Laurel Wealth Advisors LLC Portfolio Holdings

Laurel Wealth Advisors LLC

  • $695 Million
  • Q3 2025

Laurel Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $695 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $33.8M, Vanguard Dividend Appreciation with a value of $31.7M, Microsoft Corp with a value of $31.1M, Ishares Treasury Floating Rate with a value of $28.4M, and Nvidia Corp with a value of $25.6M.

Examining the 13F form we can see an decrease of $6.28B in the current position value, from $6.97B to 695M.

Laurel Wealth Advisors LLC is based out at Charlotte, NC

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

Portfolio value $695 Million
ETFs: $275 Million
Technology: $112 Million
Financial Services: $84 Million
Healthcare: $46.3 Million
Communication Services: $44.1 Million
Consumer Cyclical: $40.5 Million
Consumer Defensive: $33.5 Million
Utilities: $23.5 Million
Other: $33 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$33.8 Million 4.86% of portfolio
132,728
Q2 2025 Reduced 0.6%
$3.78T
$31.1 Million 4.47% of portfolio
60,012
Q2 2025 Added 0.39%
$465B
$25.6 Million 3.68% of portfolio
137,009
Q2 2025 Added 1.01%
$453B
$22.6 Million 3.26% of portfolio
30
Q3 2025 Reduced 100.0%
$1.65T
$20.9 Million 3.0% of portfolio
85,848
Q2 2025 Added 0.77%
$96.4B
$19 Million 2.74% of portfolio
153,737
Q2 2025 Reduced 2.6%
$881B
$18 Million 2.58% of portfolio
56,927
Q2 2025 Added 1.71%
$512B
$13.5 Million 1.94% of portfolio
23,682
Q2 2025 Added 0.85%
$2.39T
$12.4 Million 1.79% of portfolio
56,506
Q2 2025 Reduced 1.77%
$279B
$12.1 Million 1.75% of portfolio
117,777
Q2 2025 Reduced 0.26%
$971B
$11.5 Million 1.65% of portfolio
15,013
Q2 2025 Reduced 1.29%
$367B
$11.1 Million 1.6% of portfolio
27,486
Q2 2025 Reduced -0.0%
$413B
$10.9 Million 1.58% of portfolio
212,183
Q2 2025 Added 0.27%
$522B
$9 Million 1.29% of portfolio
48,513
Q2 2025 Added 0.14%
$662B
$8.7 Million 1.25% of portfolio
17,296
Q2 2025 Reduced 3.08%
$1.37T
$8.25 Million 1.19% of portfolio
11,232
Q2 2025 Added 1.53%
$346B
$7.03 Million 1.01% of portfolio
45,753
Q2 2025 Reduced 3.79%
$319B
$6.74 Million 0.97% of portfolio
98,446
Q2 2025 Reduced 0.29%
$183B
$6.69 Million 0.96% of portfolio
23,691
Q2 2025 Added 1.3%
$224B
$6 Million 0.86% of portfolio
19,751
Q2 2025 Reduced 0.57%
$306B
$5.94 Million 0.86% of portfolio
89,604
Q2 2025 Reduced 2.99%
$228B
$5.94 Million 0.85% of portfolio
44,328
Q2 2025 Added 0.46%
$1.74T
$5.63 Million 0.81% of portfolio
23,105
Q2 2025 Added 0.59%
$170B
$5.07 Million 0.73% of portfolio
35,091
Q2 2025 Reduced 6.37%
$115B
$4.54 Million 0.65% of portfolio
9,260
Q2 2025 Reduced 8.96%
$98.6B
$4.49 Million 0.65% of portfolio
47,340
Q2 2025 Added 1.7%
$104B
$4.43 Million 0.64% of portfolio
15,079
Q2 2025 Added 0.4%
$49.1B
$4.26 Million 0.61% of portfolio
3,554
Q2 2025 Added 2.56%
$303B
$4.14 Million 0.6% of portfolio
26,681
Q2 2025 Reduced 2.57%
$258B
$4.17 Million 0.6% of portfolio
24,913
Q2 2025 Reduced 1.07%
$204B
$4.13 Million 0.59% of portfolio
29,392
Q2 2025 Added 0.25%
$237B
$3.49 Million 0.5% of portfolio
14,719
Q2 2025 Reduced 14.69%
$132B
$3.35 Million 0.48% of portfolio
15,915
Q2 2025 Added 0.28%
$490B
$3.25 Million 0.47% of portfolio
28,832
Q2 2025 Reduced 0.42%
$79.2B
$3.14 Million 0.45% of portfolio
45,061
Q2 2025 Reduced 4.02%
$96.7B
$3.05 Million 0.44% of portfolio
60,480
Q2 2025 Added 2.78%
$136B
$2.65 Million 0.38% of portfolio
11,226
Q2 2025 Added 1.62%
$193B
$2.61 Million 0.37% of portfolio
22,754
Q2 2025 Added 0.19%
$59.5B
$2.37 Million 0.34% of portfolio
51,942
Q2 2025 Added 4.61%
$593B
$2.22 Million 0.32% of portfolio
7,883
Q2 2025 Added 0.33%
$68.7B
$2.14 Million 0.31% of portfolio
25,670
Q2 2025 Reduced 3.39%
$317B
$2.09 Million 0.3% of portfolio
24,885
Q2 2025 Reduced 1.0%
$172B
$1.82 Million 0.26% of portfolio
41,505
Q2 2025 Added 6.77%
$181B
$1.82 Million 0.26% of portfolio
18,556
Q2 2025 Reduced 10.51%
$255B
$1.82 Million 0.26% of portfolio
5,467
Q2 2025 Reduced 0.09%
$266B
$1.81 Million 0.26% of portfolio
6,420
Q2 2025 Added 0.58%
$54.5B
$1.69 Million 0.24% of portfolio
9,036
Q2 2025 Added 1.48%
$91.4B
$1.39 Million 0.2% of portfolio
8,973
Q2 2025 Added 1.11%
$404B
$1.27 Million 0.18% of portfolio
1,373
Q2 2025 Added 1.46%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $695 Million
  • Prior Value $6.97 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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