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
VICIVici Pptys Inc Recent Activity Exited	0%	$334 10 shares@ $33.4 avg price	Exited
LLAPTerran Orbital Corporation Recent Activity Exited	0%	$252 1,000 shares@ $0.26 avg price	Exited
RIGTransocean Ltd Recent Activity Exited	0%	$56 13 shares@ $4.31 avg price	Exited
8122⤦Seaport Entmt Group Inc Recent Activity Exited	0%	$54 18 shares@ $3.0 avg price	Exited
FVRRFiverr Intl Ltd Recent Activity Exited	0%	$52 2 shares@ $26.0 avg price	Exited
FUBOFubotv Inc Recent Activity Exited	0%	$50 35 shares@ $1.43 avg price	Exited
CGCCanopy Growth Corp Recent Activity Exited	0%	$39 8 shares@ $4.88 avg price	Exited