Laurel Wealth Advisors, Inc.

CIK 0001666179 · 990 HIGHLAND DRIVE, SUITE 205, SOLANA BEACH, CA, 92075 · 18572059863

Reported Value

$585M

Q3 2019

Positions

436

Filings on Record

2019–present window

Filed

Nov 13, 2019

original filing

Summary

Laurel Wealth Advisors, Inc. reported $585M in U.S.-listed holdings across 436 positions for Q3 2019.

Its largest position, AAPL, represents 4.8% of the portfolio.

Compared with Q2 2019, the fund opened 71 new positions and exited 26.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q4 2022	$1.0B	641	Feb 14, 2023	13F-HR	changes · EDGAR ↗
Q3 2022	$938M	616	Nov 14, 2022	13F-HR	changes · EDGAR ↗
Q2 2022	$980M	648	Aug 12, 2022	13F-HR	changes · EDGAR ↗
Q1 2022	$1.2B	731	May 13, 2022	13F-HR	changes · EDGAR ↗
Q4 2021	$1.3B	762	Feb 14, 2022	13F-HR	changes · EDGAR ↗
Q3 2021	$544M	443	Nov 12, 2021	13F-HR	changes · EDGAR ↗
Q2 2021	$772M	500	Aug 16, 2021	13F-HR	changes · EDGAR ↗
Q1 2021	$661M	450	May 14, 2021	13F-HR	changes · EDGAR ↗
Q3 2020	$605M	391	Nov 13, 2020	13F-HR	changes · EDGAR ↗
Q2 2020	$546M	375	Aug 14, 2020	13F-HR	changes · EDGAR ↗
Q1 2020	$435M	357	May 15, 2020	13F-HR	changes · EDGAR ↗
Q4 2019	$597M	461	Feb 13, 2020	13F-HR	changes · EDGAR ↗
Q3 2019	$585M	436	Nov 13, 2019	13F-HR	changes · EDGAR ↗
Q2 2019	$456M	398	Aug 13, 2019	13F-HR	changes · EDGAR ↗
Q1 2019	$406M	416	May 16, 2019	13F-HR	changes · EDGAR ↗
Q4 2018	$340M	374	Feb 13, 2019	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.