Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | SCHW | SCHWAB CHARLES CORP | Financial Services | 1 | $100.0 | — | SOLD |
| 502 | IONQ | IONQ INC | Technology | 2 | $90.0 | — | SOLD |
| 503 | RNG | RINGCENTRAL INC | Technology | 3 | $87.0 | — | SOLD |
| 504 | BEP | BROOKFIELD RENEWABLE PARTNER | Utilities | 3 | $81.0 | — | SOLD |
| 505 | — | WW INTL INC | — | 2 | $59.0 | — | SOLD |
| 506 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 3 | $54.0 | — | SOLD |
| 507 | UNIT | UNITI GROUP LLC | Real Estate | 7 | $50.0 | — | SOLD |
| 508 | NIO | NIO INC | Consumer Cyclical | 9 | $46.0 | — | SOLD |
| 509 | FLNA | CASSAVA SCIENCES INC | Healthcare | 17 | $34.0 | — | SOLD |
| 510 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 5 | $31.0 | — | SOLD |
| 511 | — | DATAVAULT AI INC | — | 20 | $14.0 | — | SOLD |
| 512 | MSOS | ADVISORSHARES TR | — | 2 | $5.0 | — | SOLD |
| 513 | HCWC | HEALTHY CHOICE WELLNESS CORP | Consumer Defensive | 1 | $1.0 | — | 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%