Laurel Wealth Advisors LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$571M
Signature - Title
Emma Powers - investment analyst
Location
1355 Greenwood Cliff, Suite 301, Charlotte, NC
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 650 $571M +$28.9M -$16.3M +$12.6M VIG, AAPL, MSFT, TFLO, NVDA 13F-HR 7/31/2024, 11:37 AM
Q1 2024 636 $582M +$28.9M -$6.61M +$22.3M VIG, MSFT, AAPL, TFLO, BRKA 13F-HR 5/13/2024, 02:06 PM
Q4 2023 577 $523M +$23.4M -$10.9M +$12.5M VIG, AAPL, MSFT, BRKA, SGOV 13F-HR 2/13/2024, 11:43 AM
Q3 2023 592 $469M +$8.34M -$17.8M -$9.48M VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 11/14/2023, 11:33 AM
Q2 2023 586 $495M +$6.13M -$7.64M -$1.51M AAPL, VIG, MSFT, BRKA, TFLO 13F-HR 8/14/2023, 06:28 PM
Q1 2023 594 $469M +$24.6M -$4.83M +$19.8M VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 5/8/2023, 03:41 PM
Q4 2022 572 $434M +$19.2M -$10.6M +$8.57M VIG, AAPL, TFLO, MSFT, BRKA 13F-HR 2/7/2023, 10:46 AM
Q3 2022 533 $394M +$27.6M -$7.81M +$19.8M VIG, AAPL, MSFT, TFLO, BRKA 13F-HR 11/15/2022, 11:34 AM
Q2 2022 597 $393M +$18.9M -$17M +$1.81M VIG, AAPL, MSFT, TFLO, JNJ 13F-HR 8/12/2022, 02:28 PM
Q1 2022 646 $451M +$19.5M -$12.9M +$6.63M AAPL, VIG, MSFT, VTIP, GOOGL 13F-HR 5/2/2022, 02:21 PM
Q4 2021 646 $478M +$15M -$9.91M +$5.05M AAPL, VIG, MSFT, BRKA, VTIP 13F-HR 2/1/2022, 02:58 PM
Q3 2021 651 $439M +$12.9M -$20.6M -$7.74M VIG, AAPL, MSFT, VTIP, BRKA 13F-HR 11/12/2021, 01:48 PM
Q2 2021 721 $450M +$17.2M -$3.38M +$13.8M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 8/2/2021, 04:41 PM
Q1 2021 647 $412M +$15M -$6.47M +$8.57M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 5/4/2021, 09:59 AM
Q4 2020 575 $385M +$32.8M -$12M +$20.8M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 2/4/2021, 02:29 PM
Q3 2020 1 $13.1M $0 $0 BRKA New Holdings 2/2/2021, 10:44 AM
Q3 2020 512 $335M +$24.7M -$4.78M +$20M VIG, AAPL, BRKA, MSFT, TFLO 13F-HR 11/10/2020, 03:47 PM
Q2 2020 1 $11.5M $0 $0 BRKA New Holdings 2/2/2021, 10:59 AM
Q2 2020 491 $304M +$12.7M -$13.2M -$516K VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 8/6/2020, 03:11 PM
Q1 2020 1 $11.7M $0 $0 BRKA New Holdings 3/15/2021, 02:57 PM
Q1 2020 499 $266M +$13.1M -$9.43M +$3.65M VIG, BRKA, MSFT, AAPL, TFLO 13F-HR 4/30/2020, 11:48 AM
Q4 2019 1 $14.9M $0 $0 BRKA New Holdings 3/15/2021, 03:18 PM
Q4 2019 514 $318M +$15.2M -$8.9M +$6.27M VIG, BRKA, AAPL, MSFT, FLOT 13F-HR 1/31/2020, 01:52 PM
Q3 2019 1 $12.5M $0 $0 BRKA New Holdings 3/15/2021, 04:12 PM
Q3 2019 500 $293M +$8.4M -$4.89M +$3.51M VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 11/13/2019, 03:31 PM
Q2 2019 1 $14M $0 $0 BRKA New Holdings 5/7/2021, 12:49 PM
Q2 2019 500 $284M +$8.09M -$6.14M +$1.95M VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 8/7/2019, 04:47 PM
Q1 2019 1 $13.3M $0 $0 BRKA New Holdings 5/7/2021, 02:15 PM
Q1 2019 487 $259M +$8.92M -$7.37M +$1.55M VIG, FLOT, MSFT, AAPL, SPY 13F-HR 5/9/2019, 02:44 PM
Q4 2018 1 $14.9M $0 $0 BRKA New Holdings 5/7/2021, 02:27 PM
Q4 2018 498 $234M $0 $0 VIG, FLOT, MSFT, SPY, JNJ 13F-HR 2/8/2019, 11:00 AM