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
CEFSprott Physical Gold & Silve Recent Activity New Position	0.01%	$52,272 2,200 shares@ $23.76 avg price	New Position
FNVFranco Nev Corp Recent Activity New Position	0.01%	$47,036 400 shares@ $117.59 avg price	New Position
AUSFGlobal X Fds Recent Activity New Position	0.01%	$44,980 1,071 shares@ $42.0 avg price	New Position
TFIITfi Intl Inc Recent Activity New Position	0.01%	$40,527 300 shares@ $135.09 avg price	New Position
WPMWheaton Precious Metals Corp Recent Activity New Position	0.01%	$39,368 700 shares@ $56.24 avg price	New Position
GSSTGoldman Sachs Etf Tr Recent Activity New Position	0.01%	$37,106 739 shares@ $50.22 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.01%	$36,838 510 shares@ $72.24 avg price	New Position
PAASPan Amern Silver Corp Recent Activity New Position	0.01%	$30,330 1,500 shares@ $20.22 avg price	New Position
URAGlobal X Fds Recent Activity New Position	0.01%	$26,780 1,000 shares@ $26.78 avg price	New Position
WELLWelltower Inc Recent Activity New Position	0.01%	$25,206 200 shares@ $126.03 avg price	New Position