Laurel Wealth Planning LLC Portfolio Holdings by Sector
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ESGU VOO IFRA MOAT ESGD SPYV IVW IHDG 43 stocks |
$132,263
95.52% of portfolio
|
  16  
|
  19  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,200
1.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,791
1.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$629
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$588
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$285
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$276
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$239
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$200
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|