The Analysis of Laurel Wealth Planning LLC's Holdings
Currently, Laurel Wealth Planning LLC holds 57 types of securities in its portfolio with a total value $180.5M. In the most recent quarter, they have increased their positions in N/A (+1.4K shares, valued at $900.6K), AVDV (+4.6K shares, valued at $430.8K), AAPL (+1.3K shares, valued at $357.2K); decreased their positions in IVV (-1.8K shares, valued at $1.2M), EFIV (-9.8K shares, valued at $647.4K), IVW (-4.9K shares, valued at $606.1K); initiated new positions in ABBV (+1.0K shares, valued at $235.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ESGU ISHARES TR72.3K shares-1.23%2025-12-312026-01-23
EFIV SPDR SERIES TRUST160.1K shares-5.76%2025-12-312026-01-23 IFRA ISHARES TR191.9K shares-0.36%2025-12-312026-01-23 SPYV SPDR SERIES TRUST163.3K shares2.76%2025-12-312026-01-23 ESGD ISHARES TR91.7K shares-0.31%2025-12-312026-01-23 EPI WISDOMTREE TR143.9K shares1.15%2025-12-312026-01-23 MOAT VANECK ETF TRUST64.1K shares2.68%2025-12-312026-01-23 IVW ISHARES TR52.6K shares-8.56%2025-12-312026-01-23 COWG PACER FDS TR177.0K shares2.10%2025-12-312026-01-23 ESGE ISHARES INC138.2K shares-2.47%2025-12-312026-01-23 FNDE SCHWAB STRATEGIC TR157.4K shares2.32%2025-12-312026-01-23 DFIV DIMENSIONAL ETF TRUST109.7K shares-3.28%2025-12-312026-01-23 EWJ ISHARES INC66.5K shares-0.30%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS83.5K shares6.39%2025-12-312026-01-23 AVDV AMERICAN CENTY ETF TR48.6K shares10.42%2025-12-312026-01-23 DSI ISHARES TR34.4K shares-0.45%2025-12-312026-01-23 EMNT PIMCO ETF TR44.3K shares6.31%2025-12-312026-01-23 IVV ISHARES TR6.1K shares-22.85%2025-12-312026-01-23 NULG NUSHARES ETF TR35.4K shares-3.35%2025-12-312026-01-23 BGRN ISHARES TR69.7K shares7.26%2025-12-312026-01-23 JMST J P MORGAN EXCHANGE TRADED F54.8K shares4.34%2025-12-312026-01-23 ESML ISHARES TR59.4K shares1.96%2025-12-312026-01-23 ESGV VANGUARD WORLD FD19.4K shares-10.25%2025-12-312026-01-23 FSMD FIDELITY COVINGTON TRUST52.2K shares11.79%2025-12-312026-01-23 MINO PIMCO ETF TR49.2K shares7.73%2025-12-312026-01-23 FVD FIRST TR EXCHANGE-TRADED FD42.1K shares-7.69%2025-12-312026-01-23 CGMM CAPITAL GROUP EQUITY ETF TR62.6K shares-1.71%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS35.0K shares-4.44%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR1.8K shares0.72%2025-12-312026-01-23 IJR ISHARES TR9.2K shares-10.80%2025-12-312026-01-23 ADM ARCHER DANIELS MIDLAND CO19.1K shares0.00%2025-12-312026-01-23 VB VANGUARD INDEX FDS4.1K shares-4.21%2025-12-312026-01-23 GLTR ABRDN PRECIOUS METALS BASKET5.1K shares-12.60%2025-12-312026-01-23 AAPL APPLE INC3.7K shares55.09%2025-12-312026-01-23 VOOG VANGUARD ADMIRAL FDS INC2.0K shares-5.48%2025-12-312026-01-23 NULV NUSHARES ETF TR18.9K shares-9.07%2025-12-312026-01-23 VXUS VANGUARD STAR FDS9.4K shares-7.25%2025-12-312026-01-23 INDA ISHARES TR12.9K shares28.27%2025-12-312026-01-23 ECL ECOLAB INC2.5K shares0.00%2025-12-312026-01-23 SPYM SPDR SERIES TRUST8.0K shares-41.76%2025-12-312026-01-23 NUSC NUSHARES ETF TR14.1K shares-4.05%2025-12-312026-01-23 SHE SPDR SERIES TRUST4.7K shares0.00%2025-12-312026-01-23 VUG VANGUARD INDEX FDS990 shares6.57%2025-12-312026-01-23 IYY ISHARES TR2.9K shares0.00%2025-12-312026-01-23 DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2025-12-312026-01-23 PWZ INVESCO EXCH TRADED FD TR II11.6K shares0.00%2025-12-312026-01-23 MSFT MICROSOFT CORP575 shares15.93%2025-12-312026-01-23 VSGX VANGUARD WORLD FD3.7K shares0.00%2025-12-312026-01-23 VTI VANGUARD INDEX FDS797 shares0.00%2025-12-312026-01-23 ABBV ABBVIE INC1.0K sharesnew addition2025-12-312026-01-23 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-23 NOBL PROSHARES TR2.1K shares0.00%2025-12-312026-01-23 IEFA ISHARES TR2.3K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available