Laurel Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationcharlotte, NC
- Num holdings
734
- Value ($000)
$639,878
- Date Filed01/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $34.19M | 5 % | 174,614 | ||
AAPL APPLE INC | COM | 037833100 | $34.06M | 5 % | 136,005 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.23M | 4 % | 59,865 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $23.07M | 4 % | 457,140 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $20.79M | 3 % | 207,205 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $20.43M | 3 % | 30 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $18.87M | 3 % | 140,521 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $16.19M | 3 % | 85,549 | ||
DUK DUKE ENERGY CORP NEW | COM NEW | 26441C204 | $16.02M | 3 % | 148,703 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $14.32M | 2 % | 124,288 |
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