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The Analysis of Laurel Wealth Advisors LLC's Holdings & P&L

Currently, Laurel Wealth Advisors LLC holds 192 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in BRK.A (+232 shares, valued at $166.4M), AMZN (+203.5K shares, valued at $55.5M), N/A (+343.8K shares, valued at $9.0M); decreased their positions in VTI (-1.4K shares, valued at $512.8K), USFR (-9.4K shares, valued at $472.2K), N/A (-1.1K shares, valued at $460.9K); initiated new positions in N/A (+343.8K shares, valued at $9.0M), WAT (+856 shares, valued at $304.0K).

1M P&L

+15.3M+2.21%

3M P&L

-43.2M-5.77%

HY P&L

-24.8M-3.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A326.8M

48.0%

2Drug Manufacturers - General42.0M

6.2%

3Consumer Electronics35.4M

5.2%

Top Industries by Stock Count

1N/A233 stocks

35.8%

2Software - Application15 stocks

2.3%

3Specialty Industrial Machinery14 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL262 shares773.33%2026-03-312026-05-13

AMZN AMAZON COM INC260.8K shares355.52%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS176.3K shares0.88%2026-03-312026-05-13

AAPL APPLE INC130.8K shares0.38%2026-03-312026-05-13

ALPHABET INC ALPHABET INC82.6K shares-1.37%2026-03-312026-05-13

TFLO ISHARES TR636.8K shares6.06%2026-03-312026-05-13

SGOV ISHARES TR287.4K shares9.92%2026-03-312026-05-13

NVDA NVIDIA CORPORATION133.1K shares1.76%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP62.1K shares4.34%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW163.7K shares6.80%2026-03-312026-05-13

IJR ISHARES TR128.7K shares2.50%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T23.3K shares3.22%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO55.8K shares0.06%2026-03-312026-05-13

WMT WALMART INC116.1K shares-1.28%2026-03-312026-05-13

LLY ELI LILLY & CO14.2K shares-1.09%2026-03-312026-05-13

MA MASTERCARD INCORPORATED23.9K shares1.73%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON49.7K shares-0.16%2026-03-312026-05-13

BAC BANK AMERICA CORP208.9K shares-0.01%2026-03-312026-05-13

VUG VANGUARD INDEX FDS112.3K shares468.33%2026-03-312026-05-13

CSCO CISCO SYS INC99.1K shares2.43%2026-03-312026-05-13

IEFA ISHARES TR97.0K shares5.68%2026-03-312026-05-13

ALPHABET INC ALPHABET INC23.0K shares0.12%2026-03-312026-05-13

GCI LIBERTY INC GCI LIBERTY INC343.8K sharesnew addition2026-03-312026-05-13

HD HOME DEPOT INC28.4K shares2.93%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.4K shares0.61%2026-03-312026-05-13

XHLF BONDBLOXX ETF TRUST161.9K shares10.56%2026-03-312026-05-13

AMGN AMGEN INC23.3K shares0.45%2026-03-312026-05-13

USFR WISDOMTREE TR151.8K shares-5.81%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR42.2K shares5.89%2026-03-312026-05-13

KO COCA COLA CO92.9K shares2.88%2026-03-312026-05-13

META META PLATFORMS INC11.4K shares1.23%2026-03-312026-05-13

PG PROCTER & GAMBLE CO46.6K shares3.08%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC30.5K shares0.35%2026-03-312026-05-13

BSCR INVESCO EXCH TRD SLF IDX FD311.0K shares1.11%2026-03-312026-05-13

IWM ISHARES TR20.5K shares23.38%2026-03-312026-05-13

IBDR ISHARES TR240.6K shares-4.71%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR109.6K shares0.60%2026-03-312026-05-13

TJX TJX COS INC NEW36.2K shares2.41%2026-03-312026-05-13

MCD MCDONALDS CORP20.0K shares1.56%2026-03-312026-05-13

BSCS INVESCO EXCH TRD SLF IDX FD265.8K shares7.92%2026-03-312026-05-13

Sponsored

IYW ISHARES TR22.6K shares1.09%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T101.2K shares1.02%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC10.1K shares7.98%2026-03-312026-05-13

