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
DUHPDimensional Etf Trust Recent Activity New Position	0.01%	$21,457 635 shares@ $33.8 avg price	New Position
GDXJVaneck Etf Trust Recent Activity New Position	0.01%	$20,307 475 shares@ $42.76 avg price	New Position
ASAAsa Gold And Precious Mtls L Recent Activity New Position	0.01%	$20,220 1,000 shares@ $20.22 avg price	New Position
AEMAgnico Eagle Mines Ltd Recent Activity New Position	0.01%	$20,179 258 shares@ $78.22 avg price	New Position
AGIAlamos Gold Inc New Recent Activity New Position	0.01%	$18,440 1,000 shares@ $18.44 avg price	New Position
KRESpdr Ser Tr Recent Activity New Position	0.01%	$18,105 300 shares@ $60.35 avg price	New Position
CGVTwo Rds Shared Tr Recent Activity New Position	0.01%	$16,729 1,333 shares@ $12.55 avg price	New Position
KBAKraneshares Trust Recent Activity New Position	0.01%	$16,415 700 shares@ $23.45 avg price	New Position
HYRMDbx Etf Tr Recent Activity New Position	0.01%	$15,696 669 shares@ $23.47 avg price	New Position
BIBProshares Tr Recent Activity New Position	0.01%	$15,198 300 shares@ $50.66 avg price	New Position