Laurel Wealth Planning LLC Purchases and Sells in Q1 2025

Laurel Wealth Planning LLC

$145 Million
Q1 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.28K + 11.32%	$507.05 - $563.67 $1.16M - $1.28M	22.4K $11.5M
SPYV	11.4K + 8.13%	$49.78 - $53.19 $566K - $605K	151K $7.72M
EPI	17.1K + 14.45%	$40.08 - $45.85 $686K - $784K	135K $5.92M
DFIV	2.28K + 1.94%	$35.33 - $40.77 $80.5K - $92.9K	120K $4.71M
ESGD	118 + 0.12%	$75.32 - $84.77 $8.89K - $10K	95.6K $7.81M
JMST	7.85K + 19.11%	$50.72 - $50.92 $398K - $400K	48.9K $2.49M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDE	153K New	$28.11 - $32.0 $4.29M - $4.89M	153K $4.71M
SPLG	27.1K New	$64.88 - $72.1 $1.76M - $1.96M	27.1K $1.79M
FSMD	44.6K New	$38.04 - $43.22 $1.7M - $1.93M	44.6K $1.75M
INDA	4.22K New	$47.8 - $53.4 $201K - $225K	4.22K $216K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGS	-104K - 95.61%	$47.4 - $50.24 $4.91M - $5.21M	4.76K $230K
MOAT	-15.2K - 17.68%	N/A	70.8K $6.08M
EFIV	-15.1K - 7.09%	$52.53 - $58.51 $792K - $882K	198K $10.6M
ESGU	-6.7K - 7.67%	$120.24 - $134.3 $805K - $899K	80.6K $9.82M
IHDG	-26.3K - 20.86%	$43.4 - $47.51 $1.14M - $1.25M	99.6K $4.32M
ADM	-10.4K - 29.46%	$45.22 - $52.17 $472K - $545K	25K $1.2M

Activity Summary All Purchases 19 New Holdings 4 Increased Positions 15 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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