Laurel Wealth Advisors LLC Top Holdings and 13F Report (2025) About Laurel Wealth Advisors LLCInvestment ActivityLaurel Wealth Advisors LLC has $639.88 million in total holdings as of December 31, 2024.Laurel Wealth Advisors LLC owns shares of 734 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Laurel Wealth Advisors LLC has purchased 698 new stocks and bought additional shares in 127 stocks.Laurel Wealth Advisors LLC sold shares of 106 stocks and completely divested from 47 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $34,194,645Apple $34,058,272Microsoft $25,232,956iShares Treasury Floating Rate Bond ETF $23,071,825iShares 0-3 Month Treasury Bond ETF $20,786,796 Largest New Holdings this Quarter BLACKROCK INC $1,618,472 HoldingInvesco Dorsey Wright Financial Momentum ETF $557,273 HoldingARISTA NETWORKS INC $372,266 HoldingiShares Core MSCI Europe ETF $223,802 HoldingRoyal Gold $105,480 Holding Largest Purchases this Quarter Duke Energy 68,977 shares (about $7.43M)BLACKROCK INC 1,579 shares (about $1.62M)iShares 0-3 Month Treasury Bond ETF 10,842 shares (about $1.09M)iShares iBonds Dec 2030 Term Corporate ETF 43,950 shares (about $938.77K)Invesco BulletShares 2028 Corporate Bond ETF 37,360 shares (about $752.05K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 8,835 shares (about $5.18M)NVIDIA 5,149 shares (about $691.46K)SPDR Gold Shares 1,780 shares (about $430.99K)Eli Lilly and Company 429 shares (about $331.18K)Johnson & Johnson 2,162 shares (about $312.67K) 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$34,194,645$147,656 ▼-0.4%174,6145.3%ETFAAPLApple$34,058,272$208,850 ▼-0.6%136,0055.3%Computer and TechnologyMSFTMicrosoft$25,232,956$50,580 ▲0.2%59,8653.9%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$23,071,825$587,924 ▲2.6%457,1403.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$20,786,796$1,087,669 ▲5.5%207,2053.2%ETFBRK.ABerkshire Hathaway$20,427,6000.0%303.2%FinanceNVDANVIDIA$18,870,490$691,456 ▼-3.5%140,5212.9%Computer and TechnologyGOOGLAlphabet$16,194,364$7,951 ▲0.0%85,5492.5%Computer and TechnologyDUKDuke Energy$16,021,208$7,431,557 ▲86.5%148,7032.5%UtilitiesIJRiShares Core S&P Small-Cap ETF$14,320,402$107,154 ▲0.8%124,2882.2%ETFJPMJPMorgan Chase & Co.$14,288,807$122,731 ▼-0.9%59,6092.2%FinanceSPYSPDR S&P 500 ETF Trust$13,367,922$5,177,799 ▼-27.9%22,8102.1%FinanceMAMastercard$12,755,892$9,478 ▲0.1%24,2252.0%Business ServicesLLYEli Lilly and Company$11,893,121$331,179 ▼-2.7%15,4061.9%MedicalAMZNAmazon.com$11,709,537$45,852 ▼-0.4%53,3741.8%Retail/WholesaleWMTWalmart$10,856,253$180,700 ▼-1.6%120,1581.7%Retail/WholesaleHDHome Depot$10,765,887$87,521 ▼-0.8%27,6771.7%Retail/WholesaleBACBank of America$9,123,721$12,921 ▼-0.1%207,5941.4%FinanceVUGVanguard Growth ETF$8,428,436$134,619 ▼-1.6%20,5361.3%ETFBRK.BBerkshire Hathaway$7,693,522$46,688 ▼-0.6%16,9731.2%FinancePGProcter & Gamble$7,336,743$7,376 ▼-0.1%43,7631.1%Consumer StaplesJNJJohnson & Johnson$7,166,747$312,667 ▼-4.2%49,5561.1%MedicalUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$7,131,502$44,382 ▲0.6%141,7231.1%FinanceMETAMeta Platforms$6,508,386$77,286 ▼-1.2%11,1161.0%Computer and TechnologyAMGNAmgen$6,409,199$126,667 ▲2.0%24,5911.0%MedicalCSCOCisco Systems$5,846,992$24,331 ▲0.4%98,7670.9%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,829,310$618,766 ▲11.9%242,1820.9%ETFMCDMcDonald's$5,741,964$75,369 ▲1.3%19,8080.9%Retail/WholesaleXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$5,705,466$645,566 ▲12.8%113,7000.9%ETFABBVAbbVie$5,578,366$61,127 ▼-1.1%31,3930.9%MedicalIEFAiShares Core MSCI EAFE ETF$5,489,492$1,054 ▲0.0%78,1090.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$5,325,723$358,240 ▲7.2%212,6040.8%ETFKOCoca-Cola$5,243,961$12,701 ▼-0.2%84,2270.8%Consumer StaplesABTAbbott Laboratories$5,113,691$29,522 ▼-0.6%45,2100.8%MedicalXLFFinancial Select Sector SPDR Fund$4,735,666$12,614 ▲0.3%97,9870.7%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$4,694,304$330,088 ▲7.6%240,9810.7%ETFADPAutomatic Data Processing$4,506,182$36,590 ▼-0.8%15,3940.7%Business ServicesGOOGAlphabet$4,450,586$119,782 ▼-2.6%23,3710.7%Computer and TechnologyCRMSalesforce$4,224,260$1,337 ▼0.0%12,6350.