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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
WFCWells Fargo Co New
Recent Activity
Decreased -0.23%
0.27%
$1.708M
24,322 shares@ $70.24 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1.13%
0.27%
$1.708M
7,615 shares@ $224.34 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 3.04%
0.27%
$1.697M
17,529 shares@ $96.81 avg price
SYLDCambria Etf Tr
Recent Activity
Increased 6.44%
0.27%
$1.692M
24,712 shares@ $68.48 avg price
IYJIshares Tr
Recent Activity
Increased 1.82%
0.26%
$1.648M
12,345 shares@ $133.53 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.54%
0.26%
$1.63M
5,491 shares@ $296.79 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.26%
$1.618M
1,579 shares@ $1025.0 avg price
IWFIshares Tr
Recent Activity
0.26%
$1.6M
3,984 shares@ $401.59 avg price
SSBSouthstate Corporation
Recent Activity
0.25%
$1.567M
15,749 shares@ $99.49 avg price
PFEPfizer Inc
Recent Activity
Decreased -3.74%
0.24%
$1.507M
56,785 shares@ $26.53 avg price