Laurel Wealth Planning LLC Portfolio Holdings by Sector
Laurel Wealth Planning LLC
- $180 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO BWZ ESGU IFRA SPYV ESGD IVW EPI 47 stocks |
$163,875
96.95% of portfolio
|
  16  
|
  22  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,200
1.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$1,140
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$687
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$607
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$261
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$256
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|