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Asset Manager ← All Institutions

Laurel Wealth Advisors LLC

Q2 2025 · Filed 2025-11-24
Market Value
$946M
+48.2%
Holdings
716
-27
New Purchases
26
Added To
574
Closed
23
Reduced
55
Top 10 Concentration
24.8%
Turnover
6.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSCU 1.04% 0.03% +1.01% $10M
ICLN 0.87% 0.01% +0.86% $8M
SCHA 0.69% 0.02% +0.67% $7M
IBTG 0.66% 0.02% +0.63% $6M
LRFC 0.50% 0.02% +0.48% $5M
IBIB 0.42% 0.02% +0.41% $4M
SLDP 0.40% 0.00% +0.40% $4M
SCHG 0.41% 0.01% +0.39% $4M
FLO 0.36% 0.01% +0.35% $3M
SCHB 0.36% 0.01% +0.34% $3M
INTC 0.36% 0.02% +0.34% $3M
FLRN 0.34% 0.02% +0.33% $3M
F-PD 0.33% 0.01% +0.33% $3M
EPD 0.34% 0.02% +0.32% $3M
PLUG 0.32% 0.00% +0.32% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.86% 4.58% -1.72% $27M
BRK-A 2.31% 3.75% -1.44% $22M
VIG 3.76% 5.19% -1.43% $36M
TFLO 2.68% 3.84% -1.15% $25M
DUK 1.87% 2.93% -1.06% $18M
SGOV 2.42% 3.43% -1.01% $23M
LLY 1.22% 1.90% -0.68% $12M
MA 1.42% 2.06% -0.64% $13M
IJR 1.45% 2.00% -0.55% $14M
BRK-B 0.86% 1.39% -0.53% $8M
HD 1.06% 1.59% -0.53% $10M
JNJ 0.78% 1.27% -0.49% $7M
GOOGL 1.61% 2.08% -0.47% $15M
AMGN 0.71% 1.17% -0.47% $7M
SPY 1.51% 1.97% -0.46% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $338M 35.7%
Large Cap 412 $386M 40.8%
Mid Cap 143 $155M 16.3%
Small Cap 61 $52M 5.5%
Micro Cap 25 $16M 1.7%

Portfolio Analytics

Avg Market Cap
$121.7B
Median Market Cap
$27.4B
Avg P/E
32.0
Median P/E
22.8
Avg Dividend Yield
0.04%
Avg Beta
0.92
# Stocks
473
# ETFs / Funds
243

