Laurel Wealth Advisors LLC
•CIK: 1757128•Filing: Q4 2025
**Laurel Wealth Advisors LLC** manages $756M across a diversified portfolio of 703 positions. The firm maintains significant exposure to technology and defensive sectors, highlighted by top holdings including VIG ($38.4M) and AAPL ($35.4M). Notable allocations also feature large cash equivalents in SGOV ($26.2M) and core tech names like MSFT ($28.8M) and GOOGL ($26.2M). This structure suggests a balanced approach combining growth potential with capital preservation.
Total AUM
$756.3M
QoQ Performance
+12.8%
Positions
524
Top 10 Concentration
36.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VIG
VIG5.1%
AAPL4.7%
TFLO4.0%
MSFT3.8%
SGOV3.5%
GOOGL3.5%
NVDA3.2%
BRK/A3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.9%
Technology19.6%
Financial11.4%
Healthcare6.7%
Consumer6.7%
Utilities3.0%
ETF2.7%
Industrial2.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$250.3K
+4 more exited positions
Changes from Q3 2025
NEW19 new positions
↑76 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023