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CIK: 0001757128
Total reported value
$1.0B
$1.0B
703 檔
15.4%
According to the latest 13F quarterly dataset, Laurel Wealth Advisors LLC managed an equity portfolio of $1.0B at the end of Q4 2025, spanning 703 distinct U.S. exchange-listed positions.
In Q4 2025, Laurel Wealth Advisors LLC displayed an active expansion posture, initiating 4 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 703 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.08% | +0.09% | +0.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | -0.16% | -1.84% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 4.01% | +0.05% | +6.89% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.31% | -0.88% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.47% | +0.01% | +4.62% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.47% | -0.08% | -2.42% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | -0.27% | -4.55% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.99% | +0.40% | — | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.38% | -0.01% | -0.29% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +0.09% | -2.12% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.04% | +0.30% | -4.34% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | -0.05% | -2.20% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | +0.09% | -0.54% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.77% | +0.01% | -0.81% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.24% | +1.31% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.24% | -0.13% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.52% | +0.09% | -1.55% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | +0.12% | +2.58% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | -0.05% | -4.37% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | +0.09% | +0.20% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.15% | +0.03% | +0.27% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.02% | +1.99% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.07% | -0.02% | +5.91% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.01% | +0.05% | -1.90% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.12% | -1.70% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.07% | +0.25% | |
| 27 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.97% | +0.01% | +6.30% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | -0.12% | -0.74% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.13% | -1.45% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.01% | -1.20% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.83% | +0.01% | +0.79% | |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | -0.03% | -0.44% | |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.80% | -0.01% | +7.12% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.03% | -0.08% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | +0.01% | -2.23% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | +0.05% | +103.52% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.74% | +0.02% | +0.52% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.02% | +0.83% | |
| 39 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.67% | — | +23.95% | |
| 40 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.62% | — | +5.86% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.59% | +0.02% | -1.55% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | +0.02% | +0.95% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | +0.20% | +0.82% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.56% | +0.07% | -0.77% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.06% | -0.17% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.55% | +0.01% | +7.33% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.06% | +2.23% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.03% | +9.63% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.54% | — | -1.14% | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.52% | +0.01% | +1.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.42% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.4% | -4.34% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -0.74% | Trim |
| 4 | BSCT | Invesco Bulletshares 2029 Cb | +0.2% | +80.98% | Add |
| 5 | JNJ | Johnson & Johnson | +0.1% | +2.58% | Add |
| 6 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +23.95% | Add |
| 7 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.1% | +61.99% | Add |
| 8 | AMGN | Amgen Inc | +0.1% | -1.90% | Trim |
| 9 | UPS | United Parcel Service-cl B | +0.1% | +5.73% | Add |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +71.01% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -1.70% | Trim |
| 12 | TFLO | Ishares Treasury Floating Ra | 0% | +6.89% | Add |
| 13 | WMT | Walmart Inc | 0% | -0.13% | Trim |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | +9.63% | Add |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +15.07% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | +0.07% | Add |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +16.36% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +1.31% | Add |
| 19 | PRF | Invesco Rafi US 1000 ETF | 0% | +5.86% | Add |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +7.12% | Add |
| 21 | TJX | Tjx Companies Inc | 0% | +0.83% | Add |
| 22 | RTX | Rtx CORP | 0% | -1.55% | Trim |
| 23 | USFR | Wisdomtree Floating Rate Tre | — | +5.91% | Add |
| 24 | XHLF | Bondbloxx Bbg 6 Mth US Treas | — | +6.30% | Add |
| 25 | KO | Coca-cola Co/the | — | +0.79% | Add |
| 26 | BAC | Bank Of America CORP | 0% | -1.55% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.99% | Add |
| 28 | AAPL | Apple Inc | 0% | -1.84% | Trim |
| 29 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | +4.62% | Add |
| 30 | UBER | Uber Technologies Inc | -0.1% | -3.85% | Trim |
| 31 | SO | Southern Co/the | -0.1% | -1.14% | Trim |
| 32 | ABT | Abbott Laboratories | -0.1% | +0.52% | Add |
| 33 | ORCL | Oracle CORP | -0.1% | +2.38% | Add |
| 34 | NKE | Nike Inc -cl B | -0.1% | -13.02% | Trim |
| 35 | ADP | Automatic Data Processing | -0.1% | -0.82% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -1.20% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.2% | -35.00% | Trim |
| 38 | NFLX | Netflix Inc | -0.2% | +886.63% | Add |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.2% | +0.40% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.2% | +0.25% | Add |
| 41 | DUK | Duke Energy CORP | -0.3% | -0.29% | Trim |
| 42 | HD | Home Depot Inc | -0.3% | +0.20% | Add |
| 43 | NVDA | Nvidia CORP | -0.4% | -4.55% | Trim |
| 44 | MSFT | Microsoft CORP | -0.5% | -0.88% | Trim |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 49 | MAR | Marriott International -cl A | — | NEW | New buy |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | — | 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 703 disclosed positions in Q4 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 15.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IGSB
市值: $542.7K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $4.2M
During Q4 2025, Laurel Wealth Advisors LLC's top holdings by market value included VIG (5.1%)、AAPL (4.7%)、TFLO (4.0%). The largest single position, VIG, represented 5.1% of total portfolio value.
In Q4 2025, Laurel Wealth Advisors LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 18 holdings, and fully liquidating 2 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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