Laurel Wealth Advisors Llc Portfolio Shifts in Q2 2026

Laurel Wealth Advisors Llc's portfolio saw both buying and selling activity this quarter. The firm managed its positions across various sectors, reflecting strategic adjustments in their investment approach.

Prominent Purchases Observed

In Q2 2026, Laurel Wealth Advisors demonstrated significant buying interest in several holdings. Notably, the firm increased exposure to NEXTERA ENERGY INC (NEE), a utility sector ETF focused on renewable energy infrastructure.

Another substantial addition was made to GLOBAL X FDS (DTCR). This exchange-traded fund represents an investment in the future of technology, and Laurel's stake grew considerably during this period.

Additionally, the firm boosted positions in two prominent companies: KLAC (Broadcom Corp), a leader in semiconductor solutions, and BKNG (Booking Holdings Inc), the global online travel services company.

Changes to Existing Positions

Beyond these major additions, Laurel Wealth Advisors also modified several other holdings during Q2 2026:

• The firm increased its position in BSCU (Invesco Exchange Traded Fund) by a notable percentage, driven by strong inflows.
• Tech ETFs: Holdings like ISHARES TR (TFLO), IBDW (Global X Robotics & AI ETF), and IBDV (Global X Aerospace ETF) all saw significant share increases.
• Healthcare: The position in BSCS (Invesco Exchange Traded Fund), categorized under healthcare, also increased substantially.
• The firm added shares to the consumer cyclical holding AMZN (Amazon.com Inc).

These changes suggest a continued focus on growth areas within technology and related sectors, alongside selective additions to other established or emerging industries.

No Major Sells Disclosed

In contrast to the buying activity, Laurel Wealth Advisors did not disclose any large-scale selling during this quarter. The portfolio's overall allocation remained relatively stable for many positions that were maintained.