Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $28,013,390 | 164,398 | 0.01 | 0.01 | 8,266 | 5.29 | 12-31-2023 |
| APPLE INC | COM | 2 | $26,495,463 | 137,618 | 0.01 | 0.00 | 160 | 0.12 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $23,104,673 | 61,443 | 0.00 | 0.00 | 896 | 1.48 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 4 | $16,278,751 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
