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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 101 | $1,081,630 | 7,931 | 0.00 | 0.00 | 4,770 | 150.90 | 12-31-2023 |
| AMERICAN EXPRESS CO | COM | 102 | $1,060,225 | 5,660 | 0.00 | 0.00 | 2 | 0.04 | 12-31-2023 |
| IQVIA HLDGS INC | COM | 103 | $1,055,556 | 4,562 | 0.00 | 0.00 | -148 | -3.14 | 12-31-2023 |
| LOWES COS INC | COM | 104 | $993,694 | 4,466 | 0.00 | 0.00 | -50 | -1.11 | 12-31-2023 |
