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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.85%
2.24%
$14.289M
59,609 shares@ $239.71 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -27.91%
2.09%
$13.368M
22,810 shares@ $586.06 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.08%
2%
$12.756M
24,225 shares@ $526.56 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.7%
1.86%
$11.893M
15,406 shares@ $771.98 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.39%
1.83%
$11.71M
53,374 shares@ $219.39 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.63%
1.7%
$10.856M
120,158 shares@ $90.35 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.8%
1.69%
$10.766M
27,677 shares@ $388.99 avg price
BACBank America Corp
Recent Activity
Decreased -0.14%
1.43%
$9.124M
207,594 shares@ $43.95 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.57%
1.32%
$8.428M
20,536 shares@ $410.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.6%
1.21%
$7.694M
16,973 shares@ $453.29 avg price