Laurel Wealth Advisors LLC Reduced Holdings in Q1 2025

Laurel Wealth Advisors LLC

  • $624 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.38K
- 3.22%
$209.68 - $247.1 $918K - $1.08M
132K $29.2M
NVDA
Nvidia Corp

Technology
-322
- 0.23%
$106.98 - $149.43 $34.4K - $48.1K
140K $15.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.2K
- 1.77%
$102.49 - $119.96 $225K - $264K
122K $12.7M
VUG
Vanguard Growth ETF

ETFs
-528
- 2.57%
$369.1 - $427.61 $195K - $226K
20K $7.41M
CRM
Salesforce, Inc.

Technology
-166
- 1.31%
$268.36 - $359.95 $44.5K - $59.8K
12.5K $3.35M
GOOG
Alphabet Inc.

Communication Services
-10
- 0.04%
$156.06 - $207.71 $1.56K - $2.08K
23.4K $3.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
-330
- 1.45%
$551.42 - $612.93 $182K - $202K
22.5K $12.6M
VIG
Vanguard Dividend Appreciation

ETFs
-3.84K
- 2.2%
N/A
171K $31.1M
BAC
Bank Of America Corp

Financial Services
-4.39K
- 2.12%
$39.61 - $47.74 $174K - $210K
203K $8.48M
XLK
Technology Sector Spdr

ETFs
-487
- 2.75%
$206.38 - $242.18 $101K - $118K
17.2K $3.56M
DIS
Walt Disney CO

Communication Services
-432
- 1.81%
$96.87 - $114.0 $41.8K - $49.2K
23.5K $2.32M
IWM
Ishares Russell 2000 ETF

ETFs
-256
- 1.94%
$198.1 - $229.79 $50.7K - $58.8K
12.9K $2.59M
PFE
Pfizer Inc

Healthcare
-7.62K
- 13.43%
$25.01 - $27.13 $191K - $207K
49.2K $1.25M
HON
Honeywell International Inc

Industrials
-160
- 1.01%
$202.75 - $226.52 $32.4K - $36.2K
15.7K $3.33M
XLY
Select Sector Spdr Consumer Di

ETFs
-220
- 2.89%
$192.6 - $233.2 $42.4K - $51.3K
7.4K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 14.7%
$222.15 - $428.22 $44.4K - $85.6K
1.16K $300K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.48K
- 10.07%
$57.21 - $65.8 $84.9K - $97.6K
13.3K $771K
TFC
Truist Financial Corp

Financial Services
-500
- 0.9%
$39.48 - $48.15 $19.7K - $24.1K
55.3K $2.28M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.13K
- 3.41%
$62.72 - $71.92 $133K - $153K
60.3K $3.82M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.05%
$554.06 - $615.85 $1.11K - $1.23K
4.34K $2.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
-590
- 8.06%
$92.45 - $106.69 $54.5K - $62.9K
6.73K $623K
SSB
South State Corp

Financial Services
-100
- 0.63%
$89.4 - $108.33 $8.94K - $10.8K
15.6K $1.45M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.34K
- 4.03%
$20.64 - $20.73 $110K - $111K
127K $2.63M
FITB
Fifth Third Bancorp

Financial Services
-600
- 2.45%
$37.48 - $44.96 $22.5K - $27K
23.9K $936K
IYJ
Ishares Tr

ETFs
-305
- 2.47%
$127.48 - $142.0 $38.9K - $43.3K
12K $1.55M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-37
- 0.32%
$81.62 - $96.63 $3.02K - $3.58K
11.4K $945K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.18K
- 5.06%
$49.6 - $50.26 $108K - $109K
40.9K $2.05M
MRK
Merck & Co., Inc.

Healthcare
-220
- 3.33%
$83.01 - $101.02 $18.3K - $22.2K
6.38K $572K
MAR
Marriott International Inc

Consumer Cyclical
-100
- 7.97%
$237.01 - $304.45 $23.7K - $30.4K
1.16K $275K
LOW
Lowes Companies Inc

Consumer Cyclical
-47
- 1.0%
$222.66 - $268.42 $10.5K - $12.6K
4.64K $1.08M
VGT
Vanguard Information Technolog

ETFs
-20
- 2.75%
$543.24 - $646.34 $10.9K - $12.9K
707 $384K
DG
Dollar General Corp

Consumer Defensive
-2.63K
- 19.4%
$68.44 - $87.93 $180K - $231K
10.9K $959K
ICLN
Ishares

ETFs
-5K
- 53.77%
$10.94 - $11.86 $54.7K - $59.3K
4.3K $49K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.54K
- 11.03%
$48.43 - $49.86 $74.6K - $76.8K
12.4K $619K
CARR
Carrier Global Corp

Industrials
-50
- 0.51%
$62.07 - $70.55 $3.1K - $3.53K
9.77K $619K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-868
- 2.75%
$81.83 - $82.67 $71K - $71.8K
30.7K $2.54M
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 2.61%
$225.19 - $279.95 $350K - $435K
58.1K $14.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-25
- 1.87%
$254.58 - $302.92 $6.36K - $7.57K
1.31K $338K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-475
- 65.52%
$65.15 - $91.81 $30.9K - $43.6K
250 $16K
DAL
Delta Air Lines, Inc.

Industrials
-223
- 13.28%
$43.6 - $69.06 $9.72K - $15.4K
1.46K $63K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-520
- 4.58%
$105.1 - $109.61 $54.7K - $57K
10.8K $1.18M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-22
- 0.23%
$64.88 - $72.1 $1.43K - $1.59K
9.46K $618K
CCJ
Cameco Corp

Energy
-500
- 35.71%
$40.64 - $56.86 $20.3K - $28.4K
900 $37K
BDX
Becton Dickinson & CO

Healthcare
-235
- 2.48%
$222.79 - $249.08 $52.4K - $58.5K
9.25K $2.12M
IVE
Ishares S&P 500 Value ETF

ETFs
-87
- 1.38%
$185.78 - $198.58 $16.2K - $17.3K
6.22K $1.17M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-443
- 70.21%
$69.81 - $78.9 $30.9K - $35K
188 $14K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30
- 10.91%
$522.96 - $601.18 $15.7K - $18K
245 $130K
RGLD
Royal Gold Inc

Basic Materials
-300
- 37.5%
$132.55 - $163.51 $39.8K - $49.1K
500 $81K
LMT
Lockheed Martin Corp

Industrials
-30
- 12.3%
$423.19 - $506.29 $12.7K - $15.2K
214 $95K
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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