Laurel Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
696
- Value ($000)
$638,665
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001757128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $33.13M | 5 % | 170,770 | ||
AAPL APPLE INC | COM | 037833100 | $29.24M | 5 % | 131,628 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $24.50M | 4 % | 483,526 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $23.95M | 4 % | 30 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.62M | 4 % | 60,247 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $21.92M | 3 % | 217,715 | ||
DUK DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $18.71M | 3 % | 153,406 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.19M | 2 % | 140,199 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $14.24M | 2 % | 58,054 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $13.27M | 2 % | 85,802 |
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