Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | SDY | SPDR SERIES TRUST | — | 67 | $9K | 0.00% | SOLD |
| 302 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 323 | $9K | 0.00% | SOLD |
| 303 | ESPR | ESPERION THERAPEUTICS INC NE | Healthcare | 2,500 | $9K | 0.00% | SOLD |
| 304 | VGK | VANGUARD INTL EQUITY INDEX F | — | 108 | $9K | 0.00% | SOLD |
| 305 | PDM | PIEDMONT REALTY TRUST INC | Real Estate | 1,068 | $9K | 0.00% | SOLD |
| 306 | APD | AIR PRODS & CHEMS INC | Basic Materials | 36 | $9K | 0.00% | SOLD |
| 307 | FBNC | FIRST BANCORP N C | Financial Services | 175 | $9K | 0.00% | SOLD |
| 308 | TXT | TEXTRON INC | Industrials | 100 | $9K | 0.00% | SOLD |
| 309 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 48 | $8K | 0.00% | SOLD |
| 310 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 58 | $8K | 0.00% | SOLD |
| 311 | — | THOMSON REUTERS CORP | — | 62 | $8K | 0.00% | SOLD |
| 312 | AMTM | AMENTUM HOLDINGS INC | Industrials | 275 | $8K | 0.00% | SOLD |
| 313 | TEL | TE CONNECTIVITY PLC | Technology | 35 | $8K | 0.00% | SOLD |
| 314 | AUR | AURORA INNOVATION INC | Technology | 2,000 | $8K | 0.00% | SOLD |
| 315 | NDAQ | NASDAQ INC | Financial Services | 76 | $7K | 0.00% | SOLD |
| 316 | GILD | GILEAD SCIENCES INC | Healthcare | 60 | $7K | 0.00% | SOLD |
| 317 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 50 | $7K | 0.00% | SOLD |
| 318 | CRK | COMSTOCK RES INC | Energy | 316 | $7K | 0.00% | SOLD |
| 319 | BIPC | BROOKFIELD INFRASTRUCTURE CO | Utilities | 150 | $7K | 0.00% | SOLD |
| 320 | JOBY | JOBY AVIATION INC | Industrials | 509 | $7K | 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%