| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 5.5% |
| APPLE INC | 23 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 23 | Q2 2024 | 4.7% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 7.4% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 2.6% |
| JOHNSON & JOHNSON | 23 | Q2 2024 | 2.5% |
| HOME DEPOT INC | 23 | Q2 2024 | 2.5% |
| ALPHABET INC | 23 | Q2 2024 | 2.7% |
| MASTERCARD INCORPORATED | 23 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 2.3% |
View Laurel Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
View Laurel Wealth Advisors LLC'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.