LW
| |
Laurel Wealth Planning LLC13F | |
| Laurel Wealth Planning LLC | |
| Last update 2025-04-24 | 56 Stocks (4 new) |
| Value $150.00 Mil | Turnover 9 % |
Laurel Wealth Planning LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 22,396 | 11,509.5 | +11.32% | 7.650 | +0.78% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
EFIV | SPDR S&P 500 ESG ETF | 197,527 | 10,567.7 | -7.09% | 7.020 | -0.55% | 0.670 | +18.72% | +5.82% | 1,134.5 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 80,562 | 9,821.3 | -7.67% | 6.530 | -0.56% | 0.080 | +19.81% | +6.94% | 13,911.1 | ||
IFRA | iShares U.S. Infrastructure ETF | 198,104 | 8,928.5 | +1.50% | 5.930 | +0.09% | 0.400 | +15.13% | +10.35% | 2,727.0 | ||
ESGD | iShares MSCI EAFE ESG Select ETF | 95,582 | 7,808.1 | +0.12% | 5.190 | +0.01% | 0.090 | +10.38% | +17.79% | 9,622.4 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 151,254 | 7,724.5 | +8.13% | 5.130 | +0.39% | 0.030 | +11.76% | +4.26% | 26,844.9 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 70,793 | 6,229.8 | -17.68% | 4.140 | -0.91% | 0.050 | +18.48% | +3.63% | 12,795.7 | ||
EPI | WisdomTree India Earnings Fund | 135,455 | 5,920.7 | +14.45% | 3.930 | +0.50% | 0.200 | +5.63% | +2.76% | 3,330.8 | ||
IVW | iShares S&P 500 Growth ETF | 57,544 | 5,341.8 | +0.02% | 3.550 | 0% | 0.010 | +27.10% | +10.87% | 61,778.2 | ||
ESGE | iShares MSCI EM ESG Select ETF | 151,969 | 5,311.3 | +2.26% | 3.530 | +0.08% | 0.120 | +20.41% | +20.74% | 5,102.2 |
Laurel Wealth Planning LLC's Historical Top Holdings Breakdowns
Laurel Wealth Planning LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 2025-03-31 | Reduce Reduce | -3.27% | 47.4 ($49.05) 50.24 | $56.08 | 14.33% | Reduce -95.61% | 4,762 | -103,647 | |
FNDE |
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
| 2025-03-31 | New Buy New Buy | +3.13% | 28.11 ($30.22) 32 | $33.64 | 11.32% | New holding | 152,791 | 152,791 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Sold Out Sold Out | -1.77% | 47.4 ($50.6) 52.99 | $56.64 | 11.94% | Sold Out | 0 | -57,327 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | New Buy New Buy | +1.19% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | New holding | 27,149 | 27,149 | |
FSMD | Fidelity Small-Mid Multifactor ETF | 2025-03-31 | New Buy New Buy | +1.16% | 38.04 ($41.07) 43.22 | $41.98 | 2.22% | New holding | 44,586 | 44,586 | |
XSVM |
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
| 2025-03-31 | Sold Out Sold Out | -1.10% | 49.34 ($53.31) 55.91 | $53.10 | -0.39% | Sold Out | 0 | -31,429 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -0.91% | 87.69 ($92.02) 96.49 | $96.10 | 4.43% | Reduce -17.68% | 70,793 | -15,206 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.78% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 11.32% | 22,396 | 2,278 | |
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 2025-03-31 | Reduce Reduce | -0.74% | 43.4 ($45.38) 47.51 | $45.03 | -0.77% | Reduce -20.86% | 99,618 | -26,265 | |
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 2025-03-31 | Add Add | +0.60% | 30.38 ($33.03) 35.87 | $35.04 | 6.09% | Add 22.16% | 162,845 | 29,545 |
Laurel Wealth Planning LLC Total Holding History ($B)
Laurel Wealth Planning LLC's Asset Allocation
Laurel Wealth Planning LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Laurel Wealth Planning LLC's Hypothetical Growth since 2025-03-31
Laurel Wealth Planning LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Laurel Wealth Planning LLC's Holdings Heat Map
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Laurel Wealth Planning LLC's Holdings Bubble Chart
Laurel Wealth Planning LLC News
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