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
IEFAIshares Tr
Recent Activity
Increased 0.02%
0.86%
$5.489M
78,109 shares@ $70.28 avg price
IBDQIshares Tr
Recent Activity
Increased 7.22%
0.84%
$5.326M
212,604 shares@ $25.05 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.24%
0.82%
$5.244M
84,227 shares@ $62.26 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.57%
0.8%
$5.114M
45,210 shares@ $113.11 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.27%
0.75%
$4.736M
97,987 shares@ $48.33 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 7.57%
0.74%
$4.694M
240,981 shares@ $19.48 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.8%
0.71%
$4.506M
15,394 shares@ $292.73 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.62%
0.7%
$4.451M
23,371 shares@ $190.44 avg price
CRMSalesforce Inc
Recent Activity
Decreased -0.03%
0.67%
$4.224M
12,635 shares@ $334.34 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.57%
0.65%
$4.12M
17,721 shares@ $232.52 avg price