Laurel Wealth Advisors
$1.0B Assets Reported
705 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | 262 | $188M | 18.6% |
| AMZN | AMAZON COM INC | 260,763 | $71M | 7.0% |
| VIG | VANGUARD SPECIALIZED FUNDS | 176,280 | $40M | 4.0% |
| AAPL | APPLE INC | 130,782 | $38M | 3.8% |
| GOOGL | ALPHABET INC | 82,618 | $33M | 3.3% |
| TFLO | ISHARES TR | 636,839 | $32M | 3.2% |
| SGOV | ISHARES TR | 287,436 | $29M | 2.9% |
| NVDA | NVIDIA CORPORATION | 133,079 | $29M | 2.8% |
| MSFT | MICROSOFT CORP | 62,069 | $26M | 2.5% |
| DUK | DUKE ENERGY CORP NEW | 163,709 | $20M | 2.0% |
Track Laurel Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 705 positions. Top holdings, AUM, and quarterly changes on SentiSense.