Laurel Wealth Advisors 13F Portfolio Q4 2025

Laurel Wealth Advisors LLC (CIK: 0001757128) is a financial institution headquartered at 1355 Greenwood Cliff, Suite 301, Charlotte, North Carolina 28204. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $756,294,196, comprising 703 distinct securities. Over its filing history, it has submitted 38 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. XLK Technology Select Sector SPDR Fund

+$2.92 M

2. TFLO iShares Treasury Floating Rate Bond ETF

+$1.95 M

3. BSCT Invesco BulletShares 2029 Corporate Bond ETF

+$1.28 M

4. XLU Utilities Select Sector SPDR Fund

+$1.26 M

5. SGOV iShares 0-3 Month Treasury Bond ETF

+$1.16 M

Top Sells

Q4 2025

1. IBDQ iShares iBonds Dec 2025 Term Corporate ETF

−$4.22 M

2. NVDA NVIDIA Corporation

−$1.16 M

3. BSCP Invesco Bulletshares 2025 Corporate Bond ETF

−$1.06 M

4. IVV iShares Core S&P 500 ETF

−$1.04 M

5. LLY Eli Lilly and Company

−$700,675.08

Stocks/ETFs

+7.34%

$756.09 M 99.97%

Options

$0 0.00%

Debt

+100.00%

$56,340 0.01%

Other

-98.66%

$148,711 0.02%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Dividend Appreciation ETF ETF-VIG	174,743	$38.4 M	5.08%	▲ 697	Add 0.4%
Apple Inc. AAPL	130,285	$35.42 M	4.68%	▼ 2,443	Reduce -1.8%
iShares Treasury Floating Rate Bond ETF ETF-TFLO	600,440	$30.3 M	4.01%	▲ 38,719	Add 6.9%
Microsoft Corporation MSFT	59,485	$28.77 M	3.80%	▼ 527	Reduce -0.9%
iShares 0-3 Month Treasury Bond ETF ETF-SGOV	261,487	$26.25 M	3.47%	▲ 11,558	Add 4.6%
Alphabet Inc. GOOGL	83,768	$26.22 M	3.47%	▼ 2,080	Reduce -2.4%
NVIDIA Corporation NVDA	130,780	$24.39 M	3.22%	▼ 6,229	Reduce -4.6%
Berkshire Hathaway Inc. BRK.A	30	$22.64 M	2.99%
Duke Energy Corporation DUK	153,286	$17.97 M	2.38%	▼ 451	Reduce -0.3%
JPMorgan Chase & Co. JPM	55,718	$17.95 M	2.37%	▼ 1,209	Reduce -2.1%

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Laurel Wealth Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Laurel Wealth Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 29 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Laurel Wealth Advisors LLC Quarterly 13F Statistics

Discover detailed insights into Laurel Wealth Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Laurel Wealth Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Laurel Wealth Advisors LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Laurel Wealth Advisors LLC 13F Filings, Portfolio & Analysis

Laurel Wealth Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Laurel Wealth Advisors LLC's Portfolio

Laurel Wealth Advisors LLC Quarterly 13F Statistics

Laurel Wealth Advisors LLC's All 13F Filings