$406 Million is the total value of Laurel Wealth Advisors, Inc.'s 416 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HMNY | Exit | HELIOS & MATHESON ANALYTICS IN COM PAR | $0 | – | -15,000 | -100.0% | 0.00% | – |
| WFTIQ | Exit | WEATHERFORD INTL PLC ORD SHS | $0 | – | -11,049 | -100.0% | -0.00% | – |
| GME | Exit | GAMESTOP CORP | $0 | – | -10,635 | -100.0% | -0.04% | – |
| PREF | Exit | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVEetf | $0 | – | -2,450 | -100.0% | -0.06% | – |
| BSV | Exit | VANGUARD SHORT TERM BONDetf | $0 | – | -2,867 | -100.0% | -0.07% | – |
| QRTEA | Exit | LIBERTY MEDIA HOLDING CP INTER A | $0 | – | -6,508 | -100.0% | -0.08% | – |
| TRP | Exit | TRANSCANADA CORP COM | $0 | – | -7,250 | -100.0% | -0.08% | – |
| EPRPRC | Exit | EPR PPTYSpfd c cnv 5.75% | $0 | – | -13,080 | -100.0% | -0.10% | – |
| CI | Exit | CIGNA CORP | $0 | – | -1,859 | -100.0% | -0.10% | – |
| FOX | Exit | TWENTY FIRST CENTY FOX INC CL B | $0 | – | -10,020 | -100.0% | -0.14% | – |
| SOHO | Exit | SOTHERLY HOTELS INC COMreit | $0 | – | -117,500 | -100.0% | -0.19% | – |
| WDAY | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -10,555 | -100.0% | -0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 29 | Q4 2022 | 8.4% |
| MICROSOFT CORP COM | 29 | Q4 2022 | 3.6% |
| SPDR S&P 500 ETF TR | 29 | Q4 2022 | 3.9% |
| JOHNSON & JOHNSON COM | 29 | Q4 2022 | 2.7% |
| AMAZON COM INC COM | 29 | Q4 2022 | 2.4% |
| 3M CO COM | 29 | Q4 2022 | 2.3% |
| QUALCOMM INC COM | 29 | Q4 2022 | 3.4% |
| CHEVRON CORP NEW COM | 29 | Q4 2022 | 2.2% |
| PROCTER & GAMBLE CO COM | 29 | Q4 2022 | 2.5% |
| ISHARES TR | 29 | Q4 2022 | 2.8% |
View Laurel Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-03-03 |
| 13F-HR | 2020-11-13 |
View Laurel Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.