Laurel Wealth Planning LLC has disclosed 56 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $150.00 Mil. The turnover rate is 9%.
In Laurel Wealth Planning LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), SPDR S&P 500 ESG ETF (EFIV), iShares MSCI USA ESG Optimized ETF (ESGU), iShares U.S. Infrastructure ETF (IFRA), iShares MSCI EAFE ESG Select ETF (ESGD), not including call and put options.
Laurel Wealth Planning LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Laurel Wealth Planning LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Laurel Wealth Planning LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Laurel Wealth Planning LLC.