John Waddill

@Laurel Wealth Advisors Llc

Latest period2024 - Q4

Reported5d 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
HBIHanesbrands Inc Recent Activity Exited	0%	$1,191 162 shares@ $7.36 avg price	Exited
RLRalph Lauren Corp Recent Activity Exited	0%	$970 5 shares@ $194.0 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$933 35 shares@ $26.66 avg price	Exited
ITAIshares Tr Recent Activity Exited	0%	$749 5 shares@ $149.8 avg price	Exited
CGCarlyle Group Inc Recent Activity Exited	0%	$733 17 shares@ $43.12 avg price	Exited
PCGPg&e Corp Recent Activity Exited	0%	$633 32 shares@ $19.79 avg price	Exited
BSBRBanco Santander Brasil S A Recent Activity Exited	0%	$563 107 shares@ $5.27 avg price	Exited
FTGCFirst Tr Exchange Trad Fd Vi Recent Activity Exited	0%	$474 20 shares@ $23.7 avg price	Exited
PDBCInvesco Actvely Mngd Etc Fd Recent Activity Exited	0%	$444 33 shares@ $13.46 avg price	Exited
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity Exited	0%	$417 74 shares@ $5.64 avg price	Exited