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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | COM | 201 | $157,867 | 1,678 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 202 | $156,704 | 2,016 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KINDER MORGAN INC DEL | COM | 203 | $156,203 | 8,855 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BOOKING HOLDINGS INC | COM | 204 | $156,078 | 44 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
