Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Laurel Wealth Advisors LLC

Quarter ended Q3 2025 · Filed November 24, 2025 · Accession 0001757128-25-000009

Total Value
$668.8M
Positions
188
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (188)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844173,702$35.6M5.32%
2MICROSOFT CORPMSFT60,247$30.0M4.48%
3APPLE INCAAPL131,935$27.1M4.05%
4ISHARES TR46434V860500,891$25.4M3.79%
5ISHARES TR46436E718227,177$22.9M3.42%
6NVIDIA CORPORATIONNVDA138,399$21.9M3.27%
7BERKSHIRE HATHAWAY INC DELBRK-A30$21.9M3.27%
8DUKE ENERGY CORP NEWDUKB149,736$17.7M2.64%
9JPMORGAN CHASE & CO.VYLD57,900$16.8M2.51%
10ALPHABET INCGOOG86,507$15.2M2.28%
11SPDR S&P 500 ETF TRSPY23,107$14.3M2.13%
12ISHARES TR464287804125,617$13.7M2.05%
13MASTERCARD INCORPORATEDMA23,884$13.4M2.01%
14AMAZON COM INCAMZN55,507$12.2M1.82%
15ELI LILLY & COLLY14,820$11.6M1.73%
16WALMART INCWMT117,472$11.5M1.72%
17HOME DEPOT INCHD27,485$10.1M1.51%
18BANK AMERICA CORP060505104212,765$10.1M1.51%
19VANGUARD INDEX FDS92290873620,953$9.2M1.37%
20META PLATFORMS INCMETA11,404$8.4M1.26%
21BERKSHIRE HATHAWAY INC DELBRK-A16,764$8.1M1.22%
22WISDOMTREE TRWT148,631$7.5M1.12%
23JOHNSON & JOHNSONJNJ48,581$7.4M1.11%
24ISHARES TR46432F84285,723$7.2M1.07%
25PROCTER AND GAMBLE CO74271810944,017$7.0M1.05%
26CISCO SYS INCCSCO98,156$6.8M1.02%
27AMGEN INCAMGN23,999$6.7M1.00%
28BONDBLOXX ETF TRUST09789C788130,280$6.6M0.98%
29COCA COLA COKO86,921$6.1M0.92%
30ABBOTT LABSABLZF44,533$6.1M0.91%
31ISHARES TR46435GAA0248,032$6.0M0.90%
32MCDONALDS CORPMCD19,638$5.7M0.86%
33ABBVIE INCABBV30,741$5.7M0.85%
34SELECT SECTOR SPDR TR81369Y605107,607$5.6M0.84%
35ISHARES TR46434VBD1207,038$5.2M0.78%
36INVESCO EXCH TRD SLF IDX FDIVZ261,699$5.1M0.77%
37NETFLIX INCNFLX3,645$4.9M0.73%
38SELECT SECTOR SPDR TR81369Y80318,584$4.7M0.70%
39AUTOMATIC DATA PROCESSING INADP15,139$4.7M0.70%
40FIRST TR EXCHANGE TRADED FD33734X84660,010$4.5M0.68%
41SOUTHERN COSOMN48,147$4.4M0.66%
42CROWDSTRIKE HLDGS INCCRWD8,430$4.3M0.64%
43ALPHABET INCGOOG23,242$4.1M0.62%
44TJX COS INC NEW87254010932,856$4.1M0.61%
45PEPSICO INCPEP29,466$3.9M0.58%
46INVESCO EXCHANGE TRADED FD TIVZ88,251$3.7M0.56%
47CHEVRON CORP NEWCVX25,995$3.7M0.56%
48HONEYWELL INTL INC43851610615,959$3.7M0.56%
49ISHARES TR46435UAA9152,515$3.7M0.55%
50ISHARES TR46428772121,297$3.7M0.55%
51ISHARES TR46435U515142,994$3.6M0.54%
52RTX CORPORATIONRTX24,647$3.6M0.54%
53SALESFORCE INCCRM12,557$3.4M0.51%
54ISHARES TR46428746536,817$3.3M0.49%
55EXXON MOBIL CORPXOM28,712$3.1M0.46%
56NIKE INCNKE43,251$3.1M0.46%
57INVESCO EXCH TRD SLF IDX FDIVZ155,785$3.0M0.45%
58SPDR GOLD TRGLD9,587$2.9M0.44%
59INVESCO EXCH TRD SLF IDX FDIVZ140,180$2.9M0.43%
60ISHARES TR46428765513,280$2.9M0.43%
61DISNEY WALT CO25468710622,798$2.8M0.42%
