Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 381 | OGN | ORGANON & CO | Healthcare | 510 | $4K | — | SOLD |
| 382 | ONEQ | FIDELITY COMWLTH TR | — | 40 | $4K | — | SOLD |
| 383 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 17 | $4K | — | SOLD |
| 384 | ALB | ALBEMARLE CORP | Basic Materials | 25 | $4K | — | SOLD |
| 385 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 6 | $3K | — | SOLD |
| 386 | CNYA | ISHARES TR | — | 100 | $3K | — | SOLD |
| 387 | EPOL | ISHARES TR | — | 97 | $3K | — | SOLD |
| 388 | — | ISHARES TR | — | 75 | $3K | — | SOLD |
| 389 | — | PIPER SANDLER COMPANIES | — | 10 | $3K | — | SOLD |
| 390 | CCL | CARNIVAL CORP | Consumer Cyclical | 110 | $3K | — | SOLD |
| 391 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 13 | $3K | — | SOLD |
| 392 | CMBS | ISHARES TR | — | 66 | $3K | — | SOLD |
| 393 | XSD | SPDR SERIES TRUST | — | 10 | $3K | — | SOLD |
| 394 | — | ICICI BANK LIMITED | — | 102 | $3K | — | SOLD |
| 395 | UAA | UNDER ARMOUR INC | Consumer Cyclical | 600 | $3K | — | SOLD |
| 396 | PYPL | PAYPAL HLDGS INC | Financial Services | 50 | $3K | — | SOLD |
| 397 | UA | UNDER ARMOUR INC | Consumer Cyclical | 604 | $3K | — | SOLD |
| 398 | PGJ | INVESCO EXCHANGE TRADED FD T | — | 100 | $3K | — | SOLD |
| 399 | IUSV | ISHARES TR | — | 28 | $3K | — | SOLD |
| 400 | ENSG | ENSIGN GROUP INC | Healthcare | 16 | $3K | — | 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%