CVX CHEVRON CORPORATION28.8K shares5.70%2026-03-312026-05-13

PEP PEPSICO INC30.2K shares2.93%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD60.2K shares1.49%2026-03-312026-05-13

RTX RTX CORPORATION25.0K shares1.97%2026-03-312026-05-13

GLD SPDR GOLD TR10.1K shares3.34%2026-03-312026-05-13

Sponsored

IBDT ISHARES TR172.7K shares5.63%2026-03-312026-05-13

SO SOUTHERN CO46.3K shares-1.01%2026-03-312026-05-13

XOM EXXON MOBIL CORP29.3K shares1.35%2026-03-312026-05-13

IBDS ISHARES TR167.7K shares2.74%2026-03-312026-05-13

BSCT INVESCO EXCH TRD SLF IDX FD207.4K shares36.43%2026-03-312026-05-13

ABT ABBOTT LABORATORIES44.4K shares-0.28%2026-03-312026-05-13

EFA ISHARES TR36.0K shares-1.36%2026-03-312026-05-13

GCOW PACER FDS TR78.7K shares2.75%2026-03-312026-05-13

Sponsored

PAVE GLOBAL X FDS62.9K shares-0.13%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC34.4K shares26.74%2026-03-312026-05-13

HON HONEYWELL INTL INC15.9K shares-0.59%2026-03-312026-05-13

IBDU ISHARES TR144.6K shares8.53%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR28.1K shares4.89%2026-03-312026-05-13

NFLX NETFLIX INC.35.7K shares1.84%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN14.7K shares-1.93%2026-03-312026-05-13

UNP UNION PAC CORP11.7K shares6.96%2026-03-312026-05-13

Sponsored

ENB ENBRIDGE INC56.6K shares-4.26%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD154.8K shares-1.71%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares3.34%2026-03-312026-05-13

SHY ISHARES TR35.3K shares21.06%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR58.4K shares-0.50%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS51.9K shares11.90%2026-03-312026-05-13

IBDV ISHARES TR118.7K shares17.64%2026-03-312026-05-13

XONE BONDBLOXX ETF TRUST52.3K shares34.24%2026-03-312026-05-13

Sponsored

XLI SELECT SECTOR SPDR TR14.7K shares5.94%2026-03-312026-05-13

CRM SALESFORCE INC13.8K shares-3.14%2026-03-312026-05-13

SYLD CAMBRIA ETF TR31.9K shares9.60%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR29.4K shares1.36%2026-03-312026-05-13

TFC TRUIST FINL CORP49.4K shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO22.3K shares1.05%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR42.2K shares9.63%2026-03-312026-05-13

IYH ISHARES TR38.4K shares1.16%2026-03-312026-05-13

Sponsored

XLY SELECT SECTOR SPDR TR18.6K shares6.01%2026-03-312026-05-13

DVY ISHARES TR14.3K shares-0.01%2026-03-312026-05-13

IYJ ISHARES TR13.7K shares4.23%2026-03-312026-05-13

IVV ISHARES TR2.9K shares2.81%2026-03-312026-05-13

SPYV SPDR SERIES TRUST34.3K shares0.30%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC43.3K shares0.53%2026-03-312026-05-13

NKE NIKE INC46.2K shares17.80%2026-03-312026-05-13

SLQD ISHARES TR38.6K shares-3.93%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO25.5K shares3.03%2026-03-312026-05-13

IWF ISHARES TR14.6K shares300.00%2026-03-312026-05-13

VTES VANGUARD WELLINGTON FD17.8K shares22.82%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO5.4K shares-0.22%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC1.6K shares1.89%2026-03-312026-05-13

IBDW ISHARES TR77.8K shares24.45%2026-03-312026-05-13

ORCL ORACLE CORP8.3K shares2.63%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO17.8K shares5.95%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.6K shares4.62%2026-03-312026-05-13

