Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | VTRS | VIATRIS INC | Healthcare | 149 | $2K | — | SOLD |
| 422 | PANW | PALO ALTO NETWORKS INC | Technology | 10 | $2K | — | SOLD |
| 423 | OKLO | OKLO INC | Utilities | 25 | $2K | — | SOLD |
| 424 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 6 | $2K | — | SOLD |
| 425 | BE | BLOOM ENERGY CORP | Industrials | 20 | $2K | — | SOLD |
| 426 | REZI | RESIDEO TECHNOLOGIES INC | Industrials | 47 | $2K | — | SOLD |
| 427 | VOOV | VANGUARD ADMIRAL FDS INC | — | 8 | $2K | — | SOLD |
| 428 | CRAI | CRA INTL INC | Industrials | 8 | $2K | — | SOLD |
| 429 | IGV | ISHARES TR | — | 15 | $2K | — | SOLD |
| 430 | TDC | TERADATA CORP DEL | Technology | 50 | $2K | — | SOLD |
| 431 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 14 | $1K | — | SOLD |
| 432 | LMAT | LEMAITRE VASCULAR INC | Healthcare | 18 | $1K | — | SOLD |
| 433 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 5 | $1K | — | SOLD |
| 434 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 15 | $1K | — | SOLD |
| 435 | AI | C3 AI INC | Technology | 100 | $1K | — | SOLD |
| 436 | HLNE | HAMILTON LANE INC | Financial Services | 10 | $1K | — | SOLD |
| 437 | ROST | ROSS STORES INC | Consumer Cyclical | 7 | $1K | — | SOLD |
| 438 | DELL | DELL TECHNOLOGIES INC | Technology | 11 | $1K | — | SOLD |
| 439 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 5 | $1K | — | SOLD |
| 440 | BLV | VANGUARD BD INDEX FDS | — | 18 | $1K | — | 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%