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Portfolio (Quarterly) Guide ↗

Laurel Wealth Advisors LLC

· CIK 0001757128
13F Portfolio $1.0B AUM 193 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 84 Added 44 Reduced 513 Exited
Page 17 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 BBAX J P MORGAN EXCHANGE TRADED F 119 $7K 0.00% SOLD
322 BBCA J P MORGAN EXCHANGE TRADED F 72 $7K 0.00% SOLD
323 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 115 $7K 0.00% SOLD
324 SCCO SOUTHERN COPPER CORP Basic Materials 46 $7K 0.00% SOLD
325 BIDU BAIDU INC Communication Services 50 $7K 0.00% SOLD
326 RIGL RIGEL PHARMACEUTICALS INC Healthcare 150 $6K 0.00% SOLD
327 KBWB INVESCO EXCH TRADED FD TR II 75 $6K 0.00% SOLD
328 CHEF CHEFS WHSE INC Consumer Defensive 100 $6K 0.00% SOLD
329 PJT PJT PARTNERS INC Financial Services 37 $6K 0.00% SOLD
330 SIX FLAGS ENTERTAINMENT CORP 400 $6K 0.00% SOLD
331 AAL AMERICAN AIRLS GROUP INC Industrials 398 $6K 0.00% SOLD
332 BUG GLOBAL X FDS 200 $6K 0.00% SOLD
333 ALV AUTOLIV INC Consumer Cyclical 50 $6K 0.00% SOLD
334 PLUG PLUG POWER INC Industrials 3,000 $6K 0.00% SOLD
335 VTWG VANGUARD SCOTTSDALE FDS 25 $6K 0.00% SOLD
336 EW EDWARDS LIFESCIENCES CORP Healthcare 69 $6K 0.00% SOLD
337 LAZ LAZARD INC Financial Services 120 $6K 0.00% SOLD
338 TECK TECK RESOURCES LTD Basic Materials 120 $6K 0.00% SOLD
339 EATON VANCE TAX-MANAGED BUY- 400 $6K 0.00% SOLD
340 RIO RIO TINTO PLC Basic Materials 70 $6K 0.00% SOLD
Page 17 of 26  ·  513 positions
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%