Laurel Wealth Planning

Laurel Wealth Planning as of March 31, 2025

Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.6 $12M 22k 513.91
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 7.0 $11M 198k 53.50
Ishares Tr Esg Awr Msci Usa (ESGU) 6.5 $9.8M 81k 121.91
Ishares Tr Us Infrastruc (IFRA) 5.9 $8.9M 198k 45.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.2 $7.8M 96k 81.69
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.1 $7.7M 151k 51.07
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.1 $6.2M 71k 88.00
Wisdomtree Tr India Erngs Fd (EPI) 3.9 $5.9M 136k 43.71
Ishares Tr S&p 500 Grwt Etf (IVW) 3.5 $5.3M 58k 92.83
Ishares Esg Awr Msci Em (ESGE) 3.5 $5.3M 152k 34.95
Pacer Fds Tr Us Lrg Cp Cash (COWG) 3.3 $5.0M 163k 30.79
Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $4.7M 120k 39.36
Schwab Strategic Tr Fundamental Emer (FNDE) 3.1 $4.7M 153k 30.80
Ishares Msci Jpn Etf New (EWJ) 3.1 $4.7M 68k 68.56
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 2.9 $4.3M 100k 43.40
Pimco Etf Tr Enhancd Short (EMNT) 2.8 $4.2M 42k 98.75
Ishares Tr Esg Msci Kld 400 (DSI) 2.5 $3.8M 37k 102.41
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.9 $2.8M 36k 78.28
Ishares Tr Usd Grn Bond Etf (BGRN) 1.9 $2.8M 59k 47.36
Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.7M 4.8k 561.92
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $2.5M 49k 50.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $2.3M 4.4k 532.58
First Tr Value Line Divid In SHS (FVD) 1.4 $2.1M 48k 44.59
Ishares Tr Esg Aware Msci (ESML) 1.3 $2.0M 52k 38.41
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $1.9M 25k 74.72
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $1.8M 27k 65.76
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.2 $1.7M 45k 39.16
Pimco Etf Tr Muni Income Opp (MINO) 1.1 $1.7M 39k 44.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.4M 39k 36.41
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.2M 12k 104.57
Archer Daniels Midland Company (ADM) 0.8 $1.2M 25k 48.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.1M 1.9k 559.42
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $992k 10k 97.95
Vanguard Index Fds Small Cp Etf (VB) 0.6 $956k 4.3k 221.75
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $759k 5.9k 129.47
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $702k 2.1k 334.48
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $657k 17k 38.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $646k 10k 62.10
Ecolab (ECL) 0.4 $636k 2.5k 253.52
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.4 $599k 5.3k 114.13
Apple (AAPL) 0.4 $558k 2.5k 222.13
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $481k 12k 40.49
Ishares Tr Dow Jones Us Etf (IYY) 0.3 $388k 2.9k 136.10
Vanguard Index Fds Growth Etf (VUG) 0.2 $351k 946.00 370.82
UnitedHealth (UNH) 0.2 $285k 545.00 523.75
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $260k 7.2k 35.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $247k 897.00 274.84
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $245k 10k 23.85
Abbvie (ABBV) 0.2 $236k 1.1k 209.52
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $235k 5.8k 40.41
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $230k 3.9k 58.98
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $230k 4.8k 48.31
Ishares Tr Msci India Etf (INDA) 0.1 $217k 4.2k 51.48
Microsoft Corporation (MSFT) 0.1 $213k 568.00 375.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $211k 2.1k 102.18
Vanguard Index Fds Value Etf (VTV) 0.1 $209k 1.2k 172.74