Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
STAG INDL INC COM | REIT | 601 | $627,000 | 19,410 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2022 |
ISHARES IBOXX CORPORATE BOND ETF | ETF | 602 | $627,000 | 5,943 | 0.06 | 5,943 | +Inf | 12-31-2022 | |
GARTNER INC CL A | Stock | 603 | $625,000 | 1,858 | 0.06 | 1,858 | +Inf | 12-31-2022 | |
DEVON ENERGY CORP | Stock | 604 | $619,000 | 10,068 | 0.06 | 10,068 | +Inf | 12-31-2022 |