Portfolio (Quarterly)
Guide ↗
Laurel Wealth Advisors LLC
· CIK 0001757128| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | J | JACOBS SOLUTIONS INC | Industrials | 350 | $46K | 0.01% | SOLD |
| 142 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 549 | $46K | 0.01% | SOLD |
| 143 | TFI | SPDR SERIES TRUST | — | 1,000 | $46K | 0.01% | SOLD |
| 144 | NI | NISOURCE INC | Utilities | 1,090 | $46K | 0.01% | SOLD |
| 145 | RWR | SPDR SERIES TRUST | — | 447 | $44K | 0.01% | SOLD |
| 146 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 258 | $44K | 0.01% | SOLD |
| 147 | — | ISHARES TR | — | 1,950 | $44K | 0.01% | SOLD |
| 148 | AIZ | ASSURANT INC | Financial Services | 181 | $44K | 0.01% | SOLD |
| 149 | ADBE | ADOBE INC | Technology | 123 | $43K | 0.01% | SOLD |
| 150 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 843 | $43K | 0.01% | SOLD |
| 151 | URA | GLOBAL X FDS | — | 1,000 | $43K | 0.01% | SOLD |
| 152 | MOV | MOVADO GROUP INC | Consumer Cyclical | 2,039 | $42K | 0.01% | SOLD |
| 153 | SHOP | SHOPIFY INC | Technology | 260 | $42K | 0.01% | SOLD |
| 154 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 72 | $42K | 0.01% | SOLD |
| 155 | BIP | BROOKFIELD INFRAST PARTNERS | Utilities | 1,200 | $42K | 0.01% | SOLD |
| 156 | CMI | CUMMINS INC | Industrials | 81 | $41K | 0.01% | SOLD |
| 157 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 795 | $41K | 0.01% | SOLD |
| 158 | BIV | VANGUARD BD INDEX FDS | — | 528 | $41K | 0.01% | SOLD |
| 159 | PLD | PROLOGIS INC. | Real Estate | 316 | $40K | 0.01% | SOLD |
| 160 | TRV | TRAVELERS COMPANIES INC | Financial Services | 138 | $40K | 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%