John Waddill

@Laurel Wealth Advisors Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$639.878M

Total holdings734

Assets growth rate1.96%

Assets growth rate (2-Q avg)5.42%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 734 positions.

Assets under management

The assets under management (AUM) of Laurel Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 639.878M in assets, with a quarterly growth rate of 1.96% and a 2-quarter average growth rate of 5.42%. The portfolio is managed by John Waddill, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.26%	$1.618M 1,579 shares@ $1025.0 avg price	New Position
PFIInvesco Exchange Traded Fd T Recent Activity New Position	0.09%	$557,273 9,775 shares@ $57.02 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.06%	$372,266 3,368 shares@ $110.54 avg price	New Position
IEURIshares Tr Recent Activity New Position	0.04%	$223,802 4,146 shares@ $53.99 avg price	New Position
RGLDRoyal Gold Inc Recent Activity New Position	0.02%	$105,480 800 shares@ $131.85 avg price	New Position
IBDWIshares Tr Recent Activity New Position	0.02%	$79,365 3,900 shares@ $20.35 avg price	New Position
CCJCameco Corp Recent Activity New Position	0.02%	$71,946 1,400 shares@ $51.39 avg price	New Position
HYGIshares Tr Recent Activity New Position	0.02%	$68,347 869 shares@ $78.66 avg price	New Position
JAAAJanus Detroit Str Tr Recent Activity New Position	0.02%	$67,850 1,338 shares@ $50.72 avg price	New Position
BSCUInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.01%	$52,384 3,200 shares@ $16.37 avg price	New Position