• 13F History

Laurel Wealth Advisors LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$639M
Signature - Title
John Waddill - Investment Advisor Representative
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Laurel Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laurel Wealth Advisors LLC reported 696 stock holdings with total value $639M as of Q1 2025. Top holdings included VIG, AAPL, TFLO, MSFT, and SGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 696 $639M +$12.1M -$7.97M +$4.15M VIG, AAPL, TFLO, MSFT, SGOV 13F-HR 4/15/2025, 02:45 PM
Q4 2024 734 $640M +$24.2M -$9.79M +$14.4M VIG, AAPL, MSFT, TFLO, SGOV 13F-HR 1/14/2025, 11:29 AM
Q3 2024 698 $622M +$14.7M -$13.1M +$1.56M VIG, AAPL, MSFT, TFLO, BRKA 13F-HR 11/5/2024, 12:03 PM
Q2 2024 650 $571M +$28.9M -$16.3M +$12.6M VIG, AAPL, MSFT, TFLO, NVDA 13F-HR 7/31/2024, 11:37 AM
Q1 2024 630 $581M +$28.9M -$6.61M +$22.3M VIG, MSFT, AAPL, TFLO, BRKA 13F-HR 5/13/2024, 02:06 PM
Q4 2023 574 $527M +$23.4M -$10.9M +$12.5M VIG, AAPL, MSFT, BRKA, SGOV 13F-HR 2/13/2024, 11:43 AM
Q3 2023 601 $473M +$8.34M -$18M -$9.69M VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 11/14/2023, 11:33 AM
Q2 2023 595 $499M +$6.13M -$7.64M -$1.51M AAPL, VIG, MSFT, BRKA, TFLO 13F-HR 8/14/2023, 07:28 PM
Q1 2023 588 $473M +$24.6M -$9.63M +$15M VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 5/8/2023, 03:41 PM
Q4 2022 567 $442M +$19.2M -$5.26M +$13.9M VIG, AAPL, TFLO, MSFT, BRKA 13F-HR 2/7/2023, 09:46 AM
Q3 2022 507 $401M +$27.6M -$1.22B -$1.19B VIG, AAPL, MSFT, TFLO, BRKA 13F-HR 11/15/2022, 10:34 AM
Q2 2022 581 $401M +$19.8M -$16.7M +$3.1M VIG, AAPL, MSFT, TFLO, JNJ 13F-HR 8/12/2022, 02:28 PM
Q1 2022 630 $460M +$19.5M -$12.4M +$7.14M AAPL, VIG, MSFT, VTIP, GOOGL 13F-HR 5/2/2022, 02:21 PM
Q4 2021 629 $486M +$14.6M -$11.7M +$2.91M AAPL, VIG, MSFT, BRKA, VTIP 13F-HR 2/1/2022, 01:58 PM
Q3 2021 651 $439M +$12.9M -$20.6M -$7.74M VIG, AAPL, MSFT, VTIP, BRKA 13F-HR 11/12/2021, 01:48 PM
Q2 2021 722 $450M +$17.2M -$3.38M +$13.8M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 8/2/2021, 04:41 PM
Q1 2021 647 $412M +$15M -$6.47M +$8.57M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 5/4/2021, 09:59 AM
Q4 2020 560 $385M +$32.8M -$7.25M +$25.6M VIG, AAPL, MSFT, BRKA, VTIP 13F-HR 2/4/2021, 01:29 PM
Q3 2020 1 $13.1M BRKA New Holdings 2/2/2021, 09:44 AM
Q3 2020 502 $335M +$24.7M -$4.42M +$20.3M VIG, AAPL, BRKA, MSFT, TFLO 13F-HR 11/10/2020, 02:47 PM
Q2 2020 1 $11.5M BRKA New Holdings 2/2/2021, 09:59 AM
Q2 2020 486 $304M +$12.7M -$10.2M +$2.5M VIG, AAPL, MSFT, BRKA, TFLO 13F-HR 8/6/2020, 03:11 PM
Q1 2020 1 $11.7M BRKA New Holdings 3/15/2021, 02:57 PM
Q1 2020 485 $266M +$13.1M -$8.96M +$4.1M VIG, BRKA, MSFT, AAPL, TFLO 13F-HR 4/30/2020, 11:48 AM
Q4 2019 1 $14.9M BRKA New Holdings 3/15/2021, 03:18 PM
Q4 2019 508 $318M +$15.2M -$3.38M +$11.8M VIG, BRKA, AAPL, MSFT, FLOT 13F-HR 1/31/2020, 12:52 PM
Q3 2019 1 $12.5M BRKA New Holdings 3/15/2021, 04:12 PM
Q3 2019 496 $293M +$8.54M -$4.32M +$4.22M VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 11/13/2019, 02:31 PM
Q2 2019 1 $14M BRKA New Holdings 5/7/2021, 12:49 PM
Q2 2019 497 $284M +$8.09M -$5.62M +$2.47M VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 8/7/2019, 04:47 PM
Q1 2019 1 $13.3M BRKA New Holdings 5/7/2021, 02:15 PM
Q1 2019 470 $273M +$8.92M -$3.65M +$5.27M VIG, BRKA, FLOT, MSFT, AAPL 13F-HR 5/9/2019, 02:44 PM
Q4 2018 1 $14.9M BRKA New Holdings 5/7/2021, 02:27 PM
Q4 2018 476 $234M VIG, FLOT, MSFT, SPY, JNJ 13F-HR 2/8/2019, 10:00 AM