Laurel Wealth Planning LLC Portfolio Holdings by Sector
Laurel Wealth Planning LLC
- $151 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ESGU VOO IFRA ESGD MOAT IHDG SPYV DGS 44 stocks |
$134,788
97.13% of portfolio
|
  15  
|
  23  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,585
1.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$685
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$580
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$384
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$270
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$269
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$205
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|