$273 Million is the total value of Laurel Wealth Advisors LLC's 488 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFLO | New | ISHARES TRtrs flt rt bd | $2,817,000 | – | 55,940 | +100.0% | 1.03% | – |
| MBB | New | ISHARES TRmbs etf | $394,000 | – | 3,703 | +100.0% | 0.14% | – |
| PRK | New | PARK NATL CORP | $163,000 | – | 1,723 | +100.0% | 0.06% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $138,000 | – | 5,500 | +100.0% | 0.05% | – |
| CVET | New | COVETRUS INC | $129,000 | – | 4,054 | +100.0% | 0.05% | – |
| LBC | New | LUTHER BURBANK CORP | $20,000 | – | 2,000 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTS INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
| FOX | New | FOX CORP | $10,000 | – | 272 | +100.0% | 0.00% | – |
| TAK | New | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $10,000 | – | 473 | +100.0% | 0.00% | – |
| XLC | New | SELECT SECTOR SPDR TR | $9,000 | – | 200 | +100.0% | 0.00% | – |
| IDV | New | ISHARES TRintl sel div etf | $2,000 | – | 72 | +100.0% | 0.00% | – |
| IXUS | New | ISHARES TRcore msci total | $4,000 | – | 73 | +100.0% | 0.00% | – |
| SQM | New | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $4,000 | – | 100 | +100.0% | 0.00% | – |
| FIT | New | FITBIT INCcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 5.4% |
| APPLE INC | 20 | Q3 2023 | 5.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 7.4% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.3% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 2.6% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 2.5% |
| HOME DEPOT INC | 20 | Q3 2023 | 2.5% |
| MASTERCARD INCORPORATED | 20 | Q3 2023 | 2.5% |
| ALPHABET INC | 20 | Q3 2023 | 2.5% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 2.3% |
View Laurel Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
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.