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

  1. BRKA - BERKSHIRE HATHAWAY INC DEL, 18.46%
  2. AMZN - AMAZON COM INC, 6.98%
  3. 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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