Laurel Wealth Planning LLC Top Holdings and 13F Report (2024) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $153.10 thousand in total holdings as of September 30, 2024.Laurel Wealth Planning LLC owns shares of 54 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 4.65% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 51 new stocks and bought additional shares in 6 stocks.Laurel Wealth Planning LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ESG ETF $11,999iShares ESG Aware MSCI USA ETF $11,694Vanguard S&P 500 ETF $10,347iShares U.S. Infrastructure ETF $9,372VanEck Morningstar Wide Moat ETF $9,232 Largest New Holdings this Quarter WisdomTree India Earnings Fund $4,627 HoldingArcher-Daniels-Midland $777 HoldingBerkshire Hathaway $691 HoldingiShares Dow Jones U.S. ETF $428 HoldingAbbVie $223 Holding Largest Purchases this Quarter WisdomTree India Earnings Fund 91,696 shares (about $4.63K)Archer-Daniels-Midland 13,000 shares (about $777.00)Berkshire Hathaway 1 shares (about $691.00)iShares Dow Jones U.S. ETF 3,065 shares (about $428.00)iShares MSCI Japan ETF 4,344 shares (about $310.76) Largest Sales this Quarter iShares ESG Aware MSCI USA ETF 6,141 shares (about $774.89)iShares ESG Aware MSCI EAFE ETF 9,009 shares (about $758.25)WisdomTree International Hedged Quality Dividend Growth Fund 16,041 shares (about $733.09)SPDR Portfolio S&P 500 Value ETF 8,337 shares (about $440.69)SPDR S&P 500 ESG ETF 7,006 shares (about $390.65) 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$11,999$391 ▼-3.2%215,1917.8%ETFESGUiShares ESG Aware MSCI USA ETF$11,694$775 ▼-6.2%92,6757.6%ManufacturingVOOVanguard S&P 500 ETF$10,347$117 ▼-1.1%19,6086.8%ETFIFRAiShares U.S. Infrastructure ETF$9,372$366 ▼-3.8%199,5406.1%ETFMOATVanEck Morningstar Wide Moat ETF$9,232$109 ▼-1.2%95,2286.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$7,677$758 ▼-9.0%91,2135.0%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$7,181$441 ▼-5.8%135,8524.7%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$6,549$386 ▼-5.6%121,9614.3%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$5,658$733 ▼-11.5%123,8043.7%FinanceIVWiShares S&P 500 Growth ETF$5,581$68 ▼-1.2%58,2833.6%ETFESGEiShares ESG Aware MSCI EM ETF$5,162$56 ▲1.1%141,7643.4%ManufacturingEPIWisdomTree India Earnings Fund$4,627$4,627 ▲New Holding91,6963.0%FinanceEWJiShares MSCI Japan ETF$4,532$311 ▲7.4%63,3523.0%ETFDFIVDimensional International Value ETF$4,358$41 ▼-0.9%114,4512.8%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,222$155 ▲3.8%42,6582.8%ETFDSIiShares MSCI KLD 400 Social ETF$4,216$93 ▼-2.2%38,7502.8%ETFNULGNuveen ESG Large-Cap Growth ETF$3,029$5 ▼-0.2%36,6542.0%ETFIVViShares Core S&P 500 ETF$2,930$45 ▼-1.5%5,0791.9%ETFVEAVanguard FTSE Developed Markets ETF$2,926$21 ▼-0.7%55,4141.9%ETFBGRNiShares USD Green Bond ETF$2,694$38 ▼-1.4%55,7211.8%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$2,269$71 ▼-3.0%49,8811.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,082$61 ▼-2.8%49,7871.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,922$18 ▼-0.9%37,7231.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,882$19 ▼-1.0%50,0931.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,860$18 ▼-0.9%25,9291.2%ETFBRK.BBerkshire Hathaway$1,7150.0%3,7271.1%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$1,570$115 ▲7.9%28,5591.0%MiscellaneousIJRiShares Core S&P Small-Cap ETF$1,480$119 ▼-7.4%12,6561.0%ETFESGVVanguard ESG US Stock ETF$1,160$198 ▼-14.6%11,4150.8%ETFVBVanguard Small-Cap ETF$1,112$13 ▲1.2%4,6870.7%ETFSPYSPDR S&P 500 ETF Trust$939$148 ▼-13.6%1,6370.6%FinanceNUSCNuveen ESG Small-Cap ETF$908$28 ▼-3.0%21,1990.6%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$895$24 ▲2.8%19,3940.6%ETFADMArcher-Daniels-Midland$777$777 ▲New Holding13,0000.5%Consumer StaplesVXUSVanguard Total International Stock ETF$7330.0%11,3270.5%ETFVOOGVanguard S&P 500 Growth ETF$7250.0%2,1000.5%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$707$18 ▼-2.4%6,2400.5%ETFBRK.ABerkshire Hathaway$691$691 ▲New Holding10.5%FinanceECLEcolab$6410.0%2,5100.4%Basic MaterialsAAPLApple$625$280 ▼-30.9%2,6810.4%Computer and TechnologySHESPDR MSCI USA Gender Diversity Index ETF$604$0 ▼-0.1%5,3130.4%ETFNULVNuveen ESG Large-Cap Value ETF$5050.0%12,1060.3%ETFIYYiShares Dow Jones U.S. ETF$428$428 ▲New Holding3,0650.3%ETFVUGVanguard Growth ETF$3630.0%9460.2%ETFUNHUnitedHealth Group$3190.0%5450.2%MedicalVTIVanguard Total Stock Market ETF$293$1 ▼-0.2%1,0330.2%ETFDFSUDimensional US Sustainability Core 1 ETF$2690.0%7,2470.2%ETFVSGXVanguard ESG International Stock ETF$2590.0%4,2110.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$2500.0%9,9750.2%ETFMSFTMicrosoft$244$128 ▼-34.4%5680.2%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$236$1 ▼-0.6%5,8110.2%ETFABBVAbbVie$223$223 ▲New Holding1,1280.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$221$29 ▼-11.5%2,0680.1%ETFVTVVanguard Value ETF$211$211 ▲New Holding1,2100.1%ETFVNQVanguard Real Estate ETF$0$985 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$323 ▼-100.0%00.0%ManufacturingSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$0$293 ▼-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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