Laurel Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
703
- Value ($000)
$756,294
- Date Filed01/30/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $38.4M | 5 % | 174,743 | ||
APPLE INC | COM | 037833100 | $35.42M | 5 % | 130,285 | ||
ISHARES TR | TRS FLT RT BD | 46434V860 | $30.3M | 4 % | 600,440 | ||
MICROSOFT CORP | COM | 594918104 | $28.77M | 4 % | 59,485 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $26.25M | 4 % | 261,487 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $26.22M | 4 % | 83,768 | ||
NVIDIA CORPORATION | COM | 67066G104 | $24.39M | 3 % | 130,780 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $22.64M | 3 % | 30 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $17.97M | 2 % | 153,286 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $17.95M | 2 % | 55,718 |
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