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Laurel Wealth Advisors LLC

Portfolio Manager
Laurel Wealth Advisors LLC
Performance
+3.47% (2025 Q4)
AUM (13F)
$1.01B
# of Holdings
192
Performance Rank
Allocation (Top 20)
63.25%

Laurel Wealth Advisors LLC Holdings Map

Top 50 Laurel Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
BERKSHIRE HATHAWAY INC DEL
18.58%262$188.0M
+773.33%(+232)
2025-Q1: 30 shares2025-Q2: 30 shares2025-Q3: 30 shares2025-Q4: 30 shares2026-Q1: 262 shares
$718864.95(+1.16%)
2026-03-31
AMZN
AMAZON COM INC
7.03%260.8K$71.1M
+355.52%(+203.52K)
2025-Q1: 54.9K shares2025-Q2: 55.5K shares2025-Q3: 56.5K shares2025-Q4: 57.2K shares2026-Q1: 260.8K shares
$199.66(+33.84%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.97%176.3K$40.2M
+0.88%(+1.54K)
2025-Q1: 170.8K shares2025-Q2: 173.7K shares2025-Q3: 174.0K shares2025-Q4: 174.7K shares2026-Q1: 176.3K shares
$105.85(+118.11%)
2026-03-31
AAPL
APPLE INC
3.79%130.8K$38.4M
+0.38%(+497)
2025-Q1: 131.6K shares2025-Q2: 131.9K shares2025-Q3: 132.7K shares2025-Q4: 130.3K shares2026-Q1: 130.8K shares
$55.65(+435.90%)
2026-03-31
GOOGL
ALPHABET INC
3.27%82.6K$33.1M
-1.37%(-1.15K)
2025-Q1: 85.8K shares2025-Q2: 86.5K shares2025-Q3: 85.8K shares2025-Q4: 83.8K shares2026-Q1: 82.6K shares
$66.70(+501.34%)
2026-03-31
TFLO
ISHARES TR
3.18%636.8K$32.2M
+6.06%(+36.40K)
2025-Q1: 483.5K shares2025-Q2: 500.9K shares2025-Q3: 561.7K shares2025-Q4: 600.4K shares2026-Q1: 636.8K shares
$42.12(+20.04%)
2026-03-31
SGOV
ISHARES TR
2.86%287.4K$28.9M
+9.92%(+25.95K)
2025-Q1: 217.7K shares2025-Q2: 227.2K shares2025-Q3: 249.9K shares2025-Q4: 261.5K shares2026-Q1: 287.4K shares
$100.50(+0.02%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.83%133.1K$28.6M
+1.76%(+2.30K)
2025-Q1: 140.2K shares2025-Q2: 138.4K shares2025-Q3: 137.0K shares2025-Q4: 130.8K shares2026-Q1: 133.1K shares
$20.36(+1058.10%)
2026-03-31
MSFT
MICROSOFT CORP
2.55%62.1K$25.8M
+4.34%(+2.58K)
2025-Q1: 60.2K shares2025-Q2: 60.2K shares2025-Q3: 60.0K shares2025-Q4: 59.5K shares2026-Q1: 62.1K shares
$138.62(+195.36%)
2026-03-31
DUK
DUKE ENERGY CORP NEW
2.01%163.7K$20.3M
+6.80%(+10.42K)
2025-Q1: 153.4K shares2025-Q2: 149.7K shares2025-Q3: 153.7K shares2025-Q4: 153.3K shares2026-Q1: 163.7K shares
$83.96(+48.05%)
2026-03-31

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