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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 $639,878,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 174,614 $34,194,645 5.34%
2.
Apple Inc.
 AAPL 136,005 $34,058,272 5.32%
3.
Microsoft Corp
 MSFT 59,865 $25,232,956 3.94%
4.
Ishares Tr
 457,140 $23,071,825 3.6%
5.
Ishares Tr
 207,205 $20,786,796 3.24%
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)