Laurel Wealth Advisors LLC Reduced Holdings in Q4 2024

Laurel Wealth Advisors LLC

  • $626 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-112
- 4.96%
$71.75 - $75.11 $8.04K - $8.41K
2.15K $154K
RWR
Spdr Dow Jones Reit ETF

ETFs
-100
- 17.64%
$97.84 - $108.61 $9.78K - $10.9K
467 $46K
FITB
Fifth Third Bancorp

Financial Services
-1
- -0.0%
$41.76 - $48.44 $41.8 - $48.4
24.5K $1.04M
ELV
Elevance Health, Inc.

Healthcare
-4
- 6.9%
$365.96 - $514.62 $1.46K - $2.06K
54 $19K
IGE
Ishares Tr North Amern Nat Res

ETFs
-159
- 4.96%
$41.52 - $48.01 $6.6K - $7.63K
3.04K $130K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-100
- 41.32%
$96.64 - $101.23 $9.66K - $10.1K
142 $13K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-120
- 12.62%
$77.02 - $78.58 $9.24K - $9.43K
831 $64K
GVI
Ishares Tr

ETFs
-90
- 81.82%
$103.89 - $107.05 $9.35K - $9.63K
20 $2K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-40
- 17.47%
$131.66 - $144.0 $5.27K - $5.76K
189 $24K
AZN
Astrazeneca PLC

Healthcare
-45
- 10.71%
$63.2 - $79.58 $2.84K - $3.58K
375 $24K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-33
- 1.94%
$38.37 - $42.82 $1.27K - $1.41K
1.67K $64K
FISV
Fiserv Inc

Technology
-50
- 6.42%
N/A
729 $91K
CI
Cigna Corp

Healthcare
-5
- 7.94%
$265.59 - $358.58 $1.33K - $1.79K
58 $16K
TGT
Target Corp

Consumer Defensive
-5
- 2.53%
$121.59 - $160.69 $608 - $803
193 $26K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-113
- 13.48%
$77.25 - $91.3 $8.73K - $10.3K
725 $61K
OGN
Organon & Co.

Healthcare
-52
- 9.12%
$14.44 - $18.83 $751 - $979
518 $7K
FNF
Fidelity National Financial, Inc.

Financial Services
-28
- 7.93%
$55.19 - $63.83 $1.55K - $1.79K
325 $18K
VO
Vanguard Mid Cap ETF

ETFs
-8
- 2.2%
$261.5 - $284.63 $2.09K - $2.28K
356 $94K
VTRS
Viatris Inc

Healthcare
-138
- 43.95%
$11.32 - $13.37 $1.56K - $1.85K
176 $2K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-100
- 2.44%
$51.33 - $58.78 $5.13K - $5.88K
4K $215K
Solventum Corp
-150
- 20.24%
N/A
591 $0
C
Citigroup Inc

Financial Services
-68
- 11.2%
$61.31 - $72.5 $4.17K - $4.93K
539 $37K
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 0.68%
$278.49 - $315.16 $835 - $945
438 $124K
Gsk PLC
-30
- 3.81%
N/A
757 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-200
- 2.77%
N/A
7.02K $0
ZIMV
Zim Vie Inc.

Healthcare
-6
- 85.71%
$13.21 - $16.0 $79.3 - $96
1 $0
MMT
Mfs Multimarket Income Trust

Financial Services
-10
- 37.04%
$4.57 - $4.88 $45.7 - $48.8
17 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-88
- 16.6%
$7.33 - $12.37 $645 - $1.09K
442 $4K
VXF
Vanguard Extended Market ETF

ETFs
-70
- 4.06%
$179.17 - $207.15 $12.5K - $14.5K
1.66K $314K
VGT
Vanguard Information Technolog

ETFs
-35
- 4.59%
$571.78 - $647.97 $20K - $22.7K
727 $452K
RJF
Raymond James Financial Inc

Financial Services
-9
- 2.41%
$123.0 - $170.1 $1.11K - $1.53K
364 $56K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 12.0%
$260.53 - $404.79 $7.82K - $12.1K
220 $84K
ARES
Ares Management Corp

Financial Services
-15
- 1.59%
$153.38 - $183.7 $2.3K - $2.76K
930 $164K
KMI
Kinder Morgan, Inc.

Energy
-1K
- 9.93%
$22.59 - $28.54 $22.6K - $28.5K
9.07K $248K
MAR
Marriott International Inc

Consumer Cyclical
-50
- 3.83%
$246.06 - $292.59 $12.3K - $14.6K
1.26K $350K
SNA
Snap On Inc

Industrials
-32
- 4.04%
$285.44 - $371.35 $9.13K - $11.9K
760 $258K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 0.5%
$521.84 - $558.82 $9.91K - $10.6K
3.79K $2.04M
XLK
Technology Sector Spdr

ETFs
-284
- 1.58%
$220.26 - $241.44 $62.6K - $68.6K
17.7K $4.12M
ENB
Enbridge Inc

Energy
-547
- 0.85%
$40.4 - $43.92 $22.1K - $24K
63.9K $2.71M
META
Meta Platforms, Inc.

Communication Services
-132
- 1.17%
$554.08 - $632.68 $73.1K - $83.5K
11.1K $6.56M
AXP
American Express CO

Financial Services
-30
- 0.54%
$267.35 - $305.57 $8.02K - $9.17K
5.49K $1.63M
ADP
Automatic Data Processing Inc

Industrials
-125
- 0.81%
$280.08 - $307.97 $35K - $38.5K
15.4K $4.51M
WFC
Wells Fargo & Company

Financial Services
-58
- 0.24%
$54.98 - $77.35 $3.19K - $4.49K
24.3K $1.71M
DIS
Walt Disney CO

Communication Services
-188
- 0.78%
$92.39 - $117.6 $17.4K - $22.1K
23.9K $2.66M
VUG
Vanguard Growth ETF

ETFs
-328
- 1.57%
$378.79 - $428.11 $124K - $140K
20.5K $8.43M
GOOG
Alphabet Inc.

Communication Services
-629
- 2.62%
$163.08 - $198.16 $103K - $125K
23.4K $4.45M
NFLX
Netflix Inc

Communication Services
-83
- 2.12%
$687.65 - $936.56 $57.1K - $77.7K
3.83K $3.42M
CRM
Salesforce, Inc.

Technology
-4
- 0.03%
$270.87 - $367.87 $1.08K - $1.47K
12.6K $4.22M
BAC
Bank Of America Corp

Financial Services
-294
- 0.14%
$39.22 - $47.77 $11.5K - $14K
208K $9.12M
Activity Summary
Buys All Purchases 211 New Holdings 83 Increased Positions 128 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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