Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 05-13-2024 | 03-31-2024 | 637 | 586,467,863 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $31,741,654 | 173,823 | 0.01 | 0.01 | 9,425 | 5.73 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $25,974,918 | 61,740 | 0.00 | 0.00 | 297 | 0.48 | 03-31-2024 |
| APPLE INC | COM | 3 | $24,002,940 | 139,976 | 0.00 | 0.01 | 2,358 | 1.71 | 03-31-2024 |
| ISHARES TR | TRS FLT RT BD | 4 | $19,331,566 | 381,369 | 0.00 | 0.00 | 87,806 | 29.91 | 03-31-2024 |