62ENBRIDGE INCENNPF62,160$2.8M0.42%
63PACER FDS TR69374H70973,129$2.8M0.42%
64ISHARES TR4642872004,427$2.7M0.41%
65GLOBAL X FDS37954Y67361,828$2.7M0.40%
66UNION PAC CORPUNP11,408$2.6M0.39%
67ISHARES TR46428745730,412$2.5M0.38%
68UNITED PARCEL SERVICE INCUPS24,801$2.5M0.37%
69ISHARES TR46436E205106,500$2.5M0.37%
70SELECT SECTOR SPDR TR81369Y85222,136$2.4M0.36%
71TRUIST FINL CORP89832Q10954,338$2.3M0.35%
72SELECT SECTOR SPDR TR81369Y88628,523$2.3M0.35%
73VANGUARD INDEX FDS9229083634,074$2.3M0.35%
74INVESCO EXCH TRD SLF IDX FDIVZ111,710$2.3M0.35%
75SELECT SECTOR SPDR TR81369Y30826,801$2.2M0.32%
76ISHARES TR46434V10040,428$2.0M0.31%
77VANGUARD MUN BD FDS92290774640,483$2.0M0.30%
78WELLS FARGO CO NEW94974610124,635$2.0M0.30%
79SELECT SECTOR SPDR TR81369Y70413,239$2.0M0.29%
80ISHARES TR46428776234,475$1.9M0.29%
81VERIZON COMMUNICATIONS INCVZ44,315$1.9M0.29%
82INTERNATIONAL BUSINESS MACHSINTR6,457$1.9M0.28%
83ISHARES TR46428716814,289$1.9M0.28%
84SELECT SECTOR SPDR TR81369Y4078,404$1.8M0.27%
85SPDR SERIES TRUST78464A50834,526$1.8M0.27%
86ISHARES TR46436E72681,250$1.8M0.27%
87ISHARES TR46428775412,400$1.8M0.26%
88CAMBRIA ETF TR13206120126,832$1.7M0.26%
89AMERICAN EXPRESS COAXP5,462$1.7M0.26%
90ORACLE CORPORCL-PD7,909$1.7M0.26%
91BLACKROCK INCBLK1,626$1.7M0.26%
92ISHARES TR4642876144,015$1.7M0.25%
93BECTON DICKINSON & COBDX9,170$1.6M0.24%
94UBER TECHNOLOGIES INCUBER16,606$1.5M0.23%
95SELECT SECTOR SPDR TR81369Y50618,269$1.5M0.23%
96VANGUARD WORLD FD92204A7022,242$1.5M0.22%
97SOUTHSTATE CORPORATIONSSB15,600$1.4M0.21%
98VANGUARD WELLINGTON FD92193587013,723$1.4M0.21%
993M COMMM9,073$1.4M0.21%
100COSTCO WHSL CORP NEW22160K1051,393$1.4M0.21%
101COLGATE PALMOLIVE COCL14,368$1.3M0.20%
102ISHARES TR4642874086,220$1.2M0.18%
103VANGUARD TAX-MANAGED FDS92194385821,217$1.2M0.18%
104DOLLAR GEN CORP NEW25667710510,528$1.2M0.18%
105ISHARES TR46428724210,647$1.2M0.17%
106PFIZER INCPFE47,636$1.2M0.17%
107ISHARES TR46428841410,464$1.1M0.16%
108MEDTRONIC PLCMDT12,271$1.1M0.16%
109LOWES COS INC5486611074,653$1.0M0.15%
110ISHARES TR46428760611,073$1.0M0.15%
111FIFTH THIRD BANCORPFITBM23,884$982,3490.15%
112AUTOZONE INCAZO252$935,4820.14%
113CONOCOPHILLIPSCOP10,228$917,7880.14%
114VANGUARD INDEX FDS9229087692,977$904,7520.14%
115BONDBLOXX ETF TRUST09789C86117,480$867,5330.13%
116SPDR SERIES TRUST78464A4098,978$855,7790.13%
117ISHARES TR46428750713,266$822,7150.12%
118INVESCO EXCH TRD SLF IDX FDIVZ42,947$803,0910.12%
119SELECT SECTOR SPDR TR81369Y2095,929$799,1700.12%
120IQVIA HLDGS INCIQV4,947$779,5980.12%
121ISHARES TR4642873096,994$770,0110.12%
122VISA INCV2,098$744,8950.11%
123SPINNAKER ETF SERIES84858T77217,190$741,7490.11%
124SELECT SECTOR SPDR TR81369Y1008,431$740,3030.11%
125AT&T INCT-PC25,242$730,4750.11%
126TEXAS INSTRS INC8825081043,492$725,0100.11%
