific Corp

Industrials
225
+ 1.99%
$225.21 - $254.42 $50.7K - $57.2K
11.6K $2.73M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.8K
+ 174.36%
$20.1 - $20.8 $137K - $141K
10.7K $221K
CRWD
Crowd Strike Holdings, Inc.

Technology
163
+ 2.12%
$308.86 - $455.36 $50.3K - $74.2K
7.84K $2.77M
XLF
Financial Sector Spdr

ETFs
635
+ 0.65%
$47.32 - $52.19 $30K - $33.1K
98.6K $4.85M
BSCU
Invesco Exc Self Ind Tr

ETFs
6.58K
+ 205.59%
$16.2 - $16.64 $107K - $109K
9.78K $162K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.23K
+ 1.74%
N/A
246K $5.85M
COP
Conocophillips

Energy
248
+ 2.28%
$88.6 - $105.85 $22K - $26.3K
11.1K $1.17M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 3.3%
$39.4 - $42.61 $108K - $117K
85.8K $3.44M
SHV
Ishares Tr

ETFs
775
New
$110.11 - $110.51 $85.3K - $85.6K
775 $85K
V
Visa Inc.

Financial Services
7
+ 0.31%
$306.92 - $362.71 $2.15K - $2.54K
2.27K $795K
XLU
Utilities Sector Spdr

ETFs
100
+ 0.35%
$74.7 - $80.27 $7.47K - $8.03K
28.7K $2.24M
IYH
Ishares Tr

ETFs
151
+ 0.5%
$58.32 - $62.76 $8.81K - $9.48K
30.2K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
198
+ 1.1%
$47.4 - $52.99 $9.39K - $10.5K
18.2K $933K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.22K
+ 2.12%
$19.42 - $19.54 $62.6K - $62.9K
155K $3.03M
PGR
Progressive Corp

Financial Services
5
+ 0.34%
$235.61 - $291.22 $1.18K - $1.46K
1.46K $413K
NKE
Nike, Inc.

Consumer Cyclical
7.43K
+ 21.78%
$63.29 - $81.72 $470K - $607K
41.5K $2.64M
META
Meta Platforms, Inc.

Communication Services
329
+ 2.96%
$576.36 - $736.67 $190K - $242K
11.4K $6.6M
WFC
Wells Fargo & Company

Financial Services
13
+ 0.05%
$66.78 - $81.42 $868 - $1.06K
24.3K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
119
+ 26.15%
$468.34 - $539.52 $55.7K - $64.2K
574 $269K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
100
+ 200.0%
$314.47 - $431.35 $31.4K - $43.1K
150 $54K
STZ
Constellation Brands, Inc.

Consumer Defensive
175
New
$161.05 - $222.93 $28.2K - $39K
175 $32K
XLI
Industrial Sector Spdr

ETFs
350
+ 3.27%
$128.78 - $141.67 $45.1K - $49.6K
11K $1.44M
MUB
Ishares National Muni Bond ETF

ETFs
363
+ 3.87%
$104.71 - $107.69 $38K - $39.1K
9.75K $1.03M
IDU
Ishares Tr U S Utils ETF

ETFs
231
+ 34.53%
$95.33 - $102.77 $22K - $23.7K
900 $90K
VTI
Vanguard Total Stock Market Et

ETFs
152
+ 12.72%
$271.18 - $303.12 $41.2K - $46.1K
1.35K $368K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
200
+ 23.53%
$46.15 - $63.53 $9.23K - $12.7K
1.05K $64K
Activity Summary
Buys All Purchases 117 New Holdings 16 Increased Positions 101 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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