Laurel Wealth Advisors LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $626 Million distributed in 734 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.1M, Vanguard Dividend Appreciation with a value of $31.8M, Microsoft Corp with a value of $25.2M, Ishares Treasury Floating Rate with a value of $23.1M, and Ishares Trishares 0 3 Mnth Tre with a value of $20.8M.
Examining the 13F form we can see an increase of $9.82M in the current position value, from $617M to 626M.
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
$626 Million
ETFs: $242 Million
Technology: $96 Million
Financial Services: $77.4 Million
Healthcare: $44.7 Million
Consumer Cyclical: $38.9 Million
Communication Services: $35.7 Million
Consumer Defensive: $32.9 Million
Industrials: $22 Million
Other: $35.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
