Laurel Wealth Advisors LLC ETFs

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHV Ishares Tr	$0	$85,000 0.01% of portfolio	775	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$83,000 0.01% of portfolio	2,022	Q1 2025 Added 0.05%
STIP Ishares Barclays 0 5 Year Tips	$0	$82,000 0.01% of portfolio	800	Q1 2024 Added 14.29%
SHYG Ishares 0 5 Year High Yield CO	$0	$82,000 0.01% of portfolio	1,940	Q3 2024 New
VHT Vanguard Health Care ETF	$0	$78,000 0.01% of portfolio	300	Q2 2024 Reduced 33.18%
QDEF Flexshares Quality Div Defensi	$0	$74,000 0.01% of portfolio	1,077	Q4 2024 Reduced 21.79%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$70,000 0.01% of portfolio	1,558	Q4 2024 Added 2,586.21%
BOTZ Global X Fds	$0	$70,000 0.01% of portfolio	2,437	Q1 2025 Reduced 14.1%
SCHB Schwab Strategic Tr Us Broad M	$0	$70,000 0.01% of portfolio	3,286	Q1 2025 Added 3.63%
HYG Ishares Tr	$0	$68,000 0.01% of portfolio	869	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$65,000 0.01% of portfolio	831	Q4 2024 Reduced 12.62%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$65,000 0.01% of portfolio	1,668	Q4 2024 Reduced 1.94%
EWA Ishares Msci Australia ETF	$0	$64,000 0.01% of portfolio	2,748	Q4 2023 Reduced 25.75%
ISCG Ishares Morningstar Small Cap	$0	$63,000 0.01% of portfolio	1,410	Q2 2021 Added 500.0%
PYZ Invesco Exchange Traded Fd Tr	$0	$60,000 0.01% of portfolio	716	Q3 2021 Added 0.14%
VGSH Vanguard	$0	$58,000 0.01% of portfolio	990	Q3 2023 Added 16.47%
USMV Ishares Msci Usa Min Vol Facto	$0	$57,000 0.01% of portfolio	615	Q3 2024 New
SIVR Abrdn Silver ETF Trust	$1.73B	$56,000 0.01% of portfolio	1,740	Q1 2023 New
IWV Ishares Russell 3000 ETF	$0	$52,000 0.01% of portfolio	165	Q2 2022 Reduced 64.13%
IEMG Ishares Inc	$0	$50,000 0.01% of portfolio	939	Q4 2024 Added 0.11%
ICLN Ishares	$0	$49,000 0.01% of portfolio	4,299	Q1 2025 Reduced 53.77%
ISCV Ishares Morningstar Small Cap	$0	$49,000 0.01% of portfolio	840	Q2 2021 Added 200.0%
SLYV Spdr S&P 600 Small Cap Value E	$0	$47,000 0.01% of portfolio	610	Q4 2023 Reduced 3.33%
AUSF Global X Fds Adaptive U S Fact	$0	$46,000 0.01% of portfolio	1,071	Q4 2024 New
FV First Trust Dorsey Wright Focu	$0	$46,000 0.01% of portfolio	850	Q2 2019 New
TFI Spdr Nuveen Bloomberg Municipa	$0	$44,000 0.01% of portfolio	1,000	Q2 2024 Reduced 50.0%
BIV Vanguard Bd Index Fd Inc Inter	$0	$39,000 0.01% of portfolio	511	Q1 2025 Added 0.79%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$39,000 0.01% of portfolio	638	Q2 2024 Reduced 31.98%
GSST Goldman Sachs ETF Tr Access Ul	$0	$37,000 0.01% of portfolio	739	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$34,000 0.01% of portfolio	386	Q4 2024 Added 73.09%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$32,000 0.01% of portfolio	1,272	Q3 2024 New
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$32,000 0.01% of portfolio	1,450	Q2 2024 New
IWS Ishares Russell Midcap Value E	$0	$31,000 0.0% of portfolio	248	Q4 2018 New
VB Vanguard Small Cap ETF	$0	$29,000 0.0% of portfolio	135	Q1 2025 Added 22.73%
TIP Ishares Tr Tips Bd ETF	$0	$28,000 0.0% of portfolio	259	Q3 2023 Reduced 14.8%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$27,000 0.0% of portfolio	475	Q4 2024 New
HDV Ishares Core High Dividend ETF	$0	$27,000 0.0% of portfolio	234	Q3 2022 New
IWP Ishares Russell Mid Cap Growth	$0	$26,000 0.0% of portfolio	222	Q1 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$25,000 0.0% of portfolio	189	Q4 2024 Reduced 17.47%
SCHV Schwab Strategic Tr Us Large C	$0	$24,000 0.0% of portfolio	915	Q4 2024 Added 200.0%
URA Global X Uranium ETF	$0	$23,000 0.0% of portfolio	1,000	Q4 2024 New
IBHE Ishares Ibonds 2025 Term High	$0	$23,000 0.0% of portfolio	1,000	Q1 2023 Added 150.0%
FDN First Tr Fd Dow Jones	$0	$22,000 0.0% of portfolio	101	Q3 2022 Added 74.14%
DUHP Dimensional ETF Tr Dimensional	$0	$20,000 0.0% of portfolio	635	Q4 2024 New
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$19,000 0.0% of portfolio	850	Q1 2024 Reduced 56.41%
IWB Ishares Tr Russell 1000 ETF	$0	$19,000 0.0% of portfolio	65	Q3 2022 Reduced 7.14%
SLYG Spdr S&P 600 Small Cap Growth	$0	$18,000 0.0% of portfolio	223	Q2 2023 Added 4.69%
MBB Ishares Tr	$0	$18,000 0.0% of portfolio	200	Q3 2023 Reduced 20.0%
RSP Invesco S&P 500 Equal Weight E	$0	$17,000 0.0% of portfolio	103	Q1 2025 Added 9.57%
RXI Ishares Tr	$0	$17,000 0.0% of portfolio	100	Q3 2021 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.