Laurel Wealth Planning LLC Portfolio Holdings by Sector
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO ESGU IFRA ESGD SPYV MOAT EPI IVW 45 stocks |
$128,744
95.75% of portfolio
|
  18  
|
  19  
|
  4  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,334
1.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,200
0.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$636
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$558
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$285
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$246
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$236
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$213
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|