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Asset Manager ← All Institutions

Laurel Wealth Advisors LLC

Q1 2026 · Filed 2026-05-13
Market Value
$1.0B
+33.8%
Holdings
695
-1
New Purchases
2
Added To
92
Closed
504
Reduced
63
Top 10 Concentration
50.1%
Turnover
72.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BRK-A 18.61% 3.00% +15.61% $188M
AMZN 7.04% 1.75% +5.29% $71M
GLBKV 0.89% 0.00% +0.89% $9M
TOWN 0.08% 0.00% +0.08% $853K
BSCU 0.10% 0.04% +0.05% $1M
IWM 0.58% 0.54% +0.03% $6M
WAT 0.03% 0.00% +0.03% $304K
TXN 0.10% 0.07% +0.02% $998K
INTC 0.03% 0.01% +0.02% $297K
MU 0.03% 0.02% +0.02% $352K
CAT 0.10% 0.08% +0.01% $1M
SHV 0.02% 0.01% +0.01% $229K
AMD 0.04% 0.03% +0.01% $419K
GEV 0.05% 0.04% +0.01% $539K
XLE 0.23% 0.23% +0.00% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.55% 3.81% -1.26% $26M
VIG 3.98% 5.09% -1.11% $40M
AAPL 3.80% 4.69% -0.90% $38M
TFLO 3.19% 4.01% -0.83% $32M
JPM 1.67% 2.38% -0.71% $17M
LLY 1.33% 2.04% -0.71% $13M
SGOV 2.86% 3.48% -0.62% $29M
MA 1.17% 1.78% -0.60% $12M
BAC 1.06% 1.52% -0.46% $11M
NVDA 2.84% 3.23% -0.40% $29M
ABT 0.37% 0.74% -0.37% $4M
DUK 2.01% 2.38% -0.37% $20M
HD 0.89% 1.26% -0.36% $9M
SPY 1.70% 2.04% -0.34% $17M
BRK-B 0.82% 1.16% -0.33% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $607M 60.1%
Large Cap 405 $285M 28.2%
Mid Cap 127 $90M 8.9%
Small Cap 60 $19M 1.8%
Micro Cap 26 $9M 0.9%

Portfolio Analytics

Avg Market Cap
$126.3B
Median Market Cap
$28.0B
Avg P/E
32.2
Median P/E
23.3
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
459
# ETFs / Funds
236

