Laurel Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
164
- Value ($000)
$715,442
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001757128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $37.56 M | 5 % | 174,046 | ||
AAPL APPLE INC | COM | 037833100 | $33.80 M | 5 % | 132,728 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $31.08 M | 4 % | 60,012 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $28.42 M | 4 % | 561,721 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $25.56 M | 4 % | 137,009 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $25.17 M | 4 % | 249,929 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $22.63 M | 3 % | 30 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $20.87 M | 3 % | 85,848 | ||
DUK DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $19.02 M | 3 % | 153,737 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $17.96 M | 3 % | 56,927 |
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