Laurel Wealth Advisors LLC Portfolio Holdings
Laurel Wealth Advisors LLC
- $585 Million
- Q1 2024
Laurel Wealth Advisors LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $585 Million distributed in 637 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $31.7M, Microsoft Corp with a value of $26M, Apple Inc. with a value of $24M, Ishares Treasury Floating Rate with a value of $19.3M, and Berkshire Hathaway Inc with a value of $19M.
Examining the 13F form we can see an increase of $58.7M in the current position value, from $526M to 585M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 637
- Current Value $585 Million
- Prior Value $526 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 77 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks