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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
SHYIshares Tr
Recent Activity
Decreased -8.47%
0.41%
$2.59M
31,597 shares@ $81.98 avg price
UNPUnion Pac Corp
Recent Activity
Increased 1.44%
0.41%
$2.583M
11,328 shares@ $228.03 avg price
NKENike Inc
Recent Activity
Increased 7.77%
0.41%
$2.581M
34,115 shares@ $75.67 avg price
IVVIshares Tr
Recent Activity
Increased 1.29%
0.4%
$2.558M
4,346 shares@ $588.57 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 4.08%
0.39%
$2.471M
19,599 shares@ $126.11 avg price
TFCTruist Finl Corp
Recent Activity
Increased 1.76%
0.38%
$2.422M
55,838 shares@ $43.39 avg price
PAVEGlobal X Fds
Recent Activity
Increased 3.8%
0.38%
$2.395M
59,273 shares@ $40.42 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -15.71%
0.37%
$2.312M
9,547 shares@ $242.14 avg price
GCOWPacer Fds Tr
Recent Activity
Increased 7.82%
0.36%
$2.303M
68,244 shares@ $33.75 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 9.4%
0.34%
$2.162M
28,563 shares@ $75.69 avg price