Laurel Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
192
Total value ($000)
$1,011,533
Net value change ($000)
+255,239 (33.7%)
New positions
2
Sold out positions
511
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
BRK-B 165,311 730.0%
AMZN 57,892 438.1%
GLIBA 9,027 NEW
GOOGL 6,894 26.3%
NVDA 4,249 17.4%
AAPL 2,942 8.3%
IJR 2,716 18.0%
SGOV 2,634 10.0%
DUK 2,361 13.1%
CSCO 2,118 28.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,002 -10.4%
LLY -1,961 -12.7%
ABT -1,836 -32.9%
MA -1,570 -11.7%
CRM -1,268 -33.5%
JPM -1,111 -6.2%
VGT -1,105 -68.9%
ABBV -797 -11.5%
BAC -772 -6.7%
ADP -723 -18.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type