Laurel Wealth Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $624 Million distributed in 696 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $31.1M, Apple Inc. with a value of $29.2M, Ishares Treasury Floating Rate with a value of $24.5M, Berkshire Hathaway Inc with a value of $24M, and Microsoft Corp with a value of $22.6M.
Examining the 13F form we can see an decrease of $1.98M in the current position value, from $626M to 624M.
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
$624 Million
ETFs: $243 Million
Technology: $85.4 Million
Financial Services: $81.1 Million
Healthcare: $48.5 Million
Consumer Cyclical: $37.2 Million
Consumer Defensive: $33.5 Million
Communication Services: $32.2 Million
Utilities: $23.7 Million
Other: $37.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
