Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | Stock | 1 | $47,811,000 | 367,977 | 4.71 | 367,977 | +Inf | 12-31-2022 | |
MICROSOFT | Stock | 2 | $19,695,000 | 82,126 | 1.94 | 82,126 | +Inf | 12-31-2022 | |
SPDR S&P 500 ETF | ETF | 3 | $15,568,000 | 40,707 | 1.54 | 40,707 | +Inf | 12-31-2022 | |
FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 4 | $14,524,000 | 602,415 | 1.43 | 1.07 | 182,571 | 43.49 | 12-31-2022 |