LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$715M
1-Year Est. Return
12.95%
1 Year Est. Return
+12.95%
AUM
$6.97B
AUM Growth
+$6.33B
(+992%)
Holding
721
Top Buys
| 1 | +$491M | |
| 2 | +$249M | |
| 3 | +$238M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$225M |
| 5 |
Bank of America
BAC
|
+$208M |
Top Sells
| 1 | +$82.5K | |
| 2 | +$39.6K | |
| 3 | +$26.7K | |
| 4 |
Celanese
CE
|
+$24.4K |
| 5 |
McCormick & Company Non-Voting
MKC
|
+$17.3K |
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Financials | 7.16% |
| 3 | Consumer Staples | 4.77% |
| 4 | Healthcare | 4.11% |
| 5 | Communication Services | 3.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Kimberly-Clark
KMB
$34.6B
| $342K | ﹤0.01% |
44,091
+43,749
|
|
||
377
iShares MSCI ACWI ex US ETF
ACWX
$7.12B
| $340K | ﹤0.01% |
+20,720
|
|
||
378
Northrop Grumman
NOC
$79.7B
| $339K | ﹤0.01% |
169,494
+169,155
|
|
||
379
Vanguard Materials ETF
VAW
$2.74B
| $339K | ﹤0.01% |
66,048
+66,009
|
|
||
380
PNC Financial Services
PNC
$73.3B
| $338K | ﹤0.01% |
63,010
+62,672
|
|
||
381
Palantir
PLTR
$439B
| $329K | ﹤0.01% |
44,850
+44,614
|
|
||
382
Fidelity National Financial
FNF
$15.9B
| $325K | ﹤0.01% |
18,220
+17,895
|
|
||
383
Unum
UNM
$12.9B
| $325K | ﹤0.01% |
26,247
+25,922
|
|
||
384
Morgan Stanley
MS
$270B
| $323K | ﹤0.01% |
45,498
+45,175
|
|
||
385
Prologis
PLD
$116B
| $316K | ﹤0.01% |
33,218
+32,902
|
|
||
386
Cincinnati Financial
CINF
$26B
| $315K | ﹤0.01% |
46,910
+46,595
|
|
||
387
NextEra Energy
NEE
$179B
| $315K | ﹤0.01% |
21,805
+21,490
|
|
||
388
General Motors
GM
$67B
| $310K | ﹤0.01% |
15,209
+14,902
|
|
||
389
Fortive
FTV
$16.5B
| $309K | ﹤0.01% |
16,109
+15,699
|
|
||
390
MongoDB
MDB
$29.7B
| $303K | ﹤0.01% |
63,627
+63,324
|
|
||
391
ProShares Ultra NASDAQ Biotechnology
BIB
$73.8M
| $300K | ﹤0.01% |
13,743
+13,443
|
|
||
392
Comstock Resources
CRK
$7.39B
| $300K | ﹤0.01% |
8,301
+8,001
|
|
||
393
iShares MSCI Emerging Markets ETF
EEM
$21.1B
| $300K | ﹤0.01% |
14,472
+14,172
|
|
||
394
State Street SPDR S&P Regional Banking ETF
KRE
$3.99B
| $300K | ﹤0.01% |
17,817
+17,517
|
|
||
395
Newmont
NEM
$102B
| $300K | ﹤0.01% |
17,478
+17,178
|
|
||
396
Royal Gold
RGLD
$16.3B
| $300K | ﹤0.01% |
53,352
+52,852
|
|
||
397
TFI International
TFII
$7.22B
| $300K | ﹤0.01% |
26,901
+26,601
|
|
||
398
Trade Desk
TTD
$21.2B
| $300K | ﹤0.01% |
21,597
+21,297
|
|
||
399
Vanguard Health Care ETF
VHT
$16.9B
| $300K | ﹤0.01% |
74,502
+74,202
|
|
||
400
Veralto
VLTO
$24.3B
| $292K | ﹤0.01% |
29,389
+29,097
|
|