Holdings of Laurel Wealth Advisors LLC

Name: Holdings of Laurel Wealth Advisors LLC
Creator: Titelia
License: https://titelia.com/en/sources

179 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.6 % of the equity sleeve

Sector breakdown

Financials 25.1 %
Technology 11.8 %
Funds 10.8 %
Consumer discretionary 9.9 %
Communication 5.8 %
Health care 4.7 %
Consumer staples 3.9 %
Utilities 2.5 %
Industrials 2.5 %
Energy 0.6 %
Unattributed 22.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	179	982.3M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Berkshire Hathaway Inc	262	188M $
2	Amazon.com Inc	260,763	71.1M $
3	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	176,280	40.2M $
4	Apple Inc	130,782	38.4M $
5	Alphabet Inc	82,618	33.1M $
6	iShares Trust	636,839	32.2M $
7	iShares Trust	287,436	28.9M $
8	NVIDIA Corp	133,079	28.6M $
9	Microsoft Corp	62,069	25.8M $
10	Duke Energy Corp	163,709	20.3M $
11	iShares Core S&P Small-Cap ETF	128,712	17.8M $
12	State Street SPDR S&P 500 ETF Trust	23,276	17.2M $
13	JPMorgan Chase & Co	55,750	16.8M $
14	Walmart Inc	116,111	15.1M $
15	Eli Lilly & Co	14,204	13.5M $
16	Mastercard Inc	23,896	11.8M $
17	Johnson & Johnson	49,683	11M $
18	Bank of America Corp	208,888	10.7M $
19	Vanguard Growth ETF	112,314	9.8M $
20	Cisco Systems, Inc.	99,130	9.6M $
21	iShares Core MSCI EAFE ETF	96,963	9.4M $
22	Alphabet Inc	22,963	9.1M $
23	GCI Liberty Inc	343,750	9M $
24	Home Depot Inc/The	28,350	9M $
25	Berkshire Hathaway Inc	17,449	8.3M $
26	BondBloxx ETF Trust	161,855	8.1M $
27	Amgen Inc	23,346	7.7M $
28	WisdomTree Trust	151,841	7.7M $
29	SELECT SECTOR SPDR TRUST (THE)	42,192	7.4M $
30	Coca-Cola Co/The	92,909	7.3M $
31	Meta Platforms Inc	11,398	6.9M $
32	Procter & Gamble Co/The	46,597	6.8M $
33	AbbVie Inc	30,502	6.1M $
34	iShares Russell 2000 ETF	20,526	5.8M $
35	iShares iBonds Dec 2026 Term C	240,600	5.8M $
36	Select Sector Spdr Trust	109,643	5.6M $
37	TJX Cos Inc/The	36,238	5.6M $
38	McDonald's Corp.	20,044	5.5M $
39	iShares U.S. Technology ETF	22,616	5.4M $
40	Invesco RAFI US 1000 ETF	101,223	5.3M $
41	Crowdstrike Holdings Inc	10,081	5.3M $
42	Chevron Corp	28,833	5.2M $
43	PepsiCo Inc	30,203	4.7M $
44	First Trust NASDAQ Cybersecuri	60,227	4.5M $
45	RTX Corp	25,010	4.4M $
46	SPDR Gold Shares	10,063	4.4M $
47	iShares iBonds Dec 2028 Term C	172,689	4.4M $
48	Southern Co/The	46,325	4.3M $
49	Exxon Mobil Corp	29,347	4.2M $
50	iShares iBonds Dec 2027 Term C	167,679	4.1M $
51	Abbott Laboratories	44,435	3.7M $
52	iShares MSCI EAFE ETF	35,967	3.7M $
53	Pacer Funds Trust	78,709	3.6M $
54	Global X US Infrastructure Development ETF	62,890	3.6M $
55	United Parcel Service Inc	34,397	3.5M $
56	Honeywell International Inc	15,925	3.4M $
57	iShares iBonds Dec 2029 Term C	144,615	3.4M $
58	SELECT SECTOR SPDR TRUST (THE)	28,097	3.3M $
59	Netflix Inc	35,710	3.1M $
60	Automatic Data Processing Inc	14,667	3.1M $
61	Union Pacific Corp	11,748	3.1M $
62	Vanguard S&P 500 ETF	4,336	2.9M $
63	iShares Trust	35,268	2.9M $
64	State Street Utilities Select Sector SPDR ETF	58,417	2.6M $
65	Vanguard Tax-Exempt Bond Index ETF	51,854	2.6M $
66	iShares iBonds Dec 2030 Term C	118,700	2.6M $
67	Select Sector Spdr Trust	14,662	2.5M $
68	Salesforce Inc	13,828	2.5M $
69	Cambria Shareholder Yield ETF	31,902	2.5M $
70	Select Sector Spdr Trust	29,365	2.5M $
71	Truist Financial Corp	49,400	2.4M $
72	Walt Disney Co/The	22,267	2.4M $
73	Select Sector Spdr Trust	42,235	2.4M $
74	Select Sector Spdr Trust	18,583	2.2M $
75	iShares Select Dividend ETF	14,288	2.2M $
76	iShares Trust	13,685	2.2M $
77	iShares Core S&P 500 ETF	2,894	2.1M $
78	SPDR Series Trust	34,300	2.1M $
79	Verizon Communications Inc	43,272	2M $
80	NIKE Inc	46,171	2M $
81	iShares 0-5 Year Investment Gr	38,583	1.9M $
82	Wells Fargo & Co	25,470	1.9M $
83	iShares Russell 1000 Growth ETF	14,580	1.8M $
84	Vanguard Short-Term Tax-Exempt Bond ETF	17,788	1.8M $
85	American Express Co	5,378	1.7M $
86	Blackrock Inc	1,563	1.7M $
87	iShares iBonds Dec 2031 Term C	77,790	1.6M $
88	Oracle Corp	8,283	1.6M $
89	Colgate-Palmolive Co	17,810	1.6M $
90	International Business Machines Corp.	6,551	1.5M $
91	SOUTHSTATE BANK CORP	15,029	1.4M $
92	iShares Trust	6,157	1.4M $
93	Costco Wholesale Corp	1,334	1.3M $
94	iShares National Muni Bond ETF	12,112	1.3M $
95	Vanguard FTSE Developed Markets ETF	18,198	1.3M $
96	3M Co	8,824	1.3M $
97	iShares S&P Mid-Cap 400 Growth ETF	10,949	1.2M $
98	Uber Technologies Inc	16,180	1.2M $
99	Becton Dickinson & Co	7,744	1.2M $
100	ConocoPhillips	10,111	1.2M $