Laurel Wealth Advisors LLC Top Holdings and 13F Report (2025) About Laurel Wealth Advisors LLCInvestment ActivityLaurel Wealth Advisors LLC has $638.67 million in total holdings as of March 31, 2025.Laurel Wealth Advisors LLC owns shares of 696 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 1.90% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Laurel Wealth Advisors LLC has purchased 734 new stocks and bought additional shares in 101 stocks.Laurel Wealth Advisors LLC sold shares of 119 stocks and completely divested from 54 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $33,127,669Apple $29,238,450iShares Treasury Floating Rate Bond ETF $24,495,413Berkshire Hathaway $23,953,248Microsoft $22,616,002 Largest New Holdings this Quarter 84858T772 - SPINNAKER ETF SERIES $120,876 Holding464288679 - iShares Short Treasury Bond ETF $85,607 Holding21036P108 - Constellation Brands $32,116 Holding042068205 - ARM HOLDINGS PLC $9,612 Holding910047109 - United Airlines $6,905 Holding Largest Purchases this Quarter Invesco BulletShares 2028 Corporate Bond ETF 67,671 shares (about $1.38M)iShares Treasury Floating Rate Bond ETF 26,386 shares (about $1.34M)iShares 0-3 Month Treasury Bond ETF 10,510 shares (about $1.06M)Uber Technologies 13,524 shares (about $985.36K)Duke Energy 4,703 shares (about $573.62K) Largest Sales this Quarter Apple 4,377 shares (about $972.26K)Vanguard Dividend Appreciation ETF 3,844 shares (about $745.70K)Eli Lilly and Company 731 shares (about $603.72K)JPMorgan Chase & Co. 1,555 shares (about $381.44K)Dollar General 2,626 shares (about $230.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLaurel Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$33,127,669$745,697 ▼-2.2%170,7705.2%ETFAAPLApple$29,238,450$972,260 ▼-3.2%131,6284.6%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$24,495,413$1,336,714 ▲5.8%483,5263.8%ETFBRK.ABerkshire Hathaway$23,953,2480.0%303.8%FinanceMSFTMicrosoft$22,616,002$143,398 ▲0.6%60,2473.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$21,917,344$1,058,040 ▲5.1%217,7153.4%ETFDUKDuke Energy$18,710,867$573,623 ▲3.2%153,4062.9%UtilitiesNVDANVIDIA$15,194,707$34,898 ▼-0.2%140,1992.4%Computer and TechnologyJPMJPMorgan Chase & Co.$14,240,504$381,438 ▼-2.6%58,0542.2%FinanceGOOGLAlphabet$13,268,378$39,124 ▲0.3%85,8022.1%Computer and TechnologyMAMastercard$13,143,589$134,286 ▼-1.0%23,9802.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$12,766,769$229,948 ▼-1.8%122,0892.0%ETFSPYSPDR S&P 500 ETF Trust$12,574,643$184,592 ▼-1.4%22,4802.0%FinanceLLYEli Lilly and Company$12,119,897$603,724 ▼-4.7%14,6751.9%MedicalAMZNAmazon.com$10,443,169$288,244 ▲2.8%54,8891.6%Retail/WholesaleWMTWalmart$10,343,820$204,813 ▼-1.9%117,8251.6%Retail/WholesaleHDHome Depot$10,171,496$28,220 ▲0.3%27,7541.6%Retail/WholesaleBRK.BBerkshire Hathaway$8,896,217$143,264 ▼-1.6%16,7041.4%FinanceBACBank of America$8,479,583$183,277 ▼-2.1%203,2021.3%FinanceJNJJohnson & Johnson$8,128,089$90,216 ▼-1.1%49,0121.3%MedicalAMGNAmgen$7,491,478$169,794 ▼-2.2%24,0461.2%MedicalPGProcter & Gamble$7,436,067$21,984 ▼-0.3%43,6341.2%Consumer StaplesVUGVanguard Growth ETF$7,419,243$195,790 ▼-2.6%20,0081.2%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$7,338,014$205,095 ▲2.9%145,7981.1%FinanceMETAMeta Platforms$6,596,301$189,618 ▲3.0%11,4451.0%Computer and TechnologyABBVAbbVie$6,467,571$109,787 ▼-1.7%30,8691.0%MedicalCSCOCisco Systems$6,109,751$14,872 ▲0.2%99,0081.0%Computer and TechnologyMCDMcDonald's$6,078,899$108,390 ▼-1.8%19,4611.0%Retail/WholesaleXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$6,031,019$305,655 ▲5.3%119,7700.9%ETFKOCoca-Cola$6,001,170$31,155 ▼-0.5%83,7920.9%Consumer StaplesABTAbbott Laboratories$5,974,954$22,153 ▼-0.4%45,0430.9%MedicalIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,965,507$102,287 ▲1.7%246,4070.9%ETFIEFAiShares Core MSCI EAFE ETF$5,862,639$46,298 ▼-0.8%77,4970.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$5,332,049$14,939 ▼-0.3%212,0100.