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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$412B
$50,000 0.0% of portfolio
5,671
Q2 2025 Added 11,242.0%
$447B
$30,000 0.0% of portfolio
21,864,000
Q2 2025 Added 0.0%
$218B
$50,000 0.0% of portfolio
289,462
Q2 2025 Added 578,824.0%
$265B
$323,000 0.0% of portfolio
45,498
Q2 2025 Added 13,986.07%
$323B
$329,000 0.0% of portfolio
44,850
Q2 2025 Added 18,904.24%

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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