Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 569 | $18K | 0.00% | SOLD |
| 242 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 325 | $18K | 0.00% | SOLD |
| 243 | SMH | VANECK ETF TRUST | — | 49 | $18K | 0.00% | SOLD |
| 244 | FTV | FORTIVE CORP | Technology | 309 | $17K | 0.00% | SOLD |
| 245 | XEL | XCEL ENERGY INC | Utilities | 230 | $17K | 0.00% | SOLD |
| 246 | SPDW | SPDR INDEX SHS FDS | — | 382 | $17K | 0.00% | SOLD |
| 247 | EEM | ISHARES TR | — | 300 | $16K | 0.00% | SOLD |
| 248 | CVS | CVS HEALTH CORP | Healthcare | 205 | $16K | 0.00% | SOLD |
| 249 | EFAV | ISHARES TR | — | 188 | $16K | 0.00% | SOLD |
| 250 | SLDP | SOLID POWER INC | Industrials | 3,801 | $16K | 0.00% | SOLD |
| 251 | — | BROWN FORMAN CORP | — | 617 | $16K | 0.00% | SOLD |
| 252 | PPG | PPG INDS INC | Basic Materials | 156 | $16K | 0.00% | SOLD |
| 253 | CI | THE CIGNA GROUP | Healthcare | 58 | $16K | 0.00% | SOLD |
| 254 | JCI | JOHNSON CTLS INTL PLC | Industrials | 133 | $16K | 0.00% | SOLD |
| 255 | ONOF | GLOBAL X FDS | — | 411 | $15K | 0.00% | SOLD |
| 256 | — | TOTALENERGIES SE | — | 236 | $15K | 0.00% | SOLD |
| 257 | AIEQ | AMPLIFY ETF TR | — | 335 | $15K | 0.00% | SOLD |
| 258 | KRC | KILROY RLTY CORP | Real Estate | 400 | $15K | 0.00% | SOLD |
| 259 | LEA | LEAR CORP | Consumer Cyclical | 130 | $15K | 0.00% | SOLD |
| 260 | IDXX | IDEXX LABS INC | Healthcare | 22 | $15K | 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%