Laurel Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.01B
Q ending 2026-03-31
Prior quarter
$756.3M
Q ending 2025-12-31
Change
+33.7% QoQ · +58.4% YoY
Positions
192
reported holdings
Largest positions
Top 100 of 192 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/A | Shares | $188.0M | 262 |
| Amazon Com Inc | AMZN | Shares | $71.1M | 261K |
| Vanguard Specialized Funds | VIG | Shares | $40.2M | 176K |
| Apple Inc | AAPL | Shares | $38.4M | 131K |
| Alphabet Inc | GOOGL | Shares | $33.1M | 83K |
| Ishares Tr | TFLO | Shares | $32.2M | 637K |
| Ishares Tr | SGOV | Shares | $28.9M | 287K |
| Nvidia Corporation | NVDA | Shares | $28.6M | 133K |
| Microsoft Corp | MSFT | Shares | $25.8M | 62K |
| Duke Energy Corp New | DUK | Shares | $20.3M | 164K |
| Ishares Tr | IJR | Shares | $17.8M | 129K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $17.2M | 23K |
| Jpmorgan Chase & Co | JPM | Shares | $16.8M | 56K |
| Walmart Inc | WMT | Shares | $15.1M | 116K |
| Eli Lilly & Co | LLY | Shares | $13.5M | 14K |
| Mastercard Incorporated | MA | Shares | $11.8M | 24K |
| Johnson & Johnson | JNJ | Shares | $11.0M | 50K |
| Bank America Corp | BAC | Shares | $10.7M | 209K |
| Vanguard Index Fds | VUG | Shares | $9.8M | 112K |
| Cisco Sys Inc | CSCO | Shares | $9.6M | 99K |
| Ishares Tr | IEFA | Shares | $9.4M | 97K |
| Alphabet Inc | GOOG | Shares | $9.1M | 23K |
| Gci Liberty Inc | GLIBK | Shares | $9.0M | 344K |
| Home Depot Inc | HD | Shares | $9.0M | 28K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.3M | 17K |
| Bondbloxx Etf Trust | XHLF | Shares | $8.1M | 162K |
| Amgen Inc | AMGN | Shares | $7.7M | 23K |
| Wisdomtree Tr | USFR | Shares | $7.7M | 152K |
| Select Sector Spdr Tr | XLK | Shares | $7.4M | 42K |
| Coca Cola Co | KO | Shares | $7.3M | 93K |
| Meta Platforms Inc | META | Shares | $6.9M | 11K |
| Procter & Gamble Co | PG | Shares | $6.8M | 47K |
| Abbvie Inc | ABBV | Shares | $6.1M | 31K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $6.1M | 311K |
| Ishares Tr | IWM | Shares | $5.8M | 21K |
| Ishares Tr | IBDR | Shares | $5.8M | 241K |
| Select Sector Spdr Tr | XLF | Shares | $5.6M | 110K |
| Tjx Cos Inc New | TJX | Shares | $5.6M | 36K |
| Mcdonalds Corp | MCD | Shares | $5.5M | 20K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $5.4M | 266K |
| Ishares Tr | IYW | Shares | $5.4M | 23K |
| Invesco Exchange Traded Fd T | PRF | Shares | $5.3M | 101K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $5.3M | 10K |
| Chevron Corporation | CVX | Shares | $5.2M | 29K |
| Pepsico Inc | PEP | Shares | $4.7M | 30K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $4.5M | 60K |
| Rtx Corporation | RTX | Shares | $4.4M | 25K |
| Spdr Gold Tr | GLD | Shares | $4.4M | 10K |
| Ishares Tr | IBDT | Shares | $4.4M | 173K |
| Southern Co | SO | Shares | $4.3M | 46K |
| Exxon Mobil Corp | XOM | Shares | $4.2M | 29K |
| Ishares Tr | IBDS | Shares | $4.1M | 168K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $3.9M | 207K |
| Abbott Laboratories | ABT | Shares | $3.7M | 44K |
| Ishares Tr | EFA | Shares | $3.7M | 36K |
| Pacer Fds Tr | GCOW | Shares | $3.6M | 79K |
| Global X Fds | PAVE | Shares | $3.6M | 63K |
| United Parcel Svcs Inc | UPS | Shares | $3.5M | 34K |
| Honeywell Intl Inc | HONGBP | Shares | $3.4M | 16K |
| Ishares Tr | IBDU | Shares | $3.4M | 145K |
| Select Sector Spdr Tr | XLC | Shares | $3.3M | 28K |
| Netflix Inc. | NFLX | Shares | $3.1M | 36K |
| Automatic Data Processing In | ADP | Shares | $3.1M | 15K |
| Union Pac Corp | UNP | Shares | $3.1M | 12K |
| Enbridge Inc | ENB | Shares | $3.0M | 57K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $3.0M | 155K |
| Vanguard Index Fds | VOO | Shares | $2.9M | 4K |
| Ishares Tr | SHY | Shares | $2.9M | 35K |
| Select Sector Spdr Tr | XLU | Shares | $2.6M | 58K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.6M | 52K |
| Ishares Tr | IBDV | Shares | $2.6M | 119K |
| Bondbloxx Etf Trust | XONE | Shares | $2.6M | 52K |
| Select Sector Spdr Tr | XLI | Shares | $2.5M | 15K |
| Salesforce Inc | CRM | Shares | $2.5M | 14K |
| Cambria Etf Tr | SYLD | Shares | $2.5M | 32K |
| Select Sector Spdr Tr | XLP | Shares | $2.5M | 29K |
| Truist Finl Corp | TFC | Shares | $2.4M | 49K |
| Disney Walt Co | DIS | Shares | $2.4M | 22K |
| Select Sector Spdr Tr | XLE | Shares | $2.4M | 42K |
| Ishares Tr | IYH | Shares | $2.3M | 38K |
| Select Sector Spdr Tr | XLY | Shares | $2.2M | 19K |
| Ishares Tr | DVY | Shares | $2.2M | 14K |
| Ishares Tr | IYJ | Shares | $2.2M | 14K |
| Ishares Tr | IVV | Shares | $2.1M | 3K |
| Spdr Series Trust | SPYV | Shares | $2.1M | 34K |
| Verizon Communications Inc | VZ | Shares | $2.0M | 43K |
| Nike Inc | NKE | Shares | $2.0M | 46K |
| Ishares Tr | SLQD | Shares | $1.9M | 39K |
| Wells Fargo & Co | WFC | Shares | $1.9M | 25K |
| Ishares Tr | IWF | Shares | $1.8M | 15K |
| Vanguard Wellington Fd | VTES | Shares | $1.8M | 18K |
| American Express Co | AXP | Shares | $1.7M | 5K |
| Blackrock Inc | BLK | Shares | $1.7M | 2K |
| Ishares Tr | IBDW | Shares | $1.6M | 78K |
| Oracle Corp | ORCL | Shares | $1.6M | 8K |
| Colgate Palmolive Co | CL | Shares | $1.6M | 18K |
| International Business Machs | IBM | Shares | $1.5M | 7K |
| Southstate Bk Corp | SSB | Shares | $1.4M | 15K |
| Ishares Tr | IVE | Shares | $1.4M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.3M | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.