Laurel Wealth Planning

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

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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 54 positions in its portfolio as reported in the December 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) 7.7 $12M 213k 56.48
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Ishares Tr Esg Awr Msci Usa (ESGU) 7.3 $11M -5% 87k 128.82
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $11M +2% 20k 538.82
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Ishares Tr Us Infrastruc (IFRA) 5.8 $9.0M -2% 195k 46.29
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.1 $8.0M -9% 86k 92.72
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Ishares Tr Esg Aw Msci Eafe (ESGD) 4.7 $7.3M +4% 96k 76.14
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.6 $7.2M +2% 140k 51.14
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.8 $5.8M 58k 101.52
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 3.5 $5.5M 126k 43.47
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Wisdomtree Tr India Erngs Fd (EPI) 3.5 $5.4M +29% 118k 45.27
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Wisdomtree Tr Emg Mkts Smcap (DGS) 3.4 $5.3M -11% 108k 48.92
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Ishares Esg Awr Msci Em (ESGE) 3.2 $5.0M +4% 149k 33.39
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Ishares Msci Jpn Etf New (EWJ) 2.9 $4.4M +4% 66k 67.10
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 2.8 $4.3M NEW 133k 32.04
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Ishares Tr Msci Kld400 Soc (DSI) 2.7 $4.2M 38k 110.25
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Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $4.2M +2% 118k 35.48
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Pimco Etf Tr Enhancd Short (EMNT) 2.7 $4.1M 42k 98.41
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 2.0 $3.1M 36k 85.84
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.8M -6% 4.8k 588.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $2.7M +3% 57k 47.81
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Ishares Tr Usd Grn Bond Etf (BGRN) 1.7 $2.7M +3% 58k 46.62
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.2M +30% 4.9k 453.33
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First Tr Value Line Divid In SHS (FVD) 1.4 $2.1M -3% 48k 43.64
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Ishares Tr Esg Aware Msci (ESML) 1.3 $2.1M 50k 42.05
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $2.1M +8% 41k 50.70
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.2 $1.8M 26k 70.00
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Archer Daniels Midland Company (ADM) 1.2 $1.8M +172% 35k 50.53
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.1 $1.7M +10% 31k 54.47
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.7M 50k 34.13
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Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.4M -5% 12k 115.26
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Pimco Etf Tr Muni Income Opp (MINO) 0.9 $1.3M +52% 30k 45.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.2M +29% 2.1k 585.90
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Vanguard World Esg Us Stk Etf (ESGV) 0.7 $1.1M -7% 11k 104.90
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.1M -5% 4.4k 240.35
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $825k -7% 20k 41.90
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $769k 2.1k 366.19
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $644k -3% 11k 58.97
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.4 $644k -6% 5.9k 109.88
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.4 $633k +2% 5.5k 115.81
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Apple (AAPL) 0.4 $629k -6% 2.5k 250.30
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Ecolab (ECL) 0.4 $588k 2.5k 234.26
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $477k 12k 39.40
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Ishares Tr Dow Jones Us Etf (IYY) 0.3 $408k -6% 2.9k 142.96
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Vanguard Index Fds Growth Etf (VUG) 0.3 $388k 946.00 410.15
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $285k -4% 982.00 290.22
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UnitedHealth (UNH) 0.2 $276k 545.00 506.42
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $275k 7.2k 37.95
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $254k +3% 10k 24.69
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Microsoft Corporation (MSFT) 0.2 $239k 568.00 420.77
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $239k 4.2k 56.76
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $234k 5.8k 40.27
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $206k 2.1k 99.61
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Vanguard Index Fds Value Etf (VTV) 0.1 $205k 1.2k 169.42
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Abbvie (ABBV) 0.1 $200k 1.1k 177.31
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Past Filings by Laurel Wealth Planning

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