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| Laurel Wealth Advisors LLC
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| |
|---|---|
| CRD # | 118469 |
| SEC # | 801-69151 |
| CIK # | 0001757128, 0001666179 |
| AUM | $860.4 MM (2024-08-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 704-927-4379 |
| Address | 1355 Greenwood Cliff Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001757128 0001666179 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 28.9 | |
| Microsoft Corp | 1,918,222.4 | 27.0 | |
| Nvidia Corp | 399,550.0 | 20.0 | |
| Alphabet Inc | 1,475,138.5 | 15.8 | |
| Lilly Eli & Co | 301,789.7 | 15.1 | |
| J P Morgan Chase & Co | 340,169.2 | 12.2 | |
| Mastercard Inc | 309,583.1 | 10.8 | |
| Amazon Com Inc | 1,092,997.8 | 10.4 | |
| Home Depot Inc | 277,648.0 | 9.7 | |
| Bank of America Corp /DE/ | 278,315.2 | 8.5 | |
| Wal Mart Stores Inc | 335,434.5 | 8.3 | |
| Duke Energy Corp | 81,378.5 | 8.2 | |
| Johnson & Johnson | 465,600.2 | 7.6 | |
| Amgen Inc | 130,083.0 | 7.6 | |
| Procter & Gamble Co | 338,108.9 | 7.2 | |
| Facebook Inc | 434,852.0 | 5.9 | |
| AbbVie Inc | 269,466.6 | 5.5 | |
| Coca Cola Co | 269,985.6 | 5.3 | |
| McDonalds Corp | 179,584.2 | 4.9 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 145.6 |
| (b) Individuals (high net worth individuals) | 196 | 648.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 19.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 47.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,387 | 860.4 |
| By Discretionary | ||
| Discretionary | 1,373 | 850.8 |
| Non-Discretionary | 14 | 9.6 |
| Total | 1,387 | 860.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 860.4 | |
| Total | 1,387 | 860.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001666179] | |
| 13F-HR | [0001757128] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Perspectives Inc
✚
|
MN | 0.9 |
|
Alterna Wealth Management Inc
✚
|
TX | 0.9 |
|
Southern Financial Group LLC
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|
AL | 0.9 |
|
American Financial Advisors LLC
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|
GA | 0.9 |
|
Baseline Wealth Management Ltd
✚
|
0.9 | |
|
Chemistry Wealth Management LLC
✚
|
NY | 0.8 |
|
Smith Brothers Financial LLC
✚
|
CT | 0.8 |
|
Barton Investment Management LLC
✚
|
PA | 0.8 |
|
Geometric Wealth Advisors LLC
✚
|
DC | 0.8 |
|
Penn Davis McFarland Inc
✚
|
TX | 0.8 |