13F Filings History of Laurel Wealth Advisors LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$756,294,196
Signature - Title
Nancy Johnson Jones - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Laurel Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laurel Wealth Advisors LLC reported 703 stock holdings with total value $756,294,196 as of Q4 2025. Top holdings included VIG, AAPL, TFLO, MSFT, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 703 $756,294,196 +$48,835,174 -$14,673,963 +$34,161,211 VIG, AAPL, TFLO, MSFT, SGOV 13F-HR 30 Jan 2026, 16:44
Q3 2025 164 $715,442,092 +$19,299,200 -$13,342,215 +$5,956,985 VIG, AAPL, MSFT, TFLO, NVDA 13F-HR 12 Nov 2025, 11:31
Q2 2025 188 $668,819,831 +$17,107,328 -$20,505,099 -$3,397,771 VIG, MSFT, AAPL, TFLO, SGOV Restatement 24 Nov 2025, 10:39
Q1 2025 696 $638,665,324 +$12,122,790 -$7,974,488 +$4,148,302 VIG, AAPL, TFLO, BERKSHIRE HATHAWAY INC DEL, MSFT 13F-HR 15 Apr 2025, 14:45
Q4 2024 734 $639,878,474 +$24,237,351 -$9,793,035 +$14,444,316 VIG, AAPL, MSFT, TFLO, SGOV 13F-HR 14 Jan 2025, 11:29
Q3 2024 698 $622,428,495 +$14,709,231 -$13,147,975 +$1,561,256 VIG, AAPL, MSFT, TFLO, BRKA 13F-HR 05 Nov 2024, 12:03
Q2 2024 650 $570,934,253 +$28,890,648 -$16,258,095 +$12,632,553 VIG, AAPL, MSFT, TFLO, NVDA 13F-HR 31 Jul 2024, 11:37
Q1 2024 636 $582,189,899 +$28,931,364 -$6,606,570 +$22,324,794 VIG, MSFT, AAPL, TFLO, BRKA 13F-HR 13 May 2024, 14:06
Q4 2023 577 $522,861,987 +$23,387,186 -$10,923,172 +$12,464,014 VIG, AAPL, MSFT, BRKA, SGOV 13F-HR 13 Feb 2024, 11:43
Q3 2023 592 $468,950,924 +$8,344,452 -$17,820,743 -$9,476,291 VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 14 Nov 2023, 11:33
Q2 2023 586 $495,115,054 +$6,126,395 -$7,641,114 -$1,514,719 AAPL, VIG, MSFT, BRKA, TFLO 13F-HR 14 Aug 2023, 18:28
Q1 2023 594 $469,054,525 +$24,642,149 -$4,830,755 +$19,811,394 VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 08 May 2023, 15:41
Q4 2022 572 $433,961,132 +$19,188,199 -$10,608,848 +$8,579,351 VIG, AAPL, TFLO, MSFT, BRKA 13F-HR 07 Feb 2023, 10:46
Q3 2022 533 $393,767,000 +$27,641,118 -$7,802,335 +$19,838,783 VIG, AAPL, MSFT, TFLO, BRKA 13F-HR 15 Nov 2022, 11:34
Q2 2022 624 $392,770,000 +$18,850,349 -$17,040,488 +$1,809,861 VIG, AAPL, MSFT, TFLO, JNJ 13F-HR 12 Aug 2022, 14:28
Q1 2022 664 $450,824,000 +$19,531,634 -$12,905,171 +$6,626,463 AAPL, VIG, MSFT, VTIP, GOOGL 13F-HR 02 May 2022, 14:21
Q4 2021 660 $478,104,000 +$14,956,086 -$9,905,356 +$5,050,730 AAPL, VIG, MSFT, BRKA, VTIP 13F-HR 01 Feb 2022, 14:58
Q3 2021 664 $438,941,000 +$12,887,694 -$20,626,792 -$7,739,098 VIG, AAPL, MSFT, VTIP, BRKA 13F-HR 12 Nov 2021, 13:48
Q2 2021 733 $450,158,000 +$17,200,122 -$3,374,228 +$13,825,894 VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 02 Aug 2021, 16:41
Q1 2021 654 $412,461,000 +$15,029,819 -$6,468,281 +$8,561,538 VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 04 May 2021, 09:59
Q4 2020 584 $384,727,000 +$32,790,944 -$11,988,249 +$20,802,695 VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 04 Feb 2021, 14:29
Q3 2020 1 $13,120,000 $0 $0 $0 BRKA New Holdings 02 Feb 2021, 10:44
Q3 2020 523 $334,826,000 +$24,732,965 -$4,772,445 +$19,960,520 VIG, AAPL, BRKA, MSFT, TFLO 13F-HR 10 Nov 2020, 15:47
Q2 2020 1 $11,494,000 $0 $0 $0 BRKA New Holdings 02 Feb 2021, 10:59
Q2 2020 508 $304,173,000 +$12,682,069 -$13,197,721 -$515,652 VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 06 Aug 2020, 15:11
Q1 2020 1 $11,696,000 $0 $0 $0 BRKA New Holdings 15 Mar 2021, 14:57
Q1 2020 510 $266,194,000 +$13,067,787 -$9,434,494 +$3,633,293 VIG, BRKA, MSFT, AAPL, TFLO 13F-HR 30 Apr 2020, 11:48
Q4 2019 1 $14,942,000 $0 $0 $0 BRKA New Holdings 15 Mar 2021, 15:18
Q4 2019 522 $317,656,000 +$15,170,648 -$8,899,290 +$6,271,358 VIG, BRKA, AAPL, MSFT, FLOT 13F-HR 31 Jan 2020, 13:52
Q3 2019 1 $12,473,000 $0 $0 $0 BRKA New Holdings 15 Mar 2021, 16:12
Q3 2019 509 $292,642,000 +$8,403,674 -$4,888,057 +$3,515,617 VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 13 Nov 2019, 15:31
Q2 2019 1 $14,007,000 $0 $0 $0 BRKA New Holdings 07 May 2021, 12:49
Q2 2019 515 $284,052,000 +$8,083,745 -$6,133,786 +$1,949,959 VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 07 Aug 2019, 16:47
Q1 2019 1 $13,253,000 $0 $0 $0 BRKA New Holdings 07 May 2021, 14:15
Q1 2019 488 $272,668,000 +$8,920,933 -$4,001,452 +$4,919,481 VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 09 May 2019, 14:44
Q4 2018 1 $14,942,000 $0 $0 $0 BRKA New Holdings 07 May 2021, 14:27
Q4 2018 498 $233,816,000 $0 $0 $0 BRKA, VIG, FLOT, MSFT, SPY 13F-HR 08 Feb 2019, 11:00