Laurel Wealth Advisors LLC - Portfolio overview
Laurel Wealth Advisors LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-05-13.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- BRKA - BERKSHIRE HATHAWAY INC DEL, 18.46%
- AMZN - AMAZON COM INC, 6.98%
- VIG - VANGUARD SPECIALIZED FUNDS, 3.95%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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