Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 342 | $35K | 0.01% | SOLD |
| 182 | — | ASTRAZENECA PLC | — | 375 | $34K | 0.01% | SOLD |
| 183 | SKT | TANGER INC | Real Estate | 1,029 | $34K | 0.01% | SOLD |
| 184 | — | AMRIZE LTD | — | 634 | $34K | 0.01% | SOLD |
| 185 | VNQ | VANGUARD INDEX FDS | — | 386 | $34K | 0.01% | SOLD |
| 186 | APH | AMPHENOL CORP NEW | Technology | 252 | $34K | 0.01% | SOLD |
| 187 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 648 | $34K | 0.00% | SOLD |
| 188 | DKS | DICKS SPORTING GOODS INC | Consumer Cyclical | 172 | $34K | 0.00% | SOLD |
| 189 | PWR | QUANTA SVCS INC | Industrials | 80 | $34K | 0.00% | SOLD |
| 190 | URI | UNITED RENTALS INC | Industrials | 40 | $32K | 0.00% | SOLD |
| 191 | APP | APPLOVIN CORP | Technology | 48 | $32K | 0.00% | SOLD |
| 192 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 55 | $31K | 0.00% | SOLD |
| 193 | TFII | TFI INTL INC | Industrials | 300 | $31K | 0.00% | SOLD |
| 194 | CB | CHUBB LIMITED | Financial Services | 99 | $31K | 0.00% | SOLD |
| 195 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 1,300 | $31K | 0.00% | SOLD |
| 196 | B | BARRICK MNG CORP | Basic Materials | 700 | $30K | 0.00% | SOLD |
| 197 | SLYG | SPDR SERIES TRUST | — | 323 | $30K | 0.00% | SOLD |
| 198 | IWP | ISHARES TR | — | 222 | $30K | 0.00% | SOLD |
| 199 | FDUS | FIDUS INVT CORP | Financial Services | 1,572 | $30K | 0.00% | SOLD |
| 200 | — | ISHARES TR | — | 1,350 | $30K | 0.00% | SOLD |
Sector Allocation
Technology
23.7%
Consumer Cyclical
19.4%
Financial Services
15.1%
Communication Services
11.6%
Healthcare
9.5%
Consumer Defensive
7.9%
Utilities
5.1%
Industrials
4.6%
Energy
3.0%
Real Estate
0.1%