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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 35.20% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: XSVM, JMST, MINO, DGS, NULV, EMNT, MOAT, ESML, BGRN, SPYV.
Started 1 new stock position in XSVM.
Reduced shares in these 10 stocks: IHDG, IJR, SCHD, ESGD, NOBL, SHM, VOO, DFIV, SPY, VEA.
Sold out of its positions in ABBV, CWB, SCHD.
Laurel Wealth Planning was a net seller of stock by $-8.0M.
Laurel Wealth Planning has $144M in assets under management (AUM), dropping by -4.55%.
Central Index Key (CIK): 0001842010

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Positions held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 51 positions in its portfolio as reported in the June 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)	8.2	$12M		222k	53.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	8.2	$12M		99k	119.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$9.9M	-5%	20k	500.13	View chart
Ishares Tr Us Infrastruc (IFRA)	6.1	$8.7M	-4%	207k	42.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.8	$8.3M		96k	86.61	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.5	$7.9M	-9%	100k	78.78	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.9	$7.0M		144k	48.74	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	4.6	$6.6M	+3%	129k	51.44	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	4.4	$6.4M	-18%	140k	45.59	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.8	$5.5M		59k	92.54	View chart
Ishares Esg Awr Msci Em (ESGE)	3.3	$4.7M		140k	33.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.9	$4.2M	-9%	116k	35.94	View chart
Ishares Tr Msci Kld400 Soc (DSI)	2.9	$4.1M	-2%	40k	103.84	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.8	$4.1M	+2%	41k	98.68	View chart
Ishares Msci Jpn Etf New (EWJ)	2.8	$4.0M	-3%	59k	68.25	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	2.1	$3.0M		37k	81.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$2.8M		5.2k	547.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$2.8M	-13%	56k	49.42	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.8	$2.6M	+2%	57k	46.54	View chart
First Tr Value Line Divid In SHS (FVD)	1.5	$2.1M	-5%	51k	40.74	View chart
Ishares Tr Esg Aware Msci (ESML)	1.4	$2.0M	+3%	51k	38.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$1.9M	+36%	38k	50.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$1.8M	-4%	51k	35.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.2	$1.7M		26k	64.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.5M		3.7k	406.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.5M	-49%	14k	106.65	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	1.0	$1.4M	NEW	27k	52.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.9	$1.3M	-18%	13k	96.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.0M	-29%	1.9k	544.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$1.0M	-27%	4.6k	218.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$985k	+5%	12k	83.72	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.6	$860k	-7%	22k	39.36	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.6	$857k	+125%	19k	45.41	View chart
Apple (AAPL)	0.6	$817k	-2%	3.9k	210.51	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$700k		2.1k	333.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$683k	-2%	11k	60.30	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$659k	-2%	6.4k	103.05	View chart
Ecolab (ECL)	0.4	$597k		2.5k	237.85	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.4	$578k	+3%	5.3k	108.73	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$457k	+44%	12k	37.75	View chart
Microsoft Corporation (MSFT)	0.3	$387k	-5%	866.00	446.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$354k		946.00	374.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$323k	-12%	5.5k	59.15	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$293k	-69%	6.2k	47.15	View chart
UnitedHealth (UNH)	0.2	$278k		545.00	510.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$277k		1.0k	267.63	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$253k	-18%	7.2k	34.91	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$246k	-2%	10k	24.66	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$241k	-8%	4.2k	57.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$225k	-76%	2.3k	96.28	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$222k		5.8k	37.99	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 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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