Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | FDX | FEDEX CORP | Industrials | 361 | $104K | 0.01% | SOLD |
| 62 | LMT | LOCKHEED MARTIN CORP | Industrials | 214 | $104K | 0.01% | SOLD |
| 63 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 3,204 | $103K | 0.01% | SOLD |
| 64 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 458 | $102K | 0.01% | SOLD |
| 65 | DAL | DELTA AIR LINES INC DEL | Industrials | 1,461 | $101K | 0.01% | SOLD |
| 66 | FLRN | SPDR SERIES TRUST | — | 3,246 | $100K | 0.01% | SOLD |
| 67 | — | FIDELITY GREENWOOD STREET TR | — | 3,200 | $99K | 0.01% | SOLD |
| 68 | CTVA | CORTEVA INC | Basic Materials | 1,466 | $98K | 0.01% | SOLD |
| 69 | IDU | ISHARES TR | — | 900 | $98K | 0.01% | SOLD |
| 70 | ICF | ISHARES TR | — | 1,597 | $95K | 0.01% | SOLD |
| 71 | UTG | REAVES UTIL INCOME FD | Financial Services | 2,500 | $91K | 0.01% | SOLD |
| 72 | EQT | EQT CORP | Energy | 1,700 | $91K | 0.01% | SOLD |
| 73 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 150 | $91K | 0.01% | SOLD |
| 74 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,820 | $90K | 0.01% | SOLD |
| 75 | VLO | VALERO ENERGY CORP | Energy | 555 | $90K | 0.01% | SOLD |
| 76 | HCA | HCA HEALTHCARE INC | Healthcare | 193 | $90K | 0.01% | SOLD |
| 77 | SCHB | SCHWAB STRATEGIC TR | — | 3,431 | $90K | 0.01% | SOLD |
| 78 | Q | QNITY ELECTRONICS INC | Technology | 1,097 | $90K | 0.01% | SOLD |
| 79 | BOTZ | GLOBAL X FDS | — | 2,462 | $89K | 0.01% | SOLD |
| 80 | LRCX | LAM RESEARCH CORP | Technology | 514 | $88K | 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%