Laurel Wealth Planning LLC Portfolio Holdings
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
Laurel Wealth Planning LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $11.5M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $10.6M, Ishares Trust Ishares Esg Awar with a value of $9.82M, Ishares Tr with a value of $8.93M, and Ishares Trust Ishares Esg Awar with a value of $7.81M.
Examining the 13F form we can see an decrease of $10M in the current position value, from $155M to 145M.
Laurel Wealth Planning LLC is based out at Edina, MN
Below you can find more details about Laurel Wealth Planning LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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