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CIK: 0001757128
Total reported value
$1.0B
$1.0B
734 檔
13.3%
As reported in its official Q4 2024 Form 13F filing, Laurel Wealth Advisors LLC's tracked investment portfolio stood at $1.0B with 734 total positions.
Laurel Wealth Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, MSFT) accounted for 13.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.6M
Top Position Liquidated / Trimmed
IBDP
前期市值: $2.9M
Showing top 200 holdings (of 734 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.34% | +0.09% | -0.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.16% | -0.61% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.31% | +0.20% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.61% | +0.05% | +2.61% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.25% | +0.01% | +5.52% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.19% | +0.40% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.27% | -3.53% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.53% | -0.08% | +0.05% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.50% | -0.01% | +86.52% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.24% | +0.09% | +0.75% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.09% | -0.85% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | -0.05% | -27.92% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.99% | +0.01% | +0.07% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.30% | -2.71% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.24% | -0.39% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.24% | -1.64% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | +0.09% | -0.81% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.43% | +0.09% | -0.14% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.32% | -0.05% | -1.57% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | +0.03% | -0.60% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.01% | -0.10% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | +0.12% | -4.18% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.11% | -0.02% | +0.63% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.07% | -1.17% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | +0.05% | +2.02% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.12% | +0.42% | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.91% | -0.03% | +11.88% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.90% | -0.03% | +1.33% | |
| 29 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.89% | +0.01% | +12.76% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.13% | -1.08% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.02% | +0.02% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.83% | — | +7.21% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | +0.01% | -0.24% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | +0.02% | -0.57% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | +0.01% | +0.27% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.73% | -0.01% | +7.56% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | +0.01% | -0.81% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.12% | -2.62% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.04% | -0.03% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.05% | -1.58% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.63% | — | +1.92% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.06% | +4.54% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.62% | +0.07% | +0.95% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.61% | -0.02% | +0.31% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.06% | +5.10% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.34% | EXIT | |
| 47 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.55% | +0.01% | +15.61% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.06% | -2.12% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.52% | — | +4.99% | |
| 50 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.51% | +0.01% | +21.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +1% | +86.52% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.05% | Add |
| 3 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.2% | -0.61% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | -0.39% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -0.85% | Trim |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +281.73% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | -3.53% | Trim |
| 9 | WMT | Walmart Inc | +0.1% | -1.64% | Trim |
| 10 | BAC | Bank Of America CORP | +0.1% | -0.14% | Trim |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +239.83% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | -0.03% | Trim |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +5.52% | Add |
| 14 | MA | Mastercard Inc - A | +0.1% | +0.07% | Add |
| 15 | NFLX | Netflix Inc | +0.1% | -2.12% | Trim |
| 16 | PFI | Invesco Dorsey Wright Financ | +0.1% | NEW | New buy |
| 17 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.1% | +12.76% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.42% | Add |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +11.88% | Add |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +21.39% | Add |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.52% | Add |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +33.41% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -2.62% | Trim |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +15.61% | Add |
| 25 | IVE | Ishares S&p 500 Value ETF | +0.1% | +51.76% | Add |
| 26 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 27 | DIS | Walt Disney Co/the | +0.1% | -0.78% | Trim |
| 28 | WFC | Wells Fargo & Co | +0.1% | -0.24% | Trim |
| 29 | VUG | Vanguard Growth ETF | 0% | -1.57% | Trim |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | +7.21% | Add |
| 31 | HON | Honeywell International Inc | 0% | +0.44% | Add |
| 32 | XLF | Ss Financial Select Sector | 0% | +0.27% | Add |
| 33 | TFLO | Ishares Treasury Floating Ra | 0% | +2.61% | Add |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 35 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -8.66% | Trim |
| 36 | SO | Southern Co/the | -0.1% | +1.92% | Add |
| 37 | GLD | Spdr Gold Shares | -0.1% | -15.71% | Trim |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.02% | Add |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 40 | HD | Home Depot Inc | -0.1% | -0.81% | Trim |
| 41 | ABBV | Abbvie Inc | -0.1% | -1.08% | Trim |
| 42 | KO | Coca-cola Co/the | -0.2% | -0.24% | Trim |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.20% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -0.43% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -4.18% | Trim |
| 47 | AMGN | Amgen Inc | -0.2% | +2.02% | Add |
| 48 | LLY | Eli Lilly & Co | -0.4% | -2.71% | Trim |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | -0.5% | EXIT | Sold out |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -27.92% | Trim |
According to official SEC Form 13F filings, Laurel Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 734 disclosed positions in Q4 2024.
During Q4 2024, Laurel Wealth Advisors LLC's top holdings by market value included VIG (5.3%)、AAPL (5.3%)、MSFT (3.9%). The largest single position, VIG, represented 5.3% of total portfolio value.
In Q4 2024, Laurel Wealth Advisors LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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