Laurel Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2022 - Feb 14, 2023
Value $
$1.01B
Signature - Title
Brian Lavoie - CCO/Director of Operations
Location
Solana Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Laurel Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laurel Wealth Advisors, Inc. reported 640 stock holdings with total value $1.01B as of Q4 2022. Top holdings included AAPL, MSFT, SPY, UCON, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 640 $1.01B +$114M -$73.9M +$39.9M AAPL, MSFT, SPY, UCON, JEPI 13F-HR 2/14/2023, 01:39 PM
Q3 2022 616 $937M +$110M -$65.2M +$44.8M AAPL, SPY, MSFT, AMZN, JEPI 13F-HR 11/14/2022, 02:18 PM
Q2 2022 648 $980M +$101M -$79.1M +$21.5M AAPL, MSFT, SPY, AMZN, SOXX 13F-HR 8/12/2022, 03:20 PM
Q1 2022 731 $1.21B +$146M -$105M +$40.7M AAPL, MSFT, AMZN, SPY, SOXX 13F-HR 5/13/2022, 12:41 PM
Q4 2021 762 $1.29B +$714M -$5.61M +$708M AAPL, MSFT, SPY, QQQ, AMZN 13F-HR 2/14/2022, 03:09 PM
Q3 2021 443 $544M +$16.2M -$242M -$225M AAPL, MSFT, SPY, AMZN, QQQ 13F-HR 11/12/2021, 03:17 PM
Q2 2021 500 $772M +$106M -$35.7M +$70.1M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 8/13/2021, 05:48 PM
Q1 2021 450 $661M +$86.1M -$129M -$42.7M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 5/14/2021, 02:08 PM
Q4 2020 425 $681M +$49.6M -$34.7M +$14.9M AAPL, SPY, VB, MSFT, QQQ 13F-HR 3/3/2021, 01:27 PM
Q3 2020 389 $601M +$112M -$39.2M +$72.5M AAPL, SPY, QQQ, MSFT, AMZN 13F-HR 11/13/2020, 02:47 PM
Q2 2020 375 $545M +$84.5M -$30.3M +$54.2M AAPL, SPY, MSFT, QQQ, AMZN 13F-HR 8/14/2020, 04:31 PM
Q1 2020 353 $434M +$57M -$61.3M -$4.27M AAPL, SPY, MSFT, AMZN, GLD 13F-HR 5/15/2020, 04:04 PM
Q4 2019 440 $596M +$114M -$110M +$4.23M AAPL, IVV, MSFT, SCHG, SPY 13F-HR 2/13/2020, 02:53 PM
Q3 2019 435 $585M +$149M -$10.3M +$139M AAPL, QCOM, MSFT, SCHO, SPY 13F-HR 11/13/2019, 02:58 PM
Q2 2019 392 $456M +$61M -$9M +$52M AAPL, MSFT, SCHO, JPST, AMZN 13F-HR 8/13/2019, 04:38 PM
Q1 2019 407 $406M +$45.1M -$19.8M +$25.3M AAPL, MSFT, AMZN, JNJ, MMM 13F-HR 5/16/2019, 04:26 PM
Q4 2018 338 $333M +$32.8M -$27.2M +$5.51M AAPL, MSFT, IVV, AMZN, QCOM 13F-HR 2/13/2019, 09:53 AM
Q3 2018 388 $377M +$37.1M -$28.8M +$8.3M AMZN, MSFT, QCOM, JNJ, MMM 13F-HR 11/15/2018, 01:57 PM
Q2 2018 381 $369M +$58.7M -$13.3M +$45.4M AAPL, MSFT, AMZN, JNJ, XOM 13F-HR 8/17/2018, 08:00 PM
Q1 2018 350 $321M +$24.4M -$26M -$1.65M AAPL, MSFT, JNJ, MMM, AMZN 13F-HR 5/16/2018, 11:01 AM
Q4 2017 333 $347M +$49.6M -$10.2M +$39.4M AAPL, JNJ, MSFT, MMM, XLP 13F-HR 2/14/2018, 06:14 PM
Q3 2017 312 $298M +$21.8M -$7.97M +$13.8M AAPL, JNJ, QCOM, XLP, MMM 13F-HR 11/14/2017, 03:47 PM
Q2 2017 299 $281M +$29.6M -$5.33M +$24.3M AAPL, JNJ, XLP, GEXXXX, MMM 13F-HR 8/14/2017, 07:15 PM
Q1 2017 275 $259M +$31.9M -$6.81M +$25.1M AAPL, XLP, JNJ, GEXXXX, PG 13F-HR 6/6/2017, 11:59 AM
Q4 2016 254 $226M +$28.8M -$6.02M +$22.8M AAPL, GEXXXX, JNJ, PG, CVX 13F-HR 2/14/2017, 11:57 AM
Q3 2016 252 $210M +$12.7M -$5.67M +$7.03M AAPL, JNJ, GEXXXX, PG, MMM 13F-HR 11/15/2016, 10:49 AM
Q2 2016 252 $206M +$19.5M -$5.51M +$14M AAPL, JNJ, GEXXXX, PG, MMM 13F-HR 8/11/2016, 03:21 PM
Q1 2016 297 $197M +$16.6M -$11.2M +$5.36M AAPL, GEXXXX, JNJ, PG, ED 13F-HR 7/6/2016, 02:37 PM
Q4 2015 300 $188M AAPL, GEXXXX, JNJ, PG, CVX 13F-HR 3/11/2016, 11:46 AM