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
OEFIshares Tr Recent Activity Exited	0%	$21,588 78 shares@ $276.77 avg price	Exited
VCITVanguard Scottsdale Fds Recent Activity Exited	0%	$13,903 166 shares@ $83.76 avg price	Exited
MRNAModerna Inc Recent Activity Exited	0%	$13,366 200 shares@ $66.83 avg price	Exited
SMOGVaneck Etf Trust Recent Activity Exited	0%	$11,226 100 shares@ $112.26 avg price	Exited
IGIBIshares Tr Recent Activity Exited	0%	$10,744 200 shares@ $53.72 avg price	Exited
KHCKraft Heinz Co Recent Activity Exited	0%	$9,726 277 shares@ $35.12 avg price	Exited
BIPCBrookfield Infrastructure Co Recent Activity Exited	0%	$6,515 150 shares@ $43.44 avg price	Exited
DJTTrump Media & Technology Gro Recent Activity Exited	0%	$6,428 400 shares@ $16.07 avg price	Exited
BBEUJ P Morgan Exchange Traded F Recent Activity Exited	0%	$6,110 98 shares@ $62.35 avg price	Exited
ARKKArk Etf Tr Recent Activity Exited	0%	$4,753 100 shares@ $47.53 avg price	Exited