Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | CFG | CITIZENS FINL GROUP INC | Financial Services | 200 | $12K | 0.00% | SOLD |
| 282 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 430 | $12K | 0.00% | SOLD |
| 283 | VBR | VANGUARD INDEX FDS | — | 55 | $12K | 0.00% | SOLD |
| 284 | CME | CME GROUP INC | Financial Services | 42 | $11K | 0.00% | SOLD |
| 285 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 240 | $11K | 0.00% | SOLD |
| 286 | PH | PARKER-HANNIFIN CORP | Industrials | 13 | $11K | 0.00% | SOLD |
| 287 | UAL | UNITED AIRLS HLDGS INC | Industrials | 100 | $11K | 0.00% | SOLD |
| 288 | EXC | EXELON CORP | Utilities | 250 | $11K | 0.00% | SOLD |
| 289 | AGG | ISHARES TR | — | 107 | $11K | 0.00% | SOLD |
| 290 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 170 | $11K | 0.00% | SOLD |
| 291 | IAU | ISHARES GOLD TR | Financial Services | 125 | $10K | 0.00% | SOLD |
| 292 | SPPP | SPROTT ASSET MANAGEMENT LP | Financial Services | 600 | $10K | 0.00% | SOLD |
| 293 | VBK | VANGUARD INDEX FDS | — | 33 | $10K | 0.00% | SOLD |
| 294 | — | EVEREST GROUP LTD | — | 29 | $10K | 0.00% | SOLD |
| 295 | ARM | ARM HOLDINGS PLC | Technology | 90 | $10K | 0.00% | SOLD |
| 296 | EVSB | MORGAN STANLEY ETF TRUST | — | 193 | $10K | 0.00% | SOLD |
| 297 | SJM | SMUCKER J M CO | Consumer Defensive | 100 | $10K | 0.00% | SOLD |
| 298 | NXPI | NXP SEMICONDUCTORS N V | Technology | 45 | $10K | 0.00% | SOLD |
| 299 | HLN | HALEON PLC | Healthcare | 956 | $10K | 0.00% | SOLD |
| 300 | KVUE | KENVUE INC | Consumer Defensive | 554 | $10K | 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%