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  Name: Laurel Wealth Advisors LLC
  City: CHARLOTTE
  State: NC
  Zip: 28207
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $522,846,000
  Total Value Change : $53,894,000
  Securities Held Change : -15
   
All Securities Held : 577
  New Positions : 9
  Closed Positions : 24
  Increased Positions : 93
  Unchanged Positions : 362
  Decreased Positions : 113

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 135 New $0.00 $350,000 3,451 0.07% 350,000 3,451 0.194    N/A
   (IBTF)1 Year Chart         IBTF Ishares Ibonds Dec 2025 Ter... 149 New $0.00 $270,000 11,604 0.05% 270,000 11,604 0.129    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 407 New $96.50 $8,000 96 0% 8,000 96 0    N/A
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 441 New $0.00 $5,000 100 0% 5,000 100 0    N/A
   (CGC)1 Year Chart         CGC Canopy Growth Corp 530 New $9.05 $1,000 108 0% 1,000 108 0    N/A
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties 554 New $23.97 $0 26 0% 0 26 0    N/A
   (JPC)1 Year Chart         JPC Nuveen Multi-Strategy Incom... 545 New $7.17 $0 14 0% 0 14 0    Closed - End Fund - Debt

      7 Records Found
  1    
Page 1 of 1
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