Top Holdings (695 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BRK-A 18.61% 262 $188M $717,386.81 $165M +232 +773.3%
2 AMZN 7.04% 260,763 $71M $272.68 $58M +203,518 +355.5%
3 VIG 3.98% 176,280 $40M $228.06 $2M +1,537 +0.9%
4 AAPL 3.80% 130,782 $38M $293.32 $3M +497 +0.4%
5 GOOGL 3.28% 82,618 $33M $400.80 $7M -1,150 -1.4%
6 TFLO 3.19% 636,839 $32M $50.54 $2M +36,399 +6.1%
7 SGOV 2.86% 287,436 $29M $100.48 $3M +25,949 +9.9%
8 NVDA 2.84% 133,079 $29M $215.20 $4M +2,299 +1.8%
9 MSFT 2.55% 62,069 $26M $415.12 -$3M +2,584 +4.3%
10 DUK 2.01% 163,709 $20M $124.17 $2M +10,423 +6.8%
11 IJR 1.76% 128,712 $18M $138.35 $3M +3,143 +2.5%
12 SPY 1.70% 23,276 $17M $737.61 $2M +727 +3.2%
13 JPM 1.67% 55,750 $17M $302.10 -$1M +32 +0.1%
14 WMT 1.50% 116,111 $15M $130.43 $2M -1,509 -1.3%
15 LLY 1.33% 14,204 $13M $948.46 -$2M -157 -1.1%
16 MA 1.17% 23,896 $12M $495.49 -$2M +406 +1.7%
17 JNJ 1.09% 49,683 $11M $221.32 $697K -80 -0.2%
18 BAC 1.06% 208,888 $11M $51.31 -$772K -15 -0.0%
19 VUG 0.97% 112,314 $10M $86.84 $112K +92,552 +468.3%
20 CSCO 0.95% 99,130 $10M $96.57 $2M +2,353 +2.4%
21 IEFA 0.93% 96,963 $9M $97.30 $1M +5,210 +5.7%
22 GOOG 0.90% 22,963 $9M $397.05 $2M +28 +0.1%
23 GLBKV 0.89% 343,750 $9M $26.26 +343,750 NEW
24 HD 0.89% 28,350 $9M $317.45 -$477K +808 +2.9%
25 BRK-B 0.82% 17,449 $8M $475.94 -$413K +106 +0.6%
26 XHLF 0.80% 161,855 $8M $50.22 $772K +15,455 +10.6%
27 AMGN 0.77% 23,346 $8M $331.70 $137K +104 +0.5%
28 USFR 0.76% 151,841 $8M $50.40 -$459K -9,370 -5.8%
29 XLK 0.73% 42,192 $7M $175.52 $2M +2,345 +5.9%
30 KO 0.72% 92,909 $7M $78.42 $972K +2,597 +2.9%
31 META 0.69% 11,398 $7M $609.64 -$484K +138 +1.2%
32 PG 0.68% 46,597 $7M $146.42 $345K +1,394 +3.1%
33 ABBV 0.61% 30,502 $6M $201.55 -$798K +105 +0.3%
34 BSCR 0.61% 311,024 $6M $19.66 $42K +3,403 +1.1%
35 IWM 0.58% 20,526 $6M $284.17 $2M +3,889 +23.4%
36 IBDR 0.58% 240,600 $6M $24.20 -$296K -11,902 -4.7%
37 XLF 0.56% 109,643 $6M $51.24 -$351K +651 +0.6%
38 TJX 0.55% 36,238 $6M $153.36 $122K +854 +2.4%
39 MCD 0.55% 20,044 $6M $275.75 -$505K +308 +1.6%
40 BSCS 0.54% 265,848 $5M $20.44 $361K +19,512 +7.9%
41 IYW 0.53% 22,616 $5M $238.64 $930K +244 +1.1%
42 PRF 0.53% 101,223 $5M $52.57 $620K +1,018 +1.0%
43 CRWD 0.53% 10,081 $5M $527.77 $944K +745 +8.0%
44 CVX 0.52% 28,833 $5M $181.62 $1M +1,556 +5.7%
45 PEP 0.46% 30,203 $5M $154.62 $459K +861 +2.9%
46 CIBR 0.45% 60,227 $5M $75.32 $296K +885 +1.5%
47 RTX 0.44% 25,010 $4M $176.09 -$94K +484 +2.0%
48 GLD 0.43% 10,063 $4M $433.77 $506K +325 +3.3%
49 IBDT 0.43% 172,689 $4M $25.27 $202K +9,199 +5.6%
50 SO 0.42% 46,325 $4M $91.80 $172K -475 -1.0%
51 XOM 0.42% 29,347 $4M $144.57 $758K +390 +1.4%
52 IBDS 0.40% 167,679 $4M $24.19 $94K +4,477 +2.7%
