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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 $527,139,879
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 164,398 $28,013,390 5.31%
2.
Apple Inc.
 AAPL 137,618 $26,495,463 5.02%
3.
Microsoft Corp
 MSFT 61,443 $23,104,673 4.38%
4.
Berkshire Hathaway Inc
 BRK.A 30 $16,278,751 3.08%
5.
Ishares Tr
 150,344 $15,074,942 2.85%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)