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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
757
+ 1.95%
$49.25 - $50.66 $37.3K - $38.3K
39.7K $1.97M
CTVA
Corteva, Inc.

Basic Materials
100
+ 7.32%
$55.94 - $66.15 $5.59K - $6.62K
1.47K $92K
VTV
Vanguard Value ETF

ETFs
50
+ 4.33%
$167.73 - $179.21 $8.39K - $8.96K
1.21K $206K
PLTR
Palantir Technologies Inc.

Technology
130
+ 122.64%
$64.98 - $124.62 $8.45K - $16.2K
236 $19K
IWD
Ishares Russell 1000 Val ETF

ETFs
51
+ 9.26%
$182.82 - $196.21 $9.32K - $10K
602 $112K
IGE
Ishares Tr North Amern Nat Res

ETFs
1
+ 0.03%
$42.6 - $46.27 $42.6 - $46.3
3.05K $137K
XLP
Consumer Staples Sector Spdr

ETFs
81
+ 0.31%
N/A
25.8K $1.96M
UAL
United Airlines Holdings, Inc.

Industrials
100
New
$69.05 - $110.52 $6.91K - $11.1K
100 $6K
PEP
Pepsico Inc

Consumer Defensive
406
+ 1.54%
$142.64 - $156.42 $57.9K - $63.5K
26.8K $4.02M
VB
Vanguard Small Cap ETF

ETFs
25
+ 22.73%
$217.89 - $252.64 $5.45K - $6.32K
135 $29K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
+ 0.79%
$73.78 - $76.59 $295 - $306
511 $39K
ICF
Ishares Tr

ETFs
1
+ 0.06%
$57.98 - $63.8 $58 - $63.8
1.59K $97K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
100
New
$24.56 - $32.57 $2.46K - $3.26K
100 $2K
EPOL
Ishares Tr Msci Poland ETF

ETFs
77
New
$20.91 - $29.15 $1.61K - $2.24K
77 $2K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
100
New
$26.28 - $29.34 $2.63K - $2.93K
100 $2K
SHW
Sherwin Williams CO

Basic Materials
3
New
$330.16 - $365.55 $990 - $1.1K
3 $1K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.05%
$39.18 - $43.52 $39.2 - $43.5
2.02K $83K
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 11.76%
$176.53 - $195.35 $1.06K - $1.17K
57 $10K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33
+ 41.25%
$40.03 - $46.81 $1.32K - $1.54K
113 $4K
SPGI
S&P Global Inc.

Financial Services
1
+ 1.59%
$478.26 - $543.77 $478 - $544
64 $32K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 42.86%
$333.37 - $384.99 $1K - $1.15K
10 $3K
PANW
Palo Alto Networks Inc

Technology
10
New
$167.82 - $208.28 $1.68K - $2.08K
10 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
New
$1187.71 - $1432.58 $1.19K - $1.43K
1 $1K
BSX
Boston Scientific Corp

Healthcare
12
New
$89.38 - $106.18 $1.07K - $1.27K
12 $1K
EWD
Ishares Inc Msci Sweden ETF

ETFs
45
New
$37.28 - $45.14 $1.68K - $2.03K
45 $1K
RSP
Invesco S&P 500 Equal Weight E

ETFs
9
+ 9.57%
$169.43 - $182.84 $1.52K - $1.65K
103 $17K
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 8.57%
$72.17 - $83.76 $433 - $503
76 $5K
Arm Holdings PLC
90
New
N/A
90 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
5.97K
+ 62.49%
N/A
15.5K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.07K
+ 5.34%
N/A
120K $0
Blackrock Inc
40
+ 2.53%
N/A
1.62K $0
Healthy Choice Wellness Corp
1
New
N/A
1 $0
Spinnaker ETF Series
3.61K
New
N/A
3.61K $0
Exchange Listed Fds Tr
75
New
N/A
75 $0
Vanguard Wellington Fd
1.5K
+ 12.82%
N/A
13.2K $0
INTU
Intuit Inc

Technology
2
+ 2.25%
$555.63 - $630.23 $1.11K - $1.26K
91 $55K
TOWN
Towne Bank (Va)

Financial Services
3
+ 0.77%
$32.13 - $37.51 $96.4 - $113
395 $13K
AB
Alliancebernstein Holding L.P.

Financial Services
5
New
$35.0 - $40.73 $175 - $204
5 $0
PH
Parker Hannifin Corp

Industrials
1
+ 8.33%
$591.65 - $707.05 $592 - $707
13 $7K
IWR
Ishares Russell Mid Cap ETF

ETFs
78
+ 3.87%
$82.81 - $92.93 $6.46K - $7.25K
2.09K $177K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 4.17%
$476.63 - $610.45 $953 - $1.22K
50 $24K
FSLR
First Solar, Inc.

Technology
7
+ 21.88%
$126.34 - $197.73 $884 - $1.38K
39 $4K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
115
+ 3.63%
$21.23 - $23.75 $2.44K - $2.73K
3.29K $70K
AVGO
Broadcom Inc.

Technology
17
+ 24.29%
$167.43 - $244.7 $2.85K - $4.16K
87 $14K
CMI
Cummins Inc

Industrials
1
+ 1.25%
$312.92 - $386.07 $313 - $386
81 $25K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.57%
$472.29 - $575.13 $472 - $575
177 $85K
SCHG
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.91%
$24.91 - $29.02 $847 - $987
3.78K $94K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
210
+ 5.25%
$48.37 - $55.84 $10.2K - $11.7K
4.21K $205K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.73K
+ 7.0%
$62.77 - $71.4 $109K - $124K
26.4K $1.68M
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
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