Laurel Wealth Planning LLC Reduced Holdings in Q3 2025

Laurel Wealth Planning LLC

  • $180 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.45K
- 1.69%
$43.79 - $47.63 $107K - $117K
142K $6.29M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.01K
- 18.83%
$109.47 - $119.06 $548K - $596K
21.6K $2.56M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.16K
- 12.82%
$620.67 - $670.08 $718K - $775K
7.87K $5.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.48K
- 24.63%
$72.65 - $78.68 $325K - $352K
13.7K $1.07M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.48K
- 3.81%
N/A
62.4K $5.36M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-3.64K
- 14.88%
$41.5 - $43.83 $151K - $159K
20.8K $911K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-660
- 12.29%
$122.37 - $127.46 $80.8K - $84.1K
4.71K $600K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-3.11K
- 6.24%
$41.29 - $44.71 $128K - $139K
46.7K $2.05M
FVD
First Tr Value Line Divid Inde

ETFs
-865
- 1.86%
$44.73 - $46.86 $38.7K - $40.5K
45.7K $2.11M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-307
- 2.04%
$40.43 - $44.52 $12.4K - $13.7K
14.7K $649K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.76K
- 8.45%
$53.54 - $64.21 $94.4K - $113K
19.1K $1.14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-557
- 1.5%
$39.8 - $42.86 $22.2K - $23.9K
36.6K $1.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 0.94%
$617.65 - $666.84 $10.5K - $11.3K
1.8K $1.2M
AAPL
Apple Inc.

Technology
-100
- 4.02%
$202.38 - $256.87 $20.2K - $25.7K
2.39K $607K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.82K
- 4.98%
$115.96 - $125.95 $210K - $229K
34.6K $4.36M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-199
- 0.54%
$92.97 - $100.18 $18.5K - $19.9K
36.6K $3.64M
DFIV
Dimensional ETF Tr

ETFs
-3.89K
- 3.31%
$42.66 - $46.53 $166K - $181K
113K $5.23M
EWJ
Ishares Msci Japan ETF

ETFs
-1.22K
- 1.8%
$71.69 - $81.49 $87.5K - $99.4K
66.7K $5.35M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-3.56K
- 2.26%
$33.13 - $36.31 $118K - $129K
154K $5.56M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-7.43K
- 4.19%
$58.56 - $63.63 $435K - $473K
170K $10.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.25K
- 2.99%
$134.94 - $145.86 $304K - $329K
73.3K $10.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.22K
- 1.54%
$39.06 - $43.42 $86.5K - $96.2K
142K $6.15M
IFRA
Ishares Tr

ETFs
-3.14K
- 1.61%
$49.77 - $52.82 $156K - $166K
193K $10.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-449
- 0.78%
$108.97 - $121.65 $48.9K - $54.6K
57.5K $6.94M
Activity Summary
Buys All Purchases 19 New Holdings 3 Increased Positions 16 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Laurel Wealth Planning LLC Portfolio

Follow Laurel Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email