Laurel Wealth Planning LLC Portfolio Holdings by Sector
Laurel Wealth Planning LLC
- $169 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO BWZ ESGU IFRA SPYV ESGD EPI IVW 46 stocks |
$153,540
96.78% of portfolio
|
  18  
|
  23  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,126
1.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,100
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$676
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$509
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$245
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$242
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$209
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|