Managers / Q4 2019 · view latest →
Laurel Wealth Advisors LLC
CIK 0001757128 · 1355 GREENWOOD CLIFF, SUITE 301, CHARLOTTE, NC, 28204 · 7049274379
Reported Value
$303M
Q4 2019
Positions
547
Filings on Record
39
2019–present window
Filed
Jan 31, 2020
original filing
Summary
Laurel Wealth Advisors Llc reported $303M in U.S.-listed holdings across 547 positions for Q4 2019.
Its largest position, VIG, represents 5.5% of the portfolio.
Compared with Q3 2019, the fund opened 27 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 192 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $756M | 703 | Jan 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $669M | 188 | Nov 24, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2025 | $7M | 698 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $639M | 696 | Apr 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $640M | 734 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $628M | 699 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $576M | 651 | Jul 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $586M | 637 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $527M | 578 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $473M | 593 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $499M | 588 | Aug 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $473M | 595 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $442.2B | 573 | Feb 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $401M | 535 | Nov 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $414M | 626 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $476M | 705 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $488M | 695 | Feb 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $452M | 691 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $463M | 758 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021REVEALED | $455M | 658 | May 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $385M | 584 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $322M | 551 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $293M | 535 | Aug 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $255M | 546 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $303M | 547 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $280M | 533 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $270M | 514 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $259M | 487 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $234M | 498 | Feb 8, 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 ↗.