Laurel Wealth Advisors LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $631 Million distributed in 651 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $61.2M, Vanguard Dividend Appreciation with a value of $32M, Apple Inc. with a value of $28.9M, Microsoft Corp with a value of $27M, and Ishares Treasury Floating Rate with a value of $21.2M.
Examining the 13F form we can see an increase of $45.9M in the current position value, from $585M to 631M.
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
$631 Million
ETFs: $232 Million
Financial Services: $111 Million
Technology: $91 Million
Healthcare: $50.3 Million
Consumer Cyclical: $34.8 Million
Communication Services: $33.3 Million
Consumer Defensive: $31.3 Million
Industrials: $20.3 Million
Other: $26.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
