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Home > Institutional Investor > Laurel Wealth Advisors Llc > Profile

Instuitional Investor - Laurel Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Laurel Wealth Advisors Llc
Portfolio Value $1,033,705,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK-B 262 $196,198,700 18.98%
2.
Amazon Com Inc
 AMZN 315,498 $75,195,829 7.27%
3.
Vanguard Specialized Funds - DIV APP ETF
 177,445 $41,986,935 4.06%
4.
Apple Inc.
 AAPL 129,713 $37,533,643 3.63%
5.
Ishares Tr
 659,801 $33,405,709 3.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.