Laurel Wealth Advisors LLC Incresed Positions in Q1 2025

Laurel Wealth Advisors LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SYK
Stryker Corp

Healthcare
1
+ 0.66%
$355.18 - $399.9 $355 - $400
152 $56K
ICF
Ishares Tr

ETFs
1
+ 0.06%
$57.98 - $63.8 $58 - $63.8
1.59K $97K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4
+ 0.79%
$73.78 - $76.59 $295 - $306
511 $39K
SPGI
S&P Global Inc.

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

ETFs
3
+ 42.86%
$333.37 - $384.99 $1K - $1.15K
10 $3K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33
+ 41.25%
$40.03 - $46.81 $1.32K - $1.54K
113 $4K
TOWN
Towne Bank (Va)

Financial Services
3
+ 0.77%
$32.13 - $37.51 $96.4 - $113
395 $13K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
5.97K
+ 62.49%
N/A
15.5K $0
INTU
Intuit Inc

Technology
2
+ 2.25%
$555.63 - $630.23 $1.11K - $1.26K
91 $55K
Vanguard Wellington Fd
1.5K
+ 12.82%
N/A
13.2K $0
Blackrock Inc
40
+ 2.53%
N/A
1.62K $0
PH
Parker Hannifin Corp

Industrials
1
+ 8.33%
$591.65 - $707.05 $592 - $707
13 $7K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.07K
+ 5.34%
N/A
120K $0
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 8.57%
$72.17 - $83.76 $433 - $503
76 $5K
IWR
Ishares Russell Mid Cap ETF

ETFs
78
+ 3.87%
$82.81 - $92.93 $6.46K - $7.25K
2.09K $177K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
115
+ 3.63%
$21.23 - $23.75 $2.44K - $2.73K
3.29K $70K
FSLR
First Solar, Inc.

Technology
7
+ 21.88%
$126.34 - $197.73 $884 - $1.38K
39 $4K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 4.17%
$476.63 - $610.45 $953 - $1.22K
50 $24K
CMI
Cummins Inc

Industrials
1
+ 1.25%
$312.92 - $386.07 $313 - $386
81 $25K
AVGO
Broadcom Inc.

Technology
17
+ 24.29%
$167.43 - $244.7 $2.85K - $4.16K
87 $14K
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
97
+ 0.28%
$49.78 - $53.19 $4.83K - $5.16K
34.5K $1.74M
VXF
Vanguard Extended Market ETF

ETFs
70
+ 4.23%
$170.36 - $201.04 $11.9K - $14.1K
1.73K $298K
AMD
Advanced Micro Devices Inc

Technology
8
+ 0.73%
$96.63 - $129.55 $773 - $1.04K
1.1K $113K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.15%
$21.75 - $24.28 $653 - $728
19.6K $430K
IQV
Iqvia Holdings Inc.

Healthcare
345
+ 7.55%
$176.3 - $209.96 $60.8K - $72.4K
4.92K $866K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
123
+ 3.25%
$507.05 - $563.67 $62.4K - $69.3K
3.91K $2M
PAVE
Global X Fds Us Infrastructure

ETFs
3.25K
+ 5.47%
$37.31 - $43.82 $121K - $142K
62.5K $2.35M
SPYG
Spdr Portfolio

ETFs
260
+ 3.06%
$80.05 - $92.39 $20.8K - $24K
8.75K $700K
UPS
United Parcel Service Inc

Industrials
1.95K
+ 9.95%
$109.66 - $136.26 $214K - $266K
21.5K $2.37M
AXP
American Express CO

Financial Services
5
+ 0.09%
$255.39 - $325.87 $1.28K - $1.63K
5.5K $1.48M
IWF
Ishares Russell 1000 Gr ETF

ETFs
31
+ 0.78%
$360.07 - $417.26 $11.2K - $12.9K
4.02K $1.45M
ORCL
Oracle Corp

Technology
4
+ 0.05%
$139.81 - $186.47 $559 - $746
8.1K $1.13M
IYW
Ishares Dj Us Tech ETF

ETFs
590
+ 3.07%
$140.44 - $166.79 $82.9K - $98.4K
19.8K $2.78M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 0.28%
$347.25 - $424.87 $26.7K - $32.7K
27.8K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.52K
+ 2.84%
$190.26 - $242.06 $288K - $367K
54.9K $10.4M
MSFT
Microsoft Corp

Technology
382
+ 0.64%
$375.39 - $447.2 $143K - $171K
60.2K $22.6M
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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