Laurel Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
698
- Value ($000)
$6,973
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $500.89K | 7 % | 25,370,114 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $261.70K | 4 % | 5,142,382 | ||
IBDR ISHARES TR | IBONDS DEC2026 | 46435GAA0 | $248.03K | 4 % | 6,014,772 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $227.18K | 3 % | 22,874,397 | ||
BAC BANK AMERICA CORP | COM | 060505104 | $212.76K | 3 % | 10,068,034 | ||
IBDQ ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 | $207.04K | 3 % | 5,213,215 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $173.70K | 3 % | 35,551,585 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $155.78K | 2 % | 3,040,907 | ||
IBDS ISHARES TR | IBONDS 27 ETF | 46435UAA9 | $152.51K | 2 % | 3,701,526 | ||
DUK DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $149.74K | 2 % | 17,668,789 |
Rows Per Page
10
- 10
- 50
- 100