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 $189.1M. In the most recent quarter, they have increased their positions in AVDV (+44.0K shares, valued at $3.9M), CGMM (+63.7K shares, valued at $1.8M), EMNT (+3.8K shares, valued at $377.6K); decreased their positions in IVV (-1.2K shares, valued at $774.4K), ESGV (-5.0K shares, valued at $593.4K), EFIV (-7.4K shares, valued at $472.2K); initiated new positions in AVDV (+44.0K shares, valued at $3.9M), CGMM (+63.7K shares, valued at $1.8M), IEFA (+2.3K shares, valued at $202.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS23.2K shares1.68%2025-09-302025-10-20
BWZ SPDR SERIES TRUST422.8K shares2.79%2025-09-302025-10-20 EFIV SPDR SERIES TRUST169.9K shares-4.19%2025-09-302025-10-20 ESGU ISHARES TR73.3K shares-2.99%2025-09-302025-10-20 IFRA ISHARES TR192.6K shares-1.61%2025-09-302025-10-20 SPYV SPDR SERIES TRUST158.9K shares1.44%2025-09-302025-10-20 ESGD ISHARES TR92.0K shares0.32%2025-09-302025-10-20 IVW ISHARES TR57.5K shares-0.78%2025-09-302025-10-20 COWG PACER FDS TR173.4K shares0.30%2025-09-302025-10-20 EPI WISDOMTREE TR142.3K shares-1.69%2025-09-302025-10-20 MOAT VANECK ETF TRUST62.4K shares-3.81%2025-09-302025-10-20 ESGE ISHARES INC141.7K shares-1.54%2025-09-302025-10-20 FNDE SCHWAB STRATEGIC TR153.9K shares-2.26%2025-09-302025-10-20 EWJ ISHARES INC66.7K shares-1.80%2025-09-302025-10-20 IVV ISHARES TR7.9K shares-12.82%2025-09-302025-10-20 DFIV DIMENSIONAL ETF TRUST113.4K shares-3.31%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS78.5K shares4.81%2025-09-302025-10-20 DSI ISHARES TR34.6K shares-4.98%2025-09-302025-10-20 EMNT PIMCO ETF TR41.7K shares10.09%2025-09-302025-10-20 AVDV AMERICAN CENTY ETF TR44.0K sharesnew addition2025-09-302025-10-20 NULG NUSHARES ETF TR36.6K shares-0.54%2025-09-302025-10-20 BGRN ISHARES TR64.9K shares2.41%2025-09-302025-10-20 JMST J P MORGAN EXCHANGE TRADED F52.5K shares4.76%2025-09-302025-10-20 ESML ISHARES TR58.3K shares0.14%2025-09-302025-10-20 ESGV VANGUARD WORLD FD21.6K shares-18.83%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL4.4K shares0.00%2025-09-302025-10-20 FVD FIRST TR EXCHANGE-TRADED FD45.7K shares-1.86%2025-09-302025-10-20 MINO PIMCO ETF TR45.7K shares18.47%2025-09-302025-10-20 FSMD FIDELITY COVINGTON TRUST46.7K shares-6.24%2025-09-302025-10-20 CGMM CAPITAL GROUP EQUITY ETF TR63.7K sharesnew addition2025-09-302025-10-20 SPLV INVESCO EXCH TRADED FD TR II24.6K shares0.00%2025-09-302025-10-20 SPDW SPDR INDEX SHS FDS36.6K shares-1.50%2025-09-302025-10-20 IJR ISHARES TR10.4K shares0.27%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR1.8K shares-0.94%2025-09-302025-10-20 ADM ARCHER DANIELS MIDLAND CO19.1K shares-8.45%2025-09-302025-10-20 VB VANGUARD INDEX FDS4.3K shares0.42%2025-09-302025-10-20 SPYM SPDR SERIES TRUST13.7K shares-24.63%2025-09-302025-10-20 GLTR ABRDN PRECIOUS METALS BASKET5.8K shares0.00%2025-09-302025-10-20 VOOG VANGUARD ADMIRAL FDS INC2.1K shares0.00%2025-09-302025-10-20 NULV NUSHARES ETF TR20.8K shares-14.88%2025-09-302025-10-20 VXUS VANGUARD STAR FDS10.2K shares-0.82%2025-09-302025-10-20 ECL ECOLAB INC2.5K shares0.00%2025-09-302025-10-20 NUSC NUSHARES ETF TR14.7K shares-2.04%2025-09-302025-10-20 AAPL APPLE INC2.4K shares-4.02%2025-09-302025-10-20 SHE SPDR SERIES TRUST4.7K shares-12.29%2025-09-302025-10-20 INDA ISHARES TR10.1K shares122.08%2025-09-302025-10-20 IYY ISHARES TR2.9K shares0.00%2025-09-302025-10-20 VUG VANGUARD INDEX FDS929 shares0.00%2025-09-302025-10-20 DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2025-09-302025-10-20 PWZ INVESCO EXCH TRADED FD TR II11.6K shares19.01%2025-09-302025-10-20 PRF INVESCO EXCHANGE TRADED FD T5.8K shares0.00%2025-09-302025-10-20 VTI VANGUARD INDEX FDS797 shares0.00%2025-09-302025-10-20 VSGX VANGUARD WORLD FD3.7K shares0.00%2025-09-302025-10-20 MSFT MICROSOFT CORP496 shares0.61%2025-09-302025-10-20 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-20 NOBL PROSHARES TR2.1K shares0.00%2025-09-302025-10-20 IEFA ISHARES TR2.3K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available