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NANCY JOHNSON JONES

Laurel Wealth Advisors Llc

Assets Managed
$1.012B
Holdings
192
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
33.75%(2Q avg: 19.73%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 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 2026 - Q1, they manage 1.012B in assets, with a quarterly growth rate of 33.75% and a 2-quarter average growth rate of 19.73%. The portfolio is managed by NANCY JOHNSON JONES, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 773.34%
18.59%
$187.955M
262 shares@ $717386.82 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 355.53%
7.03%
$71.105M
260,763 shares@ $272.69 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.88%
3.98%
$40.202M
176,280 shares@ $228.06 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.39%
3.8%
$38.361M
130,782 shares@ $293.32 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.37%
3.28%
$33.113M
82,618 shares@ $400.8 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 6.07%
3.19%
$32.186M
636,839 shares@ $50.54 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 9.93%
2.86%
$28.882M
287,436 shares@ $100.48 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.76%
2.84%
$28.639M
133,079 shares@ $215.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.35%
2.55%
$25.766M
62,069 shares@ $415.13 avg price
DUK
Duke Energy Corp
Recent Activity
Increased 6.8%
2.01%
$20.328M
163,709 shares@ $124.18 avg price

1-10 of 192