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,120,430$66,035 ▼-1.6%17,7210.6%ETFSOSouthern$4,046,489$76,063 ▲1.9%49,1560.6%UtilitiesPEPPepsiCo$4,012,597$174,104 ▲4.5%26,3890.6%Consumer StaplesCIBRFirst Trust Nasdaq Cybersecurity ETF$3,958,329$37,118 ▲0.9%62,3850.6%ManufacturingTJXTJX Companies$3,926,334$12,081 ▲0.3%32,5010.6%Retail/WholesaleCVXChevron$3,754,770$182,351 ▲5.1%25,9240.6%Oils/EnergyHONHoneywell International$3,593,007$15,812 ▲0.4%15,9060.6%Multi-Sector ConglomeratesIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,492,863$471,676 ▲15.6%145,7790.5%ETFNFLXNetflix$3,415,539$73,980 ▼-2.1%3,8320.5%Consumer DiscretionaryPRFInvesco FTSE RAFI US 1000 ETF$3,351,707$159,423 ▲5.0%83,0870.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,247,020$572,075 ▲21.4%130,4030.5%ETFXOMExxon Mobil$3,136,149$77,019 ▲2.5%29,1550.5%Oils/EnergyIYWiShares U.S. Technology ETF$3,061,397$63,806 ▲2.1%19,1920.5%ManufacturingBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,957,375$77,934 ▲2.7%152,2070.5%ETFIWMiShares Russell 2000 ETF$2,916,453$123,286 ▲4.4%13,2000.5%FinanceEFAiShares MSCI EAFE ETF$2,916,393$189,779 ▲7.0%38,5720.5%FinanceRTXRTX$2,750,497$52,652 ▲2.0%23,7690.4%AerospaceBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,734,406$8,487 ▲0.3%132,4170.4%ETFENBEnbridge$2,712,593$23,209 ▼-0.8%63,9310.4%Oils/EnergyDISWalt Disney$2,661,847$20,933 ▼-0.8%23,9060.4%Consumer DiscretionaryCRWDCrowdStrike$2,628,131$13,686 ▲0.5%7,6810.4%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,590,311$239,872 ▼-8.5%31,5970.4%ManufacturingUNPUnion Pacific$2,583,051$36,484 ▲1.4%11,3280.4%TransportationNKENIKE$2,581,466$186,071 ▲7.8%34,1150.4%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,557,919$32,371 ▲1.3%4,3460.4%ETFUPSUnited Parcel Service$2,471,434$96,719 ▲4.1%19,5990.4%TransportationTFCTruist Financial$2,422,253$41,862 ▲1.8%55,8380.4%FinancePAVEGlobal X U.S. Infrastructure Development ETF$2,395,222$87,488 ▲3.8%59,2730.4%ETFGLDSPDR Gold Shares$2,311,616$430,992 ▼-15.7%9,5470.4%FinanceGCOWPacer Global Cash Cows Dividend ETF$2,302,553$166,844 ▲7.8%68,2440.4%ETFXLUUtilities Select Sector SPDR Fund$2,161,926$185,591 ▲9.4%28,5630.3%ETFBDXBecton, Dickinson and Company$2,151,669$82,800 ▲4.0%9,4850.3%MedicalSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$2,141,778$12,634 ▼-0.6%43,0600.3%ManufacturingIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,107,860$527,820 ▲33.4%92,4500.3%ETFVOOVanguard S&P 500 ETF$2,039,894$10,237 ▼-0.5%3,7860.3%ETFXLPConsumer Staples Select Sector SPDR Fund$2,022,893$191,803 ▼-8.7%25,7340.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,950,836$61,559 ▲3.3%38,9160.3%ETFDVYiShares Select Dividend ETF$1,888,6540.0%14,3860.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,757,069$2,761 ▲0.2%34,3590.3%ETFIYHiShares U.S. Healthcare ETF$1,752,348$75,168 ▲4.5%30,0730.3%ETFVZVerizon Communications$1,740,743$46,948 ▲2.8%43,5300.3%Computer and TechnologyWFCWells Fargo & Company$1,708,354$4,074 ▼-0.2%24,3220.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,708,303$19,068 ▲1.1%7,6150.3%FinanceXLCCommunication Services Select Sector SPDR Fund$1,696,887$49,951 ▲3.0%17,5290.3%ETFSYLDCambria Shareholder Yield ETF$1,692,031$102,226 ▲6.4%24,7120.3%ETFIYJiShares U.S. Industrials ETF$1,648,305$29,374 ▲1.8%12,3450.3%ETFAXPAmerican Express$1,629,671$8,904 ▼-0.5%5,4910.3%FinanceBLACKROCK INC$1,618,472$1,618,472 ▲New Holding1,5790.3%COMIWFiShares Russell 1000 Growth ETF$1,599,8950.0%3,9840.3%ETFSSBSouthState$1,566,7110.0%15,7490.2%FinancePFEPfizer$1,506,504$58,684 ▼-3.7%56,7850.2%MedicalIBMInternational Business Machines$1,492,279$23,959 ▼-1.6%6,7890.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,408,800$39,657 ▲2.9%10,6930.2%ETFXLEEnergy Select Sector SPDR Fund$1,367,310$106,298 ▲8.4%15,9630.2%ETFORCLOracle$1,349,618$93,985 ▼-6.5%8,0990.2%Computer and TechnologyCLColgate-Palmolive$1,328,882$21,909 ▼-1.6%14,6180.2%Consumer StaplesCOSTCostco Wholesale$1,327,4640.0%1,4490.2%Retail/WholesaleMMM3M$1,295,806$33,563 ▼-2.5%10,0380.2%Multi-Sector ConglomeratesIBDViShares iBonds Dec 2030 Term Corporate ETF$1,271,988$938,772 ▲281.7%59,5500.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,213,810$16,026 ▼-1.3%11,3610.2%FinanceIVEiShares S&P 500 Value ETF$1,203,803$410,557 ▲51.8%6,3070.2%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. 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