Laurel Wealth Planning LLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$150.5B
Holdings
56
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 22,396 | $11.5B | 7.65% | |
| 2 | EFIVSPDR SER TR | 197,527 | $10.6B | 7.02% | |
| 3 | ESGUISHARES TR | 80,562 | $9.8B | 6.53% | |
| 4 | IFRAISHARES TR | 198,104 | $8.9B | 5.93% | |
| 5 | ESGDISHARES TR | 95,582 | $7.8B | 5.19% | |
| 6 | SPYVSPDR SER TR | 151,254 | $7.7B | 5.13% | |
| 7 | MOATVANECK ETF TRUST | 70,793 | $6.2B | 4.14% | |
| 8 | EPIWISDOMTREE TR | 135,455 | $5.9B | 3.93% | |
| 9 | IVWISHARES TR | 57,544 | $5.3B | 3.55% | |
| 10 | ESGEISHARES INC | 151,969 | $5.3B | 3.53% | |
| 11 | COWGPACER FDS TR | 162,845 | $5.0B | 3.33% | |
| 12 | DFIVDIMENSIONAL ETF TRUST | 119,737 | $4.7B | 3.13% | |
| 13 | FNDESCHWAB STRATEGIC TR | 152,791 | $4.7B | 3.13% | |
| 14 | EWJISHARES INC | 68,169 | $4.7B | 3.11% | |
| 15 | IHDGWISDOMTREE TR | 99,618 | $4.3B | 2.87% | |
| 16 | EMNTPIMCO ETF TR | 42,440 | $4.2B | 2.79% | |
| 17 | DSIISHARES TR | 37,190 | $3.8B | 2.53% | |
| 18 | NULGNUSHARES ETF TR | 36,200 | $2.8B | 1.88% | |
| 19 | BGRNISHARES TR | 59,302 | $2.8B | 1.87% | |
| 20 | IVVISHARES TR | 4,769 | $2.7B | 1.78% | |
| 21 | JMSTJ P MORGAN EXCHANGE TRADED F | 48,914 | $2.5B | 1.65% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,384 | $2.3B | 1.55% | |
| 23 | FVDFIRST TR VALUE LINE DIVID IN | 48,081 | $2.1B | 1.42% | |
| 24 | ESMLISHARES TR | 52,092 | $2.0B | 1.33% | |
| 25 | SPLVINVESCO EXCH TRADED FD TR II | 25,221 | $1.9B | 1.25% | |
| 26 | SPYMSPDR SER TR | 27,149 | $1.8B | 1.19% | |
| 27 | FSMDFIDELITY COVINGTON TRUST | 44,586 | $1.7B | 1.16% | |
| 28 | MINOPIMCO ETF TR | 38,472 | $1.7B | 1.14% | |
| 29 | SPDWSPDR INDEX SHS FDS | 38,625 | $1.4B | 0.93% | |
| 30 | IJRISHARES TR | 11,686 | $1.2B | 0.81% | |
| 31 | ADMARCHER DANIELS MIDLAND CO | 25,004 | $1.2B | 0.80% | |
| 32 | SPYSPDR S&P 500 ETF TR | 1,933 | $1.1B | 0.72% | |
| 33 | ESGVVANGUARD WORLD FD | 10,131 | $992.3M | 0.66% | |
| 34 | VBVANGUARD INDEX FDS | 4,310 | $955.7M | 0.64% | |
| 35 | GLTRABRDN PRECIOUS METALS BASKET | 5,861 | $758.8M | 0.50% | |
| 36 | VOOGVANGUARD ADMIRAL FDS INC | 2,100 | $702.4M | 0.47% | |
| 37 | NUSCNUSHARES ETF TR | 17,128 | $656.7M | 0.44% | |
| 38 | VXUSVANGUARD STAR FDS | 10,405 | $646.2M | 0.43% | |
| 39 | ECLECOLAB INC | 2,510 | $636.3M | 0.42% | |
| 40 | SHESPDR SER TR | 5,252 | $599.4M | 0.40% | |
| 41 | AAPLAPPLE INC | 2,513 | $558.2M | 0.37% | |
| 42 | NULVNUSHARES ETF TR | 11,890 | $481.4M | 0.32% | |
| 43 | IYY*ISHARES TR | 2,854 | $388.4M | 0.26% | |
| 44 | VUGVANGUARD INDEX FDS | 946 | $350.8M | 0.23% | |
| 45 | UNHUNITEDHEALTH GROUP INC | 545 | $285.4M | 0.19% | |
| 46 | DFSUDIMENSIONAL ETF TRUST | 7,247 | $259.5M | 0.17% | |
| 47 | VTIVANGUARD INDEX FDS | 897 | $246.5M | 0.16% | |
| 48 | PWZINVESCO EXCH TRADED FD TR II | 10,288 | $245.4M | 0.16% | |
| 49 | ABBVABBVIE INC | 1,128 | $236.3M | 0.16% | |
| 50 | PRFINVESCO EXCHANGE TRADED FD T | 5,811 | $234.8M | 0.16% | |
| 51 | VSGXVANGUARD WORLD FD | 3,905 | $230.3M | 0.15% | |
| 52 | DGSWISDOMTREE TR | 4,762 | $230.1M | 0.15% | |
| 53 | INDAISHARES TR | 4,215 | $217.0M | 0.14% | |
| 54 | MSFTMICROSOFT CORP | 568 | $213.2M | 0.14% | |
| 55 | NOBLPROSHARES TR | 2,068 | $211.3M | 0.14% | |
| 56 | VTVVANGUARD INDEX FDS | 1,210 | $209.0M | 0.14% |