Laurel Wealth Advisors LLC Purchases in Q2 2025

Laurel Wealth Advisors LLC

  • $6.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
1.08M
+ 11118.54%
$102.31 - $105.8 $111M - $115M
1.09M $10.5M
PFI
Invesco Exchange Traded Fd Tr

ETFs
545K
+ 5573.0%
$47.15 - $56.73 $25.7M - $30.9M
555K $9.78M
SLV
I Shares Silver Trust

ETFs
304K
+ 3181.01%
$27.08 - $33.74 $8.23M - $10.3M
313K $9.55M
CARR
Carrier Global Corp

Industrials
712K
+ 7290.21%
$55.55 - $75.83 $39.5M - $54M
722K $9.86M
CRM
Salesforce, Inc.

Technology
3.41M
+ 27361.46%
$236.26 - $291.15 $806M - $993M
3.42M $12.6M
COP
Conocophillips

Energy
907K
+ 8148.3%
$82.66 - $106.1 $74.9M - $96.2M
918K $10.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
678K
+ 7168.79%
$58.41 - $72.69 $39.6M - $49.3M
688K $9.46M
KMI
Kinder Morgan, Inc.

Energy
258K
+ 2840.01%
$25.21 - $29.4 $6.49M - $7.57M
267K $9.07M
GIS
General Mills Inc

Consumer Defensive
469K
+ 5081.01%
$50.37 - $60.97 $23.6M - $28.6M
478K $9.23M
UNP
Union Pacific Corp

Industrials
2.61M
+ 22618.22%
$208.27 - $238.46 $544M - $623M
2.62M $11.4M
ICLN
Ishares

ETFs
103K
+ 2403.7%
$10.56 - $13.31 $1.09M - $1.38M
108K $8.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.13M
+ 48651.49%
$483.48 - $539.8 $3.93B - $4.39B
8.14M $16.8M
XLB
Select Sector Spdr Fd Material

ETFs
732K
+ 8680.73%
$74.27 - $88.92 $54.4M - $65.1M
740K $8.43M
MMM
3 M CO

Industrials
1.37M
+ 14795.65%
$126.09 - $154.15 $173M - $211M
1.38M $9.07M
PFF
Ishares Trust Ishares Pfd And

ETFs
235K
+ 3220.69%
$29.0 - $30.68 $6.8M - $7.2M
242K $7.89M
USB
Us Bancorp \De\

Financial Services
354K
+ 4217.43%
$36.4 - $45.76 $12.9M - $16.2M
362K $8.01M
BDX
Becton Dickinson & CO

Healthcare
1.57M
+ 16974.44%
$165.15 - $226.42 $259M - $356M
1.58M $9.17M
XLY
Select Sector Spdr Consumer Di

ETFs
1.82M
+ 24597.65%
$176.34 - $218.59 $321M - $398M
1.83M $8.4M
GLD
Spdr Gold Trust

ETFs
2.91M
+ 31232.75%
$273.71 - $316.29 $797M - $921M
2.92M $9.59M
ORCL
Oracle Corp

Technology
1.72M
+ 21239.57%
$122.82 - $218.63 $211M - $376M
1.73M $7.91M
BMY
Bristol Myers Squibb CO

Healthcare
324K
+ 4342.6%
$44.12 - $59.6 $14.3M - $19.3M
331K $7.15M
RYT
Invesco S&P 500 Equal Weight T

ETFs
260K
+ 3978.01%
N/A
266K $6.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
159K
+ 2578.39%
$20.42 - $25.3 $3.24M - $4.02M
165K $6.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
763K
+ 11334.67%
$82.96 - $110.1 $63.3M - $84M
770K $6.99M
SLB
Schlumberger Limited

Energy
209K
+ 3911.66%
$31.95 - $42.2 $6.69M - $8.83M
215K $6.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
136K
+ 2193.0%
$22.81 - $22.97 $3.1M - $3.12M
142K $6.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.29M
+ 54635.9%
$321.63 - $509.31 $1.38B - $2.18B
4.29M $8.43M
HSIC
Henry Schein Inc

Healthcare
438K
+ 7086.9%
$62.7 - $73.66 $27.5M - $32.3M
445K $6.09M
MRK
Merck & Co., Inc.

Healthcare
483K
+ 7567.85%
$73.47 - $87.12 $35.5M - $42.1M
489K $6.18M
XLV
Select Sector Spdr Fund Health

ETFs
793K
+ 13433.78%
$128.77 - $144.3 $102M - $114M
799K $5.93M
IVE
Ishares S&P 500 Value ETF

ETFs
1.21M
+ 19441.24%
$168.34 - $195.42 $204M - $236M
1.22M $6.22M
CCI
Crown Castle International Corp

Real Estate
548K
+ 10173.02%
$94.83 - $107.06 $51.9M - $58.6M
553K $5.39M
META
Meta Platforms, Inc.

Communication Services
8.41M
+ 73443.06%
$484.66 - $738.09 $4.07B - $6.2B
8.42M $11.4M
IBM
International Business Machines Corp

Technology
1.9M
+ 27928.22%
$221.03 - $294.78 $419M - $559M
1.9M $6.46M
LRFC
Logan Ridge Finance Corp.

Financial Services
85.1K
+ 1799.01%
$16.69 - $21.8 $1.42M - $1.85M
89.8K $4.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
313K
+ 9122.07%
$55.54 - $69.09 $17.4M - $21.6M
317K $4.59M
IWX
Ishares Tr Russell 200 Value E

ETFs
383K
+ 8319.0%
$73.26 - $84.19 $28M - $32.2M
387K $4.6M
IQV
Iqvia Holdings Inc.

Healthcare
775K
+ 15755.16%
$137.0 - $174.37 $106M - $135M
780K $4.95M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
210K
+ 4996.01%
$42.54 - $50.99 $8.95M - $10.7M
215K $4.21M
Ishares Tr
98.3K
+ 2457.0%
N/A
102K $4M
AXP
American Express CO

Financial Services
1.74M
+ 31595.94%
$231.39 - $318.98 $402M - $554M
1.74M $5.46M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
270K
+ 6520.02%
$53.75 - $67.21 $14.5M - $18.2M
274K $4.15M
MO
Altria Group, Inc.

Consumer Defensive
238K
+ 5491.6%
$55.56 - $60.91 $13.2M - $14.5M
242K $4.13M
SLDP
Solid Power, Inc.

Industrials
4.52K
+ 119.02%
$0.93 - $2.28 $4.21K - $10.3K
8.33K $3.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
109K
+ 2871.19%
$22.27 - $29.21 $2.42M - $3.17M
112K $3.85M
LOW
Lowes Companies Inc

Consumer Cyclical
1.03M
+ 22167.45%
$210.83 - $235.28 $217M - $242M
1.03M $4.65M
ITOT
Ishares Core S&P Total U.S. St

ETFs
482K
+ 44663.33%
$108.12 - $135.04 $52.2M - $65.1M
483K $3.58M
Arista Networks Inc
342K
+ 10204.36%
N/A
345K $3.37M
FLO
Flowers Foods Inc

Consumer Defensive
51.1K
+ 1409.85%
$15.86 - $19.21 $811K - $982K
54.7K $3.43M
Activity Summary
Buys All Purchases 696 New Holdings 26 Increased Positions 670 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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