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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
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$3,789
38 shares@ $99.72 avg price
FCNCAFirst Ctzns Bancshares Inc N
Recent Activity
Exited
0%
$3,682
2 shares@ $1841.0 avg price
PEOAdam Nat Res Fd Inc
Recent Activity
Exited
0%
$3,414
147 shares@ $23.23 avg price
AIGAmerican Intl Group Inc
Recent Activity
Exited
0%
$2,783
38 shares@ $73.24 avg price
CAHCardinal Health Inc
Recent Activity
Exited
0%
$2,100
19 shares@ $110.53 avg price
PHGKoninklijke Philips N V
Recent Activity
Exited
0%
$2,062
63 shares@ $32.74 avg price
COMTIshares U S Etf Tr
Recent Activity
Exited
0%
$1,788
69 shares@ $25.92 avg price
LEGLeggett & Platt Inc
Recent Activity
Exited
0%
$1,703
125 shares@ $13.63 avg price
AMTMAmentum Holdings Inc
Recent Activity
Exited
0%
$1,613
50 shares@ $32.26 avg price
WTWWillis Towers Watson Plc Ltd
Recent Activity
Exited
0%
$1,473
5 shares@ $294.6 avg price