Laurel Wealth Advisors LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $617 Million distributed in 699 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $31.9M, Apple Inc. with a value of $31.9M, Microsoft Corp with a value of $25.7M, Ishares Treasury Floating Rate with a value of $22.5M, and Berkshire Hathaway Inc with a value of $20.7M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $631M to 617M.
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
$617 Million
ETFs: $245 Million
Technology: $91.8 Million
Financial Services: $73.6 Million
Healthcare: $51.1 Million
Consumer Cyclical: $38 Million
Consumer Defensive: $33.9 Million
Communication Services: $32.3 Million
Industrials: $22 Million
Other: $28.5 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
