Laurel Wealth Planning LLC Top Holdings and 13F Report (2025) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $155.03 thousand in total holdings as of December 31, 2024.Laurel Wealth Planning LLC owns shares of 54 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.34% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 54 new stocks and bought additional shares in 18 stocks.Laurel Wealth Planning LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ESG ETF $12,008iShares ESG Aware MSCI USA ETF $11,241Vanguard S&P 500 ETF $10,840iShares U.S. Infrastructure ETF $9,035VanEck Morningstar Wide Moat ETF $7,974 Largest New Holdings this Quarter Pacer US Large Cap Cash Cows Growth Leaders ETF $4,271 Holding Largest Purchases this Quarter Pacer US Large Cap Cash Cows Growth Leaders ETF 133,300 shares (about $4.27K)WisdomTree India Earnings Fund 26,654 shares (about $1.21K)Archer-Daniels-Midland 22,447 shares (about $1.13K)Berkshire Hathaway 1,126 shares (about $510.45)PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 10,224 shares (about $460.84) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 9,229 shares (about $855.73)iShares ESG Aware MSCI USA ETF 5,416 shares (about $697.71)WisdomTree Emerging Markets SmallCap Dividend Fund 13,552 shares (about $662.92)iShares U.S. Infrastructure ETF 4,367 shares (about $202.16)iShares Core S&P 500 ETF 305 shares (about $179.52) Sector Allocation Over TimeMap of 500 Largest Holdings ofLaurel Wealth Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFIVSPDR S&P 500 ESG ETF$12,008$146 ▼-1.2%212,6037.7%ETFESGUiShares ESG Aware MSCI USA ETF$11,241$698 ▼-5.8%87,2597.3%ManufacturingVOOVanguard S&P 500 ETF$10,840$275 ▲2.6%20,1187.0%ETFIFRAiShares U.S. Infrastructure ETF$9,035$202 ▼-2.2%195,1735.8%ETFMOATVanEck Morningstar Wide Moat ETF$7,974$856 ▼-9.7%85,9995.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$7,269$324 ▲4.7%95,4644.7%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$7,153$206 ▲3.0%139,8774.6%ETFIVWiShares S&P 500 Growth ETF$5,841$76 ▼-1.3%57,5333.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$5,472$90 ▲1.7%125,8833.5%FinanceEPIWisdomTree India Earnings Fund$5,358$1,207 ▲29.1%118,3503.5%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$5,303$663 ▼-11.1%108,4093.4%FinanceESGEiShares ESG Aware MSCI EM ETF$4,962$228 ▲4.8%148,6043.2%ManufacturingEWJiShares MSCI Japan ETF$4,446$195 ▲4.6%66,2562.9%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$4,271$4,271 ▲New Holding133,3002.8%ETFDSIiShares MSCI KLD 400 Social ETF$4,192$80 ▼-1.9%38,0212.7%ETFDFIVDimensional International Value ETF$4,167$107 ▲2.6%117,4582.7%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,122$76 ▼-1.8%41,8842.7%ETFNULGNuveen ESG Large-Cap Growth ETF$3,121$25 ▼-0.8%36,3582.0%ETFIVViShares Core S&P 500 ETF$2,810$180 ▼-6.0%4,7741.8%ETFVEAVanguard FTSE Developed Markets ETF$2,741$91 ▲3.5%57,3271.8%ETFBGRNiShares USD Green Bond ETF$2,693$95 ▲3.7%57,7661.7%ManufacturingBRK.BBerkshire Hathaway$2,200$510 ▲30.2%4,8531.4%FinanceFVDFirst Trust Value Line Dividend Index Fund$2,103$74 ▼-3.4%48,1901.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,084$9 ▼-0.4%49,5661.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,082$169 ▲8.9%41,0661.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,8150.0%25,9291.2%ETFADMArcher-Daniels-Midland$1,791$1,134 ▲172.7%35,4471.2%Consumer StaplesXSVMInvesco S&P SmallCap Value with Momentum ETF$1,712$156 ▲10.0%31,4291.1%MiscellaneousSPDWSPDR Portfolio Developed World ex-US ETF$1,688$22 ▼-1.3%49,4581.1%ETFIJRiShares Core S&P Small-Cap ETF$1,373$86 ▼-5.9%11,9120.9%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,335$461 ▲52.7%29,6180.9%ETFSPYSPDR S&P 500 ETF Trust$1,238$279 ▲29.1%2,1130.8%FinanceESGVVanguard ESG US Stock ETF$1,108$89 ▼-7.5%10,5620.7%ETFVBVanguard Small-Cap ETF$1,059$68 ▼-6.0%4,4060.7%ETFNUSCNuveen ESG Small-Cap ETF$825$63 ▼-7.1%19,6920.5%ETFVOOGVanguard S&P 500 Growth ETF$7690.0%2,1000.5%ETFVXUSVanguard Total International Stock ETF$644$24 ▼-3.6%10,9210.4%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$644$42 ▼-6.1%5,8610.4%ETFSHESPDR MSCI USA Gender Diversity Index ETF$633$18 ▲2.9%5,4660.4%ETFAAPLApple$629$42 ▼-6.3%2,5130.4%Computer and TechnologyECLEcolab$5880.0%2,5100.4%Basic MaterialsNULVNuveen ESG Large-Cap Value ETF$4770.0%12,1060.3%ETFIYYiShares Dow Jones U.S. ETF$408$30 ▼-6.9%2,8540.3%ETFVUGVanguard Growth ETF$3880.0%9460.3%ETFVTIVanguard Total Stock Market ETF$285$15 ▼-4.9%9820.2%ETFUNHUnitedHealth Group$2760.0%5450.2%MedicalDFSUDimensional US Sustainability Core 1 ETF$2750.0%7,2470.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$254$8 ▲3.1%10,2880.2%ETFMSFTMicrosoft$2390.0%5680.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$2390.0%4,2110.2%ETFPRFInvesco FTSE RAFI US 1000 ETF$2340.0%5,8110.2%ETFNOBLProShares S&P 500 Aristocrats ETF$2060.0%2,0680.1%ETFVTVVanguard Value ETF$2050.0%1,2100.1%ETFABBVAbbVie$2000.0%1,1280.1%MedicalBRK.ABerkshire Hathaway$0$691 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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