Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 1,052 | $57K | 0.01% | SOLD |
| 122 | GDX | VANECK ETF TRUST | — | 658 | $56K | 0.01% | SOLD |
| 123 | — | BANK AMERICA CORP | — | 45 | $56K | 0.01% | SOLD |
| 124 | SLYV | SPDR SERIES TRUST | — | 610 | $55K | 0.01% | SOLD |
| 125 | LOB | LIVE OAK BANCSHARES INC | Financial Services | 1,600 | $55K | 0.01% | SOLD |
| 126 | ROK | ROCKWELL AUTOMATION INC | Industrials | 141 | $55K | 0.01% | SOLD |
| 127 | GDXJ | VANECK ETF TRUST | — | 475 | $54K | 0.01% | SOLD |
| 128 | BFS | SAUL CTRS INC | Real Estate | 1,700 | $54K | 0.01% | SOLD |
| 129 | FV | FIRST TR EXCHANGE TRADED FD | — | 850 | $53K | 0.01% | SOLD |
| 130 | SYK | STRYKER CORPORATION | Healthcare | 152 | $53K | 0.01% | SOLD |
| 131 | SNPS | SYNOPSYS INC | Technology | 110 | $52K | 0.01% | SOLD |
| 132 | CINF | CINCINNATI FINL CORP | Financial Services | 315 | $51K | 0.01% | SOLD |
| 133 | AVGO | BROADCOM INC | Technology | 146 | $51K | 0.01% | SOLD |
| 134 | ZTS | ZOETIS INC | Healthcare | 399 | $50K | 0.01% | SOLD |
| 135 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 3,000 | $50K | 0.01% | SOLD |
| 136 | MET | METLIFE INC | Financial Services | 628 | $50K | 0.01% | SOLD |
| 137 | INTU | INTUIT | Technology | 73 | $48K | 0.01% | SOLD |
| 138 | DXCM | DEXCOM INC | Healthcare | 728 | $48K | 0.01% | SOLD |
| 139 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 600 | $47K | 0.01% | SOLD |
| 140 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 400 | $47K | 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%