Top Holdings (716 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VIG 3.76% 173,702 $36M $204.67 $2M +2,932 +1.7%
2 MSFT 3.17% 60,247 $30M $497.40 $7M
3 AAPL 2.86% 131,935 $27M $205.17 -$2M +307 +0.2%
4 TFLO 2.68% 500,891 $25M $50.65 $875K +17,365 +3.6%
5 SGOV 2.42% 227,177 $23M $100.69 $957K +9,462 +4.3%
6 NVDA 2.31% 138,399 $22M $157.99 $7M -1,800 -1.3%
7 BRK-A 2.31% 30 $22M $728,800.00 -$2M
8 DUK 1.87% 149,736 $18M $118.00 -$1M -3,670 -2.4%
9 JPM 1.77% 57,900 $17M $289.91 $3M -154 -0.3%
10 GOOGL 1.61% 86,507 $15M $176.23 $2M +705 +0.8%
11 SPY 1.51% 23,107 $14M $617.83 $2M +627 +2.8%
12 IJR 1.45% 125,617 $14M $109.29 $962K +3,528 +2.9%
13 MA 1.42% 23,884 $13M $561.93 $278K -96 -0.4%
14 AMZN 1.29% 55,507 $12M $219.39 $2M +618 +1.1%
15 LLY 1.22% 14,820 $12M $779.51 -$568K +145 +1.0%
16 WMT 1.21% 117,472 $11M $97.78 $1M -353 -0.3%
17 HD 1.06% 27,485 $10M $366.63 -$95K -269 -1.0%
18 BAC 1.06% 212,765 $10M $47.32 $2M +9,563 +4.7%
19 BSCU 1.04% 164,584 $10M $59.60 $10M +154,805 +1583.0%
20 VUG 0.97% 20,953 $9M $438.39 $2M +945 +4.7%
21 META 0.89% 11,404 $8M $738.07 $2M -41 -0.4%
22 ICLN 0.87% 107,634 $8M $76.28 $8M +103,335 +2403.7%
23 BRK-B 0.86% 16,764 $8M $485.77 -$753K +60 +0.4%
24 USFR 0.79% 148,631 $7M $50.31 $140K +2,833 +1.9%
25 JNJ 0.78% 48,581 $7M $152.75 -$707K -431 -0.9%
26 IEFA 0.76% 85,723 $7M $83.48 $1M +8,226 +10.6%
27 PG 0.74% 44,017 $7M $159.32 -$423K +383 +0.9%
28 CSCO 0.72% 98,156 $7M $69.38 $700K -852 -0.9%
29 AMGN 0.71% 23,999 $7M $279.20 -$791K -47 -0.2%
30 XHLF 0.69% 130,280 $7M $50.34 $527K +10,510 +8.8%
31 SCHA 0.69% 164,989 $7M $39.53 $6M +158,829 +2578.4%
32 IBTG 0.66% 142,166 $6M $43.61 $6M +135,966 +2193.0%
33 KO 0.65% 86,921 $6M $70.75 $148K +3,129 +3.7%
34 ABT 0.64% 44,533 $6M $136.01 $82K -510 -1.1%
35 IBDR 0.64% 248,032 $6M $24.25 $49K +1,625 +0.7%
36 MCD 0.61% 19,638 $6M $292.17 -$341K +177 +0.9%
37 ABBV 0.60% 30,741 $6M $185.61 -$762K -128 -0.4%
38 XLF 0.60% 107,607 $6M $52.37 $723K +8,985 +9.1%
39 IBDQ 0.55% 207,038 $5M $25.18 -$119K -4,972 -2.4%
40 BSCR 0.54% 261,699 $5M $19.65 $141K +6,396 +2.5%
41 NFLX 0.52% 3,645 $5M $1,339.13 $1M -149 -3.9%
42 LRFC 0.50% 89,804 $5M $52.66 $5M +85,075 +1799.0%
43 XLK 0.50% 18,584 $5M $253.22 $1M +1,350 +7.8%
44 ADP 0.49% 15,139 $5M $308.39 -$53K -315 -2.0%
45 CIBR 0.48% 60,010 $5M $75.58 $739K -250 -0.4%
46 SO 0.47% 48,147 $4M $91.83 $2K +87 +0.2%
47 CRWD 0.45% 8,430 $4M $509.31 $2M +586 +7.5%
48 GOOG 0.44% 23,242 $4M $177.38 $473K -119 -0.5%
49 TJX 0.43% 32,856 $4M $123.49 $109K +442 +1.4%
50 IBIB 0.42% 102,280 $4M $39.11 $4M +98,280 +2457.0%
51 PEP 0.41% 29,466 $4M $132.04 -$127K +2,671 +10.0%
52 SCHG 0.41% 112,430 $4M $34.23 $4M +108,646 +2871.2%
53 SLDP 0.40% 8,325 $4M $456.58 $4M +4,524 +119.0%
54 PRF 0.39% 88,251 $4M $42.27 $262K +2,426 +2.8%
55 CVX 0.39% 25,995 $4M $143.19 -$634K -45 -0.2%
