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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 NULV, ESGD, IEF, SCHD, VOO, and represent 30.16% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: ESGE, VEA, NULG, IEF, ESGD, EMXC, DFIV, MOAT, JPST, NUMV.
Reduced shares in these 10 stocks: NULV, ESGV, SPYD, ESGU, VOO, SPY, SCHD, IVV, IVW, SPDW.
Sold out of its positions in ABB, AES, ABT, ADBE, AEG, ALG, GOOG, GOOGL, MO, AMZN.
Laurel Wealth Planning was a net seller of stock by $-9.4M.
Laurel Wealth Planning has $151M in assets under management (AUM), dropping by -2.64%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 58 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	8.5	$13M	-20%	379k	34.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	6.3	$9.5M	+9%	132k	71.84	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	6.3	$9.4M	+10%	95k	99.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.8	$7.3M	-8%	99k	73.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$6.4M	-9%	17k	376.08	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.1	$6.1M	+10%	83k	73.83	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.8	$4.3M	-14%	47k	90.44	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	2.7	$4.1M	+13%	144k	28.70	View chart
Janus Detroit Str Tr Net Zero Trans (JZRO)	2.7	$4.0M	+7%	173k	23.32	View chart
Ishares Tr Msci Kld400 Soc (DSI)	2.6	$3.9M	-3%	50k	78.00	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	2.5	$3.8M		191k	19.92	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.5	$3.8M	+13%	39k	97.70	View chart
Ishares Esg Awr Msci Em (ESGE)	2.5	$3.8M	+61%	119k	31.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$3.7M	+48%	82k	45.17	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	2.5	$3.7M	+8%	154k	24.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$3.7M	-11%	58k	63.90	View chart
Ishares Tr Us Infrastruc (IFRA)	2.4	$3.6M		97k	37.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$3.3M	+22%	104k	32.23	View chart
First Tr Value Line Divid In SHS (FVD)	2.1	$3.2M	-4%	79k	40.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.1	$3.1M	+19%	62k	50.32	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.0	$3.0M	-37%	42k	71.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$3.0M	-17%	7.3k	409.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$2.8M	-6%	29k	96.69	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$2.8M	-14%	87k	32.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$2.8M	-16%	6.8k	411.10	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.8	$2.7M	+20%	58k	47.10	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	1.7	$2.6M	-30%	67k	38.00	View chart
Ishares Msci Emrg Chn (EMXC)	1.7	$2.5M	+43%	51k	49.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.3	$2.0M	-15%	33k	62.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$2.0M	-19%	10k	189.54	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.2	$1.8M	+5%	47k	39.43	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	1.2	$1.8M	-10%	51k	35.40	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.0	$1.5M	+214%	27k	55.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.9	$1.4M	+15%	42k	33.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$1.3M		14k	91.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.3M		4.1k	308.78	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.8	$1.2M	+7%	25k	47.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$1.1M		22k	50.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.1M	-18%	20k	55.21	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$812k	-17%	8.9k	91.25	View chart
Apple (AAPL)	0.5	$763k		4.6k	164.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$735k	+5%	8.8k	83.06	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$640k	+21%	14k	45.81	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.4	$584k		7.0k	82.95	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.4	$580k		12k	49.09	View chart
Ishares Cur Hd Msci Em (HEEM)	0.3	$523k	-40%	22k	24.02	View chart
UnitedHealth (UNH)	0.3	$515k		1.1k	472.48	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.3	$484k		2.1k	230.48	View chart
Microsoft Corporation (MSFT)	0.3	$464k		1.6k	288.02	View chart
Ecolab (ECL)	0.3	$415k	-18%	2.5k	165.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$349k	-28%	1.7k	204.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$288k		4.3k	66.91	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$261k	-19%	5.0k	52.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$236k		946.00	249.47	View chart
Cisco Systems (CSCO)	0.1	$221k		4.2k	52.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$220k		1.2k	178.28	View chart
Abbvie (ABBV)	0.1	$205k	-10%	1.3k	159.53	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$201k		3.0k	67.00	View chart

Past Filings by Laurel Wealth Planning

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

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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