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Disclosery

13F-HR filed by Laurel Wealth Planning LLC

Laurel Wealth Planning LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-03, with 54 holding rows worth $155,025,000.

Accession
0001842010-25-000002
Filer
CIK 1842010
Filed
2025-02-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 54 entries on the cover page, a total value of $155,025,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $155,025,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-20598. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR S&P 500 ESG ETF78468R531SHS212,603$12,008,000thousands, detected and multiplied
ISHARES TR46435G425COM87,259$11,241,000thousands, detected and multiplied
Vanguard S&P 500 ETF922908363COM20,118$10,840,000thousands, detected and multiplied
iShares U.S. Infrastructure ETF46435U713SHS195,173$9,035,000thousands, detected and multiplied
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT85,999$7,974,000thousands, detected and multiplied
ISHARES TR46435G516COM95,464$7,269,000thousands, detected and multiplied
SPDR SER TR78464A508PRTFLO S&P500 VL139,877$7,153,000thousands, detected and multiplied
iShares S&P 500 Growth ETF464287309SHS57,533$5,841,000thousands, detected and multiplied
WISDOMTREE TR97717X594ITL HDG QTLY DIV125,883$5,472,000thousands, detected and multiplied
WISDOMTREE TR97717W422INDIA ERNGS FD118,350$5,358,000thousands, detected and multiplied
WISDOMTREE TR97717W281EMG MKTS SMCAP108,409$5,303,000thousands, detected and multiplied
ISHARES INC46434G863COM148,604$4,962,000thousands, detected and multiplied
iShares MSCI Japan ETF46434G822SHS66,256$4,446,000thousands, detected and multiplied
PACER FDS TR69374H360US LRG CP CASH133,300$4,271,000thousands, detected and multiplied
iShares MSCI KLD 400 Social ETF464288570SHS38,021$4,192,000thousands, detected and multiplied
Dimensional International Value ETF25434V807SHS117,458$4,167,000thousands, detected and multiplied
PIMCO ETF TR72201R643ENHANCD SHORT41,884$4,122,000thousands, detected and multiplied
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF36,358$3,121,000thousands, detected and multiplied
ISHARES TR CORE S&P 500 ETF464287200SHS4,774$2,810,000thousands, detected and multiplied
Vanguard FTSE Developed Markets ETF921943858SHS57,327$2,741,000thousands, detected and multiplied
iShares Trust iShares USD Green Bond ETF46435U440SHS57,766$2,693,000thousands, detected and multiplied
Berkshire Hathaway Inc084670702COM4,853$2,200,000thousands, detected and multiplied
FIRST TR VALUE LINE DIVID IN33734H106SHS48,190$2,103,000thousands, detected and multiplied
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS49,566$2,084,000thousands, detected and multiplied
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF41,066$2,082,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL25,929$1,815,000thousands, detected and multiplied
ARCHER DANIELS MIDLAND CO COM039483102Stock35,447$1,791,000thousands, detected and multiplied
INVESCO EXCHANGE TRADED FD T46137V480S&P SMCP VLU MNT31,429$1,712,000thousands, detected and multiplied
SPDW78463X889COM49,458$1,688,000thousands, detected and multiplied
iShares Core S&P Small-Cap ETF464287804SHS11,912$1,373,000thousands, detected and multiplied
PIMCO ETF TR72201R635MUNI INCOME OPP29,618$1,335,000thousands, detected and multiplied
SPY78462F103SHS2,113$1,238,000thousands, detected and multiplied
Vanguard ESG U.S. Stock ETF921910733SHS10,562$1,108,000thousands, detected and multiplied
Vanguard Small-Cap ETF922908751SHS4,406$1,059,000thousands, detected and multiplied
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP19,692$825,000thousands, detected and multiplied
Vanguard S&P 500 Growth ETF921932505SHS2,100$769,000thousands, detected and multiplied
VANGUARD STAR FDS921909768COM10,921$644,000thousands, detected and multiplied
ABRDN PRECIOUS METALS BASKET003263100PHYSCL PRECS MET5,861$644,000thousands, detected and multiplied
SPDR SERIES TRUST78468R747ST STR MSCI GEN5,466$633,000thousands, detected and multiplied
Apple Inc037833100COM2,513$629,000thousands, detected and multiplied
ECOLAB INC COM278865100Stock2,510$588,000thousands, detected and multiplied
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL12,106$477,000thousands, detected and multiplied
ISHARES TR464287846DOW JONES US ETF2,854$408,000thousands, detected and multiplied
Vanguard Growth922908736COM946$388,000thousands, detected and multiplied
VTI922908769COM982$285,000thousands, detected and multiplied
UnitedHealth Group Inc91324P102COM545$276,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY7,247$275,000thousands, detected and multiplied
INVESCO EXCH TRADED FD TR II46138E206CALIF AMT MUN10,288$254,000thousands, detected and multiplied
Microsoft Corp594918104COM568$239,000thousands, detected and multiplied
Vanguard ESG International Stock ETF921910725SHS4,211$239,000thousands, detected and multiplied
INVESCO EXCHANGE TRADED FD T46137V613RAFI US 1000 ETF5,811$234,000thousands, detected and multiplied
PROSHARES TR74348A467S&P 500 DV ARIST2,068$206,000thousands, detected and multiplied
Vanguard Value ETF922908744SHS1,210$205,000thousands, detected and multiplied
AbbVie,Inc.00287Y109COM1,128$200,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001842010-25-000002this filing2025-02-03acceptance time not in the bulk data set