Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,850 | $402K | 0.05% | SOLD |
| 2 | VXUS | VANGUARD STAR FDS | — | 3,836 | $289K | 0.04% | SOLD |
| 3 | VFH | VANGUARD WORLD FD | — | 2,043 | $273K | 0.04% | SOLD |
| 4 | VPU | VANGUARD WORLD FD | — | 1,450 | $268K | 0.04% | SOLD |
| 5 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 50 | $268K | 0.04% | SOLD |
| 6 | VDC | VANGUARD WORLD FD | — | 1,191 | $252K | 0.03% | SOLD |
| 7 | DHR | DANAHER CORPORATION | Healthcare | 1,024 | $234K | 0.03% | SOLD |
| 8 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,630 | $230K | 0.03% | SOLD |
| 9 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 646 | $213K | 0.03% | SOLD |
| 10 | VMC | VULCAN MATLS CO | Basic Materials | 678 | $193K | 0.03% | SOLD |
| 11 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,531 | $188K | 0.03% | SOLD |
| 12 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,133 | $183K | 0.02% | SOLD |
| 13 | — | LEIDOS HOLDINGS INC | — | 1,000 | $180K | 0.02% | SOLD |
| 14 | SNA | SNAP ON INC | Industrials | 520 | $179K | 0.02% | SOLD |
| 15 | IJJ | ISHARES TR | — | 1,354 | $178K | 0.02% | SOLD |
| 16 | VIS | VANGUARD WORLD FD | — | 576 | $172K | 0.02% | SOLD |
| 17 | VYM | VANGUARD WHITEHALL FDS | — | 1,176 | $169K | 0.02% | SOLD |
| 18 | NVO | NOVO-NORDISK A S | Healthcare | 3,233 | $164K | 0.02% | SOLD |
| 19 | GLDM | WORLD GOLD TR | Financial Services | 1,893 | $162K | 0.02% | SOLD |
| 20 | SHEL | SHELL PLC | Energy | 2,165 | $159K | 0.02% | 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%