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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
XOMExxon Mobil Corp
Recent Activity
Increased 2.52%
0.5%
$3.136M
29,155 shares@ $107.57 avg price
IYWIshares Tr
Recent Activity
Increased 2.13%
0.48%
$3.061M
19,192 shares@ $159.52 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 2.71%
0.47%
$2.957M
152,207 shares@ $19.43 avg price
IWMIshares Tr
Recent Activity
Increased 4.42%
0.46%
$2.916M
13,200 shares@ $220.95 avg price
EFAIshares Tr
Recent Activity
Increased 6.97%
0.46%
$2.916M
38,572 shares@ $75.61 avg price
RTXRtx Corporation
Recent Activity
Increased 1.96%
0.43%
$2.75M
23,769 shares@ $115.72 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.32%
0.43%
$2.734M
132,417 shares@ $20.65 avg price
ENBEnbridge Inc
Recent Activity
Decreased -0.84%
0.43%
$2.713M
63,931 shares@ $42.44 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.78%
0.42%
$2.662M
23,906 shares@ $111.35 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.53%
0.42%
$2.628M
7,681 shares@ $342.17 avg price