test

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