Laurel Wealth Advisors LLC Reduced Holdings in Q3 2025

Laurel Wealth Advisors LLC

  • $695 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-24.8M
- 97.79%
$50.45 - $50.65 $1.25B - $1.26B
562K $28.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.86M
- 94.42%
$19.61 - $19.79 $95.2M - $96.1M
287K $5.66M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.76M
- 95.78%
N/A
254K $6.02M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-5.05M
- 96.79%
$25.09 - $25.19 $127M - $127M
167K $4.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-22.6M
- 98.91%
$100.37 - $100.74 $2.27B - $2.28B
250K $25.2M
BAC
Bank Of America Corp

Financial Services
-9.86M
- 97.89%
$44.92 - $52.42 $443M - $517M
212K $10.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.88M
- 94.85%
$19.49 - $19.61 $56.2M - $56.6M
157K $3.06M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.54M
- 95.68%
$24.14 - $24.34 $85.5M - $86.2M
160K $3.89M
VIG
Vanguard Dividend Appreciation

ETFs
-35.4M
- 99.51%
N/A
174K $31.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-7.33M
- 97.96%
$50.23 - $50.48 $368M - $370M
152K $7.65M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-2.67M
- 93.08%
$20.41 - $20.67 $54.6M - $55.3M
199K $4.09M
DUK
Duke Energy Corp

Utilities
-17.5M
- 99.13%
$116.31 - $125.93 $2.04B - $2.21B
154K $19M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-6.42M
- 97.9%
N/A
138K $0
NVDA
Nvidia Corp

Technology
-21.7M
- 99.37%
$153.3 - $186.58 $3.33B - $4.05B
137K $25.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.26M
- 97.78%
$20.66 - $20.74 $46.7M - $46.8M
51.3K $1.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.6M
- 99.08%
$108.46 - $120.63 $1.48B - $1.64B
126K $15M
WMT
Walmart Inc.

Consumer Defensive
-11.4M
- 98.97%
$94.4 - $104.27 $1.07B - $1.19B
118K $12.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-2.37M
- 95.34%
$23.13 - $23.54 $54.8M - $55.8M
116K $2.72M
XLF
Financial Sector Spdr

ETFs
-5.52M
- 98.02%
$51.37 - $54.25 $284M - $300M
111K $6.01M
AAPL
Apple Inc.

Technology
-26.9M
- 99.51%
$202.38 - $256.87 $5.45B - $6.92B
133K $33.8M
CSCO
Cisco Systems, Inc.

Technology
-6.71M
- 98.55%
$66.2 - $71.79 $444M - $482M
98.4K $6.74M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.64M
- 97.46%
$42.04 - $45.23 $153M - $164M
94.7K $4.28M
KO
Coca Cola CO

Consumer Defensive
-6.06M
- 98.54%
$65.67 - $71.67 $398M - $434M
89.6K $5.94M
IBDV
Ishares Tr

Technology
-1.69M
- 94.91%
$21.75 - $22.22 $36.9M - $37.7M
91K $2.01M
IEFA
Ishares Tr

ETFs
-7.07M
- 98.74%
$81.7 - $87.53 $577M - $618M
90K $7.86M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.7M
- 97.27%
$38.1 - $40.7 $103M - $110M
75.7K $3M
GOOGL
Alphabet Inc.

Communication Services
-15.2M
- 99.44%
$174.36 - $254.72 $2.64B - $3.86B
85.8K $20.9M
ENB
Enbridge Inc

Energy
-2.76M
- 97.85%
$43.79 - $50.46 $121M - $139M
60.5K $3.05M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.63M
- 97.66%
$44.02 - $47.63 $116M - $125M
63K $3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-4.48M
- 98.68%
$70.85 - $76.96 $317M - $344M
59.8K $4.55M
TFC
Truist Financial Corp

Financial Services
-2.28M
- 97.78%
$42.83 - $47.07 $97.8M - $108M
51.9K $2.37M
PFE
Pfizer Inc

Healthcare
-1.11M
- 96.19%
$23.29 - $25.88 $25.9M - $28.7M
43.9K $1.12M
SO
Southern CO

Utilities
-4.37M
- 98.93%
$90.83 - $96.0 $397M - $420M
47.3K $4.49M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.1M
- 99.54%
$211.65 - $238.24 $2.57B - $2.89B
56.5K $12.4M
VZ
Verizon Communications Inc

Communication Services
-1.88M
- 97.84%
$40.84 - $45.06 $76.6M - $84.5M
41.5K $1.82M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-719K
- 89.54%
$18.61 - $18.94 $13.4M - $13.6M
84K $1.58M
NKE
Nike, Inc.

Consumer Cyclical
-3.03M
- 98.53%
$69.24 - $79.24 $210M - $240M
45.1K $3.14M
JPM
Jpmorgan Chase & CO

Financial Services
-16.7M
- 99.66%
$282.78 - $316.06 $4.73B - $5.29B
56.9K $18M
JNJ
Johnson & Johnson

Healthcare
-7.37M
- 99.35%
$155.17 - $185.42 $1.14B - $1.37B
48.5K $9M
ABT
Abbott Laboratories

Healthcare
-6.01M
- 99.27%
$120.51 - $136.62 $725M - $821M
44.3K $5.94M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.95M
- 97.99%
$48.5 - $50.19 $94.3M - $97.6M
39.8K $1.99M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2M
- 98.02%
$50.29 - $50.86 $101M - $102M
40.4K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
-6.97M
- 99.35%
$150.47 - $161.22 $1.05B - $1.12B
45.8K $7.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.25M
- 98.89%
$87.29 - $93.61 $284M - $305M
36.7K $3.42M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.77M
- 98.08%
$52.12 - $55.33 $92.4M - $98.1M
34.6K $1.92M
IYH
Ishares Tr

ETFs
-1.91M
- 98.09%
$54.36 - $58.96 $104M - $113M
37.3K $2.19M
MSFT
Microsoft Corp

Technology
-29.9M
- 99.8%
$491.09 - $535.64 $14.7B - $16B
60K $31.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.49M
- 98.83%
$82.38 - $83.0 $205M - $207M
29.4K $2.44M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.02M
- 99.14%
$121.35 - $144.54 $488M - $581M
35.1K $5.07M
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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