StockDriftsStockDriftsTop 50 Laurel Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.71% | 368.0K | $48K | -1.04%(-3.88K) | — | 2022-12-31 | |
| MSFT | MICROSOFT | 1.94% | 82.1K | $20K | -3.83%(-3.27K) | — | 2022-12-31 | |
| SPY | SPDR S&P 500 ETF | 1.54% | 40.7K | $16K | -31.30%(-18.55K) | — | 2022-12-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 1.43% | 602.4K | $15K | +43.49%(+182.57K) | — | 2022-12-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 1.41% | 262.8K | $14K | +7.63%(+18.64K) | — | 2022-12-31 | |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 1.38% | 342.4K | $14K | +38.80%(+95.72K) | — | 2022-12-31 | |
| AMZN | AMAZON.COM INC | 1.27% | 154.4K | $13K | +2.48%(+3.73K) | — | 2022-12-31 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 1.26% | 36.6K | $13K | -5.04%(-1.94K) | — | 2022-12-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1.25% | 324.5K | $13K | new | — | 2022-12-31 | |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | 1.22% | 187.4K | $12K | +0.40%(+748) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Laurel Wealth Advisors, Inc. reports $1.01M in US-listed equity holdings across 641 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), MSFT (1.9%) and SPY (1.5%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Laurel Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666179). View Laurel Wealth Advisors, Inc.’s 13F filings on SEC