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CIK: 0001842010
Total reported value
$226.0M
$226.0M
51 檔
22.4%
In Q2 2024, Laurel Wealth Planning LLC's U.S. equity holdings reached a combined market value of $226.0M, distributed across 51 disclosed stock positions.
During Q2 2024, Laurel Wealth Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 8.21% | -0.25% | -1.81% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 8.21% | -0.12% | -0.49% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.90% | -0.30% | -5.95% | |
| 4 | IFRA | Ishares US Infrastructure | ETF-Other | 6.08% | -0.51% | -4.10% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.81% | -1.86% | +1.03% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.49% | -0.61% | -9.73% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.89% | -0.47% | +0.81% | |
| 8 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 4.62% | — | +3.13% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 4.44% | — | -18.91% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.80% | -0.01% | -0.69% | |
| 11 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.27% | -0.05% | -0.46% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.89% | -0.04% | -9.98% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.86% | -0.08% | -2.76% | |
| 14 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.82% | -0.37% | +2.59% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.80% | -0.10% | -3.03% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.07% | +0.29% | -0.86% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.35% | -1.13% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | -0.18% | -13.36% | |
| 19 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.83% | -0.23% | +2.24% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 1.46% | -0.13% | -5.38% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.37% | +0.01% | +3.73% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.35% | -0.30% | +36.02% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.24% | -0.06% | -4.90% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.18% | -0.18% | -0.96% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.15% | -1.09% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | — | -49.48% | |
| 27 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.96% | — | — | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.90% | -0.08% | -18.59% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.06% | -29.79% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.01% | -27.38% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.69% | — | +5.88% | |
| 32 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.60% | -0.02% | -7.15% | |
| 33 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.60% | -0.17% | +125.35% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.13% | -2.78% | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | — | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.04% | -2.43% | |
| 37 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.46% | -0.17% | -2.11% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.42% | -0.04% | — | |
| 39 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.40% | +0.01% | +3.52% | |
| 40 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.32% | -0.03% | +44.67% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.01% | -5.04% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | — | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.22% | — | -12.78% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.20% | — | -69.82% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.12% | NEW | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | — | — | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | -0.01% | -18.77% | |
| 48 | PWZ | Invesco California Amt-free | ETF-Other | 0.17% | -0.03% | -2.44% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.17% | — | -8.64% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.16% | -0.02% | -76.92% |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 51 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EFIV, ESGU, VOO) accounted for 22.4% of total reported equity market value during Q2 2024.
During Q2 2024, Laurel Wealth Planning LLC's top holdings by market value included EFIV (8.2%)、ESGU (8.2%)、VOO (6.9%). The largest single position, EFIV, represented 8.2% of total portfolio value.
In Q2 2024, Laurel Wealth Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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