Institutions / Laurel Wealth Advisors LLC
Laurel Wealth Advisors LLC
CIK 1757128 · Institution · as of Dec 31, 2025
Portfolio value
$756.29M
Positions
703
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 703 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $38.40M | 5.1% |
| Apple Inc. | $35.42M | 4.7% |
| iShares Tr | $30.30M | 4.0% |
| Microsoft Corp | $28.77M | 3.8% |
| iShares Tr | $26.25M | 3.5% |
| Alphabet Inc. | $26.22M | 3.5% |
| NVIDIA Corp | $24.39M | 3.2% |
| Berkshire Hathaway Inc Del | $22.64M | 3.0% |
| Duke Energy Corp | $17.97M | 2.4% |
| JPMorgan Chase & Co | $17.95M | 2.4% |
| ELI LILLY & Co | $15.43M | 2.0% |
| SPDR S&P 500 ETF Tr | $15.38M | 2.0% |
| iShares Tr | $15.09M | 2.0% |
| Mastercard Inc | $13.41M | 1.8% |
| Amazon.com Inc | $13.21M | 1.7% |
| Walmart Inc. | $13.10M | 1.7% |
| Bank of America Corp /De | $11.49M | 1.5% |
| Johnson & Johnson | $10.30M | 1.4% |
| Vanguard Index Fds | $9.64M | 1.3% |
| Home Depot, Inc. | $9.48M | 1.3% |
| Warren E. Buffett | $8.72M | 1.2% |
| iShares Tr | $8.21M | 1.1% |
| WisdomTree Tr | $8.11M | 1.1% |
| Amgen Inc | $7.61M | 1.0% |
| Cisco Systems, Inc. | $7.45M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.