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Nancy Johnson Jones

Laurel Wealth Advisors Llc

Assets Managed
$1.034B
Holdings
200
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
2.2%(2Q avg: 17.98%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 200 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.034B in assets, with a quarterly growth rate of 2.2% and a 2-quarter average growth rate of 17.98%. The portfolio is managed by Nancy Johnson Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
18.99%
$196.199M
262 shares@ $748850.0 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 21%
7.28%
$75.196M
315,498 shares@ $238.35 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.67%
4.07%
$41.987M
177,445 shares@ $236.62 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.81%
3.64%
$37.534M
129,713 shares@ $289.36 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 3.61%
3.24%
$33.406M
659,801 shares@ $50.63 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 11.76%
3.2%
$32.995M
92,326 shares@ $357.38 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 2.56%
2.88%
$29.676M
294,790 shares@ $100.67 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.81%
2.56%
$26.411M
131,994 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.15%
2.25%
$23.186M
62,158 shares@ $373.03 avg price
DUK
Duke Energy Corp
Recent Activity
Decreased -0.07%
2.01%
$20.706M
163,580 shares@ $126.59 avg price

1-10 of 200