Laurel Wealth Planning LLC Top Holdings and 13F Report (2025) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $150.47 million in total holdings as of March 31, 2025.Laurel Wealth Planning LLC owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 8.88% of the portfolio was purchased this quarter.About 7.18% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 54 new stocks and bought additional shares in 15 stocks.Laurel Wealth Planning LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $11,509,529SPDR S&P 500 ESG ETF $10,567,695iShares ESG Aware MSCI USA ETF $9,821,314iShares U.S. Infrastructure ETF $8,928,548iShares ESG Aware MSCI EAFE ETF $7,808,094 Largest New Holdings this Quarter 808524730 - Schwab Fundamental Emerging Markets Large Company Index ETF $4,705,963 Holding78464A854 - SPDR Portfolio S&P 500 ETF $1,785,319 Holding316092527 - Fidelity Small-Mid Multifactor ETF $1,745,988 Holding46429B598 - iShares MSCI India ETF $216,989 Holding Largest Purchases this Quarter Schwab Fundamental Emerging Markets Large Company Index ETF 152,791 shares (about $4.71M)SPDR Portfolio S&P 500 ETF 27,149 shares (about $1.79M)Fidelity Small-Mid Multifactor ETF 44,586 shares (about $1.75M)Vanguard S&P 500 ETF 2,278 shares (about $1.17M)Pacer US Large Cap Cash Cows Growth Leaders ETF 29,545 shares (about $909.69K) Largest Sales this Quarter WisdomTree Emerging Markets SmallCap Dividend Fund 103,647 shares (about $5.01M)VanEck Morningstar Wide Moat ETF 15,206 shares (about $1.34M)WisdomTree International Hedged Quality Dividend Growth Fund 26,265 shares (about $1.14M)iShares ESG Aware MSCI USA ETF 6,697 shares (about $816.43K)SPDR S&P 500 ESG ETF 15,076 shares (about $806.57K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$11,509,529$1,170,687 ▲11.3%22,3967.6%ETFEFIVSPDR S&P 500 ESG ETF$10,567,695$806,566 ▼-7.1%197,5277.0%ETFESGUiShares ESG Aware MSCI USA ETF$9,821,314$816,431 ▼-7.7%80,5626.5%ManufacturingIFRAiShares U.S. Infrastructure ETF$8,928,548$132,100 ▲1.5%198,1045.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$7,808,094$9,639 ▲0.1%95,5825.2%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$7,724,542$581,023 ▲8.1%151,2545.1%ETFMOATVanEck Morningstar Wide Moat ETF$6,229,784$1,338,128 ▼-17.7%70,7934.1%ETFEPIWisdomTree India Earnings Fund$5,920,739$747,660 ▲14.5%135,4553.9%FinanceIVWiShares S&P 500 Growth ETF$5,341,810$1,021 ▲0.0%57,5443.5%ETFESGEiShares ESG Aware MSCI EM ETF$5,311,317$117,607 ▲2.3%151,9693.5%ManufacturingCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$5,013,998$909,691 ▲22.2%162,8453.3%ETFDFIVDimensional International Value ETF$4,712,849$89,701 ▲1.9%119,7373.1%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$4,705,963$4,705,963 ▲New Holding152,7913.1%ETFEWJiShares MSCI Japan ETF$4,673,667$131,155 ▲2.9%68,1693.1%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$4,323,422$1,139,901 ▼-20.9%99,6182.9%FinanceEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,190,950$54,905 ▲1.3%42,4402.8%ETFDSIiShares ESG MSCI KLD 400 ETF$3,808,628$85,103 ▼-2.2%37,1902.5%ETFNULGNuveen ESG Large-Cap Growth ETF$2,833,733$12,368 ▼-0.4%36,2001.9%ETFBGRNiShares USD Green Bond ETF$2,808,543$72,745 ▲2.7%59,3021.9%ManufacturingIVViShares Core S&P 500 ETF$2,679,805$2,810 ▼-0.1%4,7691.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,487,277$399,071 ▲19.1%48,9141.7%ETFBRK.BBerkshire Hathaway$2,334,831$249,780 ▼-9.7%4,3841.6%FinanceFVDFirst Trust Value Line Dividend Index Fund$2,143,932$4,860 ▼-0.2%48,0811.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,000,854$97,024 ▲5.1%52,0921.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,884,514$52,902 ▼-2.7%25,2211.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,785,319$1,785,319 ▲New Holding27,1491.2%ETFFSMDFidelity Small-Mid Multifactor ETF$1,745,988$1,745,988 ▲New Holding44,5861.2%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,720,853$396,040 ▲29.9%38,4721.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,406,354$394,435 ▼-21.9%38,6250.9%ETFIJRiShares Core S&P Small-Cap ETF$1,222,006$23,633 ▼-1.9%11,6860.8%ETFADMArcher-Daniels-Midland$1,200,443$501,369 ▼-29.5%25,0040.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,081,358$100,696 ▼-8.5%1,9330.7%FinanceESGVVanguard ESG US Stock ETF$992,332$42,216 ▼-4.1%10,1310.7%ETFVBVanguard Small-Cap ETF$955,743$21,288 ▼-2.2%4,3100.6%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$758,8240.0%5,8610.5%ETFVOOGVanguard S&P 500 Growth ETF$702,4080.0%2,1000.5%ETFNUSCNuveen ESG Small-Cap ETF$656,688$98,304 ▼-13.0%17,1280.4%ETFVXUSVanguard Total International Stock ETF$646,151$32,044 ▼-4.7%10,4050.4%ETFECLEcolab$636,3360.0%2,5100.4%Basic MaterialsSHESPDR MSCI USA Gender Diversity Index ETF$599,434$24,425 ▼-3.9%5,2520.4%ETFAAPLApple$558,2130.0%2,5130.4%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$481,427$8,746 ▼-1.8%11,8900.3%ETFIYYiShares Dow Jones U.S. ETF$388,4300.0%2,8540.3%ETFVUGVanguard Growth ETF$350,7960.0%9460.2%ETFUNHUnitedHealth Group$285,4440.0%5450.2%MedicalDFSUDimensional US Sustainability Core 1 ETF$259,5160.0%7,2470.2%ETFVTIVanguard Total Stock Market ETF$246,532$23,361 ▼-8.7%8970.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$245,3690.0%10,2880.2%ETFABBVAbbVie$236,3390.0%1,1280.2%MedicalPRFInvesco FTSE RAFI US 1000 ETF$234,8230.0%5,8110.2%ETFVSGXVanguard ESG International Stock ETF$230,317$18,048 ▼-7.3%3,9050.2%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$230,053$5,007,204 ▼-95.6%4,7620.2%FinanceINDAiShares MSCI India ETF$216,989$216,989 ▲New Holding4,2150.1%ETFMSFTMicrosoft$213,2220.0%5680.1%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$211,3090.0%2,0680.1%ETFVTVVanguard Value ETF$209,0160.0%1,2100.1%ETFVEAVanguard FTSE Developed Markets ETF$0$2,741 ▼-100.0%00.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$0$1,712 ▼-100.0%00.0%MiscellaneousShowing 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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