Laurel Wealth Planning LLC Sells in Q2 2025

Laurel Wealth Planning LLC

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
-94.1K
- 94.43%
$38.54 - $46.0 $3.63M - $4.33M
5.55K $250K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.91K
- 8.35%
N/A
64.9K $5.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.98K
- 33.08%
$58.41 - $72.69 $525K - $653K
18.2K $1.32M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-4.58K
- 10.79%
$98.34 - $98.77 $450K - $452K
37.9K $3.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.14%
$483.48 - $539.8 $2.9K - $3.24K
4.38K $2.13M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-20.2K
- 10.25%
$47.24 - $58.55 $957K - $1.19M
177K $10.4M
ADM
Archer Daniels Midland CO

Consumer Defensive
-4.15K
- 16.59%
$41.79 - $54.16 $173K - $225K
20.9K $1.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-670
- 2.66%
$68.13 - $74.77 $45.6K - $50.1K
24.6K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.35K
- 11.56%
$90.56 - $109.49 $122K - $148K
10.3K $1.13M
FVD
First Tr Value Line Divid Inde

ETFs
-1.56K
- 3.24%
$40.62 - $45.12 $63.2K - $70.3K
46.5K $2.08M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.1K
- 12.27%
$33.38 - $40.81 $70.2K - $85.8K
15K $612K
PWZ
Invesco California Amt Free Mu

ETFs
-539
- 5.24%
$22.71 - $24.18 $12.2K - $13K
9.75K $227K
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 11.15%
$243.75 - $303.93 $24.4K - $30.4K
797 $242K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-161
- 4.12%
$52.84 - $65.52 $8.51K - $10.5K
3.74K $245K
MSFT
Microsoft Corp

Technology
-75
- 13.2%
$354.56 - $497.45 $26.6K - $37.3K
493 $245K
SPY
Spdr S&P 500 ETF Trust

ETFs
-117
- 6.05%
$496.48 - $617.85 $58.1K - $72.3K
1.82K $1.12M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-60
- 1.02%
$120.49 - $141.16 $7.23K - $8.47K
5.8K $801K
VB
Vanguard Small Cap ETF

ETFs
-53
- 1.23%
$193.73 - $237.37 $10.3K - $12.6K
4.26K $1.01M
VUG
Vanguard Growth ETF

ETFs
-17
- 1.8%
$329.49 - $438.4 $5.6K - $7.45K
929 $407K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-139
- 1.34%
$55.54 - $69.09 $7.72K - $9.6K
10.3K $709K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.42K
- 3.68%
$32.66 - $40.75 $46.4K - $57.9K
37.2K $1.51M
DFIV
Dimensional ETF Tr

ETFs
-2.43K
- 2.03%
$34.67 - $43.21 $84.2K - $105K
117K $5.02M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.01K
- 5.27%
$30.87 - $39.17 $247K - $314K
144K $5.64M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.88K
- 4.06%
$73.02 - $90.22 $284K - $350K
91.7K $8.18M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.06K
- 6.28%
$108.06 - $135.3 $547K - $684K
75.5K $10.2M
EWJ
Ishares Msci Japan ETF

ETFs
-285
- 0.42%
$61.32 - $75.28 $17.5K - $21.5K
67.9K $5.09M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-779
- 2.09%
$91.62 - $116.16 $71.4K - $90.5K
36.4K $4.23M
IFRA
Ishares Tr

ETFs
-2.41K
- 1.21%
$40.97 - $49.19 $98.6K - $118K
196K $9.63M
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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