Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | SCHG | SCHWAB STRATEGIC TR | — | 3,904 | $127K | 0.02% | SOLD |
| 42 | MDB | MONGODB INC | Technology | 303 | $127K | 0.02% | SOLD |
| 43 | DGRW | WISDOMTREE TR | — | 1,418 | $127K | 0.02% | SOLD |
| 44 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 911 | $126K | 0.02% | SOLD |
| 45 | KLAC | KLA CORP | Technology | 100 | $122K | 0.02% | SOLD |
| 46 | ECL | ECOLAB INC | Basic Materials | 461 | $121K | 0.02% | SOLD |
| 47 | BX | BLACKSTONE INC | Financial Services | 775 | $119K | 0.02% | SOLD |
| 48 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 570 | $118K | 0.02% | SOLD |
| 49 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 1,740 | $118K | 0.02% | SOLD |
| 50 | UFPI | UFP INDUSTRIES INC | Basic Materials | 1,286 | $117K | 0.01% | SOLD |
| 51 | WM | WASTE MGMT INC DEL | Industrials | 526 | $116K | 0.01% | SOLD |
| 52 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 438 | $113K | 0.01% | SOLD |
| 53 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 2,250 | $113K | 0.01% | SOLD |
| 54 | NOW | SERVICENOW INC | Technology | 715 | $110K | 0.01% | SOLD |
| 55 | CBRE | CBRE GROUP INC | Real Estate | 680 | $109K | 0.01% | SOLD |
| 56 | DD | DUPONT DE NEMOURS INC | Basic Materials | 2,717 | $109K | 0.01% | SOLD |
| 57 | BP | BP PLC | Energy | 3,119 | $108K | 0.01% | SOLD |
| 58 | BK | BANK NEW YORK MELLON CORP | Financial Services | 923 | $107K | 0.01% | SOLD |
| 59 | KR | KROGER CO | Consumer Defensive | 1,702 | $106K | 0.01% | SOLD |
| 60 | ATO | ATMOS ENERGY CORP | Utilities | 632 | $106K | 0.01% | 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%