Laurel Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Laurel Wealth Advisors LLC | Institutional Filer | ▲ 33.75% | $1.01B | 192 |
Current Portfolio Holdings
Showing all 192 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 262 | $188.0M | 18.58% |
| 2 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 261K | $71.1M | 7.03% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | — | 176K | $40.2M | 3.97% |
| 4 | AAPL | Apple Inc. | Technology | 131K | $38.4M | 3.79% |
| 5 | GOOGL | Alphabet Inc. | Technology | 83K | $33.1M | 3.27% |
| 6 | TFLO | ISHARES TR | — | 637K | $32.2M | 3.18% |
| 7 | SGOV | ISHARES TR | — | 287K | $28.9M | 2.86% |
| 8 | NVDA | NVIDIA Corporation | Technology | 133K | $28.6M | 2.83% |
| 9 | MSFT | Microsoft Corporation | Technology | 62K | $25.8M | 2.55% |
| 10 | DUK | Duke Energy Corporation | Utilities | 164K | $20.3M | 2.01% |
| 11 | IJR | ISHARES TR | — | 129K | $17.8M | 1.76% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 23K | $17.2M | 1.70% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 56K | $16.8M | 1.66% |
| 14 | WMT | Walmart Inc. | Consumer Defensive | 116K | $15.1M | 1.50% |
| 15 | LLY | Eli Lilly and Company | Healthcare | 14K | $13.5M | 1.33% |
Showing 1 to 15 of 192 holdings