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,001,379$280,568 ▲5.9%255,3030.8%ETFXLFFinancial Select Sector SPDR Fund$4,912,353$31,629 ▲0.6%98,6220.8%ETFADPAutomatic Data Processing$4,721,552$18,331 ▲0.4%15,4540.7%Business ServicesSOSouthern$4,419,043$100,776 ▼-2.2%48,0600.7%UtilitiesCVXChevron$4,356,101$19,405 ▲0.4%26,0400.7%EnergyPEPPepsiCo$4,017,511$60,874 ▲1.5%26,7950.6%Consumer StaplesTJXTJX Companies$3,947,912$10,596 ▼-0.3%32,4140.6%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$3,796,380$133,875 ▼-3.4%60,2600.6%ManufacturingGOOGAlphabet$3,649,537$1,562 ▼0.0%23,3610.6%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,642,865$117,949 ▲3.3%150,6570.6%ETFXLKTechnology Select Sector SPDR Fund$3,558,282$100,550 ▼-2.7%17,2340.6%ETFNFLXNetflix$3,538,019$35,436 ▼-1.0%3,7940.6%Consumer DiscretionaryPRFInvesco FTSE RAFI US 1000 ETF$3,468,153$110,641 ▲3.3%85,8250.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,467,713$173,738 ▲5.3%137,2810.5%ETFXOMExxon Mobil$3,373,988$93,358 ▼-2.7%28,3700.5%EnergyCRMSalesforce$3,346,181$44,548 ▼-1.3%12,4690.5%Computer and TechnologyHONHoneywell International$3,334,216$33,880 ▼-1.0%15,7460.5%Multi-Sector ConglomeratesRTXRTX$3,162,247$13,908 ▲0.4%23,8740.5%AerospaceBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,027,737$62,745 ▲2.1%155,4280.5%ETFEFAiShares MSCI EAFE ETF$3,015,962$136,487 ▼-4.3%36,9020.5%FinanceENBEnbridge$2,780,896$51,887 ▼-1.8%62,7600.4%EnergyIYWiShares U.S. Technology ETF$2,778,089$82,857 ▲3.1%19,7820.4%ManufacturingCRWDCrowdStrike$2,765,638$57,471 ▲2.1%7,8440.4%Computer and TechnologyUNPUnion Pacific$2,729,124$53,151 ▲2.0%11,5530.4%TransportationGLDSPDR Gold Shares$2,687,482$63,391 ▼-2.3%9,3270.4%FinanceGCOWPacer Global Cash Cows Dividend ETF$2,648,286$124,623 ▲4.9%71,6140.4%ETFNKENIKE$2,637,173$471,586 ▲21.8%41,5440.4%Consumer DiscretionaryBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,627,968$110,410 ▼-4.0%127,0780.4%ETFIWMiShares Russell 2000 ETF$2,582,000$51,066 ▼-1.9%12,9440.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$2,542,172$71,809 ▼-2.7%30,7290.4%ManufacturingBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,454,387$1,377,101 ▲127.8%120,6090.4%ETFIVViShares Core S&P 500 ETF$2,440,787$1,124 ▼0.0%4,3440.4%ETFUPSUnited Parcel Service$2,370,175$214,481 ▲9.9%21,5490.4%TransportationIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,363,886$225,518 ▲10.5%102,2000.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,358,805$122,434 ▲5.5%62,5180.4%ETFDISWalt Disney$2,316,817$42,637 ▼-1.8%23,4740.4%Consumer DiscretionaryTFCTruist Financial$2,277,159$20,575 ▼-0.9%55,3380.4%FinanceXLUUtilities Select Sector SPDR Fund$2,260,070$7,885 ▲0.4%28,6630.4%ETFBDXBecton, Dickinson and Company$2,118,610$53,824 ▼-2.5%9,2500.3%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,108,254$6,615 ▲0.3%25,8150.3%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,055,557$109,457 ▼-5.1%40,8830.3%ManufacturingVOOVanguard S&P 500 ETF$2,008,755$63,207 ▲3.2%3,9090.3%ETFVZVerizon Communications$1,988,257$13,744 ▲0.7%43,8330.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,968,534$37,562 ▲1.9%39,6730.3%ETFDVYiShares Select Dividend ETF$1,921,845$9,937 ▼-0.5%14,3120.3%ETFIYHiShares U.S. Healthcare ETF$1,840,306$9,194 ▲0.5%30,2240.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,759,665$4,954 ▲0.3%34,4560.3%ETFWFCWells Fargo & Company$1,746,986$933 ▲0.1%24,3350.3%FinanceXLCCommunication Services Select Sector SPDR Fund$1,688,684$1,929 ▼-0.1%17,5090.3%ETFIBMInternational Business Machines$1,688,204$249 ▲0.0%6,7900.3%Computer and TechnologySYLDCambria Shareholder Yield ETF$1,687,000$110,374 ▲7.0%26,4420.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,617,054$323,628 ▲25.0%74,4500.3%ETFIYJiShares U.S. Industrials ETF$1,567,368$39,705 ▼-2.5%12,0400.2%ETFXLEEnergy Select Sector SPDR Fund$1,549,182$57,471 ▲3.9%16,5780.2%ETFBLACKROCK INC$1,532,188$37,855 ▲2.5%1,6190.2%COMAXPAmerican Express$1,478,566$1,345 ▲0.1%5,4960.2%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,460,144$43,439 ▼-2.9%7,3950.2%FinanceSSBSouthState$1,452,541$9,282 ▼-0.6%15,6490.2%FinanceIWFiShares Russell 1000 Growth ETF$1,449,777$11,194 ▲0.8%4,0150.2%ETFXLIIndustrial Select Sector SPDR Fund$1,447,361$45,873 ▲3.3%11,0430.2%ETFMMM3M$1,361,833$112,348 ▼-7.6%9,2730.2%Multi-Sector ConglomeratesCOSTCostco Wholesale$1,352,248$17,967 ▼-1.3%1,4300.2%Retail/WholesaleCLColgate-Palmolive$1,346,240$23,424 ▼-1.7%14,3680.2%Consumer StaplesVTESVanguard Short-Term Tax-Exempt Bond ETF$1,328,638$150,966 ▲12.8%13,2190.2%ETFPFEPfizer$1,245,721$193,189 ▼-13.4%49,1610.2%MedicalIVEiShares S&P 500 Value ETF$1,185,246$16,578 ▼-1.4%6,2200.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
