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Portfolio (Quarterly) Guide ↗

Laurel Wealth Advisors LLC

· CIK 0001757128
13F Portfolio $1.0B AUM 200 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 50 Added 56 Reduced 4 Exited
Page 1 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 262.0 $196.2M 18.98% $748850.00
2 AMZN AMAZON COM INC Consumer Cyclical 315,498.0 $75.2M 7.27% +55K +21.0% $238.34 +9.6%
3 VIG VANGUARD SPECIALIZED FUNDS 177,445.0 $42.0M 4.06% +1K +0.7% $236.62 +3.3%
4 AAPL APPLE INC Technology 129,713.0 $37.5M 3.63% -1K -0.8% $289.36 +5.6%
5 TFLO ISHARES TR 659,801.0 $33.4M 3.23% +23K +3.6% $50.63 -0.1%
6 GOOGL ALPHABET INC Communication Services 92,326.0 $33.0M 3.19% +10K +11.8% $357.37 -3.7%
7 SGOV ISHARES TR 294,790.0 $29.7M 2.87% +7K +2.6% $100.67 -0.1%
8 NVDA NVIDIA CORPORATION Technology 131,994.0 $26.4M 2.56% -1K -0.8% $200.09 +12.5%
9 MSFT MICROSOFT CORP Technology 62,158.0 $23.2M 2.24% $373.02 +28.8%
10 DUK DUKE ENERGY CORP NEW Utilities 163,580.0 $20.7M 2.00% $126.58 -2.4%
11 IJR ISHARES TR 128,641.0 $19.1M 1.85% $148.31 +1.0%
12 JPM JPMORGAN CHASE & CO Financial Services 55,202.0 $18.1M 1.75% -548.0 -1.0% $327.33 +10.3%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,864.0 $17.1M 1.65% -412.0 -1.8% $746.76 +3.5%
14 LLY ELI LILLY & CO Healthcare 14,057.0 $16.9M 1.63% -147.0 -1.0% $1199.41 -1.2%
15 WMT WALMART INC Consumer Defensive 115,206.0 $13.0M 1.26% -905.0 -0.8% $113.26 +0.9%
16 JNJ JOHNSON & JOHNSON Healthcare 49,266.0 $12.5M 1.21% -417.0 -0.8% $253.97 +3.3%
17 MA MASTERCARD INCORPORATED Financial Services 23,754.0 $12.2M 1.18% -142.0 -0.6% $513.61 +9.5%
18 BAC BANK OF AMER CORP Financial Services 208,341.0 $11.9M 1.15% $56.98 +12.1%
19 CSCO CISCO SYS INC Technology 94,554.0 $11.1M 1.07% -5K -4.6% $117.46 -3.9%
20 HD HOME DEPOT INC Consumer Cyclical 28,760.0 $10.1M 0.98% +410.0 +1.4% $352.68 -4.2%
Page 1 of 10  ·  200 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Consumer Cyclical 20.2%
Financial Services 15.4%
Communication Services 10.9%
Healthcare 10.8%
Consumer Defensive 7.3%
Utilities 5.2%
Industrials 4.2%
Energy 2.7%
Real Estate 0.1%