Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | NEM | NEWMONT CORP | Basic Materials | 300 | $30K | 0.00% | SOLD |
| 202 | CEG | CONSTELLATION ENERGY CORP | Utilities | 83 | $29K | 0.00% | SOLD |
| 203 | TIP | ISHARES TR | — | 259 | $28K | 0.00% | SOLD |
| 204 | HDV | ISHARES TR | — | 234 | $28K | 0.00% | SOLD |
| 205 | HSY | HERSHEY CO | Consumer Defensive | 150 | $27K | 0.00% | SOLD |
| 206 | SCHV | SCHWAB STRATEGIC TR | — | 915 | $27K | 0.00% | SOLD |
| 207 | ACN | ACCENTURE PLC IRELAND | Technology | 100 | $27K | 0.00% | SOLD |
| 208 | IEX | IDEX CORP | Industrials | 150 | $27K | 0.00% | SOLD |
| 209 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 1,666 | $26K | 0.00% | SOLD |
| 210 | SCM | STELLUS CAP INVT CORP | Financial Services | 2,083 | $26K | 0.00% | SOLD |
| 211 | ILMN | ILLUMINA INC | Healthcare | 200 | $26K | 0.00% | SOLD |
| 212 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 13 | $26K | 0.00% | SOLD |
| 213 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 317 | $26K | 0.00% | SOLD |
| 214 | FANG | DIAMONDBACK ENERGY INC | Energy | 172 | $26K | 0.00% | SOLD |
| 215 | MRVL | MARVELL TECHNOLOGY INC | Technology | 300 | $25K | 0.00% | SOLD |
| 216 | WPC | WP CAREY INC | Real Estate | 396 | $25K | 0.00% | SOLD |
| 217 | ASTS | AST SPACEMOBILE INC | Technology | 350 | $25K | 0.00% | SOLD |
| 218 | NEE | NEXTERA ENERGY INC | Utilities | 315 | $25K | 0.00% | SOLD |
| 219 | UNM | UNUM GROUP | Financial Services | 325 | $25K | 0.00% | SOLD |
| 220 | DTE | DTE ENERGY CO | Utilities | 195 | $25K | 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%