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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$501 Million 7.18% of portfolio
25,370,114
Q2 2025 Added 5,146.9%
$0
$262 Million 3.75% of portfolio
5,142,382
Q2 2025 Added 1,914.23%
$0
$248 Million 3.56% of portfolio
6,014,772
Q2 2025 Added 2,340.99%
$0
$227 Million 3.26% of portfolio
22,874,397
Q2 2025 Added 10,406.58%
$0
$207 Million 2.97% of portfolio
5,213,215
Q2 2025 Added 2,358.95%
$0
$174 Million 2.49% of portfolio
35,551,585
Q2 2025 Added 20,718.4%
$0
$156 Million 2.23% of portfolio
3,040,907
Q2 2025 Added 1,856.47%
$0
$153 Million 2.19% of portfolio
3,701,526
Q2 2025 Added 2,356.92%
$0
$149 Million 2.13% of portfolio
7,477,626
Q2 2025 Added 5,028.76%
$0
$143 Million 2.05% of portfolio
3,634,900
Q2 2025 Added 2,547.78%
$0
$140 Million 2.01% of portfolio
2,872,278
Q2 2025 Added 2,281.48%
$0
$126 Million 1.8% of portfolio
13,728,611
Q2 2025 Added 11,144.76%
$0
$112 Million 1.6% of portfolio
2,310,149
Q2 2025 Added 1,717.9%
$0
$108 Million 1.54% of portfolio
5,635,354
Q2 2025 Added 5,614.09%
$0
$107 Million 1.53% of portfolio
2,484,645
Q2 2025 Added 2,331.16%
$0
$88.3 Million 1.27% of portfolio
3,730,360
Q2 2025 Added 4,246.47%
$0
$81.3 Million 1.17% of portfolio
1,785,875
Q2 2025 Added 2,298.76%
$0
$73.1 Million 1.05% of portfolio
2,776,709
Q2 2025 Added 3,777.33%
$0
$61.8 Million 0.89% of portfolio
2,694,465
Q2 2025 Added 4,209.9%
$0
$60 Million 0.86% of portfolio
4,535,556
Q2 2025 Added 7,426.64%
$0
$42.9 Million 0.62% of portfolio
803,091
Q2 2025 Added 1,799.68%
$0
$40.4 Million 0.58% of portfolio
2,045,208
Q2 2025 Added 4,902.59%
$0
$40.5 Million 0.58% of portfolio
1,984,861
Q2 2025 Added 4,903.05%
$0
$36.8 Million 0.53% of portfolio
3,291,030
Q2 2025 Added 8,818.3%
$0
$34.5 Million 0.5% of portfolio
1,807,047
Q2 2025 Added 5,144.51%
$0
$34.5 Million 0.49% of portfolio
1,947,096
Q2 2025 Added 6,342.22%
$0
$30.4 Million 0.44% of portfolio
2,519,904
Q2 2025 Added 8,100.41%
$0
$28.5 Million 0.41% of portfolio
2,329,180
Q2 2025 Added 8,026.09%
$0
$26.8 Million 0.38% of portfolio
1,744,885
Q2 2025 Added 6,498.91%
$0
$26.8 Million 0.38% of portfolio
2,170,018
Q2 2025 Added 8,306.04%
$0
$23.4 Million 0.34% of portfolio
492,336
Q2 2025 Added 4,501.27%
$0
$23.1 Million 0.33% of portfolio
14,276,169
Q2 2025 Added 63,406.09%
$0
$22.1 Million 0.32% of portfolio
2,402,387
Q2 2025 Added 13,620.87%
$0
$21.3 Million 0.31% of portfolio
3,690,017
Q2 2025 Added 18,553.41%
$0
$21.2 Million 0.3% of portfolio
1,209,582
Q2 2025 Added 6,539.85%
$0
$21 Million 0.3% of portfolio
9,185,671
Q2 2025 Added 45,809.99%
$0
$19.8 Million 0.28% of portfolio
484,915
Q2 2025 Added 2,373.3%
$0
$18.6 Million 0.27% of portfolio
4,705,862
Q2 2025 Added 27,205.69%
$0
$18.3 Million 0.26% of portfolio
1,549,336
Q2 2025 Added 9,245.74%
$0
$14.3 Million 0.2% of portfolio
1,897,610
Q2 2025 Added 13,158.87%
$0
$13.2 Million 0.19% of portfolio
1,952,891
Q2 2025 Added 17,584.42%
$0
$13.3 Million 0.19% of portfolio
822,715
Q2 2025 Added 6,106.36%
$0
$13.4 Million 0.19% of portfolio
295,875
Q2 2025 Added 1,970.79%
$0
$13.3 Million 0.19% of portfolio
2,865,477
Q2 2025 Added 22,037.49%
$0
$12.4 Million 0.18% of portfolio
1,764,644
Q2 2025 Added 14,556.51%
$0
$12.4 Million 0.18% of portfolio
624,354
Q2 2025 Added 4,927.0%
$0
$11.1 Million 0.16% of portfolio
1,007,335
Q2 2025 Added 8,758.03%
$0
$10.6 Million 0.15% of portfolio
1,167,018
Q2 2025 Added 10,664.86%
$0
$10.5 Million 0.15% of portfolio
1,093,247
Q2 2025 Added 11,118.54%

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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