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
$82.8B
$2.27 Million 0.03% of portfolio
303,193
Q2 2025 Added 13,233.03%
$0
$2.06 Million 0.03% of portfolio
363,378
Q2 2025 Added 30,030.85%
$0
$2.13 Million 0.03% of portfolio
271,149
Q2 2025 Added 29,055.81%
$11.6B
$1.89 Million 0.03% of portfolio
124,030
Q2 2025 Added 5,137.75%
$187B
$1.67 Million 0.02% of portfolio
22,858
Q2 2025 Added 1,272.03%
Blackrock Inc
-
$1.63 Million 0.02% of portfolio
-
Q2 2025 Added 105,267.45%
$0
$1.45 Million 0.02% of portfolio
255,940
Q2 2025 Added 39,275.38%
$716M
$1.7 Million 0.02% of portfolio
58,038
Q2 2025 Added 3,314.0%
$0
$1.19 Million 0.02% of portfolio
117,868
Q2 2025 Added 9,846.67%
$26.7B
$1.13 Million 0.02% of portfolio
196,152
Q2 2025 Added 20,991.61%
$37.5B
$1.46 Million 0.02% of portfolio
71,644
Q2 2025 Added 4,820.6%
$5.72B
$1.29 Million 0.02% of portfolio
128,473
Q2 2025 Added 9,836.04%
$0
$1.41 Million 0.02% of portfolio
70,162
Q2 2025 Added 4,876.03%
$87.3B
$1.22 Million 0.02% of portfolio
111,428
Q2 2025 Added 9,011.04%
$119B
$1.24 Million 0.02% of portfolio
44,185
Q2 2025 Added 3,469.06%
$17.3B
$1.09 Million 0.02% of portfolio
43,971
Q2 2025 Added 3,934.04%
$0
$1.45 Million 0.02% of portfolio
179,686
Q2 2025 Added 12,258.05%
$65.3B
$1.68 Million 0.02% of portfolio
428,750
Q2 2025 Added 25,497.01%
$74.7B
$1.39 Million 0.02% of portfolio
343,431
Q2 2025 Added 24,625.05%
$119B
$1.47 Million 0.02% of portfolio
392,018
Q2 2025 Added 26,750.55%
$77.6B
$1.05 Million 0.02% of portfolio
70,920
Q2 2025 Added 6,641.44%
$48.7B
$1.43 Million 0.02% of portfolio
80,994
Q2 2025 Added 3,943.63%
$0
$1.42 Million 0.02% of portfolio
118,744
Q2 2025 Added 8,274.05%
$2.28B
$1.4 Million 0.02% of portfolio
122,710
Q2 2025 Added 8,665.0%
$411B
$1.39 Million 0.02% of portfolio
1,378,758
Q2 2025 Added 96,316.64%
$2.26B
$1.74 Million 0.02% of portfolio
59,874
Q2 2025 Added 3,341.03%
$44.6B
$1.47 Million 0.02% of portfolio
109,261
Q2 2025 Added 7,353.0%
$123B
$1.05 Million 0.02% of portfolio
72,156
Q2 2025 Added 6,772.0%
$39.7B
$1.4 Million 0.02% of portfolio
207,452
Q2 2025 Added 14,718.0%
$1.39B
$1.6 Million 0.02% of portfolio
47,680
Q2 2025 Added 2,880.0%
$0
$1.69 Million 0.02% of portfolio
72,143
Q2 2025 Added 4,225.12%
$0
$1.23 Million 0.02% of portfolio
268,494
Q2 2025 Added 39,618.05%
$879M
$1.07 Million 0.02% of portfolio
7,786
Q2 2025 Added 629.03%
$0
$1.73 Million 0.02% of portfolio
332,425
Q2 2025 Added 19,171.01%
$0
$1.6 Million 0.02% of portfolio
97,504
Q2 2025 Added 6,016.94%
$45.4B
$1.7 Million 0.02% of portfolio
122,085
Q2 2025 Added 7,073.03%
$419B
$1.1 Million 0.02% of portfolio
156,658
Q2 2025 Added 14,090.04%
$0
$1.63 Million 0.02% of portfolio
130,179
Q2 2025 New
$20.2B
$1.21 Million 0.02% of portfolio
286,997
Q2 2025 Added 130,353.18%
$15.7B
$1.2 Million 0.02% of portfolio
40,200
Q2 2025 Added 3,250.0%
$0
$1.18 Million 0.02% of portfolio
156,773
Q2 2025 Added 206,180.27%
$1.48T
$1.19 Million 0.02% of portfolio
379,178
Q2 2025 Added 32,559.6%
$0
$1.57 Million 0.02% of portfolio
31,755
Q2 2025 Added 7,588.86%
$92.8B
$1.71 Million 0.02% of portfolio
156,930
Q2 2025 Added 9,061.12%
$0
$1.45 Million 0.02% of portfolio
32,422
Q2 2025 Added 2,136.0%
$0
$1.07 Million 0.02% of portfolio
47,874
Q2 2025 Added 4,370.03%
$0
$1.52 Million 0.02% of portfolio
239,046
Q2 2025 Added 15,292.53%
$17.4B
$1.53 Million 0.02% of portfolio
185,726
Q2 2025 Added 12,031.03%
$0
$1.56 Million 0.02% of portfolio
81,110
Q2 2025 Added 5,106.03%

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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