Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | FXH | FIRST TR EXCHANGE TRADED FD | — | 130 | $15K | 0.00% | SOLD |
| 262 | WDC | WESTERN DIGITAL CORP | Technology | 85 | $15K | 0.00% | SOLD |
| 263 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 441 | $15K | 0.00% | SOLD |
| 264 | COF | CAPITAL ONE FINL CORP | Financial Services | 60 | $15K | 0.00% | SOLD |
| 265 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 218 | $14K | 0.00% | SOLD |
| 266 | MSI | MOTOROLA SOLUTIONS INC | Technology | 37 | $14K | 0.00% | SOLD |
| 267 | OKTA | OKTA INC | Technology | 160 | $14K | 0.00% | SOLD |
| 268 | SPGI | S&P GLOBAL INC | Financial Services | 26 | $14K | 0.00% | SOLD |
| 269 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 168 | $13K | 0.00% | SOLD |
| 270 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 61 | $13K | 0.00% | SOLD |
| 271 | PHM | PULTE GROUP INC | Consumer Cyclical | 111 | $13K | 0.00% | SOLD |
| 272 | GD | GENERAL DYNAMICS CORP | Industrials | 38 | $13K | 0.00% | SOLD |
| 273 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 96 | $12K | 0.00% | SOLD |
| 274 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 45 | $12K | 0.00% | SOLD |
| 275 | KBA | KRANESHARES TRUST | — | 400 | $12K | 0.00% | SOLD |
| 276 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 136 | $12K | 0.00% | SOLD |
| 277 | DOW | DOW INC | Basic Materials | 520 | $12K | 0.00% | SOLD |
| 278 | FSLR | FIRST SOLAR INC | Energy | 46 | $12K | 0.00% | SOLD |
| 279 | XSW | SPDR SERIES TRUST | — | 64 | $12K | 0.00% | SOLD |
| 280 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 63 | $12K | 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%