Laurel Wealth Planning LLC Reduced Holdings in Q1 2025

Laurel Wealth Planning LLC

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
-104K
- 95.61%
$47.4 - $50.24 $4.91M - $5.21M
4.76K $230K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-15.2K
- 17.68%
N/A
70.8K $6.08M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-15.1K
- 7.09%
$52.53 - $58.51 $792K - $882K
198K $10.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.7K
- 7.67%
$120.24 - $134.3 $805K - $899K
80.6K $9.82M
IHDG
Wisdomtree Tr

ETFs
-26.3K
- 20.86%
$43.4 - $47.51 $1.14M - $1.25M
99.6K $4.32M
ADM
Archer Daniels Midland CO

Consumer Defensive
-10.4K
- 29.46%
$45.22 - $52.17 $472K - $545K
25K $1.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-831
- 2.19%
$101.98 - $115.66 $84.7K - $96.1K
37.2K $3.81M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-158
- 0.43%
$77.67 - $90.15 $12.3K - $14.2K
36.2K $2.83M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.8K
- 21.9%
$33.84 - $37.77 $367K - $409K
38.6K $1.41M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.56K
- 13.02%
$37.9 - $43.9 $97.2K - $113K
17.1K $656K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-226
- 1.9%
$102.49 - $119.96 $23.2K - $27.1K
11.7K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.1%
$554.06 - $615.85 $2.77K - $3.08K
4.77K $2.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-431
- 4.08%
$96.93 - $109.51 $41.8K - $47.2K
10.1K $992K
VB
Vanguard Small Cap ETF

ETFs
-96
- 2.18%
$217.89 - $252.64 $20.9K - $24.3K
4.31K $955K
VTI
Vanguard Total Stock Market Et

ETFs
-85
- 8.66%
$271.18 - $303.12 $23.1K - $25.8K
897 $246K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-214
- 3.92%
$111.29 - $123.42 $23.8K - $26.4K
5.25K $599K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-306
- 7.27%
$55.47 - $61.45 $17K - $18.8K
3.91K $230K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-516
- 4.72%
$58.01 - $64.46 $29.9K - $33.3K
10.4K $646K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-216
- 1.78%
$38.89 - $41.6 $8.4K - $8.99K
11.9K $481K
FVD
First Tr Value Line Divid Inde

ETFs
-109
- 0.23%
$42.61 - $45.51 $4.64K - $4.96K
48.1K $2.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-708
- 2.73%
$68.32 - $75.06 $48.4K - $53.1K
25.2K $1.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-469
- 9.66%
$442.66 - $534.52 $208K - $251K
4.38K $2.33M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 23 Reductions 23 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