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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, ESGD, and represent 34.05% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: DGS, ESGU, EMNT, MINO, IFRA, ESGE, ABBV, JMST, DFIV, EWJ.
Started 2 new stock positions in MINO, ABBV.
Reduced shares in these 10 stocks: ESGD, ESGV, VOO, SPYD, IVV, SHM, FVD, VTI, MOAT, SPDW.
Sold out of its position in SPYD.
Laurel Wealth Planning was a net seller of stock by $-659k.
Laurel Wealth Planning has $151M in assets under management (AUM), dropping by 6.57%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 53 positions in its portfolio as reported in the March 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)	7.6	$12M		226k	50.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	7.6	$11M	+3%	99k	114.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.7	$10M	-2%	21k	480.72	View chart
Ishares Tr Us Infrastruc (IFRA)	6.2	$9.4M	+3%	216k	43.36	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.9	$8.9M	-8%	111k	79.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.7	$8.6M		95k	89.90	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	5.3	$7.9M		173k	45.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	4.8	$7.2M		143k	50.10	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	4.2	$6.4M	+10%	125k	50.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$5.0M		59k	84.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.1	$4.7M	+3%	128k	36.75	View chart
Ishares Esg Awr Msci Em (ESGE)	3.0	$4.5M	+4%	141k	32.23	View chart
Ishares Msci Jpn Etf New (EWJ)	2.9	$4.3M	+3%	61k	71.35	View chart
Ishares Tr Msci Kld400 Soc (DSI)	2.7	$4.1M		41k	100.80	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.6	$4.0M	+10%	40k	98.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$3.2M		64k	50.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$3.0M	-3%	27k	110.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.9	$2.8M	+2%	37k	76.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.7M	-6%	5.2k	525.69	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.7	$2.6M	+4%	55k	46.88	View chart
First Tr Value Line Divid In SHS (FVD)	1.5	$2.3M	-5%	54k	42.23	View chart
Ishares Tr Esg Aware Msci (ESML)	1.3	$2.0M	+2%	49k	40.26	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$1.9M	-6%	53k	35.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.2	$1.7M	-6%	26k	65.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.6M		3.8k	420.65	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.0	$1.5M	-25%	16k	93.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.5M	-2%	6.4k	228.60	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$1.4M	+12%	28k	50.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.4M	-6%	2.7k	523.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.3M	-2%	17k	80.60	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$1.0M		10k	101.42	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.7	$979k	-11%	24k	41.61	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.6	$977k	-15%	21k	47.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$961k	+13%	11k	86.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$700k	-10%	12k	60.30	View chart
Apple (AAPL)	0.5	$685k	-3%	4.0k	171.59	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$640k		2.1k	304.76	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$624k	-14%	6.5k	95.52	View chart
Ecolab (ECL)	0.4	$580k		2.5k	231.08	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.4	$544k	-3%	5.1k	105.94	View chart
Microsoft Corporation (MSFT)	0.3	$384k	-10%	912.00	421.05	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$382k	NEW	8.4k	45.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$360k	-23%	6.3k	57.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$326k		946.00	344.61	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$325k		8.4k	38.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$307k		8.9k	34.41	View chart
UnitedHealth (UNH)	0.2	$270k		545.00	495.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$269k	-34%	1.0k	259.90	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$265k		4.6k	57.50	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$254k		10k	24.84	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$233k		3.2k	73.09	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$225k		5.8k	38.50	View chart
Abbvie (ABBV)	0.1	$205k	NEW	1.1k	181.74	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 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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