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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 151 | $317,683 | 776 | 0.00 | 0.00 | 2 | 0.26 | 12-31-2023 |
| ISHARES TR | EAFE GRWTH ETF | 152 | $316,549 | 3,269 | 0.00 | 0.00 | -55 | -1.65 | 12-31-2023 |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | 153 | $309,145 | 21,102 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 154 | $308,547 | 7,703 | 0.00 | 0.00 | -2,092 | -21.36 | 12-31-2023 |
