Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LAUREL WEALTH ADVISORS INC 02-14-2023 12-31-2022 641 1,014,176,000
Institutional Holdings
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
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