Laurel-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "JWN", null, "PINS", "JOBY", "ARES", "HLNE", "PIPR", null, "QRVO", null, null, "GDX", null, null, null, null, null, null, null, null, null, null, null, "AGI.TO", "RJF", "AAL", "BEP", "ENTG", "FLO", null, "RF", "ALSN", "AMR", null, "NPO", "ARM", "MU", "ACN", null, "MMM", "ABNB", "ABT", "ABBV", null, "ADBE", "APD", "BABA", "SKT", "MTRN", "ALL", "FRPT", "GOOGL", "VDE", "ASIX", null, "VYX", "AXP", null, "UNIT", null, "GDXJ", "MODG", "ASML", "T", "BLK", null, "CAT", "BUD", "AVGO", "APP", "LOW", "ARCC", null, "BIDU", null, "BSX", "HHH", null, null, null, null, null, null, null, null, null, "CCI", "COF", "CMI", "LNC", "LMND", "DUK", "MOV", "D", "NLOP", "REZI", "EHC", null, "UTG", null, "EOG", "SXI", "SEG", "PNR", "IPAR", null, "FCX", "FITB", "SAR", null, "GD", null, "GILD", "GIS", "HON", "HD", "BCV", "HPQ", "IBN", "AZN", "MCD", "INTU", "EPIX", "FNV", null, "UNP", "QCOM", "ISRG", "AGM", null, null, "HWM", "ITW", "AMAT", null, "RIVN", "EMR", "BKNG", "ICE", null, "MUB", "META", null, null, "LRFC", "MAG", "MNKD", null, "IVW", null, "PRK", null, "PDM", "IJH", null, "RIGL", null, "SLDP", null, null, null, null, null, null, "IQV", "IONS", "ASA", null, null, "KNSL", "KMI", null, null, "LHX", "LRCX", "LAZ", "ICF", "IWS", "LIN", null, null, null, "ENSG", null, "MPC", "WDFC", "MMC", "SLF", "PWR", null, "MA", "EXEL", "MDT", "MSFT", "MAA", "MDLZ", "MUFG", "MS", "DXPE", "TMUS", "DUOL", "NDAQ", "EQIX", "ESPR", "EQT", "EXC", "FHN", "FTV", "GE", "GPC", null, "NI", "HIG", "HAS", "NVS", "TEVA", null, "OXY", null, "ILMN", null, "ODFL", null, "ORLY", "EMN", "BX", "HSY", "FDUS", "AMP", "ANSS", "DG", "IJR", "EFG", "ANET", "KLAC", "IWD", "KR", "ORCL", "NOC", null, null, "VHT", null, null, null, "EEM", "IWF", "PANW", "PYPL", "PEP", null, "PNC", "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, "PHM", "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "ECL", "HLN", "NVDA", "GS", "HPE", "ENB", "INTC", "LDOS", "OGN", "GEHC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, null, null, "MKC", "MDB", "AMGN", "PPG", "ROK", "IEFA", "SPGI", "RY", null, null, "SCHX", null, null, "NOW", "SHW", "SHOP", "SLB", "RS", "ROP", "O", "ROST", "SNA", "SHEL", "RTX", "SPDW", "GLD", "STX", null, null, null, null, "SPYG", "BP", null, "AMT", "RSG", "SPLG", null, "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TXN", "TGT", "TM", "TMO", "TJX", "TDG", "TFC", "TRV", "UBER", "UAL", "UL", "UNM", "UPS", "BIV", "VNQ", "VO", "NEM", "PNFP", "MET", "HL", "NATL", "VXF", "RCL", "VOE", "SCHW", "BFS", "ALC", "AB", null, null, "VWO", "ETV", "SIVR", null, null, "IWV", "SBAC", "LOB", null, "PRF", null, "TOWN", null, "AEO", null, "VIG", null, null, null, null, "TTE", "TXT", "TSCO", null, null, "ULTA", "IWO", "XLB", "PTON", "IWN", null, "GGG", "VIAV", null, "TSM", "SMG", "GSK", "GPN", null, null, null, null, null, "ETR", null, "VYM", null, "DD", "VRTX", null, "EA", "EW", "TT", "RGLD", "NFG", "LITE", "MAT", "ATO", "SSB", "VNT", "GM", "UAA", null, "ALB", "APH", "AMD", "ALLE", "SDY", "FI", "DRI", "DOV", "WAB", "WSO", "IP", "F", "DEO", "AJG", "WM", "FSLR", "FTNT", "IWP", "IWR", "WCN", "HSIC", "AIZ", "NCLH", null, "AEP", "EPAC", "IFF", null, "IDXX", "PJT", "BIPC", null, "IEX", "UA", "AOS", "RACE", "PEG", "NVO", null, "AMZN", "MSI", "SCHB", null, "NIO", "TTWO", "IVE", "HCA", "SIRI", null, "PLUG", "LMAT", null, "DKS", null, "KD", "BBCA", "CEF", "TDC", null, "RGA", "VGT", "USB", "VUG", "VLO", "VFH", "VEA", "VGK", "BLV", null, "VOOV", "VXUS", "VOOG", null, "VBK", "VTEB", "BND", "VBR", "BSV", "VB", "VOO", null, "VLTO", "VTV", "VTRS", "V", "VST", "WBD", "WMT", "WFC", "WEN", "WING", "WPM", "WMB", null, null, "WPC", "WW", "XEL", "YUMC", "YUM", "ZBRA", "IUSG", "SOLV", null, null, "DTE", "NXST", "FNF", "NOG", "AEM", "DVY", "CHKP", "SCHG", "FBNC", "SCHF", null, "SCHA", "KRC", "LEA", "EIX", "NSC", "VAC", "NOK", null, "JCI", "NXPI", "EMBC", null, "SO", "TFII", null, "TTD", "UFPI", "SJM", "OTIS", "PSX", "CRM", "PENN", null, "SYY", "DIA", "SPOT", null