Laurel Wealth Planning LLC Portfolio Holdings

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

Laurel Wealth Planning LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $153 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Spdr S&P 500 Esg E with a value of $12M, Ishares Trust Ishares Esg Awar with a value of $11.7M, Vanguard Index Fds S&P 500 ETF with a value of $10.3M, Ishares Tr with a value of $9.37M, and Vaneck Morningstar Wide Moat E with a value of $9.23M.

Examining the 13F form we can see an increase of $9.42M in the current position value, from $144M to 153M.

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.

Portfolio value $153 Million
ETFs: $136 Million
Financial Services: $2.41 Million
Technology: $869,000
Consumer Defensive: $777,000
Basic Materials: $641,000
Healthcare: $542,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $153 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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