Laurel Wealth Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2022 - Feb 14, 2023
Value $
$1.01B
Signature - Title
Brian Lavoie - CCO/Director of Operations
Location
990 Highland Drive, Suite 205, Solana Beach, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 641 $1.01B +$114M -$99.1M +$14.7M AAPL, MSFT, SPY, UCON, JEPI 13F-HR 2/14/2023, 02:39 PM
Q3 2022 616 $938M +$110M -$85.9M +$24.5M AAPL, SPY, MSFT, AMZN, JEPI 13F-HR 11/14/2022, 03:18 PM
Q2 2022 647 $980M +$101M -$132M -$31.4M AAPL, MSFT, SPY, AMZN, SOXX 13F-HR 8/12/2022, 03:20 PM
Q1 2022 728 $1.21B +$144M -$160M -$15.2M AAPL, MSFT, AMZN, SPY, SOXX 13F-HR 5/13/2022, 12:41 PM
Q4 2021 762 $1.29B +$714M -$16.4M +$698M AAPL, MSFT, SPY, QQQ, AMZN 13F-HR 2/14/2022, 04:09 PM
Q3 2021 443 $544M +$16.8M -$242M -$225M AAPL, MSFT, SPY, AMZN, QQQ 13F-HR 11/12/2021, 03:17 PM
Q2 2021 500 $772M +$106M -$35.7M +$70.1M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 8/13/2021, 05:48 PM
Q1 2021 450 $661M +$86.1M -$129M -$42.7M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 5/14/2021, 02:08 PM
Q4 2020 425 $681M +$49.6M -$41.4M +$8.15M AAPL, SPY, VB, MSFT, QQQ 13F-HR 3/3/2021, 02:27 PM
Q3 2020 389 $605M +$112M -$61M +$50.7M AAPL, SPY, QQQ, MSFT, AMZN 13F-HR 11/13/2020, 03:47 PM
Q2 2020 373 $546M +$84.2M -$48.1M +$36M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 8/14/2020, 04:31 PM
Q1 2020 344 $431M +$55.7M -$102M -$46.5M AAPL, SPY, MSFT, AMZN, GLD 13F-HR 5/15/2020, 04:04 PM
Q4 2019 428 $578M +$99.5M -$145M -$45.1M AAPL, IVV, MSFT, SCHG, SPY 13F-HR 2/13/2020, 03:53 PM
Q3 2019 430 $582M +$148M -$19M +$129M AAPL, QCOM, MSFT, SCHO, SPY 13F-HR 11/13/2019, 03:58 PM
Q2 2019 385 $448M +$58.4M -$20M +$38.5M AAPL, MSFT, SCHO, JPST, AMZN 13F-HR 8/13/2019, 04:38 PM
Q1 2019 390 $400M +$38.2M -$20.8M +$17.4M AAPL, MSFT, AMZN, JNJ, MMM 13F-HR 5/16/2019, 04:26 PM
Q4 2018 344 $338M +$33.4M -$49.1M -$15.7M AAPL, MSFT, IVV, AMZN, QCOM 13F-HR 2/13/2019, 10:53 AM
Q3 2018 395 $405M +$38M -$29.4M +$8.62M AAPL, AMZN, MSFT, QCOM, JNJ 13F-HR 11/15/2018, 02:57 PM
Q2 2018 384 $375M +$61.5M -$23M +$38.5M AAPL, MSFT, AMZN, JNJ, XOM 13F-HR 8/17/2018, 08:00 PM
Q1 2018 353 $322M +$24.9M -$37.8M -$12.8M AAPL, MSFT, JNJ, MMM, AMZN 13F-HR 5/16/2018, 11:01 AM
Q4 2017 334 $347M +$49.6M -$15.8M +$33.8M AAPL, JNJ, MSFT, MMM, XLP 13F-HR 2/14/2018, 07:14 PM
Q3 2017 313 $298M +$21.8M -$13.2M +$8.61M AAPL, JNJ, QCOM, XLP, MMM 13F-HR 11/14/2017, 04:47 PM
Q2 2017 299 $281M +$29.6M -$11.7M +$17.9M AAPL, JNJ, XLP, GE, MMM 13F-HR 8/14/2017, 07:15 PM
Q1 2017 275 $259M +$31.9M -$9.63M +$22.3M AAPL, XLP, JNJ, GE, PG 13F-HR 6/6/2017, 11:59 AM
Q4 2016 254 $226M +$28.8M -$15.6M +$13.3M AAPL, GE, JNJ, PG, CVX 13F-HR 2/14/2017, 12:57 PM
Q3 2016 255 $211M +$13.9M -$10.7M +$3.21M AAPL, JNJ, GE, PG, MMM 13F-HR 11/15/2016, 11:49 AM
Q2 2016 254 $206M +$19.6M -$17.2M +$2.39M AAPL, JNJ, GE, PG, MMM 13F-HR 8/11/2016, 03:21 PM
Q1 2016 302 $197M +$16.6M -$14.1M +$2.51M AAPL, GE, JNJ, PG, ED 13F-HR 7/6/2016, 02:37 PM
Q4 2015 306 $189M $0 $0 AAPL, GE, JNJ, PG, CVX 13F-HR 3/11/2016, 12:46 PM