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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.42%
5.35%
$34.195M
174,614 shares@ $195.83 avg price
AAPLApple Inc
Recent Activity
Decreased -0.6%
5.33%
$34.058M
136,005 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.21%
3.95%
$25.233M
59,865 shares@ $421.5 avg price
TFLOIshares Tr
Recent Activity
Increased 2.62%
3.61%
$23.072M
457,140 shares@ $50.47 avg price
SGOVIshares Tr
Recent Activity
Increased 5.53%
3.25%
$20.787M
207,205 shares@ $100.32 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
3.2%
$20.428M
30 shares@ $680920.0 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.53%
2.95%
$18.87M
140,521 shares@ $134.29 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.05%
2.54%
$16.194M
85,549 shares@ $189.3 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 86.52%
2.51%
$16.021M
148,703 shares@ $107.74 avg price
IJRIshares Tr
Recent Activity
Increased 0.76%
2.24%
$14.32M
124,288 shares@ $115.22 avg price