Laurel Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
164
- Value ($000)
$715,442
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001757128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $37.56M | 5 % | 174,046 | ||
A APPLE INC | COM | 037833100 | $33.80M | 5 % | 132,728 | ||
M MICROSOFT CORP | COM | 594918104 | $31.08M | 4 % | 60,012 | ||
T ISHARES TR | TRS FLT RT BD | 46434V860 | $28.42M | 4 % | 561,721 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $25.56M | 4 % | 137,009 | ||
S ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $25.17M | 4 % | 249,929 | ||
B BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $22.63M | 3 % | 30 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $20.87M | 3 % | 85,848 | ||
D DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $19.02M | 3 % | 153,737 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $17.96M | 3 % | 56,927 |
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