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Home > Institutional Investor > Laurel Wealth Advisors Llc > Profile

Instuitional Investor - Laurel Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Laurel Wealth Advisors Llc
Portfolio Value $638,665,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 170,770 $33,127,669 5.19%
2.
Apple Inc.
 AAPL 131,628 $29,238,450 4.58%
3.
Ishares Tr
 483,526 $24,495,413 3.84%
4.
Berkshire Hathaway Inc
 BRK.A 30 $23,953,248 3.75%
5.
Microsoft Corp
 MSFT 60,247 $22,616,002 3.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)