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
$25.3B
$1 Million 0.01% of portfolio
157,760
Q2 2025 Added 15,676.0%
$2.89B
$690,000 0.01% of portfolio
157,383
Q2 2025 Added 22,709.13%
$40.1B
$678,000 0.01% of portfolio
176,836
Q2 2025 Added 25,982.01%
$128B
$692,000 0.01% of portfolio
164,710
Q2 2025 Added 23,702.02%
$146B
$823,000 0.01% of portfolio
150,667
Q2 2025 Added 18,207.05%
$25.3B
$430,000 0.01% of portfolio
10,114
Q2 2025 Added 2,252.09%
$164B
$472,000 0.01% of portfolio
58,174
Q2 2025 Added 12,225.0%
$39.3B
$442,000 0.01% of portfolio
5,066
Q2 2025 Added 1,046.15%
$23.3B
$670,000 0.01% of portfolio
103,254
Q2 2025 Added 13,309.61%
$64.1B
$698,000 0.01% of portfolio
56,134
Q2 2025 Added 7,942.12%
$251B
$375,000 0.01% of portfolio
26,205
Q2 2025 Added 6,888.0%
$7.18B
$852,000 0.01% of portfolio
29,480
Q2 2025 Added 3,360.09%
$17.6B
$530,000 0.01% of portfolio
164,926
Q2 2025 Added 21,600.79%
$0
$400,000 0.01% of portfolio
5,548
Q2 2025 Added 1,287.0%
$168M
$400,000 0.01% of portfolio
612
Q2 2025 New
$78.3B
$461,000 0.01% of portfolio
124,212
Q2 2025 Added 24,942.74%
$2.71B
$510,000 0.01% of portfolio
4,937
Q2 2025 Added 868.04%
$70.5B
$399,000 0.01% of portfolio
62,225
Q2 2025 Added 15,495.24%
$45.6B
$956,000 0.01% of portfolio
9,914
Q2 2025 Added 937.03%
$0
$600,000 0.01% of portfolio
7,038
Q2 2025 Added 1,073.0%
$17.6B
$520,000 0.01% of portfolio
13,770
Q2 2025 Added 2,548.08%
$70.3B
$480,000 0.01% of portfolio
57,413
Q2 2025 Added 11,861.04%
$8.31B
$509,000 0.01% of portfolio
5,369
Q2 2025 Added 954.81%
$0
$441,000 0.01% of portfolio
11,180
Q2 2025 Added 2,435.15%
$42.4B
$911,000 0.01% of portfolio
115,579
Q2 2025 Added 12,587.05%
$7.47B
$552,000 0.01% of portfolio
60,947
Q2 2025 Added 10,941.12%
$79.5B
$584,000 0.01% of portfolio
100,688
Q2 2025 Added 14,620.47%
$9.26M
$600,000 0.01% of portfolio
1,020
Q2 2025 Added 70.0%
$3.6B
$1.03 Million 0.01% of portfolio
31,467
Q2 2025 Added 2,958.02%
$7.75B
$1 Million 0.01% of portfolio
28,400
Q2 2025 Added 1,793.33%
$12.2B
$369,000 0.01% of portfolio
7,823
Q2 2025 Added 2,020.05%
$22.1B
$569,000 0.01% of portfolio
9,537
Q2 2025 Added 1,576.1%
$18.3B
$670,000 0.01% of portfolio
55,691
Q2 2025 Added 8,212.09%
$38.7B
$400,000 0.01% of portfolio
65,568
Q2 2025 Added 16,292.0%
$26.3B
$356,000 0.01% of portfolio
40,495
Q2 2025 Added 11,275.0%
$2.63B
$398,000 0.01% of portfolio
13,602
Q2 2025 Added 3,343.54%
$777M
$1 Million 0.01% of portfolio
31,570
Q2 2025 Added 3,057.0%
$63.2B
$438,000 0.01% of portfolio
140,213
Q2 2025 Added 31,912.1%
$300B
$493,000 0.01% of portfolio
117,463
Q2 2025 Added 24,119.18%
$2.54B
$614,000 0.01% of portfolio
41,728
Q2 2025 Added 6,696.09%
$65.6B
$843,000 0.01% of portfolio
36,545
Q2 2025 Added 4,954.63%
$59.5B
$661,000 0.01% of portfolio
150,252
Q2 2025 Added 22,631.01%
$949M
$600,000 0.01% of portfolio
4,098
Q2 2025 Added 583.0%
$181B
$841,000 0.01% of portfolio
133,938
Q2 2025 Added 16,037.11%
$142B
$1.04 Million 0.01% of portfolio
204,570
Q2 2025 Added 19,646.14%
$331B
$350,000 0.01% of portfolio
109,190
Q2 2025 Added 25,471.43%
$63.8B
$776,000 0.01% of portfolio
40,810
Q2 2025 Added 5,159.02%
$9.09B
$600,000 0.01% of portfolio
23,706
Q2 2025 Added 3,851.0%
$7.17B
$618,000 0.01% of portfolio
38,422
Q2 2025 Added 6,117.15%

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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