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CIK: 0001842010
Total reported value
$226.0M
$226.0M
54 檔
22.6%
During the Q4 2024 filing period, Laurel Wealth Planning LLC (CIK: 0001842010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $226.0M across 54 reported positions.
Laurel Wealth Planning LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 7.75% | -0.25% | -1.20% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 7.25% | -0.12% | -5.84% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | -0.30% | +2.60% | |
| 4 | IFRA | Ishares US Infrastructure | ETF-Other | 5.83% | -0.51% | -2.19% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.14% | -1.86% | -9.69% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.69% | -0.61% | +4.66% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.61% | -0.47% | +2.96% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.77% | -0.01% | -1.29% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 3.53% | — | +1.68% | |
| 10 | EPI | Wisdomtree India Earnings | ETF-Other | 3.46% | -0.40% | +29.07% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 3.42% | — | -11.11% | |
| 12 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.20% | -0.05% | +4.82% | |
| 13 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.87% | -0.10% | +4.58% | |
| 14 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.76% | -0.11% | — | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.70% | -0.08% | -1.88% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 2.69% | -0.04% | +2.63% | |
| 17 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.66% | -0.37% | -1.81% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.01% | +0.29% | -0.81% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.35% | -6.01% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | -0.18% | +3.45% | |
| 21 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.74% | -0.23% | +3.67% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.15% | +30.21% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.36% | -0.13% | -3.39% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.34% | +0.01% | -0.44% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.34% | -0.30% | +8.86% | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.17% | -0.18% | — | |
| 27 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.16% | -0.16% | +172.67% | |
| 28 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.10% | — | +10.05% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.09% | -0.06% | -1.27% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | — | -5.88% | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.86% | -0.17% | +52.72% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.06% | +29.08% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.71% | -0.08% | -7.47% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.01% | -6.00% | |
| 35 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.53% | -0.02% | -7.11% | |
| 36 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | — | — | |
| 37 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.42% | -0.17% | -6.07% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.42% | -0.04% | -3.58% | |
| 39 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.41% | +0.01% | +2.88% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.41% | -0.13% | -6.27% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.38% | -0.04% | — | |
| 42 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.31% | -0.03% | — | |
| 43 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.26% | -0.01% | -6.88% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | -4.94% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.12% | NEW | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.18% | -0.01% | — | |
| 48 | PWZ | Invesco California Amt-free | ETF-Other | 0.16% | -0.03% | +3.14% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.15% | — | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 54 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFIV, ESGU, VOO) accounted for 22.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
COWG
市值: $4.3M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $691.0K
During Q4 2024, Laurel Wealth Planning LLC's top holdings by market value included EFIV (7.8%)、ESGU (7.3%)、VOO (7.0%). The largest single position, EFIV, represented 7.8% of total portfolio value.
In Q4 2024, Laurel Wealth Planning LLC made 38 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 1 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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