127CARRIER GLOBAL CORPORATIONCARR9,860$721,6540.11%
128SPDR SERIES TRUST78464A8549,462$687,7730.10%
129VANGUARD MALVERN FDS92202080512,420$624,3540.09%
130REINSURANCE GRP OF AMERICA I7593516042,833$561,8180.08%
131INVESCO EXCHANGE TRADED FD TIVZ9,775$554,5360.08%
132CROWN CASTLE INCCCI5,385$553,2020.08%
133GE AEROSPACE3696043012,060$530,0820.08%
134ISHARES TR46436E48623,400$492,3360.07%
135MERCK & CO INCMRK6,180$489,2090.07%
136SCHWAB STRATEGIC TR80852420119,841$484,9150.07%
137ISHARES TR4642871503,580$483,4440.07%
138GENERAL MLS INC3703341049,230$478,2070.07%
139PHILIP MORRIS INTL INC7181721092,454$446,9480.07%
140HENRY SCHEIN INCHSIC6,085$444,5100.07%
141CATERPILLAR INCCAT1,117$433,6310.06%
142NORFOLK SOUTHN CORP6558441081,675$428,7500.06%
143GOLDMAN SACHS GROUP INCGSCE571$404,1220.06%
144PROGRESSIVE CORP7433151031,469$392,0180.06%
145ISHARES TR4642894204,600$387,2740.06%
146TESLA INCTSLA1,194$379,1780.06%
147ROYAL BK CDA7800871022,825$371,6290.06%
148VANGUARD INTL EQUITY INDEX F9220427422,850$366,2820.05%
149ISHARES TR4642876481,273$363,9000.05%
150VANGUARD INDEX FDS9229087442,056$363,3780.05%
151US BANCORP DELUSB-PS8,008$362,3620.05%
152ISHARES TR4642888853,208$359,2340.05%
153ARISTA NETWORKS INCANET3,372$344,9900.05%
154ILLINOIS TOOL WKS INC4523081091,389$343,4310.05%
155VANGUARD INDEX FDS9229086521,725$332,4250.05%
156DEERE & CODE654$332,1790.05%
157BRISTOL-MYERS SQUIBB COCELG-RI7,150$330,9740.05%
158VANGUARD STAR FDS9219097684,585$316,7780.05%
159MARRIOTT INTL INC NEW5719032021,155$315,5580.05%
160ISHARES SILVER TRSLV9,552$313,4020.05%
161INVESCO QQQ TRIVZ569$313,3570.05%
162EMERSON ELEC COEMR2,274$303,1930.05%
163SCHWAB STRATEGIC TR80852480513,388$295,8750.04%
164BOOKING HOLDINGS INCBKNG50$289,4620.04%
165LULULEMON ATHLETICA INCLULU1,208$286,9970.04%
166PHILLIPS 66PSX2,391$285,2470.04%
167ISHARES TR46434V7384,146$274,4660.04%
168GE VERNOVA INCGEV513$271,4540.04%
169VANGUARD WORLD FD92204A4052,130$271,1490.04%
170VANGUARD WORLD FD92204A2071,226$268,4940.04%
171KINDER MORGAN INC DELEP-PC9,068$266,6000.04%
172INVESCO EXCHANGE TRADED FD TIVZ6,535$266,4980.04%
173OTIS WORLDWIDE CORPOTIS2,668$264,1860.04%
174VANGUARD WORLD FD92204A8761,450$255,9400.04%
175ISHARES TR4642871192,600$251,9400.04%
176ISHARES TR46436E86610,715$250,2890.04%
177VANGUARD WORLD FD92204A3062,100$250,1520.04%
178ALTRIA GROUP INCMO4,134$242,3400.04%
179ISHARES TR4642886877,885$241,9120.04%
180ISHARES TR4642876301,516$239,0460.04%
181NOVO-NORDISK A SNONOF3,255$224,6610.03%
182SCHLUMBERGER LTDSLB6,351$214,6640.03%
183WISDOMTREE TRWT4,210$214,5420.03%
184YUM BRANDS INCYUM1,400$207,4520.03%
185DANAHER CORPORATION2358511021,036$204,5700.03%
186DUPONT DE NEMOURS INCDD2,919$200,1780.03%
187P10 INC69376K10616,933$173,0560.03%
188MANNKIND CORPMNKD10,627$39,7430.01%