Laurel Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$1,033,705
Net value change ($000)
+22,172 (2.2%)
New positions
12
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 8,244 4.4%
AMZN 4,091 5.8%
LLY 3,388 25.1%
CRWD 2,205 41.4%
VIG 1,785 4.4%
HONEYWELL INTL INC 1,779 NEW
HONEYWELL AEROSPACE INC 1,754 NEW
CSCO 1,533 16.0%
JNJ 1,516 13.8%
ABBV 1,481 24.1%
Top Reduces (Value $000, Stocks/ETFs)
GLIBA -9,027 -100.0%
HON -3,394 -100.0%
MSFT -2,580 -10.0%
NVDA -2,228 -7.8%
WMT -2,096 -13.8%
GOOGL -1,045 -11.5%
AAPL -827 -2.2%
GLD -795 -18.2%
PEP -574 -12.3%
NFLX -571 -18.3%
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