Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Laurel Wealth Advisors LLC
  City: CHARLOTTE
  State: NC
  Zip: 28207
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 24     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 578 Closed $94.42 $0 0 0% 0 -1 0    Multimedia & Graphics...
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 534 Closed $0.00 $0 0 0% -53,000 -2,130 0    N/A
   (HEP)1 Year Chart         HEP Holly Energy Partners LP 593 Closed $20.45 $0 0 0% -13,000 -600 0    Oil & Gas Pipelines &...
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 567 Closed $47.92 $0 0 0% -38,000 -794 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 577 Closed $0.00 $0 0 0% -9,000 -98 0    N/A
   (GPRO)1 Year Chart         GPRO Gopro, Inc. 588 Closed $1.59 $0 0 0% -1,000 -200 0    N/A
   (PBA)1 Year Chart         PBA Pembina Pipeline Corp 566 Closed $36.84 $0 0 0% -28,000 -915 0    Oil & Gas Pipelines &...
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 576 Closed $0.00 $0 0 0% -5,000 -187 0    N/A
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 587 Closed $63.39 $0 0 0% -23,000 -450 0    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 565 Closed $0.00 $0 0 0% -1,000 -24 0    N/A
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 597 Closed $21.19 $0 0 0% -546,000 -25,700 0    N/A
   (IETC)1 Year Chart         IETC Ishares Evolved Us Technolo... 575 Closed $0.00 $0 0 0% 0 -8 0    N/A
   (DWAC)1 Year Chart         DWAC Digital World Acquisition Corp 586 Closed $50.99 $0 0 0% -1,000 -65 0    N/A
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 564 Closed $6.21 $0 0 0% 0 -15 0    Closed - End Fund - Debt
   (RWK)1 Year Chart         RWK Oppenheimer Mid Cap Revenue... 596 Closed $57.15 $0 0 0% -9,000 -93 0    Closed - End Fund - Debt
   (LCID)1 Year Chart         LCID Lucid Group, Inc. 573 Closed $2.66 $0 0 0% -1,000 -90 0    N/A
   (TWMJF)1 Year Chart         TWMJF Canopy Growth Corporation 585 Closed $0.52 $0 0 0% -1,000 -1,088 0    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 561 Closed $91.61 $0 0 0% -6,000 -75 0    Electric Utilities
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 595 Closed $44.82 $0 0 0% 0 -2 0    N/A
   (Z)1 Year Chart         Z Zillow Group Inc 569 Closed $42.36 $0 0 0% 0 -5 0    Business Services
   (HYT)1 Year Chart         HYT Blackrock Corporate High Yi... 584 Closed $9.85 $0 0 0% 0 -19 0    Closed - End Fund - E...
   (AULT)1 Year Chart         AULT Ault Alliance Ord Shs 540 Closed $0.06 $0 0 0% 0 -18 0    Diversified Electronics
   (JBHT)1 Year Chart         JBHT JB Hunt Transport Services Inc 594 Closed $170.59 $0 0 0% -22,000 -115 0    Trucking
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 568 Closed $17.19 $0 0 0% -2,000 -104 0    N/A

      24 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results