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
$10.7 Million 0.15% of portfolio
250,289
Q2 2025 Added 2,235.87%
$0
$9.46 Million 0.14% of portfolio
687,773
Q2 2025 Added 7,168.79%
$0
$9.81 Million 0.14% of portfolio
164,584
Q2 2025 Added 1,583.04%
$0
$9.78 Million 0.14% of portfolio
554,536
Q2 2025 Added 5,573.0%
$116B
$9.59 Million 0.14% of portfolio
2,922,406
Q2 2025 Added 31,232.75%
$19.8B
$9.55 Million 0.14% of portfolio
313,402
Q2 2025 Added 3,181.01%
$0
$8.98 Million 0.13% of portfolio
855,779
Q2 2025 Added 9,685.92%
$0
$8.4 Million 0.12% of portfolio
1,826,391
Q2 2025 Added 24,597.65%
$0
$8.43 Million 0.12% of portfolio
740,303
Q2 2025 Added 8,680.73%
$0
$8.21 Million 0.12% of portfolio
107,634
Q2 2025 Added 2,403.7%
$0
$7.89 Million 0.11% of portfolio
241,912
Q2 2025 Added 3,220.69%
$0
$6.99 Million 0.1% of portfolio
770,011
Q2 2025 Added 11,334.67%
$0
$6.2 Million 0.09% of portfolio
142,166
Q2 2025 Added 2,193.0%
$0
$5.93 Million 0.09% of portfolio
799,170
Q2 2025 Added 13,433.78%
$0
$6.52 Million 0.09% of portfolio
164,989
Q2 2025 Added 2,578.39%
$0
$6.54 Million 0.09% of portfolio
266,498
Q2 2025 Added 3,978.01%
$0
$4.6 Million 0.07% of portfolio
387,274
Q2 2025 Added 8,319.0%
$0
$4.59 Million 0.07% of portfolio
316,778
Q2 2025 Added 9,122.07%
$0
$4.43 Million 0.06% of portfolio
2,748,222
Q2 2025 Added 63,164.78%
$0
$4.15 Million 0.06% of portfolio
274,466
Q2 2025 Added 6,520.02%
$0
$3.85 Million 0.06% of portfolio
112,430
Q2 2025 Added 2,871.19%
$0
$4.21 Million 0.06% of portfolio
214,542
Q2 2025 Added 4,996.01%
$0
$4.02 Million 0.06% of portfolio
1,704,689
Q2 2025 Added 42,358.01%
$0
$4.07 Million 0.06% of portfolio
2,313,917
Q2 2025 Added 59,094.6%
$0
$3.36 Million 0.05% of portfolio
80,093
Q2 2025 Added 2,337.4%
$0
$3.25 Million 0.05% of portfolio
100,061
Q2 2025 Added 2,982.59%
$0
$3.21 Million 0.05% of portfolio
163,673
Q2 2025 Added 5,002.03%
$0
$3.21 Million 0.05% of portfolio
359,234
Q2 2025 Added 11,098.07%
$0
$3.58 Million 0.05% of portfolio
483,444
Q2 2025 Added 44,663.33%
$0
$2.75 Million 0.04% of portfolio
72,324
Q2 2025 Added 2,531.88%
$0
$2.98 Million 0.04% of portfolio
904,752
Q2 2025 Added 67,067.93%
$0
$3.05 Million 0.04% of portfolio
134,740
Q2 2025 Added 4,324.96%
$0
$2.85 Million 0.04% of portfolio
366,282
Q2 2025 New
$0
$2.02 Million 0.03% of portfolio
83,755
Q2 2025 Added 4,042.19%
$0
$1.76 Million 0.03% of portfolio
92,972
Q2 2025 Added 5,173.51%
$0
$2.09 Million 0.03% of portfolio
192,586
Q2 2025 Added 9,097.04%
$0
$2.44 Million 0.03% of portfolio
79,569
Q2 2025 Added 3,165.04%
$0
$2.24 Million 0.03% of portfolio
1,487,074
Q2 2025 Added 210,235.8%
$0
$2 Million 0.03% of portfolio
147,024
Q2 2025 Added 7,262.24%
$0
$2.1 Million 0.03% of portfolio
250,152
Q2 2025 Added 11,812.0%
$0
$2.06 Million 0.03% of portfolio
363,378
Q2 2025 Added 30,030.85%
$0
$2.13 Million 0.03% of portfolio
271,149
Q2 2025 Added 29,055.81%
$10.6B
$1.89 Million 0.03% of portfolio
124,030
Q2 2025 Added 5,137.75%
$0
$1.45 Million 0.02% of portfolio
255,940
Q2 2025 Added 39,275.38%
$0
$1.19 Million 0.02% of portfolio
117,868
Q2 2025 Added 9,846.67%
$0
$1.41 Million 0.02% of portfolio
70,162
Q2 2025 Added 4,876.03%
$0
$1.45 Million 0.02% of portfolio
179,686
Q2 2025 Added 12,258.05%
$0
$1.42 Million 0.02% of portfolio
118,744
Q2 2025 Added 8,274.05%
$1.94B
$1.74 Million 0.02% of portfolio
59,874
Q2 2025 Added 3,341.03%

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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