Laurel Wealth Advisors LLC Reduced Holdings in Q3 2025

Laurel Wealth Advisors LLC

  • $695 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
-2.3M
- 98.75%
$81.14 - $87.32 $187M - $201M
29.2K $2.55M
XOM
Exxon Mobil Corp

Energy
-3.07M
- 99.07%
$105.83 - $117.22 $325M - $359M
28.8K $3.25M
PEP
Pepsico Inc

Consumer Defensive
-3.86M
- 99.24%
$133.81 - $152.16 $517M - $588M
29.4K $4.13M
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.72M
- 98.38%
$63.93 - $70.45 $110M - $121M
28.3K $1.94M
XLP
Consumer Staples Sector Spdr

ETFs
-2.14M
- 98.72%
N/A
27.8K $2.12M
T
At&T Inc.

Communication Services
-706K
- 96.68%
$26.94 - $29.62 $19M - $20.9M
24.3K $684K
ABBV
Abb Vie Inc.

Healthcare
-5.68M
- 99.46%
$184.85 - $231.54 $1.05B - $1.31B
30.8K $7.14M
FITB
Fifth Third Bancorp

Financial Services
-959K
- 97.67%
$40.91 - $46.28 $39.3M - $44.4M
22.9K $1.02M
UPS
United Parcel Service Inc

Industrials
-2.48M
- 98.97%
$82.58 - $105.54 $205M - $262M
25.7K $2.14M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-456K
- 92.58%
$20.77 - $21.32 $9.47M - $9.72M
36.6K $775K
CVX
Chevron Corp

Energy
-3.7M
- 99.28%
$145.57 - $161.83 $538M - $598M
26.7K $4.14M
RTX
Raytheon Technologies Corp

Industrials
-3.57M
- 99.31%
$144.19 - $167.33 $515M - $598M
24.9K $4.17M
DIS
Walt Disney CO

Communication Services
-2.8M
- 99.2%
$112.25 - $124.0 $315M - $348M
22.8K $2.61M
VEA
Vanguard Ftse Developed Market

ETFs
-1.19M
- 98.25%
$56.02 - $60.3 $66.6M - $71.7M
21.2K $1.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-465K
- 95.91%
$24.46 - $26.5 $11.4M - $12.3M
19.8K $522K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.38M
- 98.95%
$105.99 - $119.41 $252M - $284M
25.1K $2.98M
GOOG
Alphabet Inc.

Communication Services
-4.1M
- 99.44%
$175.16 - $255.24 $718M - $1.05B
23.1K $5.63M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-843K
- 97.23%
N/A
24K $0
AMGN
Amgen Inc

Healthcare
-6.68M
- 99.65%
$271.18 - $309.22 $1.81B - $2.06B
23.7K $6.69M
Spinnaker ETF Series
-722K
- 97.27%
N/A
20.2K $0
IYW
Ishares Dj Us Tech ETF

ETFs
-3.67M
- 99.4%
$171.38 - $197.01 $629M - $723M
22.2K $4.34M
PX
P10, Inc.

Financial Services
-156K
- 90.22%
$10.49 - $12.82 $1.64M - $2M
16.9K $184K
XLE
Energy Sector Spdr

ETFs
-1.53M
- 98.78%
$84.25 - $91.99 $129M - $141M
18.9K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
-10M
- 99.73%
$357.4 - $423.42 $3.59B - $4.26B
27.5K $11.1M
UBER
Uber Technologies, Inc

Technology
-1.53M
- 98.8%
$86.91 - $99.57 $133M - $152M
18.6K $1.82M
Vanguard Wellington Fd
-1.37M
- 98.95%
N/A
14.5K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-5.72M
- 99.66%
$291.67 - $316.99 $1.67B - $1.81B
19.8K $6M
CL
Colgate Palmolive CO

Consumer Defensive
-1.29M
- 98.94%
$79.36 - $93.33 $103M - $121M
13.9K $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-283K
- 95.5%
$21.69 - $23.34 $6.13M - $6.59M
13.3K $309K
XLK
Technology Sector Spdr

ETFs
-4.69M
- 99.58%
$250.97 - $282.66 $1.18B - $1.32B
19.6K $5.52M
HON
Honeywell International Inc

Industrials
-3.7M
- 99.57%
$207.7 - $240.4 $769M - $890M
15.9K $3.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-809K
- 98.36%
$62.09 - $66.51 $50.2M - $53.8M
13.5K $879K
DVY
Ishares Tr

ETFs
-1.88M
- 99.25%
$133.88 - $142.57 $252M - $269M
14.3K $2.03M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-607K
- 97.23%
$49.78 - $50.75 $30.2M - $30.8M
17.3K $875K
XLI
Industrial Sector Spdr

ETFs
-1.94M
- 99.29%
$147.94 - $154.99 $287M - $301M
13.9K $2.15M
VUG
Vanguard Growth ETF

ETFs
-9.17M
- 99.78%
$433.97 - $484.08 $3.98B - $4.44B
20.7K $9.91M
MDT
Medtronic PLC

Healthcare
-1.06M
- 98.77%
$87.67 - $95.74 $92.6M - $101M
13.2K $1.26M
ADP
Automatic Data Processing Inc

Industrials
-4.65M
- 99.68%
$288.69 - $310.94 $1.34B - $1.45B
15.1K $4.43M
IYJ
Ishares Tr

ETFs
-1.75M
- 99.27%
$142.42 - $148.18 $249M - $260M
12.8K $1.87M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-240K
- 95.76%
$23.29 - $23.38 $5.58M - $5.6M
10.6K $248K
MA
Mastercard Inc

Financial Services
-13.4M
- 99.82%
$550.18 - $598.96 $7.37B - $8.02B
23.7K $13.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-996K
- 98.9%
$91.28 - $97.59 $90.9M - $97.2M
11.1K $1.06M
BSCU
Invesco Exc Self Ind Tr

ETFs
-153K
- 93.11%
$16.67 - $17.03 $2.55M - $2.61M
11.3K $191K
IWM
Ishares Russell 2000 ETF

ETFs
-2.85M
- 99.47%
$214.92 - $244.84 $613M - $698M
15.2K $3.67M
DG
Dollar General Corp

Consumer Defensive
-1.19M
- 99.18%
$101.86 - $116.32 $122M - $139M
9.9K $1.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.16M
- 99.09%
$107.66 - $112.36 $124M - $130M
10.6K $1.19M
CARR
Carrier Global Corp

Industrials
-712K
- 98.63%
$58.75 - $80.73 $41.8M - $57.5M
9.89K $590K
COP
Conocophillips

Energy
-908K
- 98.89%
$91.0 - $98.99 $82.6M - $89.8M
10.2K $965K
MUB
Ishares National Muni Bond ETF

ETFs
-1.08M
- 98.96%
$103.24 - $106.68 $112M - $115M
11.4K $1.21M
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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