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
$120B
$10.2 Million 0.15% of portfolio
917,788
Q2 2025 Added 8,148.3%
$1.39B
$10.6 Million 0.15% of portfolio
39,743
Q2 2025 Added 273.98%
$23.8B
$10.5 Million 0.15% of portfolio
1,204,193
Q2 2025 Added 10,936.5%
$52.1B
$9.86 Million 0.14% of portfolio
721,654
Q2 2025 Added 7,290.21%
$88.1B
$9.07 Million 0.13% of portfolio
1,381,274
Q2 2025 Added 14,795.65%
$30B
$9.23 Million 0.13% of portfolio
478,207
Q2 2025 Added 5,081.01%
$62B
$9.07 Million 0.13% of portfolio
266,600
Q2 2025 Added 2,840.01%
$54.3B
$9.17 Million 0.13% of portfolio
1,579,386
Q2 2025 Added 16,974.44%
$93.1B
$8.43 Million 0.12% of portfolio
4,293,484
Q2 2025 Added 54,635.9%
$830B
$7.91 Million 0.11% of portfolio
1,729,145
Q2 2025 Added 21,239.57%
$73.3B
$8.01 Million 0.11% of portfolio
362,362
Q2 2025 Added 4,217.43%
$101B
$7.15 Million 0.1% of portfolio
330,974
Q2 2025 Added 4,342.6%
$216B
$6.18 Million 0.09% of portfolio
489,209
Q2 2025 Added 7,567.85%
$51.1B
$6.35 Million 0.09% of portfolio
214,664
Q2 2025 Added 3,911.66%
$230B
$6.46 Million 0.09% of portfolio
1,903,116
Q2 2025 Added 27,928.22%
$9.47B
$6.09 Million 0.09% of portfolio
444,510
Q2 2025 Added 7,086.9%
$41.4B
$5.39 Million 0.08% of portfolio
553,202
Q2 2025 Added 10,173.02%
$35.4B
$4.95 Million 0.07% of portfolio
779,598
Q2 2025 Added 15,755.16%
$0
$4.73 Million 0.07% of portfolio
89,804
Q2 2025 Added 1,799.01%
$169B
$4.65 Million 0.07% of portfolio
1,032,319
Q2 2025 Added 22,167.45%
$119B
$4.13 Million 0.06% of portfolio
242,340
Q2 2025 Added 5,491.6%
$3.02B
$3.43 Million 0.05% of portfolio
54,732
Q2 2025 Added 1,409.85%
$69.5B
$3.2 Million 0.05% of portfolio
99,357
Q2 2025 Added 3,001.03%
$536B
$3.65 Million 0.05% of portfolio
4,881,129
Q2 2025 Added 128,553.9%
$123B
$3.26 Million 0.05% of portfolio
224,661
Q2 2025 Added 6,802.03%
$642M
$3.8 Million 0.05% of portfolio
8,325
Q2 2025 Added 119.02%
$101B
$3.37 Million 0.05% of portfolio
75,399
Q2 2025 Added 1,583.39%
$177B
$3.49 Million 0.05% of portfolio
725,010
Q2 2025 Added 25,793.21%
$106B
$3.07 Million 0.04% of portfolio
91,766
Q2 2025 Added 2,893.02%
-
$2.6 Million 0.04% of portfolio
-
Q2 2025 Added 9,590.0%
$875M
$3 Million 0.04% of portfolio
4,470
Q2 2025 Added 49.0%
$173M
$2.5 Million 0.04% of portfolio
2,461
Q2 2025 Reduced 1.56%
$260B
$2.45 Million 0.04% of portfolio
446,948
Q2 2025 Added 18,113.04%
$46.4B
$3.13 Million 0.04% of portfolio
33,928
Q2 2025 Added 945.22%
$202B
$2.83 Million 0.04% of portfolio
371,629
Q2 2025 Added 13,055.01%
$12.6B
$3 Million 0.04% of portfolio
132,225
Q2 2025 Added 4,307.5%
$13B
$2.83 Million 0.04% of portfolio
561,818
Q2 2025 Added 19,387.27%
$0
$2.5 Million 0.04% of portfolio
90,450
Q2 2025 Added 3,518.0%
$39.1B
$2.92 Million 0.04% of portfolio
200,178
Q2 2025 Added 6,757.76%
$37.2B
$2.67 Million 0.04% of portfolio
264,186
Q2 2025 Added 10,342.13%
$63.7B
$2.39 Million 0.03% of portfolio
285,247
Q2 2025 Added 10,795.61%
$0
$2.2 Million 0.03% of portfolio
66,220
Q2 2025 Added 2,910.0%
$308B
$2.06 Million 0.03% of portfolio
530,082
Q2 2025 Added 25,732.46%
$41.1B
$2 Million 0.03% of portfolio
151,480
Q2 2025 Added 6,486.09%
$256B
$2.17 Million 0.03% of portfolio
152,438
Q2 2025 Added 6,941.02%
$441M
$2.04 Million 0.03% of portfolio
31,095
Q2 2025 Added 1,425.01%
$6.66B
$2.25 Million 0.03% of portfolio
118,733
Q2 2025 Added 5,177.02%
$287M
$2.08 Million 0.03% of portfolio
29,038
Q2 2025 New
$18.7B
$2 Million 0.03% of portfolio
116,640
Q2 2025 Added 5,732.0%

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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