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Laurel Wealth Planning

Latest statistics and disclosures from Laurel Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFIV, ESGU, VOO, IFRA, MOAT, and represent 34.38% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: EPI, ADM, BRK.A, IYY, EWJ, ABBV, VTV, EMNT, XSVM, ESGE.
Started 6 new stock positions in VTV, IYY, EPI, BRK.A, ABBV, ADM.
Reduced shares in these 10 stocks: VNQ, ESGU, ESGD, IHDG, SPYV, EFIV, DGS, IFRA, EMXC, SHM.
Sold out of its positions in EMXC, SHM, VNQ.
Laurel Wealth Planning was a net buyer of stock by $508k.
Laurel Wealth Planning has $153M in assets under management (AUM), dropping by 6.55%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 54 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	7.8	$12M	-3%	215k	55.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	7.6	$12M	-6%	93k	126.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.8	$10M		20k	527.69	View chart
Ishares Tr Us Infrastruc (IFRA)	6.1	$9.4M	-3%	200k	46.97	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	6.0	$9.2M		95k	96.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.0	$7.7M	-8%	91k	84.17	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.7	$7.2M	-5%	136k	52.86	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	4.3	$6.5M	-5%	122k	53.70	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.7	$5.7M	-11%	124k	45.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.6	$5.6M		58k	95.76	View chart
Ishares Esg Awr Msci Em (ESGE)	3.4	$5.2M		142k	36.41	View chart
Wisdomtree Tr India Erngs Fd (EPI)	3.0	$4.6M	NEW	92k	50.46	View chart
Ishares Msci Jpn Etf New (EWJ)	3.0	$4.5M	+7%	63k	71.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$4.4M		115k	38.08	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.8	$4.2M	+3%	43k	98.97	View chart
Ishares Tr Msci Kld400 Soc (DSI)	2.8	$4.2M	-2%	39k	108.80	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	2.0	$3.0M		37k	82.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$2.9M		5.1k	576.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.9M		55k	52.80	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.8	$2.7M		56k	48.35	View chart
First Tr Value Line Divid In SHS (FVD)	1.5	$2.3M	-3%	50k	45.49	View chart
Ishares Tr Esg Aware Msci (ESML)	1.4	$2.1M	-2%	50k	41.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$1.9M		38k	50.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$1.9M		50k	37.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.2	$1.9M		26k	71.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.7M		3.7k	460.16	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	1.0	$1.6M	+7%	29k	54.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.5M	-7%	13k	116.94	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.8	$1.2M	-14%	11k	101.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.1M		4.7k	237.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$939k	-13%	1.6k	573.61	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$908k	-2%	21k	42.83	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.6	$895k	+2%	19k	46.15	View chart
Archer Daniels Midland Company (ADM)	0.5	$777k	NEW	13k	59.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$733k		11k	64.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$725k		2.1k	345.24	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$707k	-2%	6.2k	113.30	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$691k	NEW	1.00	691000.00	View chart
Ecolab (ECL)	0.4	$641k		2.5k	255.38	View chart
Apple (AAPL)	0.4	$625k	-30%	2.7k	233.12	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.4	$604k		5.3k	113.68	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$505k		12k	41.71	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$428k	NEW	3.1k	139.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$363k		946.00	383.72	View chart
UnitedHealth (UNH)	0.2	$319k		545.00	585.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$293k		1.0k	283.64	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$269k		7.2k	37.12	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$259k		4.2k	61.51	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$250k		10k	25.06	View chart
Microsoft Corporation (MSFT)	0.2	$244k	-34%	568.00	429.58	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$236k		5.8k	40.61	View chart
Abbvie (ABBV)	0.1	$223k	NEW	1.1k	197.69	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$221k	-11%	2.1k	106.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$211k	NEW	1.2k	174.38	View chart

Past Filings by Laurel Wealth Planning

SEC 13F filings are viewable for Laurel Wealth Planning going back to 2020

Laurel Wealth Planning 2024 Q3 filed Oct. 28, 2024
Laurel Wealth Planning 2024 Q2 filed July 25, 2024
Laurel Wealth Planning 2024 Q1 filed April 22, 2024
Laurel Wealth Planning 2023 Q4 filed Feb. 9, 2024
Laurel Wealth Planning 2023 Q3 filed Oct. 27, 2023
Laurel Wealth Planning 2023 Q2 filed July 19, 2023
Laurel Wealth Planning 2023 Q1 filed April 18, 2023
Laurel Wealth Planning 2022 Q4 filed Feb. 2, 2023
Laurel Wealth Planning 2022 Q3 filed Nov. 2, 2022
Laurel Wealth Planning 2022 Q2 filed Aug. 9, 2022
Laurel Wealth Planning 2022 Q1 filed April 28, 2022
Laurel Wealth Planning 2021 Q4 filed Feb. 1, 2022
Laurel Wealth Planning 2021 Q3 filed Nov. 12, 2021
Laurel Wealth Planning 2021 Q2 filed Aug. 9, 2021
Laurel Wealth Planning 2021 Q1 filed May 6, 2021
Laurel Wealth Planning 2020 Q4 filed Feb. 8, 2021

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