EdgeMarket › What Laurel Wealth Advisors Llc reported owning
What Laurel Wealth Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
192Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670108 | 188.0M | 18.6% | 262 | — | — |
| AMZN AMAZON COM INC | 71.1M | 7.0% | 260.8K | 258.63 | +15.6% |
| VIG Vanguard Div Appreciation ETF | 40.2M | 4.0% | 176.3K | 243.91 | +16.2% |
| AAPL Apple Inc. | 38.4M | 3.8% | 130.8K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 33.1M | 3.3% | 82.6K | 344.82 | +73.0% |
| TFLO iShares Treasury Floating Rate Bond ETF | 32.2M | 3.2% | 636.8K | 50.62 | +0.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 28.9M | 2.9% | 287.4K | 100.63 | +0.0% |
| NVDA NVIDIA CORP | 28.6M | 2.8% | 133.1K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 25.8M | 2.5% | 62.1K | 483.24 | -4.4% |
| DUK Duke Energy CORP | 20.3M | 2.0% | 163.7K | 119.85 | -3.7% |
| IJR iShares Core S&P Small-Cap ETF | 17.8M | 1.8% | 128.7K | 147.31 | +29.0% |
| SPY SPDR S&P 500 ETF TRUST | 17.2M | 1.7% | 23.3K | 765.72 | +20.0% |
| JPM JPMORGAN CHASE & CO | 16.8M | 1.7% | 55.8K | 351.58 | +20.3% |
| WMT Walmart Inc. | 15.1M | 1.5% | 116.1K | 103.70 | +1.1% |
| LLY ELI LILLY & Co | 13.5M | 1.3% | 14.2K | 1,255.40 | +78.0% |
| MA Mastercard Inc | 11.8M | 1.2% | 23.9K | 580.63 | -2.0% |
| JNJ JOHNSON & JOHNSON | 11.0M | 1.1% | 49.7K | 270.24 | +51.1% |
| BAC BANK OF AMERICA CORP /DE/ | 10.7M | 1.1% | 208.9K | 61.69 | +27.6% |
| VUG Vanguard Morningstar Growth ETF | 9.8M | 1.0% | 112.3K | 87.50 | +15.9% |
| CSCO CISCO SYSTEMS, INC. | 9.6M | 0.9% | 99.1K | 111.04 | +65.5% |
| IEFA iShares Core MSCI EAFE ETF | 9.4M | 0.9% | 97.0K | 100.85 | +16.8% |
| GOOG Alphabet Inc. | 9.1M | 0.9% | 23.0K | 341.75 | +70.7% |
| GLIBK Liberty Capital Corp/NV | 9.0M | 0.9% | 343.8K | 25.53 | -29.4% |
| HD HOME DEPOT, INC. | 9.0M | 0.9% | 28.4K | 335.61 | -16.5% |
| unmapped CUSIP 084670702 | 8.3M | 0.8% | 17.4K | — | — |
| XHLF BondBloxx Bloomberg Six Month Target Duration | 8.1M | 0.8% | 161.9K | 50.28 | -0.1% |
| AMGN AMGEN INC | 7.7M | 0.8% | 23.3K | 439.33 | +48.2% |
| USFR WisdomTree Floating Rate Treasury Fund | 7.7M | 0.8% | 151.8K | 50.49 | +0.1% |
| XLK State Street Technology Select Sector SPDR ETF | 7.4M | 0.7% | 42.2K | 183.31 | +41.1% |
| KO COCA COLA CO | 7.3M | 0.7% | 92.9K | 91.10 | +28.9% |
| META Meta Platforms, Inc. | 6.9M | 0.7% | 11.4K | 549.90 | -26.5% |
| PG PROCTER & GAMBLE Co | 6.8M | 0.7% | 46.6K | 144.68 | -9.3% |
| ABBV AbbVie Inc. | 6.1M | 0.6% | 30.5K | 264.96 | +26.7% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 6.1M | 0.6% | 311.0K | 19.67 | +0.1% |
| IWM iShares Russell 2000 ETF | 5.8M | 0.6% | 20.5K | 299.96 | +33.1% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 5.8M | 0.6% | 240.6K | 24.23 | +0.0% |
| XLF State Street Financial Select Sector SPDR ETF | 5.6M | 0.6% | 109.6K | 57.48 | +8.7% |
| TJX TJX COMPANIES INC /DE/ | 5.6M | 0.5% | 36.2K | 140.53 | +1.6% |
| MCD MCDONALDS CORP | 5.5M | 0.5% | 20.0K | 270.95 | -13.5% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 5.4M | 0.5% | 265.8K | 20.39 | -0.5% |
| IYW iShares U.S. Technology ETF | 5.4M | 0.5% | 22.6K | 247.25 | +37.9% |
| PRF Invesco RAFI US 1000 ETF | 5.3M | 0.5% | 101.2K | 56.10 | +28.7% |
| CRWD CrowdStrike Holdings, Inc. | 5.3M | 0.5% | 10.1K | 191.95 | +83.2% |
| CVX CHEVRON CORP | 5.2M | 0.5% | 28.8K | 205.27 | +34.0% |
| PEP PEPSICO INC | 4.7M | 0.5% | 30.2K | 143.48 | -4.8% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 4.5M | 0.4% | 60.2K | 94.85 | +31.9% |
| RTX RTX Corp | 4.4M | 0.4% | 25.0K | 209.91 | +34.1% |
| GLD SPDR GOLD TRUST | 4.4M | 0.4% | 10.1K | 423.36 | +37.3% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.4M | 0.4% | 172.7K | 25.19 | -0.9% |
| SO SOUTHERN CO | 4.3M | 0.4% | 46.3K | 88.94 | -6.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →