Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | — | 803 | $154K | 0.02% | SOLD |
| 22 | BND | VANGUARD BD INDEX FDS | — | 1,997 | $148K | 0.02% | SOLD |
| 23 | FLOT | ISHARES TR | — | 2,908 | $148K | 0.02% | SOLD |
| 24 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 245 | $148K | 0.02% | SOLD |
| 25 | SYY | SYSCO CORP | Consumer Defensive | 2,000 | $147K | 0.02% | SOLD |
| 26 | VYMI | VANGUARD WHITEHALL FDS | — | 1,625 | $146K | 0.02% | SOLD |
| 27 | SBUX | STARBUCKS CORP | Consumer Cyclical | 1,713 | $144K | 0.02% | SOLD |
| 28 | QCOM | QUALCOMM INC | Technology | 841 | $144K | 0.02% | SOLD |
| 29 | IJT | ISHARES TR | — | 1,008 | $142K | 0.02% | SOLD |
| 30 | — | ISHARES TR | — | 6,200 | $142K | 0.02% | SOLD |
| 31 | MCK | MCKESSON CORP | Healthcare | 170 | $139K | 0.02% | SOLD |
| 32 | IJS | ISHARES TR | — | 1,185 | $135K | 0.02% | SOLD |
| 33 | NVS | NOVARTIS AG | Healthcare | 974 | $134K | 0.02% | SOLD |
| 34 | WDFC | WD 40 CO | Basic Materials | 675 | $133K | 0.02% | SOLD |
| 35 | VO | VANGUARD INDEX FDS | — | 456 | $132K | 0.02% | SOLD |
| 36 | EXEL | EXELIXIS INC | Healthcare | 3,000 | $131K | 0.02% | SOLD |
| 37 | WMB | WILLIAMS COS INC | Energy | 2,178 | $131K | 0.02% | SOLD |
| 38 | ICLN | ISHARES TR | — | 7,960 | $131K | 0.02% | SOLD |
| 39 | ALL | ALLSTATE CORP | Financial Services | 616 | $128K | 0.02% | SOLD |
| 40 | IGE | ISHARES TR | — | 2,547 | $128K | 0.02% | 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%