Top 50 Laurel Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 18.58% | 262 | $188.0M | +773.33%(+232) | $718864.95(+1.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.03% | 260.8K | $71.1M | +355.52%(+203.52K) | $199.66(+33.84%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.97% | 176.3K | $40.2M | +0.88%(+1.54K) | $105.85(+118.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.79% | 130.8K | $38.4M | +0.38%(+497) | $55.65(+435.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.27% | 82.6K | $33.1M | -1.37%(-1.15K) | $66.70(+501.34%) | 2026-03-31 | |
| TFLO | ISHARES TR | 3.18% | 636.8K | $32.2M | +6.06%(+36.40K) | $42.12(+20.04%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.86% | 287.4K | $28.9M | +9.92%(+25.95K) | $100.50(+0.02%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 133.1K | $28.6M | +1.76%(+2.30K) | $20.36(+1058.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.55% | 62.1K | $25.8M | +4.34%(+2.58K) | $138.62(+195.36%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORP NEW | 2.01% | 163.7K | $20.3M | +6.80%(+10.42K) | $83.96(+48.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.07% | +73.11% |
| Top 20 Holdings Unweighted | +21.46% | +79.19% |
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