Laurel Wealth Advisors LLC

CIK Number: 0001757128

6.97B

Market Value

681

# of Holdings

16 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Aug 12, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	TFLO	iShares Treasur...	50.45	+0.03%	25.37M	+5.15K%	500.89M	50.65	7.18%	Share
2	BSCR	Invesco BulletS...	19.73	-0.05%	5.14M	+1.91K%	261.7M	19.67	3.75%	Share
3	IBDR	iShares iBonds ...	24.23	+0.04%	6.01M	+2.34K%	248.03M	24.27	3.56%	Share
4	SGOV	iShares 0-3 Mon...	100.42	+0.03%	22.87M	+10.41K%	227.18M	100.69	3.26%	Share
5	BAC	Bank of America...	50.67	+0.37%	10.07M	+4.85K%	212.76M	46.92	3.05%	Share
6	IBDQ	iShares iBonds ...	25.11	+0.04%	5.21M	+2.36K%	207.04M	25.19	2.97%	Share
7	VIG	Vanguard Divide...	217.79	+0.39%	35.55M	+20.72K%	173.7M	204.24	2.49%	Share
8	BSCQ	Invesco BulletS...	19.57	+0.01%	3.04M	+1.86K%	155.78M	19.56	2.23%	Share
9	IBDS	iShares iBonds ...	24.28	-0.08%	3.7M	+2.36K%	152.51M	24.29	2.19%	Share
10	DUK	Duke Energy Cor...	123.54	+1.62%	17.67M	+11.42K%	149.74M	117.83	2.15%	Share
11	USFR	WisdomTree Floa...	50.28	+0.03%	7.48M	+5.03K%	148.63M	50.31	2.13%	Share
12	IBDT	iShares iBonds ...	25.46	-0.1%	3.63M	+2.55K%	142.99M	25.4	2.05%	Share
13	BSCS	Invesco BulletS...	20.59	-0.07%	2.87M	+2.28K%	140.18M	20.48	2.01%	Share
14	NVDA	NVIDIA Corporat...	187.62	-0.67%	21.87M	+15.5K%	138.4M	157.08	1.98%	Share
15	AAPL	Apple Inc.	258.02	+0.35%	27.07M	+20.46K%	131.94M	204.41	1.89%	Share
16	XHLF	Bondbloxx Bloom...	50.28	+0.02%	6.56M	+5.38K%	130.28M	50.34	1.87%	Share
17	IJR	iShares Core S&...	120.11	+0.48%	13.73M	+11.14K%	125.62M	109.04	1.80%	Share
18	WMT	Walmart Inc.	102.08	+0.37%	11.49M	+9.65K%	117.47M	97.13	1.68%	Share
19	BSCP	Invesco BulletS...	20.70	+0.06%	2.31M	+1.72K%	111.71M	20.66	1.60%	Share
20	XLF	Financial Selec...	53.73	+0.72%	5.64M	+5.61K%	107.61M	51.93	1.54%	Share

Page 1 of 35