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CIK: 0001757128
Total reported value
$1.0B
$1.0B
698 檔
140.3%
At the close of Q2 2025, Laurel Wealth Advisors LLC disclosed equity holdings valued at approximately $1.0B, spread across 698 reported holdings.
In Q2 2025, Laurel Wealth Advisors LLC displayed an active expansion posture, initiating 0 new positions and adding to 50 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 698 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 7.20% | +0.05% | +5146.90% | |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.76% | -0.01% | +1914.23% | |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.57% | -0.03% | +2340.99% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.27% | +0.01% | +10406.58% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 3.06% | +0.09% | +4854.69% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.98% | — | +2358.95% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.50% | +0.09% | +20718.40% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.24% | -0.01% | +1856.47% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.19% | +0.01% | +2356.92% | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 2.15% | -0.01% | +11417.66% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.14% | -0.02% | +5028.76% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.06% | +0.01% | +2547.78% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.02% | — | +2281.48% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.27% | +15496.06% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.16% | +20464.80% | |
| 16 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.87% | +0.01% | +5375.74% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | +0.09% | +11144.76% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.69% | -0.24% | +9648.67% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.61% | — | +1717.90% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.55% | +0.01% | +5614.09% | |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.53% | +0.02% | +2331.16% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | +0.12% | +6778.24% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.27% | — | +4246.47% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | +0.01% | +7239.16% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | -0.08% | +17667.74% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.23% | -0.02% | +9134.01% | |
| 27 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.17% | +0.03% | +2298.76% | |
| 28 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 1.05% | -0.01% | +3777.33% | |
| 29 | ENB | Enbridge Inc | Stock-Energy | 0.89% | — | +4388.67% | |
| 30 | PAVE | Global X US Infrastructure | ETF-Other | 0.89% | — | +4209.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.31% | +49640.30% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.86% | +0.07% | +7426.64% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.09% | +28813.74% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.24% | +22085.79% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.78% | — | +4121.31% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.12% | +15040.58% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.69% | — | +9099.61% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | -0.01% | +2248.79% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | +0.02% | +13347.00% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.02% | +4274.58% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.01% | +15971.74% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.62% | -0.01% | +7295.79% | |
| 43 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.62% | +0.02% | +1799.68% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | — | +4903.05% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.58% | +0.01% | +4902.59% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.01% | +8818.30% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | — | +5144.51% | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.50% | +0.02% | +6342.22% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.47% | -0.02% | +12417.04% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.13% | +18384.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +3.3% | +5146.90% | Add |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | +3% | +1914.23% | Add |
| 3 | IBDR | Ishares Ibonds Dec 2026 Term | +2.6% | +2340.99% | Add |
| 4 | IBDQ | Ishares Ibonds Dec 2025 Term | +2.1% | +2358.95% | Add |
| 5 | BSCQ | Invesco Bulletshares 2026 Cb | +1.8% | +1856.47% | Add |
| 6 | BAC | Bank Of America CORP | +1.7% | +4854.69% | Add |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +1.6% | +2281.48% | Add |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +1.6% | +2356.92% | Add |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +1.5% | +2547.78% | Add |
| 10 | BSCP | Invesco Bulletshares 2025 Cb | +1.2% | +1717.90% | Add |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | +1.2% | +2331.16% | Add |
| 12 | USFR | Wisdomtree Floating Rate Tre | +1% | +5028.76% | Add |
| 13 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +0.9% | +5375.74% | Add |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.9% | +2298.76% | Add |
| 15 | XLF | Ss Financial Select Sector | +0.8% | +5614.09% | Add |
| 16 | PRF | Invesco Rafi US 1000 ETF | +0.7% | +4246.47% | Add |
| 17 | GCOW | Pacer Global Cash Cows Divid | +0.6% | +3777.33% | Add |
| 18 | PAVE | Global X US Infrastructure | +0.5% | +4209.90% | Add |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.5% | +1799.68% | Add |
| 20 | PFE | Pfizer Inc | +0.5% | +2248.79% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.5% | +6778.24% | Add |
| 22 | ENB | Enbridge Inc | +0.5% | +4388.67% | Add |
| 23 | TFC | Truist Financial CORP | +0.4% | +4121.31% | Add |
| 24 | VZ | Verizon Communications Inc | +0.3% | +4274.58% | Add |
| 25 | KO | Coca-cola Co/the | +0.3% | +7239.16% | Add |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +9134.01% | Add |
| 27 | CIBR | First Trust Nasdaq Cybersecu | +0.3% | +7426.64% | Add |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +4903.05% | Add |
| 29 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.3% | +4902.59% | Add |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +5144.51% | Add |
| 31 | NKE | Nike Inc -cl B | +0.2% | +7295.79% | Add |
| 32 | IYH | Ishares U.s. Healthcare ETF | +0.2% | +6342.22% | Add |
| 33 | WMT | Walmart Inc | +0.1% | +9648.67% | Add |
| 34 | EFA | Ishares Msci Eafe ETF | +0.1% | +8818.30% | Add |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +8100.41% | Add |
| 36 | SO | Southern Co/the | — | +9099.61% | Add |
| 37 | TJX | Tjx Companies Inc | -0.2% | +12417.04% | Add |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | +10406.58% | Add |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.2% | +11144.76% | Add |
| 40 | ABT | Abbott Laboratories | -0.3% | +13347.00% | Add |
| 41 | NVDA | Nvidia CORP | -0.4% | +15496.06% | Add |
| 42 | PG | Procter & Gamble Co/the | -0.5% | +15971.74% | Add |
| 43 | JNJ | Johnson & Johnson | -0.6% | +15040.58% | Add |
| 44 | DUK | Duke Energy CORP | -0.8% | +11417.66% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.8% | +17667.74% | Add |
| 46 | AMZN | Amazon.com Inc | -0.8% | +22085.79% | Add |
| 47 | JPM | Jpmorgan Chase & Co | -1.4% | +28813.74% | Add |
| 48 | MSFT | Microsoft CORP | -2.7% | +49640.30% | Add |
| 49 | AAPL | Apple Inc | -2.7% | +20464.80% | Add |
| 50 | VIG | Vanguard Dividend Apprec ETF | -2.7% | +20718.40% | Add |
According to official SEC Form 13F filings, Laurel Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 698 disclosed positions in Q2 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 TFLO, BSCR, IBDR) accounted for 140.3% of total reported equity market value during Q2 2025.
During Q2 2025, Laurel Wealth Advisors LLC's top holdings by market value included TFLO (7.2%)、BSCR (3.8%)、IBDR (3.6%). The largest single position, TFLO, represented 7.2% of total portfolio value.
In Q2 2025, Laurel Wealth Advisors LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 50 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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