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 32.96% of Laurel Wealth Planning's stock portfolio.
- Added to shares of these 10 stocks: COWG, EPI, ADM, BRK.B, MINO, ESGD, SPY, VOO, ESGE, SPYV.
- Started 1 new stock position in COWG.
- Reduced shares in these 10 stocks: MOAT, ESGU, BRK.A, DGS, IFRA, IVV, EFIV, ESGV, IJR, DSI.
- Sold out of its position in BRK.A.
- Laurel Wealth Planning was a net buyer of stock by $5.6M.
- Laurel Wealth Planning has $155M in assets under management (AUM), dropping by 1.25%.
- 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 December 2024 quarterly 13F filing
Past Filings by Laurel Wealth Planning
SEC 13F filings are viewable for Laurel Wealth Planning going back to 2020
- Laurel Wealth Planning 2024 Q4 filed Feb. 3, 2025
- 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