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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
BDXBecton Dickinson & Co
Recent Activity
Increased 4.01%
0.34%
$2.152M
9,485 shares@ $226.85 avg price
SLQDIshares Tr
Recent Activity
Decreased -0.58%
0.34%
$2.142M
43,060 shares@ $49.74 avg price
IBDUIshares Tr
Recent Activity
Increased 33.41%
0.33%
$2.108M
92,450 shares@ $22.8 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.49%
0.32%
$2.04M
3,786 shares@ $538.8 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -8.66%
0.32%
$2.023M
25,734 shares@ $78.61 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.26%
0.31%
$1.951M
38,916 shares@ $50.13 avg price
DVYIshares Tr
Recent Activity
0.3%
$1.889M
14,386 shares@ $131.29 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.16%
0.28%
$1.757M
34,359 shares@ $51.14 avg price
IYHIshares Tr
Recent Activity
Increased 4.49%
0.28%
$1.752M
30,073 shares@ $58.27 avg price
VZVerizon Communications Inc
Recent Activity
Increased 2.78%
0.28%
$1.741M
43,530 shares@ $39.99 avg price