Laurel Wealth Advisors LLC

Q2 2025 13F-HR/A Holdings

Location
Charlotte, NC
Holdings as of
6/30/2025
Date filed
11/24/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
188
Total value ($000)
$668,820
Net value change ($000)
—
New positions
188
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VIG 35,552 —
MSFT 29,967 —
AAPL 27,069 —
TFLO 25,370 —
SGOV 22,874 —
NVDA 21,866 —
BRK-B 21,864 —
DUK 17,669 —
JPM 16,786 —
GOOGL 15,245 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type