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
$0
$3.36 Million 0.05% of portfolio
80,093
Q2 2025 Added 2,337.4%
$2.52B
$3.43 Million 0.05% of portfolio
54,732
Q2 2025 Added 1,409.85%
$66.5B
$3.2 Million 0.05% of portfolio
99,357
Q2 2025 Added 3,001.03%
$490B
$3.65 Million 0.05% of portfolio
4,881,129
Q2 2025 Added 128,553.9%
$0
$3.25 Million 0.05% of portfolio
100,061
Q2 2025 Added 2,982.59%
$0
$3.21 Million 0.05% of portfolio
163,673
Q2 2025 Added 5,002.03%
$111B
$3.26 Million 0.05% of portfolio
224,661
Q2 2025 Added 6,802.03%
$1.12B
$3.8 Million 0.05% of portfolio
8,325
Q2 2025 Added 119.02%
$162B
$3.37 Million 0.05% of portfolio
75,399
Q2 2025 Added 1,583.39%
$177B
$3.49 Million 0.05% of portfolio
725,010
Q2 2025 Added 25,793.21%
$0
$3.21 Million 0.05% of portfolio
359,234
Q2 2025 Added 11,098.07%
Arista Networks Inc
-
$3.37 Million 0.05% of portfolio
-
Q2 2025 Added 10,204.36%
$0
$3.58 Million 0.05% of portfolio
483,444
Q2 2025 Added 44,663.33%
$107B
$3.07 Million 0.04% of portfolio
91,766
Q2 2025 Added 2,893.02%
-
$2.6 Million 0.04% of portfolio
-
Q2 2025 Added 9,590.0%
$0
$2.75 Million 0.04% of portfolio
72,324
Q2 2025 Added 2,531.88%
$189M
$2.5 Million 0.04% of portfolio
2,461
Q2 2025 Reduced 1.56%
$0
$2.98 Million 0.04% of portfolio
904,752
Q2 2025 Added 67,067.93%
$224B
$2.45 Million 0.04% of portfolio
446,948
Q2 2025 Added 18,113.04%
$51.4B
$3.13 Million 0.04% of portfolio
33,928
Q2 2025 Added 945.22%
$205B
$2.83 Million 0.04% of portfolio
371,629
Q2 2025 Added 13,055.01%
$12.2B
$3 Million 0.04% of portfolio
132,225
Q2 2025 Added 4,307.5%
$0
$3.05 Million 0.04% of portfolio
134,740
Q2 2025 Added 4,324.96%
$12.2B
$2.83 Million 0.04% of portfolio
561,818
Q2 2025 Added 19,387.27%
$0
$2.5 Million 0.04% of portfolio
90,450
Q2 2025 Added 3,518.0%
$17.4B
$2.92 Million 0.04% of portfolio
200,178
Q2 2025 Added 6,757.76%
$0
$2.85 Million 0.04% of portfolio
366,282
Q2 2025 New
$37.6B
$2.67 Million 0.04% of portfolio
264,186
Q2 2025 Added 10,342.13%
$66.3B
$2.39 Million 0.03% of portfolio
285,247
Q2 2025 Added 10,795.61%
$0
$2.2 Million 0.03% of portfolio
66,220
Q2 2025 Added 2,910.0%
$337B
$2.06 Million 0.03% of portfolio
530,082
Q2 2025 Added 25,732.46%
$36.9B
$2 Million 0.03% of portfolio
151,480
Q2 2025 Added 6,486.09%
$267B
$2.17 Million 0.03% of portfolio
152,438
Q2 2025 Added 6,941.02%
$0
$2.02 Million 0.03% of portfolio
83,755
Q2 2025 Added 4,042.19%
$0
$1.76 Million 0.03% of portfolio
92,972
Q2 2025 Added 5,173.51%
$415M
$2.04 Million 0.03% of portfolio
31,095
Q2 2025 Added 1,425.01%
$0
$2.09 Million 0.03% of portfolio
192,586
Q2 2025 Added 9,097.04%
$5.83B
$2.25 Million 0.03% of portfolio
118,733
Q2 2025 Added 5,177.02%
$233M
$2.08 Million 0.03% of portfolio
29,038
Q2 2025 New
$0
$2.44 Million 0.03% of portfolio
79,569
Q2 2025 Added 3,165.04%
Ishares Bitcoin Trust ETF
-
$1.82 Million 0.03% of portfolio
-
Q2 2025 Added 6,021.04%
$20.5B
$2 Million 0.03% of portfolio
116,640
Q2 2025 Added 5,732.0%
$551B
$2.1 Million 0.03% of portfolio
744,895
Q2 2025 Added 32,700.31%
$3.66B
$2 Million 0.03% of portfolio
10,480
Q2 2025 New
$0
$2.24 Million 0.03% of portfolio
1,487,074
Q2 2025 Added 210,235.8%
$0
$2 Million 0.03% of portfolio
147,024
Q2 2025 Added 7,262.24%
$0
$2.1 Million 0.03% of portfolio
250,152
Q2 2025 Added 11,812.0%
$71.9B
$2.18 Million 0.03% of portfolio
136,801
Q2 2025 Added 6,181.04%
$0
$1.84 Million 0.03% of portfolio
40,297
Q2 2025 Added 2,096.02%

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
Track This Portfolio

Track Laurel Wealth Advisors LLC Portfolio

Follow Laurel Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email