Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | XMLV | INVESCO EXCH TRADED FD TR II | — | 638 | $40K | 0.01% | SOLD |
| 162 | F | FORD MTR CO | Consumer Cyclical | 3,025 | $40K | 0.01% | SOLD |
| 163 | QDEF | FLEXSHARES TR | — | 477 | $39K | 0.01% | SOLD |
| 164 | LNC | LINCOLN NATL CORP IND | Financial Services | 852 | $38K | 0.01% | SOLD |
| 165 | EOG | EOG RES INC | Energy | 360 | $38K | 0.01% | SOLD |
| 166 | FRPT | FRESHPET INC | Consumer Defensive | 614 | $37K | 0.01% | SOLD |
| 167 | WSO | WATSCO INC | Industrials | 111 | $37K | 0.01% | SOLD |
| 168 | FLO | FLOWERS FOODS INC | Consumer Defensive | 3,425 | $37K | 0.01% | SOLD |
| 169 | GSK | GSK PLC | Healthcare | 757 | $37K | 0.01% | SOLD |
| 170 | ARCC | ARES CAPITAL CORP | Financial Services | 1,835 | $37K | 0.01% | SOLD |
| 171 | CMCSA | COMCAST CORP NEW | Communication Services | 1,238 | $37K | 0.01% | SOLD |
| 172 | RSPC | INVESCO EXCHANGE TRADED FD T | — | 925 | $37K | 0.01% | SOLD |
| 173 | SOLV | SOLVENTUM CORP | Healthcare | 464 | $37K | 0.01% | SOLD |
| 174 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 930 | $37K | 0.01% | SOLD |
| 175 | HWM | HOWMET AEROSPACE INC | Industrials | 177 | $36K | 0.01% | SOLD |
| 176 | LIN | LINDE PLC | Basic Materials | 85 | $36K | 0.01% | SOLD |
| 177 | HACK | AMPLIFY ETF TR | — | 450 | $36K | 0.01% | SOLD |
| 178 | AUSF | GLOBAL X FDS | — | 771 | $36K | 0.01% | SOLD |
| 179 | IWS | ISHARES TR | — | 248 | $35K | 0.01% | SOLD |
| 180 | VB | VANGUARD INDEX FDS | — | 135 | $35K | 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%