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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PGProcter And Gamble Co
| 1.15% | $7.337M 43,763 shares@ $167.65 avg price | Decreased -0.1% |
JNJJohnson & Johnson
| 1.13% | $7.167M 49,556 shares@ $144.62 avg price | Decreased -4.18% |
USFRWisdomtree Tr
| 1.12% | $7.132M 141,723 shares@ $50.33 avg price | Increased 0.63% |
METAMeta Platforms Inc
| 1.02% | $6.508M 11,116 shares@ $585.5 avg price | Decreased -1.17% |
AMGNAmgen Inc
| 1.01% | $6.409M 24,591 shares@ $260.64 avg price | Increased 2.02% |
CSCOCisco Sys Inc
| 0.92% | $5.847M 98,767 shares@ $59.2 avg price | Increased 0.42% |
IBDRIshares Tr
| 0.92% | $5.829M 242,182 shares@ $24.07 avg price | Increased 11.88% |
MCDMcdonalds Corp
| 0.9% | $5.742M 19,808 shares@ $289.89 avg price | Increased 1.34% |
XHLFBondbloxx Etf Trust
| 0.9% | $5.705M 113,700 shares@ $50.18 avg price | Increased 12.76% |
ABBVAbbvie Inc
| 0.88% | $5.578M 31,393 shares@ $177.7 avg price | Decreased -1.08% |