Laurel Wealth Advisors LLC 13F Holdings
CIK 0001757128 · CHARLOTTE, NC
As of Sep 30, 2025, Laurel Wealth Advisors LLC reported 164 positions worth $715.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 174,046 | $37.6M | 5.25% |
| APPLE INC | AAPL | Technology | 132,728 | $33.8M | 4.72% |
| MICROSOFT CORP | MSFT | Technology | 60,012 | $31.1M | 4.34% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 561,721 | $28.4M | 3.97% |
| NVIDIA CORP | NVDA | Technology | 137,009 | $25.6M | 3.57% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 249,929 | $25.2M | 3.52% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 30 | $22.6M | 3.16% |
| ALPHABET INC | GOOGL | Equity | 85,848 | $20.9M | 2.92% |
| DUKE ENERGY CORP | DUK | Utilities | 153,737 |