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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$213,000 0.02% of portfolio
1,827
Q4 2022 Reduced 5.19%
$0
$203,000 0.02% of portfolio
1,686
Q4 2022 Reduced 22.16%
$0
$253,000 0.02% of portfolio
8,201
Q4 2022 New
$0
$241,000 0.02% of portfolio
4,844
Q4 2022 Added 7.17%
$0
$241,000 0.02% of portfolio
1,649
Q4 2022 New
$0
$250,000 0.02% of portfolio
6,413
Q4 2022 New
$0
$250,000 0.02% of portfolio
5,013
Q4 2022 Added 4.81%
$0
$249,000 0.02% of portfolio
6,816
Q4 2022 Reduced 4.22%
$0
$247,000 0.02% of portfolio
5,313
Q4 2022 Reduced 4.1%
$0
$228,000 0.02% of portfolio
14,007
Q4 2022 New
$0
$227,000 0.02% of portfolio
8,944
Q4 2022 Reduced 18.85%
$0
$226,000 0.02% of portfolio
4,262
Q4 2022 Reduced 96.96%
$0
$226,000 0.02% of portfolio
23,956
Q4 2022 Added 4.95%
$0
$231,000 0.02% of portfolio
3,120
Q4 2022 Added 0.91%
$0
$237,000 0.02% of portfolio
10,247
Q4 2022 Reduced 1.23%
$0
$235,000 0.02% of portfolio
2,773
Q3 2022 Reduced 0.14%

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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