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CIK: 0001757128
Total reported value
$1.0B
$1.0B
696 檔
12.9%
According to the latest 13F quarterly dataset, Laurel Wealth Advisors LLC managed an equity portfolio of $1.0B at the end of Q1 2025, spanning 696 distinct U.S. exchange-listed positions.
In Q1 2025, Laurel Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 696 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.19% | +0.09% | -2.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.58% | -0.16% | -3.22% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.84% | +0.05% | +5.77% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.75% | +0.40% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.31% | +0.64% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.43% | +0.01% | +5.07% | |
| 7 | DUK | Duke Energy CORP | Stock-Utilities | 2.93% | -0.01% | +3.16% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -0.27% | -0.23% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.09% | -2.61% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | -0.08% | +0.30% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.06% | +0.01% | -1.01% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | +0.09% | -1.77% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.97% | -0.05% | -1.45% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.30% | -4.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.24% | +2.84% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.62% | -0.24% | -1.94% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | +0.09% | +0.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | +0.03% | -1.58% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.33% | +0.09% | -2.12% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | +0.12% | -1.10% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.17% | +0.05% | -2.22% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.01% | -0.29% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | -0.05% | -2.57% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.15% | -0.02% | +2.88% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.07% | +2.96% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.13% | -1.67% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.12% | +0.24% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.03% | -1.75% | |
| 29 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.94% | +0.01% | +5.34% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.94% | +0.01% | -0.52% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | +0.02% | -0.37% | |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.93% | -0.03% | +1.74% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.02% | -0.78% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.83% | — | -0.28% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.78% | -0.01% | +5.94% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.77% | +0.01% | +0.65% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | +0.01% | +0.39% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.69% | — | -2.23% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.06% | +0.45% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.06% | +1.54% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | -0.02% | -0.27% | |
| 42 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.59% | +0.07% | -3.41% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.12% | -0.04% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.57% | +0.01% | +3.35% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.05% | -2.75% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.06% | -0.99% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.54% | — | +3.30% | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.54% | +0.01% | +5.27% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.03% | -2.69% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.52% | -0.04% | -1.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | TFLO | Ishares Treasury Floating Ra | — | NEW | New buy |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 7 | DUK | Duke Energy CORP | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | BAC | Bank Of America CORP | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | AMGN | Amgen Inc | — | NEW | New buy |
| 22 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 23 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 24 | USFR | Wisdomtree Floating Rate Tre | — | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 26 | ABBV | Abbvie Inc | — | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 28 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 29 | XHLF | Bondbloxx Bbg 6 Mth US Treas | — | NEW | New buy |
| 30 | KO | Coca-cola Co/the | — | NEW | New buy |
| 31 | ABT | Abbott Laboratories | — | NEW | New buy |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 33 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | — | NEW | New buy |
| 36 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 37 | ADP | Automatic Data Processing | — | NEW | New buy |
| 38 | SO | Southern Co/the | — | NEW | New buy |
| 39 | CVX | Chevron CORP | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 42 | CIBR | First Trust Nasdaq Cybersecu | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 45 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | PRF | Invesco Rafi US 1000 ETF | — | NEW | New buy |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | CRM | Salesforce Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Laurel Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 696 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, AAPL, TFLO) accounted for 12.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VIG
市值: $33.1M
During Q1 2025, Laurel Wealth Advisors LLC's top holdings by market value included VIG (5.2%)、AAPL (4.6%)、TFLO (3.8%). The largest single position, VIG, represented 5.2% of total portfolio value.
In Q1 2025, Laurel Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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