Laurel Wealth Advisors LLC
193 holdingsFiling period: 2026-03-31Current AUM: $1.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 262 | $188.0M | $188.0M | 16.88% | +232 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 260.8K | $71.1M | $92.7M | 8.33% | +203.5K | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 176.3K | $40.2M | $44.7M | 4.02% | +1.5K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 130.8K | $38.4M | $46.7M | 4.19% | +497 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 82.6K | $33.1M | $41.0M | 3.68% | -1,150 | 2026-03-31 |
| 6 | TFLO | ISHARES TR | 636.8K | $32.2M | $32.2M | 2.89% | +36.4K | 2026-03-31 |
| 7 | SGOV | ISHARES TR | 287.4K | $28.9M | $28.9M | 2.60% | +25.9K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 133.1K | $28.6M | $33.0M | 2.96% | +2.3K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 62.1K | $25.8M | $32.3M | 2.91% | +2.6K | 2026-03-31 |
| 10 | DUK | DUKE ENERGY CORP NEW | 163.7K | $20.3M | $19.5M | 1.75% | +10.4K | 2026-03-31 |
| 11 | IJR | ISHARES TR | 128.7K | $17.8M | $20.8M | 1.87% | +3.1K | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 23.3K | $17.2M | $19.7M | 1.77% | +727 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 55.8K | $16.8M | $20.1M | 1.81% | +32 | 2026-03-31 |
| 14 | WMT | WALMART INC | 116.1K | $15.1M | $13.6M | 1.22% | -1,509 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 14.2K | $13.5M | $16.8M | 1.51% | -157 | 2026-03-31 |
| 16 | MA | MASTERCARD INCORPORATED | 23.9K | $11.8M | $13.6M | 1.22% | +406 | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 49.7K | $11.0M | $11.5M | 1.04% | -80 | 2026-03-31 |
| 18 | BAC | BANK AMERICA CORP | 208.9K | $10.7M | $13.6M | 1.22% | -15 | 2026-03-31 |
| 19 | VUG | VANGUARD INDEX FDS | 112.3K | $9.8M | $11.4M | 1.03% | +92.6K | 2026-03-31 |
| 20 | CSCO | CISCO SYS INC | 99.1K | $9.6M | $14.3M | 1.29% | +2.4K | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 97.0K | $9.4M | $10.2M | 0.92% | +5.2K | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 23.0K | $9.1M | $11.3M | 1.02% | +28 | 2026-03-31 |
| 23 | GLIBK | GCI LIBERTY INC | 343.8K | $9.0M | $5.6M | 0.50% | -- | 2026-03-31 |
| 24 | HD | HOME DEPOT INC | 28.4K | $9.0M | $9.1M | 0.82% | +808 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 17.4K | $8.3M | $8.3M | 0.75% | +106 | 2026-03-31 |
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