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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$120B
$10.2 Million 0.15% of portfolio
917,788
Q2 2025 Added 8,148.3%
$0
$10.6 Million 0.15% of portfolio
1,167,018
Q2 2025 Added 10,664.86%
$1.43B
$10.6 Million 0.15% of portfolio
39,743
Q2 2025 Added 273.98%
$0
$10.5 Million 0.15% of portfolio
1,093,247
Q2 2025 Added 11,118.54%
$23.8B
$10.5 Million 0.15% of portfolio
1,204,193
Q2 2025 Added 10,936.5%
$0
$10.7 Million 0.15% of portfolio
250,289
Q2 2025 Added 2,235.87%
$0
$9.46 Million 0.14% of portfolio
687,773
Q2 2025 Added 7,168.79%
$0
$9.81 Million 0.14% of portfolio
164,584
Q2 2025 Added 1,583.04%
$52.1B
$9.86 Million 0.14% of portfolio
721,654
Q2 2025 Added 7,290.21%
$0
$9.78 Million 0.14% of portfolio
554,536
Q2 2025 Added 5,573.0%
$116B
$9.59 Million 0.14% of portfolio
2,922,406
Q2 2025 Added 31,232.75%
$19.8B
$9.55 Million 0.14% of portfolio
313,402
Q2 2025 Added 3,181.01%
$88.1B
$9.07 Million 0.13% of portfolio
1,381,274
Q2 2025 Added 14,795.65%
$30B
$9.23 Million 0.13% of portfolio
478,207
Q2 2025 Added 5,081.01%
$62B
$9.07 Million 0.13% of portfolio
266,600
Q2 2025 Added 2,840.01%
$54.3B
$9.17 Million 0.13% of portfolio
1,579,386
Q2 2025 Added 16,974.44%
$0
$8.4 Million 0.12% of portfolio
1,826,391
Q2 2025 Added 24,597.65%
$93.1B
$8.43 Million 0.12% of portfolio
4,293,484
Q2 2025 Added 54,635.9%
$0
$8.43 Million 0.12% of portfolio
740,303
Q2 2025 Added 8,680.73%
$0
$8.21 Million 0.12% of portfolio
107,634
Q2 2025 Added 2,403.7%
$830B
$7.91 Million 0.11% of portfolio
1,729,145
Q2 2025 Added 21,239.57%
$73.3B
$8.01 Million 0.11% of portfolio
362,362
Q2 2025 Added 4,217.43%
$0
$7.89 Million 0.11% of portfolio
241,912
Q2 2025 Added 3,220.69%
$101B
$7.15 Million 0.1% of portfolio
330,974
Q2 2025 Added 4,342.6%
$0
$6.99 Million 0.1% of portfolio
770,011
Q2 2025 Added 11,334.67%
$216B
$6.18 Million 0.09% of portfolio
489,209
Q2 2025 Added 7,567.85%
$0
$6.2 Million 0.09% of portfolio
142,166
Q2 2025 Added 2,193.0%
$0
$5.93 Million 0.09% of portfolio
799,170
Q2 2025 Added 13,433.78%
$51.1B
$6.35 Million 0.09% of portfolio
214,664
Q2 2025 Added 3,911.66%
$230B
$6.46 Million 0.09% of portfolio
1,903,116
Q2 2025 Added 27,928.22%
$0
$6.52 Million 0.09% of portfolio
164,989
Q2 2025 Added 2,578.39%
$0
$6.54 Million 0.09% of portfolio
266,498
Q2 2025 Added 3,978.01%
$0
$6.22 Million 0.09% of portfolio
1,215,465
Q2 2025 Added 19,441.24%
$9.47B
$6.09 Million 0.09% of portfolio
444,510
Q2 2025 Added 7,086.9%
$246B
$5.46 Million 0.08% of portfolio
1,742,009
Q2 2025 Added 31,595.94%
$41.4B
$5.39 Million 0.08% of portfolio
553,202
Q2 2025 Added 10,173.02%
$35.4B
$4.95 Million 0.07% of portfolio
779,598
Q2 2025 Added 15,755.16%
$0
$4.73 Million 0.07% of portfolio
89,804
Q2 2025 Added 1,799.01%
$169B
$4.65 Million 0.07% of portfolio
1,032,319
Q2 2025 Added 22,167.45%
$0
$4.6 Million 0.07% of portfolio
387,274
Q2 2025 Added 8,319.0%
$0
$4.59 Million 0.07% of portfolio
316,778
Q2 2025 Added 9,122.07%
$0
$4.43 Million 0.06% of portfolio
2,748,222
Q2 2025 Added 63,164.78%
$0
$4.15 Million 0.06% of portfolio
274,466
Q2 2025 Added 6,520.02%
$0
$3.85 Million 0.06% of portfolio
112,430
Q2 2025 Added 2,871.19%
$0
$4.21 Million 0.06% of portfolio
214,542
Q2 2025 Added 4,996.01%
$0
$4.02 Million 0.06% of portfolio
1,704,689
Q2 2025 Added 42,358.01%
$119B
$4.13 Million 0.06% of portfolio
242,340
Q2 2025 Added 5,491.6%
$0
$4.07 Million 0.06% of portfolio
2,313,917
Q2 2025 Added 59,094.6%
Ishares Tr
-
$4 Million 0.06% of portfolio
-
Q2 2025 Added 2,457.0%

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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