53 BSCT 0.38% 207,386 $4M $18.67 $1M +55,379 +36.4%
54 ABT 0.37% 44,435 $4M $84.32 -$2M -125 -0.3%
55 EFA 0.37% 35,967 $4M $103.96 $238K -495 -1.4%
56 GCOW 0.36% 78,709 $4M $45.57 $429K +2,110 +2.8%
57 PAVE 0.35% 62,890 $4M $56.79 $562K -85 -0.1%
58 UPS 0.34% 34,397 $3M $100.78 $775K +7,257 +26.7%
59 HON 0.34% 15,925 $3M $213.12 $269K -95 -0.6%
60 IBDU 0.33% 144,615 $3M $23.20 $236K +11,365 +8.5%
61 XLC 0.33% 28,097 $3M $116.94 $132K +1,310 +4.9%
62 NFLX 0.31% 35,710 $3M $87.49 -$163K +645 +1.8%
63 ADP 0.31% 14,667 $3M $212.99 -$723K -288 -1.9%
64 UNP 0.31% 11,748 $3M $264.66 $569K +764 +7.0%
65 ENB 0.30% 56,598 $3M $53.59 $206K -2,517 -4.3%
66 BSCQ 0.30% 154,839 $3M $19.56 -$56K -2,690 -1.7%
67 VOO 0.29% 4,336 $3M $678.00 $309K +140 +3.3%
68 SHY 0.29% 35,268 $3M $82.30 $490K +6,135 +21.1%
69 XLU 0.26% 58,417 $3M $44.72 $106K -291 -0.5%
70 VTEB 0.26% 51,854 $3M $50.25 $275K +5,514 +11.9%
71 IBDV 0.26% 118,700 $3M $21.86 $368K +17,800 +17.6%
72 XONE 0.26% 52,265 $3M $49.39 $653K +13,330 +34.2%
73 XLI 0.25% 14,662 $3M $173.20 $393K +822 +5.9%
74 CRM 0.25% 13,828 $3M $181.82 -$1M -448 -3.1%
75 SYLD 0.25% 31,902 $3M $78.59 $484K +2,795 +9.6%
76 XLP 0.24% 29,365 $2M $84.18 $221K +393 +1.4%
77 TFC 0.24% 49,400 $2M $49.11 -$5K
78 DIS 0.24% 22,267 $2M $108.02 -$102K +231 +1.1%
79 XLE 0.23% 42,235 $2M $55.70 $630K +3,710 +9.6%
80 IYH 0.23% 38,396 $2M $60.42 -$151K +440 +1.2%
81 XLY 0.22% 18,583 $2M $120.20 $141K +1,054 +6.0%
82 DVY 0.22% 14,288 $2M $152.28 $159K -1 -0.0%
83 IYJ 0.21% 13,685 $2M $157.27 $207K +555 +4.2%
84 IVV 0.21% 2,894 $2M $741.05 $217K +79 +2.8%
85 SPYV 0.20% 34,300 $2M $60.10 $119K +102 +0.3%
86 VZ 0.20% 43,272 $2M $47.22 $290K +226 +0.5%
87 NKE 0.20% 46,171 $2M $44.14 -$459K +6,978 +17.8%
88 SLQD 0.19% 38,583 $2M $50.40 -$92K -1,578 -3.9%
89 WFC 0.19% 25,470 $2M $75.64 -$377K +749 +3.0%
90 IWF 0.18% 14,580 $2M $123.54 $76K +10,935 +300.0%
91 VTES 0.18% 17,788 $2M $101.08 $327K +3,305 +22.8%
92 AXP 0.17% 5,378 $2M $316.03 -$294K -12 -0.2%
93 BLK 0.17% 1,563 $2M $1,084.71 $54K +29 +1.9%
94 IBDW 0.16% 77,790 $2M $20.91 $305K +15,285 +24.4%
95 ORCL 0.16% 8,283 $2M $195.95 $50K +212 +2.6%
96 CL 0.15% 17,810 $2M $87.55 $231K +1,000 +6.0%
97 IBM 0.15% 6,551 $2M $229.76 -$350K +289 +4.6%
98 IVE 0.14% 6,157 $1M $224.24 $73K -10 -0.2%
99 COST 0.13% 1,334 $1M $1,008.61 $189K -7 -0.5%
100 MUB 0.13% 12,112 $1M $107.00 -$541 +7 +0.1%

New Positions

SymbolValue% Port
GLBKV $9M 0.89%
WAT $304K 0.03%

Sold Out Positions

SymbolValue% Port
AME —%
UAMY —%
NVT —%
ALB —%
AMP —%
ACN —%
NFG —%
GLW —%
CB —%
LYV —%
ALSN —%
AIZ —%
ARES —%
EMN —%
FDX —%
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