56 HON 0.39% 15,959 $4M $232.88 $382K +213 +1.4%
57 IBDS 0.39% 152,515 $4M $24.27 $59K +1,858 +1.2%
58 IYW 0.39% 21,297 $4M $173.26 $912K +1,515 +7.7%
59 IBDT 0.38% 142,994 $4M $25.42 $167K +5,713 +4.2%
60 RTX 0.38% 24,647 $4M $146.02 $437K +773 +3.2%
61 FLO 0.36% 54,732 $3M $62.58 $3M +51,107 +1409.8%
62 CRM 0.36% 12,557 $3M $272.69 $78K +88 +0.7%
63 INTC 0.36% 75,399 $3M $44.64 $3M +70,920 +1583.4%
64 SCHB 0.36% 80,093 $3M $41.96 $3M +76,807 +2337.4%
65 EFA 0.35% 36,817 $3M $89.39 $275K -85 -0.2%
66 FLRN 0.34% 100,061 $3M $32.44 $3M +96,815 +2982.6%
67 FLOT 0.34% 163,673 $3M $19.60 $3M +160,465 +5002.0%
68 EPD 0.34% 99,357 $3M $32.25 $3M +96,153 +3001.0%
69 F-PD 0.33% 33,928 $3M $92.17 $3M +30,682 +945.2%
70 XOM 0.33% 28,712 $3M $107.80 -$279K +342 +1.2%
71 NKE 0.32% 43,251 $3M $71.04 $435K +1,707 +4.1%
72 BP 0.32% 91,766 $3M $33.41 $3M +88,700 +2893.0%
73 IGE 0.32% 134,740 $3M $22.60 $3M +131,695 +4325.0%
74 BSCQ 0.32% 155,785 $3M $19.52 $13K +357 +0.2%
75 PLUG 0.32% 4,470 $3M $671.14 $3M +1,470 +49.0%
76 EXEL 0.32% 132,225 $3M $22.69 $3M +129,225 +4307.5%
77 GLD 0.31% 9,587 $3M $304.83 $235K +260 +2.8%
78 BSCS 0.30% 140,180 $3M $20.49 $418K +19,571 +16.2%
79 IWM 0.30% 13,280 $3M $215.77 $283K +336 +2.6%
80 DIS 0.30% 22,798 $3M $124.01 $510K -676 -2.9%
81 ENB 0.30% 62,160 $3M $45.32 $36K -600 -1.0%
82 GCOW 0.29% 73,129 $3M $37.97 $128K +1,515 +2.1%
83 IVV 0.29% 4,427 $3M $620.79 $307K +83 +1.9%
84 EWA 0.29% 72,324 $3M $38.00 $3M +69,576 +2531.9%
85 PAVE 0.28% 61,828 $3M $43.58 $336K -690 -1.1%
86 UNP 0.28% 11,408 $3M $230.07 -$104K -145 -1.3%
87 SHY 0.27% 30,412 $3M $82.86 -$22K -317 -1.0%
88 UPS 0.26% 24,801 $3M $100.94 $133K +3,252 +15.1%
89 ESPR 0.26% 2,461 $2M $1,015.85 $2M -39 -1.6%
90 UTG 0.26% 90,450 $2M $27.64 $2M +87,950 +3518.0%
91 IBDU 0.26% 106,500 $2M $23.33 $121K +4,300 +4.2%
92 BOTZ 0.26% 79,569 $2M $30.63 $2M +77,132 +3165.0%
93 XLC 0.25% 22,136 $2M $108.53 $714K +4,627 +26.4%
94 TFC 0.25% 54,338 $2M $42.99 $59K -1,000 -1.8%
95 XLU 0.25% 28,523 $2M $81.66 $69K -140 -0.5%
96 VOO 0.24% 4,074 $2M $567.97 $305K +165 +4.2%
97 BSCP 0.24% 111,710 $2M $20.68 -$318K -15,368 -12.1%
98 TSCO 0.24% 118,733 $2M $18.95 $2M +116,483 +5177.0%
99 CEF 0.23% 66,220 $2M $33.22 $2M +64,020 +2910.0%
100 WMB 0.23% 136,801 $2M $15.92 $2M +134,623 +6181.0%

New Positions

SymbolValue% Port
SCM $2M 0.22%
AUR $2M 0.21%
VYMI $2M 0.17%
JAAA $1M 0.11%
BSCV $1M 0.11%
B $700K 0.07%
CBRE $680K 0.07%
PLG $400K 0.04%
VT $366K 0.04%
ACWX $340K 0.04%
PX $173K 0.02%
OKTA $160K 0.02%
TECK $120K 0.01%
RAL $101K 0.01%
BHP $88K 0.01%

Sold Out Positions

SymbolValue% Port
PINS —%
GGG —%
LMND —%
CE —%
CNS —%
AGI —%
AOS —%
MKC —%
BRCC —%
MTRN —%
ENTG —%
STX —%
CCOI —%
USCI —%
IDV —%
View SEC EDGAR Filings for Laurel Wealth Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms