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CIK: 0001757128
Total reported value
$1.0B
$1.0B
164 檔
15.1%
As reported in its official Q3 2025 Form 13F filing, Laurel Wealth Advisors LLC's tracked investment portfolio stood at $1.0B with 164 total positions.
Laurel Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 6 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.25% | +0.09% | -99.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | -0.16% | -99.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -0.31% | -99.80% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.97% | +0.05% | -97.79% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | -0.27% | -99.37% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.52% | +0.01% | -98.91% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.16% | +0.40% | -100.00% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | -0.08% | -99.44% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.66% | -0.01% | -99.13% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | +0.09% | -99.66% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.05% | -99.84% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | +0.09% | -99.08% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.88% | +0.01% | -99.82% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.24% | -99.54% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.24% | -98.97% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +0.30% | -99.87% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.56% | +0.09% | -99.73% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | +0.09% | -97.89% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | -0.05% | -99.78% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | +0.12% | -99.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | +0.03% | -99.79% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.07% | -99.87% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | -0.02% | -98.74% | |
| 24 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.07% | -0.02% | -97.96% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.13% | -99.46% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.01% | -99.35% | |
| 27 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.97% | +0.01% | -97.90% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | +0.12% | -98.55% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | +0.05% | -99.65% | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.86% | -0.03% | -95.78% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.84% | +0.01% | -98.02% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.03% | -99.66% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | +0.01% | -98.54% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.83% | +0.02% | -99.27% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.79% | -0.01% | -94.42% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | -0.12% | -99.44% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.05% | -99.58% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.02% | -99.14% | |
| 39 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.64% | +0.07% | -98.68% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.20% | -99.78% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.63% | — | -98.93% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.62% | +0.01% | -99.68% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | +0.02% | -99.40% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.60% | — | -97.46% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.60% | -0.06% | -99.93% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.59% | — | -96.79% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.58% | +0.02% | -99.31% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.06% | -99.28% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.06% | -99.24% | |
| 50 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.57% | — | -93.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -99.51% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -99.44% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | -99.37% | Trim |
| 4 | TFLO | Ishares Treasury Floating Ra | +0.2% | -97.79% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -99.44% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -99.35% | Trim |
| 7 | ABBV | Abbvie Inc | +0.2% | -99.46% | Add |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | -93.08% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | -98.91% | Add |
| 10 | TJX | Tjx Companies Inc | +0.1% | -99.14% | Add |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | -89.54% | Add |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | -99.47% | Add |
| 13 | XLK | Ss Technology Select Sector | +0.1% | -99.58% | Add |
| 14 | IYW | Ishares Ustechnology ETF | +0.1% | -99.40% | Add |
| 15 | XLC | Ss Comm Select Sector Spdr | +0.1% | -98.95% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | -99.08% | Add |
| 17 | HD | Home Depot Inc | +0.1% | -99.73% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | -99.54% | Trim |
| 19 | RTX | Rtx CORP | 0% | -99.31% | Add |
| 20 | PRF | Invesco Rafi US 1000 ETF | 0% | -97.46% | Add |
| 21 | GLD | Spdr Gold Shares | 0% | -99.67% | Add |
| 22 | XONE | Bondbloxx Bbg 1 Dur US Treas | 0% | -97.23% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | -98.74% | Add |
| 24 | DUK | Duke Energy CORP | 0% | -99.13% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -99.84% | Trim |
| 26 | BAC | Bank Of America CORP | 0% | -97.89% | Trim |
| 27 | VUG | Vanguard Growth ETF | 0% | -99.78% | Trim |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | 0% | -94.42% | Add |
| 29 | CVX | Chevron CORP | 0% | -99.28% | Add |
| 30 | PAVE | Global X US Infrastructure | 0% | -97.66% | Add |
| 31 | JPM | Jpmorgan Chase & Co | — | -99.66% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | — | -99.79% | Add |
| 33 | XLF | Ss Financial Select Sector | — | -98.02% | Add |
| 34 | XHLF | Bondbloxx Bbg 6 Mth US Treas | 0% | -97.90% | Add |
| 35 | WMT | Walmart Inc | 0% | -98.97% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -99.51% | Add |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -98.97% | Add |
| 38 | HON | Honeywell International Inc | -0.1% | -99.57% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -100.00% | Unchanged |
| 40 | NFLX | Netflix Inc | -0.1% | -99.93% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | -99.80% | Trim |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.2% | -96.79% | Trim |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | -97.78% | Trim |
| 44 | SSB | Southstate Bank CORP | — | NEW | New buy |
| 45 | SSBUSD | Southstate Bank CORP | — | EXIT | Sold out |
| 46 | DE | Deere & Co | — | EXIT | Sold out |
| 47 | VXUS | Vanguard Total Intl Stock | — | EXIT | Sold out |
| 48 | MAR | Marriott International -cl A | — | EXIT | Sold out |
| 49 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 50 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Laurel Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 164 disclosed positions in Q3 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, MSFT) accounted for 15.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SSB
市值: $1.5M
Top Position Liquidated / Trimmed
SSBUSD
前期市值: $1.4M
During Q3 2025, Laurel Wealth Advisors LLC's top holdings by market value included VIG (5.3%)、AAPL (4.7%)、MSFT (4.3%). The largest single position, VIG, represented 5.3% of total portfolio value.
In Q3 2025, Laurel Wealth Advisors LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 14 holdings, and fully liquidating 6 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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