Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | ALLY | ALLY FINL INC | Financial Services | 100 | $5K | 0.00% | SOLD |
| 362 | ETHA | ISHARES ETHEREUM TR | Financial Services | 200 | $4K | 0.00% | SOLD |
| 363 | HL | HECLA MNG CO | Basic Materials | 232 | $4K | 0.00% | SOLD |
| 364 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 65 | $4K | 0.00% | SOLD |
| 365 | KD | KYNDRYL HLDGS INC | Technology | 164 | $4K | 0.00% | SOLD |
| 366 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 9 | $4K | 0.00% | SOLD |
| 367 | VOE | VANGUARD INDEX FDS | — | 24 | $4K | 0.00% | SOLD |
| 368 | EPAC | ENERPAC TOOL GROUP CORP | Industrials | 109 | $4K | 0.00% | SOLD |
| 369 | BWXT | BWX TECHNOLOGIES INC | Industrials | 24 | $4K | 0.00% | SOLD |
| 370 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 150 | $4K | 0.00% | SOLD |
| 371 | — | RALLIANT CORP | — | 79 | $4K | 0.00% | SOLD |
| 372 | NFG | NATIONAL FUEL GAS CO | Energy | 50 | $4K | 0.00% | SOLD |
| 373 | KDEF | EXCHANGE LISTED FDS TR | — | 91 | $4K | 0.00% | SOLD |
| 374 | VNT | VONTIER CORPORATION | Technology | 105 | $4K | 0.00% | SOLD |
| 375 | KXI | ISHARES TR | — | 60 | $4K | 0.00% | SOLD |
| 376 | CF | CF INDS HLDGS INC | Basic Materials | 50 | $4K | 0.00% | SOLD |
| 377 | FXI | ISHARES TR | — | 100 | $4K | 0.00% | SOLD |
| 378 | TTD | THE TRADE DESK INC | Technology | 100 | $4K | 0.00% | SOLD |
| 379 | CAVA | CAVA GROUP INC | Consumer Cyclical | 63 | $4K | — | SOLD |
| 380 | RACE | FERRARI N V | Consumer Cyclical | 10 | $4K | — | 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%