Laurel Wealth Advisors LLC Portfolio Holdings

Laurel Wealth Advisors LLC

  • $695 Million
  • Q3 2025

Laurel Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $695 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.8M, Vanguard Dividend Appreciation with a value of $31.7M, Microsoft Corp with a value of $31.1M, Ishares Treasury Floating Rate with a value of $28.4M, and Nvidia Corp with a value of $25.6M.

Examining the 13F form we can see an decrease of $6.28B in the current position value, from $6.97B to 695M.

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 $695 Million
ETFs: $275 Million
Technology: $112 Million
Financial Services: $84 Million
Healthcare: $46.3 Million
Communication Services: $44.1 Million
Consumer Cyclical: $40.5 Million
Consumer Defensive: $33.5 Million
Utilities: $23.5 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$362,000 0.05% of portfolio
1,469
Q3 2025 Reduced 99.63%
$0
$365,000 0.05% of portfolio
3,208
Q3 2025 Reduced 99.11%
$0
$248,000 0.04% of portfolio
10,615
Q2 2025 Added 0.94%
$0
$309,000 0.04% of portfolio
13,313
Q2 2025 Added 0.56%
$398M
$184,000 0.03% of portfolio
16,933
Q3 2025 Reduced 90.22%
$0
$191,000 0.03% of portfolio
11,339
Q3 2025 Reduced 93.11%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.97%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.86%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.77%
Spinnaker ETF Series
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 15.03%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.41%
Southstate Bk Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Vanguard Wellington Fd
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.21%
$597M
$0 0.0% of portfolio
-
Q2 2025 Reduced 27.27%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $695 Million
  • Prior Value $6.97 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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