SOUTHSTATE BK CORP SOUTHSTATE BK CORP15.0K shares0.00%2026-03-312026-05-13

IVE ISHARES TR6.2K shares-0.16%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.3K shares-0.52%2026-03-312026-05-13

MUB ISHARES TR12.1K shares0.06%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS18.2K shares-14.15%2026-03-312026-05-13

MMM 3M CO8.8K shares-4.33%2026-03-312026-05-13

IJK ISHARES TR10.9K shares-1.13%2026-03-312026-05-13

Sponsored

UBER UBER TECHNOLOGIES INC16.2K shares-9.31%2026-03-312026-05-13

BDX BECTON DICKINSON & CO7.7K shares-2.58%2026-03-312026-05-13

COP CONOCOPHILLIPS10.1K shares-0.20%2026-03-312026-05-13

LQD ISHARES TR10.3K shares-1.90%2026-03-312026-05-13

SPYG SPDR SERIES TRUST9.4K shares1.51%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP22.3K shares-2.19%2026-03-312026-05-13

LOW LOWES COS INC4.7K shares-2.10%2026-03-312026-05-13

DG DOLLAR GEN CORP9.3K shares-1.32%2026-03-312026-05-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC13.8K shares5.49%2026-03-312026-05-13

BSCU INVESCO EXCH TRD SLF IDX FD59.8K shares201.80%2026-03-312026-05-13

CAT CATERPILLAR INC1.1K shares0.00%2026-03-312026-05-13

TXN TEXAS INSTRS INC3.5K shares7.80%2026-03-312026-05-13

IJH ISHARES TR13.1K shares-2.83%2026-03-312026-05-13

EUAD SPINNAKER ETF SERIES23.5K shares5.74%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS19.0K shares0.00%2026-03-312026-05-13

IQV IQVIA HLDGS INC5.2K shares8.50%2026-03-312026-05-13

Sponsored

PFE PFIZER INC35.8K shares-7.60%2026-03-312026-05-13

AZO AUTOZONE INC252 shares0.00%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR16.7K shares-0.30%2026-03-312026-05-13

TOWN TOWNEBANK PORTSMOUTH VA24.4K shares5915.80%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR5.9K shares0.00%2026-03-312026-05-13

SPYM SPDR SERIES TRUST9.1K shares-1.48%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC792 shares-1.86%2026-03-312026-05-13

IVW ISHARES TR5.1K shares-8.89%2026-03-312026-05-13

Sponsored

V VISA INC2.1K shares1.95%2026-03-312026-05-13

IGSB ISHARES TR12.5K shares21.91%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION9.7K shares-0.36%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.9K shares-0.05%2026-03-312026-05-13

ITOT ISHARES TR3.6K shares0.00%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR19.9K shares0.51%2026-03-312026-05-13

T AT&T INC22.6K shares-1.17%2026-03-312026-05-13

RGA REINSURANCE GROUP AMER INC2.7K shares-0.04%2026-03-312026-05-13

Sponsored

SLV ISHARES SILVER TR7.7K shares-11.55%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC5.0K shares0.00%2026-03-312026-05-13

VTI VANGUARD INDEX FDS1.5K shares-48.54%2026-03-312026-05-13

GEV GE VERNOVA INC518 shares0.00%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2026-03-312026-05-13

RY ROYAL BK CDA2.8K shares-6.61%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR10.0K shares17.65%2026-03-312026-05-13

TSLA TESLA INC1.2K shares-0.84%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD4.4K shares108.37%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC5.4K shares0.00%2026-03-312026-05-13

USB US BANCORP8.0K shares0.00%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC3.1K shares-4.02%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.5K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC921 shares-16.58%2026-03-312026-05-13

HSIC SCHEIN HENRY INC5.9K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR572 shares-0.17%2026-03-312026-05-13

Sponsored

PSX PHILLIPS 662.4K shares-0.63%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO7.2K shares0.00%2026-03-312026-05-13

