Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 338 | $71K | 0.01% | SOLD |
| 102 | VAW | VANGUARD WORLD FD | — | 339 | $70K | 0.01% | SOLD |
| 103 | HYG | ISHARES TR | — | 869 | $70K | 0.01% | SOLD |
| 104 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 389 | $69K | 0.01% | SOLD |
| 105 | CTAS | CINTAS CORP | Industrials | 360 | $68K | 0.01% | SOLD |
| 106 | RGLD | ROYAL GOLD INC | Basic Materials | 300 | $67K | 0.01% | SOLD |
| 107 | BSV | VANGUARD BD INDEX FDS | — | 831 | $65K | 0.01% | SOLD |
| 108 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 563 | $65K | 0.01% | SOLD |
| 109 | IWV | ISHARES TR | — | 165 | $64K | 0.01% | SOLD |
| 110 | IEMG | ISHARES INC | — | 942 | $63K | 0.01% | SOLD |
| 111 | C | CITIGROUP INC | Financial Services | 539 | $63K | 0.01% | SOLD |
| 112 | FNV | FRANCO NEV CORP | Basic Materials | 300 | $62K | 0.01% | SOLD |
| 113 | — | ENTERGY CORP NEW | — | 670 | $62K | 0.01% | SOLD |
| 114 | BA | BOEING CO | Industrials | 281 | $61K | 0.01% | SOLD |
| 115 | DYNF | BLACKROCK ETF TRUST | — | 1,000 | $61K | 0.01% | SOLD |
| 116 | RJF | RAYMOND JAMES FINL INC | Financial Services | 364 | $58K | 0.01% | SOLD |
| 117 | VGSH | VANGUARD SCOTTSDALE FDS | — | 990 | $58K | 0.01% | SOLD |
| 118 | USMV | ISHARES TR | — | 615 | $58K | 0.01% | SOLD |
| 119 | ISCV | ISHARES TR | — | 840 | $58K | 0.01% | SOLD |
| 120 | MS | MORGAN STANLEY | Financial Services | 323 | $57K | 0.01% | 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%