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Home > Institutional Investor > Laurel Wealth Advisors, Inc. > Profile

Instuitional Investor - Laurel Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Laurel Wealth Advisors, Inc.
Portfolio Value $1,014,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 367,977 $47,811 4.71%
2.
Microsoft Corp
 MSFT 82,126 $19,695 1.94%
3.
Spdr S & P 500 Etf Trust
 SPY 40,707 $15,568 1.53%
4.
First Tr Exchng Traded Fd Vi
 602,415 $14,524 1.43%
5.
Jpmorgan Equity Premium Income Etf
 262,834 $14,322 1.41%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)