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 Market Cap. of $200 Billions or more
