Laurel Wealth Advisors LLC Reduced Holdings in Q4 2024

Laurel Wealth Advisors LLC

  • $626 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-429
- 2.71%
$727.2 - $932.06 $312K - $400K
15.4K $11.9M
JNJ
Johnson & Johnson

Healthcare
-2.16K
- 4.18%
$143.34 - $165.86 $310K - $359K
49.6K $7.17M
KO
Coca Cola CO

Consumer Defensive
-204
- 0.24%
$61.74 - $71.71 $12.6K - $14.6K
84.2K $5.24M
ABBV
Abb Vie Inc.

Healthcare
-344
- 1.08%
$164.99 - $203.87 $56.8K - $70.1K
31.4K $5.58M
HD
Home Depot, Inc.

Consumer Cyclical
-225
- 0.81%
$385.02 - $431.37 $86.6K - $97.1K
27.7K $10.8M
GLD
Spdr Gold Trust

ETFs
-1.78K
- 15.71%
$236.59 - $257.5 $421K - $458K
9.55K $2.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.93K
- 8.48%
$81.68 - $82.93 $239K - $243K
31.6K $2.59M
PG
Procter & Gamble CO

Consumer Defensive
-44
- 0.1%
$161.05 - $179.7 $7.09K - $7.91K
43.8K $7.34M
CL
Colgate Palmolive CO

Consumer Defensive
-241
- 1.62%
$90.22 - $102.31 $21.7K - $24.7K
14.6K $1.33M
PFE
Pfizer Inc

Healthcare
-2.21K
- 3.75%
$24.8 - $30.19 $54.9K - $66.8K
56.8K $1.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-103
- 0.6%
$442.29 - $483.08 $45.6K - $49.8K
17K $7.69M
ICLN
Ishares

ETFs
-8.49K
- 47.73%
$11.35 - $14.51 $96.4K - $123K
9.3K $105K
DG
Dollar General Corp

Consumer Defensive
-270
- 1.96%
$73.27 - $84.47 $19.8K - $22.8K
13.5K $1.03M
VIG
Vanguard Dividend Appreciation

ETFs
-754
- 0.43%
N/A
175K $31.8M
ORCL
Oracle Corp

Technology
-564
- 6.51%
$165.41 - $192.43 $93.3K - $109K
8.1K $1.35M
CARR
Carrier Global Corp

Industrials
-50
- 0.51%
$66.69 - $82.65 $3.33K - $4.13K
9.82K $669K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.61K
- 65.45%
$49.78 - $66.55 $80.1K - $107K
850 $42K
MMM
3 M CO

Industrials
-260
- 2.52%
$124.74 - $137.12 $32.4K - $35.7K
10K $1.3M
IYY
Ishares Tr

ETFs
-800
- 96.62%
$138.14 - $149.13 $111K - $119K
28 $4K
XLB
Select Sector Spdr Fd Material

ETFs
-40
- 0.46%
$83.8 - $97.58 $3.35K - $3.9K
8.68K $730K
XLV
Select Sector Spdr Fund Health

ETFs
-49
- 0.82%
$136.28 - $154.74 $6.68K - $7.58K
5.95K $818K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-150
- 1.3%
$106.56 - $113.11 $16K - $17K
11.4K $1.21M
ABT
Abbott Laboratories

Healthcare
-261
- 0.57%
$111.93 - $119.39 $29.2K - $31.2K
45.2K $5.11M
UNH
Unitedhealth Group Inc

Healthcare
-59
- 12.14%
$485.52 - $625.25 $28.6K - $36.9K
427 $216K
HSY
Hershey CO

Consumer Defensive
-307
- 63.69%
$168.67 - $193.65 $51.8K - $59.5K
175 $29K
SLB
Schlumberger Limited

Energy
-894
- 12.24%
$36.83 - $45.59 $32.9K - $40.8K
6.41K $245K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-571
- 30.55%
$59.25 - $72.99 $33.8K - $41.7K
1.3K $77K
CAT
Caterpillar Inc

Industrials
-50
- 4.06%
$360.37 - $416.88 $18K - $20.8K
1.18K $428K
HSIC
Henry Schein Inc

Healthcare
-400
- 6.07%
$66.54 - $77.66 $26.6K - $31.1K
6.19K $428K
UL
Unilever PLC

Consumer Defensive
-724
- 94.27%
$56.7 - $64.64 $41.1K - $46.8K
44 $2K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-254
- 0.59%
$49.58 - $50.28 $12.6K - $12.8K
43.1K $2.14M
SBUX
Starbucks Corp

Consumer Cyclical
-300
- 14.9%
$87.44 - $102.5 $26.2K - $30.8K
1.71K $156K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-299
- 2.55%
$90.66 - $99.46 $27.1K - $29.7K
11.4K $1.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-400
- 2.79%
$48.33 - $49.08 $19.3K - $19.6K
14K $675K
IBM
International Business Machines Corp

Technology
-109
- 1.58%
$204.9 - $238.04 $22.3K - $25.9K
6.79K $1.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-280
- 20.59%
$124.26 - $134.12 $34.8K - $37.6K
1.08K $138K
OTIS
Otis Worldwide Corp

Industrials
-25
- 0.98%
$92.57 - $106.01 $2.31K - $2.65K
2.53K $234K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-300
- 17.46%
$80.93 - $85.66 $24.3K - $25.7K
1.42K $114K
BOTZ
Global X Fds

ETFs
-783
- 21.63%
$31.11 - $34.18 $24.4K - $26.8K
2.84K $90K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1K
- 8.54%
$23.25 - $23.37 $23.3K - $23.4K
10.7K $249K
QDEF
Flexshares Quality Div Defensi

ETFs
-300
- 21.79%
$70.22 - $73.73 $21.1K - $22.1K
1.08K $75K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-200
- 12.09%
$121.89 - $135.52 $24.4K - $27.1K
1.45K $181K
VIS
Vanguard Industrial ETF

ETFs
-70
- 8.53%
$254.39 - $279.7 $17.8K - $19.6K
751 $191K
LDOS
Leidos Holdings, Inc.

Technology
-24
- 2.34%
$143.17 - $201.39 $3.44K - $4.83K
1K $144K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-80
- 5.64%
$278.19 - $315.36 $22.3K - $25.2K
1.34K $385K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 9.57%
$501.29 - $612.85 $5.51K - $6.74K
104 $54K
AEP
American Electric Power CO Inc

Utilities
-100
- 16.16%
$90.91 - $102.21 $9.09K - $10.2K
519 $47K
ETN
Eaton Corp PLC

Industrials
-49
- 24.62%
$326.96 - $377.52 $16K - $18.5K
150 $49K
DE
Deere & CO

Industrials
-50
- 7.1%
$389.45 - $466.0 $19.5K - $23.3K
654 $277K
Activity Summary
Buys All Purchases 211 New Holdings 83 Increased Positions 128 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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