Laurel Wealth Advisors, Inc. Portfolio Holdings

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022

Laurel Wealth Advisors, Inc. has filed its 13F form on February 14, 2023 for Q4 2022 where it was disclosed a total value porftolio of $1.01 Billion distributed in 641 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.8M, Microsoft Corp with a value of $19.7M, Spdr S&P 500 ETF Trust with a value of $15.6M, First Tr ETF Viii Tcw Unconstr with a value of $14.5M, and J P Morgan Exchange Traded Fd with a value of $14.3M.

Examining the 13F form we can see an increase of $76.4M in the current position value, from $938M to 1.01B.

Laurel Wealth Advisors, Inc. is based out at Solana Beach, CA

Below you can find more details about Laurel Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $496 Million
Technology: $133 Million
Financial Services: $63.5 Million
Healthcare: $62 Million
Industrials: $54.3 Million
Consumer Defensive: $44.7 Million
Consumer Cyclical: $43.5 Million
Energy: $40.1 Million
Other: $69.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$2.1 Million 0.21% of portfolio
4,320
Q4 2022 Reduced 5.26%
$53.5B
$1.98 Million 0.2% of portfolio
38,505
Q4 2022 Added 3.82%
$108B
$2.04 Million 0.2% of portfolio
26,215
Q4 2022 Added 23.3%
$1.46T
$1.98 Million 0.19% of portfolio
17,022
Q4 2022 Added 1.71%
$82.2B
$1.78 Million 0.18% of portfolio
26,631
Q4 2022 Reduced 1.69%
$66.5B
$1.81 Million 0.18% of portfolio
55,136
Q4 2022 Reduced 0.02%
$172B
$1.82 Million 0.18% of portfolio
17,996
Q4 2022 Reduced 0.68%
$272B
$1.83 Million 0.18% of portfolio
44,386
Q4 2022 Reduced 0.43%
$272B
$1.84 Million 0.18% of portfolio
28,932
Q4 2022 Added 1.54%
$194B
$1.84 Million 0.18% of portfolio
7,697
Q4 2022 Added 12.73%
$1.17T
$1.87 Million 0.18% of portfolio
21,164
Q4 2022 Added 7.99%
$46.8B
$1.72 Million 0.17% of portfolio
43,111
Q4 2022 Reduced 2.62%
$164B
$1.74 Million 0.17% of portfolio
94,226
Q4 2022 Reduced 0.74%
$42.3B
$1.75 Million 0.17% of portfolio
12,494
Q4 2022 Reduced 7.68%
$141B
$1.57 Million 0.16% of portfolio
5,995
Q4 2022 Added 6.03%
$20.9B
$1.59 Million 0.16% of portfolio
36,136
Q4 2022 Reduced 0.46%
$212B
$1.63 Million 0.16% of portfolio
17,911
Q4 2022 Reduced 1.18%
$40.5B
$1.64 Million 0.16% of portfolio
51,220
Q4 2022 Added 8.63%
$44.6B
$1.48 Million 0.15% of portfolio
10,930
Q4 2022 Reduced 43.83%
$3.19B
$1.49 Million 0.15% of portfolio
33,860
Q4 2022 Reduced 3.7%
$462B
$1.51 Million 0.15% of portfolio
18,496
Q4 2022 Reduced 0.45%
$143B
$1.53 Million 0.15% of portfolio
19,166
Q4 2022 Reduced 0.35%
$36.3B
$1.53 Million 0.15% of portfolio
6,606
Q4 2022 Reduced 4.37%
$138B
$1.53 Million 0.15% of portfolio
37,515
Q4 2022 Reduced 4.91%
$90.5B
$1.56 Million 0.15% of portfolio
21,837
Q4 2022 Added 2.36%
$58.1B
$1.55 Million 0.15% of portfolio
16,679
Q4 2022 Reduced 0.99%
$95.8B
$1.55 Million 0.15% of portfolio
33,979
Q4 2022 Added 5.07%
$15.6B
$1.54 Million 0.15% of portfolio
9,827
Q4 2022 Reduced 3.72%
$21.7B
$1.38 Million 0.14% of portfolio
13,128
Q4 2022 Added 23.62%
$9.16B
$1.44 Million 0.14% of portfolio
16,132
Q4 2022 Reduced 5.62%
$53.1B
$1.46 Million 0.14% of portfolio
7,809
Q4 2022 Reduced 0.17%
$95.9B
$1.47 Million 0.14% of portfolio
21,594
Q4 2022 Added 1.01%
$344B
$1.47 Million 0.14% of portfolio
11,061
Q4 2022 Reduced 2.37%
$47.5B
$1.28 Million 0.13% of portfolio
13,468
Q4 2022 Added 4.98%
$154B
$1.29 Million 0.13% of portfolio
6,021
Q4 2022 Reduced 2.19%
$74.8B
$1.33 Million 0.13% of portfolio
4,422
Q4 2022 Reduced 1.67%
$123B
$1.35 Million 0.13% of portfolio
5,660
Q3 2022 Reduced 0.37%
$103B
$1.35 Million 0.13% of portfolio
13,634
Q4 2022 Reduced 5.19%
$83.9B
$1.36 Million 0.13% of portfolio
13,177
Q4 2022 Added 1.6%
$228B
$1.19 Million 0.12% of portfolio
4,476
Q4 2022 Reduced 2.08%
$72.6B
$1.21 Million 0.12% of portfolio
27,727
Q4 2022 Added 1.06%
$10.1B
$1.21 Million 0.12% of portfolio
2,885
Q4 2022 Added 1.58%
$84.8B
$1.24 Million 0.12% of portfolio
31,753
Q4 2022 Added 5.65%
$83.8B
$1.26 Million 0.12% of portfolio
47,690
Q4 2022 Added 25.62%
$73B
$1.26 Million 0.12% of portfolio
5,080
Q4 2022 Reduced 10.06%
$207B
$1.11 Million 0.11% of portfolio
2,018
Q4 2022 Added 170.51%
$1.21B
$1.1 Million 0.11% of portfolio
13,088
Q4 2022 Reduced 0.61%
$123B
$1.1 Million 0.11% of portfolio
15,230
Q4 2022 Reduced 0.17%
$141B
$1.09 Million 0.11% of portfolio
5,274
Q4 2022 Added 11.57%

Summary

  • Portfolio
  • No. of Stocks 641
  • Current Value $1.01 Billion
  • Prior Value $938 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 14, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 67 stocks
  • Additional Purchases 210 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 302 stocks
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