IWX ISHARES TR3.9K shares0.00%2026-03-312026-05-13

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-13

STIP ISHARES TR3.8K shares26.62%2026-03-312026-05-13

EFG ISHARES TR3.2K shares-0.03%2026-03-312026-05-13

DE DEERE & CO653 shares-0.15%2026-03-312026-05-13

RSPT INVESCO EXCHANGE TRADED FD T6.4K shares-1.53%2026-03-312026-05-13

Sponsored

IWO ISHARES TR1.0K shares-4.70%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.1K shares-8.66%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC472 shares0.00%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR12.5K shares-6.01%2026-03-312026-05-13

SLB SLB LIMITED6.3K shares0.00%2026-03-312026-05-13

VDE VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO2.3K shares0.00%2026-03-312026-05-13

Sponsored

IWN ISHARES TR1.5K shares-0.07%2026-03-312026-05-13

GIS GENERAL MILLS INC9.2K shares0.00%2026-03-312026-05-13

AMAT APPLIED MATLS INC723 shares-12.15%2026-03-312026-05-13

EES WISDOMTREE TR4.9K shares16.51%2026-03-312026-05-13

IEUR ISHARES TR4.1K shares0.00%2026-03-312026-05-13

WAT WATERS CORP856 sharesnew addition2026-03-312026-05-13

ILCG ISHARES TR2.6K shares0.00%2026-03-312026-05-13

INTC INTEL CORP2.4K shares0.42%2026-03-312026-05-13

Sponsored

VTV VANGUARD INDEX FDS1.4K shares-34.39%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL9.1K shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC682 shares0.00%2026-03-312026-05-13

PGR PROGRESSIVE CORP1.5K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC4.1K shares-0.02%2026-03-312026-05-13

PFI INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-03-312026-05-13

IWD ISHARES TR1.1K shares0.00%2026-03-312026-05-13

SHV ISHARES TR2.1K shares167.74%2026-03-312026-05-13

Sponsored

PFF ISHARES TR7.1K shares-2.74%2026-03-312026-05-13

IWR ISHARES TR2.1K shares0.00%2026-03-312026-05-13

DXPE DXP ENTERPRISES INC1.4K shares0.00%2026-03-312026-05-13

YUM YUM BRANDS INC1.4K shares0.00%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR6.1K shares-0.81%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP365 shares0.00%2026-03-312026-05-13

PX RIDGEPOST CAP INC16.9K shares0.00%2026-03-312026-05-13

MNKD MANNKIND CORP10.6K shares-0.01%2026-03-312026-05-13

Sponsored

BRK.A

BERKSHIRE HATHAWAY INC DEL

773.33%

Shares262

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

355.52%

Shares260.8K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

0.88%

Shares176.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.38%

Shares130.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.37%

Shares82.6K

Event2026-03-31

Filed2026-05-13

TFLO

ISHARES TR

6.06%

Shares636.8K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

9.92%

Shares287.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1.76%

Shares133.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

4.34%

Shares62.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

6.80%

Shares163.7K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

2.50%

Shares128.7K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

3.22%

Shares23.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.06%

Shares55.8K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-1.28%

Shares116.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-1.09%

Shares14.2K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

1.73%

Shares23.9K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-0.16%

Shares49.7K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-0.01%

Shares208.9K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

468.33%

Shares112.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

2.43%

Shares99.1K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

5.68%

Shares97.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.12%

Shares23.0K

Event2026-03-31

Filed2026-05-13

GCI LIBERTY INC

New

Shares343.8K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

2.93%

Shares28.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.61%

Shares17.4K

Event2026-03-31

Filed2026-05-13

XHLF

BONDBLOXX ETF TRUST

10.56%

Shares161.9K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

0.45%

Shares23.3K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE TR

-5.81%

Shares151.8K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

5.89%

Shares42.2K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

2.88%

Shares92.9K

Event2026-03-31

Filed2026-05-13