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John Waddill

@Laurel Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$639.878MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBDPIshares Tr
Recent Activity
Exited
0%
$2.863M
113,584 shares@ $25.22 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$985,028
46,640 shares@ $21.12 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$323,177
842 shares@ $383.83 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$148,800
6,200 shares@ $24.0 avg price
SNYSanofi
Recent Activity
Exited
0%
$63,855
1,108 shares@ $57.64 avg price
ROLRollins Inc
Recent Activity
Exited
0%
$37,935
750 shares@ $50.58 avg price
SUBIshares Tr
Recent Activity
Exited
0%
$36,848
347 shares@ $106.2 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$26,373
275 shares@ $95.91 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$25,619
1,100 shares@ $23.29 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
Exited
0%
$23,640
1,500 shares@ $15.76 avg price