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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
SOSouthern Co
Recent Activity
Increased 1.92%
0.64%
$4.046M
49,156 shares@ $82.32 avg price
PEPPepsico Inc
Recent Activity
Increased 4.54%
0.63%
$4.013M
26,389 shares@ $152.06 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Increased 0.95%
0.62%
$3.958M
62,385 shares@ $63.46 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.31%
0.62%
$3.926M
32,501 shares@ $120.81 avg price
CVXChevron Corp New
Recent Activity
Increased 5.11%
0.59%
$3.755M
25,924 shares@ $144.84 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.45%
0.57%
$3.593M
15,906 shares@ $225.9 avg price
IBDSIshares Tr
Recent Activity
Increased 15.62%
0.55%
$3.493M
145,779 shares@ $23.96 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.12%
0.54%
$3.416M
3,832 shares@ $891.33 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 5%
0.53%
$3.352M
83,087 shares@ $40.34 avg price
IBDTIshares Tr
Recent Activity
Increased 21.39%
0.51%
$3.247M
130,403 shares@ $24.9 avg price