Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 30 | $6K | 0.00% | SOLD |
| 342 | SAR | SARATOGA INVT CORP | Financial Services | 241 | $6K | 0.00% | SOLD |
| 343 | EFV | ISHARES TR | — | 77 | $5K | 0.00% | SOLD |
| 344 | DOV | DOVER CORP | Industrials | 28 | $5K | 0.00% | SOLD |
| 345 | BHP | BHP GROUP LTD | Basic Materials | 88 | $5K | 0.00% | SOLD |
| 346 | IOO | ISHARES TR | — | 42 | $5K | 0.00% | SOLD |
| 347 | HAS | HASBRO INC | Consumer Cyclical | 64 | $5K | 0.00% | SOLD |
| 348 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 264 | $5K | 0.00% | SOLD |
| 349 | XME | SPDR SERIES TRUST | — | 50 | $5K | 0.00% | SOLD |
| 350 | DDOG | DATADOG INC | Technology | 37 | $5K | 0.00% | SOLD |
| 351 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 26 | $5K | 0.00% | SOLD |
| 352 | VWO | VANGUARD INTL EQUITY INDEX F | — | 93 | $5K | 0.00% | SOLD |
| 353 | VOOG | VANGUARD ADMIRAL FDS INC | — | 12 | $5K | 0.00% | SOLD |
| 354 | AMR | ALPHA METALLURGICAL RESOUR I | Energy | 24 | $5K | 0.00% | SOLD |
| 355 | STCE | SCHWAB STRATEGIC TR | — | 79 | $5K | 0.00% | SOLD |
| 356 | IYY | ISHARES TR | — | 28 | $5K | 0.00% | SOLD |
| 357 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 230 | $5K | 0.00% | SOLD |
| 358 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 15 | $5K | 0.00% | SOLD |
| 359 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 10 | $5K | 0.00% | SOLD |
| 360 | ILCB | ISHARES TR | — | 48 | $5K | 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%