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 |
|---|---|---|---|---|---|---|---|---|---|
| ULTA BEAUTY INC | COM | 401 | $24,500 | 50 | 0.00 | 0.00 | -10 | -16.67 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 402 | $24,061 | 479 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE HIGH DV ETF | 403 | $23,866 | 234 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 404 | $23,855 | 544 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
