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Laurel Wealth Advisors LLC
Laurel Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Charlotte, North Carolina, founded in 2008. The firm manages approximately $972.7 million in assets for a client base that primarily consists of high net worth individuals, other individual investors, charitable organizations, and corporations. Laurel Wealth Advisors employs nine staff, most of whom focus on investment advisory services. The firm's approach is tailored to personalized wealth management and investment advisory, designed to meet the needs of diverse clients with complex financial goals.
Investment Strategy
Laurel Wealth Advisors LLC provides discretionary investment management for individual and institutional clients. Their strategy centers on constructing diversified portfolios across asset classes, drawing from public equities, fixed income, and ETFs. The firm prioritizes individualized financial planning and customization to achieve clients’ long-term growth, preservation of capital, and income needs, performing ongoing review and rebalancing. Their investment philosophy emphasizes risk management and allocation tailored to each client’s financial objectives.
Latest 13F Filing Activity
Laurel Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 695 equity positions with a total 13F market value of $7B. The fund increased holdings in Ishares TR, Invesco Exch TRD SLF Idx FD, Ishares TR among other positions. Laurel Wealth Advisors LLC reduced exposure to Berkshire Hathaway Inc. Del, Autozone Inc., Booking Holdings Inc. among others.
Top Holdings
Equity Positions (695)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 7.18% | $500.9M | 25,370,114 | $50.65 | $50.65 | +$476.4M |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 3.75% | $261.7M | 5,142,382 | $19.67 | $19.65 | +$256.7M |
I IBDR | ISHARES TR | 3.56% | $248.0M | 6,014,772 | $24.27 | $24.25 | +$242.1M |
S SGOV | ISHARES TR | 3.26% | $227.2M | 22,874,397 | $100.69 | $100.69 | +$205.3M |
B BAC | BANK AMERICA CORP | 3.05% | $212.8M | 10,068,034 | $46.92 | $47.32 | +$204.3M |
Industry Allocation
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