Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | GM | GENERAL MTRS CO | Consumer Cyclical | 310 | $25K | 0.00% | SOLD |
| 222 | RSG | REPUBLIC SVCS INC | Industrials | 118 | $25K | 0.00% | SOLD |
| 223 | VLTO | VERALTO CORP | Industrials | 250 | $25K | 0.00% | SOLD |
| 224 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 175 | $24K | 0.00% | SOLD |
| 225 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 89 | $24K | 0.00% | SOLD |
| 226 | PRK | PARK NATL CORP | Financial Services | 154 | $23K | 0.00% | SOLD |
| 227 | VIGI | VANGUARD WHITEHALL FDS | — | 250 | $23K | 0.00% | SOLD |
| 228 | ACWX | ISHARES TR | — | 340 | $23K | 0.00% | SOLD |
| 229 | ALC | ALCON AG | Healthcare | 282 | $22K | 0.00% | SOLD |
| 230 | IYM | ISHARES TR | — | 140 | $22K | 0.00% | SOLD |
| 231 | GPN | GLOBAL PMTS INC | Industrials | 277 | $21K | 0.00% | SOLD |
| 232 | PAYC | PAYCOM SOFTWARE INC | Technology | 129 | $21K | 0.00% | SOLD |
| 233 | RXI | ISHARES TR | — | 100 | $21K | 0.00% | SOLD |
| 234 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 255 | $20K | 0.00% | SOLD |
| 235 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 220 | $20K | 0.00% | SOLD |
| 236 | UFOX | ETF SER SOLUTIONS | — | 308 | $20K | 0.00% | SOLD |
| 237 | MBB | ISHARES TR | — | 200 | $19K | 0.00% | SOLD |
| 238 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 54 | $19K | 0.00% | SOLD |
| 239 | TGT | TARGET CORP | Consumer Defensive | 193 | $19K | 0.00% | SOLD |
| 240 | ROP | ROPER TECHNOLOGIES INC | Industrials | 42 | $19K | 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%