, "LYV", "IUSV", "GEV", "MELI", "TRI.TO", "OLED", "ZBH", "MCK", null, null, "NVT", null, "PAAS", "SPYV", null, "NUE", null, "FDX", "AME", "ALLY", "KMB", "LULU", "ALV", "ADP", "AZO", "BAC", null, "BK", "BRK-A", "BRK-B", "BDX", "BXMT", "BA", "BCX", "BHF", "BMY", "BRCC", "BF-B", "BIP", "BR", "BWXT", "AI", "CCJ", "CARR", "CCL", "CE", "SAVA", "CAVA", "CF", "CHEF", "CC", "CVX", "CHTR", "CINF", "CB", "CHRD", "CHD", "CTAS", "CSCO", "CFG", "C", "CME", "KO", "CCEP", "CCOI", "CBSH", "CNS", "CMCSA", "CL", "COP", "CRK", "STZ", "CEG", "COST", "GLW", "CTVA", "CRAI", "CRWD", "CVS", "DHR", "DDOG", "DELL", "DE", "FANG", "DAL", "DXCM", "DFS", "RSP", null, "IJT", null, "IJJ", "EFA", "J", "ADI", "VMC", "VOD", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, null, "APO", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 696
- Total Value
- 638665324
- Accession Number
- 0001757128-25-000003
- Form Type
- 13F-HR
- Manager Name
- Laurel-Wealth-Advisors
Data Enrichment
78% identified544 identified152 unidentified
Holdings
696 positions • $638.7M total value
Manager:
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Page 5 of 35
81369Y852
Shares:17.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$638.7M)
Shares:6.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$638.7M)
132061201
Shares:26.4K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$638.7M)
46436E726
Shares:74.5K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$638.7M)
464287754
Shares:12.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$638.7M)
81369Y506
Shares:16.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$638.7M)
81369Y407
Shares:7.4K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$638.7M)
81369Y704
Shares:11.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.7M)
921935870
Shares:13.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 34.5K | QoQ +0.28% (+97)YoY -1.33% (-466) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$638.7M) | ||
| 24.3K | QoQ +0.05% (+13)YoY +2.56% (+608) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$638.7M) | ||
(cusip81369Y852)✕ | 17.5K | QoQ -0.11% (-20)YoY -1.17% (-208) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$638.7M) | |
| 6.8K | QoQ +0.01% (+1)YoY +1.81% (+121) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$638.7M) | ||
(cusip132061201)✕ | 26.4K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$638.7M) | ||
(cusip46436E726)✕ | 74.5K | YoY NEW(+74.5K) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$638.7M) | YoY NEW(+$1.6M) |
(cusip464287754)✕ | 12.0K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$638.7M) | ||
(cusip81369Y506)✕ | 16.6K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$638.7M) | ||
BlackRock, Inc.(BLKcusip09290D101) | 1.6K | QoQ +2.53% (-40)YoY NEW(+1.6K) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$638.7M) | YoY NEW(+$1.5M) |
| 5.5K | QoQ +0.09% (-5)YoY -2.89% (-164) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$638.7M) | ||
(cusip81369Y407)✕ | 7.4K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$638.7M) | ||
SouthState Corp(SSBcusip840441109) | 15.6K | QoQ -0.63% (-100)YoY -0.63% (-100) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$638.7M) | |
| 4.0K | QoQ +0.77% (-31)YoY +0.77% (+31) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$638.7M) | ||
(cusip81369Y704)✕ | 11.0K | QoQ +3.27% (+350)YoY -3.64% (-418) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$638.7M) | |
| 9.3K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$638.7M) | |||
| 1.4K | QoQ -1.31% (-19)YoY +7.11% (+95) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$638.7M) | ||
| 14.4K | QoQ -1.71% (-250)YoY -3.80% (-569) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$638.7M) | ||
(cusip921935870)✕ | 13.2K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$638.7M) | ||
PFIZER INC(PFEcusip717081103) | 49.2K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$638.7M) | ||
| 6.2K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$638.7M) |