Laurel Wealth Advisors LLC Portfolio Holdings

Laurel Wealth Advisors LLC

  • $6.97 Billion
  • Q2 2025

Laurel Wealth Advisors LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.97 Billion distributed in 698 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $501M, Invesco Et Self Idxd Fd Tr Bul with a value of $262M, Ishares Tr Ibonds Dec 2026 Ter with a value of $248M, Ishares Trishares 0 3 Mnth Tre with a value of $227M, and Bank Of America Corp with a value of $213M.

Examining the 13F form we can see an increase of $6.35B in the current position value, from $624M to 6.97B.

Laurel Wealth Advisors LLC is based out at Charlotte, NC

Below you can find more details about Laurel Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.97 Billion
ETFs: $4.09 Billion
Financial Services: $506 Million
Technology: $500 Million
Consumer Defensive: $332 Million
Healthcare: $285 Million
Communication Services: $220 Million
Utilities: $205 Million
Consumer Cyclical: $204 Million
Other: $343 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$213 Million 3.05% of portfolio
10,068,034
Q2 2025 Added 4,854.69%
$95.7B
$150 Million 2.15% of portfolio
17,668,789
Q2 2025 Added 11,417.66%
$505B
$138 Million 1.98% of portfolio
21,865,525
Q2 2025 Added 15,496.06%
$4.35T
$132 Million 1.89% of portfolio
27,069,029
Q2 2025 Added 20,464.8%
-
$130 Million 1.87% of portfolio
-
Q2 2025 Added 5,375.74%
$275B
$117 Million 1.68% of portfolio
11,486,374
Q2 2025 Added 9,648.67%
$300B
$98.2 Million 1.41% of portfolio
6,810,012
Q2 2025 Added 6,778.24%
$298B
$86.9 Million 1.25% of portfolio
6,149,632
Q2 2025 Added 7,239.16%
$1.68T
$86.5 Million 1.24% of portfolio
15,245,075
Q2 2025 Added 17,667.74%
$94.4B
$62.2 Million 0.89% of portfolio
2,817,092
Q2 2025 Added 4,388.67%
$3.86T
$60.2 Million 0.86% of portfolio
29,967,038
Q2 2025 Added 49,640.3%
$913B
$57.9 Million 0.83% of portfolio
16,785,584
Q2 2025 Added 28,813.74%
$2.49T
$55.5 Million 0.8% of portfolio
12,177,557
Q2 2025 Added 22,085.79%
$59.2B
$54.3 Million 0.78% of portfolio
2,335,991
Q2 2025 Added 4,121.31%
$494B
$48.6 Million 0.7% of portfolio
7,420,699
Q2 2025 Added 15,040.58%
$102B
$48.1 Million 0.69% of portfolio
4,421,331
Q2 2025 Added 9,099.61%
$167B
$44.3 Million 0.64% of portfolio
1,917,508
Q2 2025 Added 4,274.58%
$216B
$44.5 Million 0.64% of portfolio
6,056,934
Q2 2025 Added 13,347.0%
$356B
$44 Million 0.63% of portfolio
7,012,744
Q2 2025 Added 15,971.74%
$81.4B
$43.3 Million 0.62% of portfolio
3,072,506
Q2 2025 Added 7,295.79%
$163B
$32.9 Million 0.47% of portfolio
4,057,273
Q2 2025 Added 12,417.04%
$386B
$30.7 Million 0.44% of portfolio
5,705,964
Q2 2025 Added 18,384.45%
$201B
$29.5 Million 0.42% of portfolio
3,890,688
Q2 2025 Added 14,420.2%
$477B
$28.7 Million 0.41% of portfolio
3,095,106
Q2 2025 Added 10,809.78%
$389B
$27.5 Million 0.39% of portfolio
10,076,783
Q2 2025 Added 36,207.5%
$309B
$26 Million 0.37% of portfolio
3,722,217
Q2 2025 Added 14,194.23%
$70.3B
$24.8 Million 0.36% of portfolio
2,503,413
Q2 2025 Added 11,517.3%
$176B
$25.2 Million 0.36% of portfolio
730,475
Q2 2025 Added 2,799.29%
$330B
$24.6 Million 0.35% of portfolio
1,973,730
Q2 2025 Added 8,010.66%
$262B
$24.6 Million 0.35% of portfolio
3,598,943
Q2 2025 Added 14,974.74%
$526B
$23.9 Million 0.34% of portfolio
13,421,148
Q2 2025 Added 55,868.09%
$28.6B
$23.9 Million 0.34% of portfolio
982,349
Q2 2025 Added 4,013.0%
$160B
$24 Million 0.34% of portfolio
6,700,621
Q2 2025 Added 27,765.84%
$1.72T
$23.2 Million 0.33% of portfolio
4,122,727
Q2 2025 Added 17,547.9%
$205B
$22.8 Million 0.33% of portfolio
2,827,112
Q2 2025 Added 11,943.59%
$220B
$19.6 Million 0.28% of portfolio
5,737,548
Q2 2025 Added 29,382.29%
$597M
$17.5 Million 0.25% of portfolio
-
Q2 2025 Added 5,493.38%
$408M
$16.9 Million 0.24% of portfolio
173,056
Q2 2025 New
$646B
$16.8 Million 0.24% of portfolio
8,143,449
Q2 2025 Added 48,651.49%
$191B
$16.6 Million 0.24% of portfolio
1,549,340
Q2 2025 Added 11,354.53%
$135B
$16 Million 0.23% of portfolio
3,716,532
Q2 2025 Added 23,503.02%
$108B
$15.1 Million 0.22% of portfolio
4,668,758
Q2 2025 Added 30,110.68%
$6.71B
$15.6 Million 0.22% of portfolio
1,435,668
Q2 2025 Added 9,074.18%
$820B
$14.8 Million 0.21% of portfolio
11,552,336
Q2 2025 Added 78,621.2%
$64.3B
$14.4 Million 0.21% of portfolio
1,306,011
Q2 2025 Added 8,989.72%
$121B
$12.3 Million 0.18% of portfolio
1,069,664
Q2 2025 Added 8,779.83%
$260B
$12.6 Million 0.18% of portfolio
3,424,169
Q2 2025 Added 27,361.46%
$135B
$11.4 Million 0.16% of portfolio
2,624,636
Q2 2025 Added 22,618.22%
$1.46T
$11.4 Million 0.16% of portfolio
8,417,003
Q2 2025 Added 73,443.06%

Summary

  • Portfolio
  • No. of Stocks 698
  • Current Value $6.97 Billion
  • Prior Value $624 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 670 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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