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CIK: 0001842010
Total reported value
$226.0M
$226.0M
56 檔
21.5%
At the close of Q1 2025, Laurel Wealth Planning LLC disclosed equity holdings valued at approximately $226.0M, spread across 56 reported holdings.
In Q1 2025, Laurel Wealth Planning LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.65% | -0.30% | +11.32% | |
| 2 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 7.02% | -0.25% | -7.09% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 6.53% | -0.12% | -7.67% | |
| 4 | IFRA | Ishares US Infrastructure | ETF-Other | 5.93% | -0.51% | +1.50% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.19% | -0.61% | +0.12% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.13% | -0.47% | +8.13% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.14% | -1.86% | -17.68% | |
| 8 | EPI | Wisdomtree India Earnings | ETF-Other | 3.93% | -0.40% | +14.45% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.55% | -0.01% | +0.02% | |
| 10 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.53% | -0.05% | +2.26% | |
| 11 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.33% | -0.11% | +22.16% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.13% | -0.04% | +1.94% | |
| 13 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.13% | -0.34% | — | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.11% | -0.10% | +2.89% | |
| 15 | IHDG | Wisdomtree International Hed | ETF-Other | 2.87% | — | -20.86% | |
| 16 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.79% | -0.37% | +1.33% | |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.53% | -0.08% | -2.19% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.88% | +0.29% | -0.43% | |
| 19 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.87% | -0.23% | +2.66% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.35% | -0.10% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.65% | -0.30% | +19.11% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | -0.15% | -9.66% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 1.42% | -0.13% | -0.23% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.33% | +0.01% | +5.10% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.25% | -0.18% | -2.73% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.08% | — | |
| 27 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.16% | +0.10% | — | |
| 28 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.14% | -0.17% | +29.89% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | -0.06% | -21.90% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | — | -1.90% | |
| 31 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.80% | -0.16% | -29.46% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.06% | -8.52% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.66% | -0.08% | -4.08% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | -0.01% | -2.18% | |
| 35 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.50% | -0.17% | — | |
| 36 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 37 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.44% | -0.02% | -13.02% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | -0.04% | -4.72% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.42% | -0.04% | — | |
| 40 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.40% | +0.01% | -3.92% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.13% | — | |
| 42 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.32% | -0.03% | -1.78% | |
| 43 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.26% | -0.01% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.12% | NEW | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | -8.66% | |
| 48 | PWZ | Invesco California Amt-free | ETF-Other | 0.16% | -0.03% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.09% | NEW | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.16% | -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 56 disclosed positions in Q1 2025.
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 VOO, EFIV, ESGU) accounted for 21.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $11.5M
During Q1 2025, Laurel Wealth Planning LLC's top holdings by market value included VOO (7.7%)、EFIV (7.0%)、ESGU (6.5%). The largest single position, VOO, represented 7.7% of total portfolio value.
In Q1 2025, Laurel Wealth Planning LLC made 50 total portfolio adjustments, initiating 50 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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