Laurel Wealth Planning LLC holdings history

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349 is the total number of securities Laurel Wealth Planning LLC has owned. The longest Laurel Wealth Planning LLC has owned a single stock is 12 quarters.

Laurel Wealth Planning LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD INDEX FDS12124.26%5.39%6.75%Q4 2020Q3 202312
DSI ISHARES TR12122.39%5.04%8.50%Q4 2020Q3 202312
ESGD ISHARES TR12123.24%4.67%6.62%Q4 2020Q3 202312
IVW ISHARES TR12122.44%3.77%5.27%Q4 2020Q3 202312
MOAT VANECK VECTORS ETF TR12122.24%3.33%5.79%Q4 2020Q3 202312
IVV ISHARES TR12121.84%2.98%5.29%Q4 2020Q3 202312
SPDW SPDR INDEX SHS FDS12121.86%2.83%4.20%Q4 2020Q3 202312
NUSC NUSHARES ETF TR12120.91%2.82%5.59%Q4 2020Q3 202312
IJR ISHARES TR12121.88%2.69%4.22%Q4 2020Q3 202312
FVD FIRST TR VALUE LINE DI...12121.98%2.68%3.67%Q4 2020Q3 202312
ESGU ISHARES TR12120.26%2.38%6.44%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12121.10%2.31%3.97%Q4 2020Q3 202312
SPLV INVESCO EXCH TRADED FD...12121.35%2.09%3.21%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12121.44%2.03%3.99%Q4 2020Q3 202312
ESGV VANGUARD WORLD FD12121.06%1.91%2.83%Q4 2020Q3 202312
VXUS VANGUARD STAR FDS12120.72%1.76%4.14%Q4 2020Q3 202312
ESGE ISHARES INC12121.10%1.71%3.13%Q4 2020Q3 202312
HEEM ISHARES INC12120.20%1.38%2.80%Q4 2020Q3 202312
VSGX VANGUARD WORLD FD12120.17%1.07%2.67%Q4 2020Q3 202312
IHDG WISDOMTREE TR12120.05%1.06%5.05%Q4 2020Q3 202312
GLTR ABRDN PRECIOUS METALS ...12120.52%0.90%1.51%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.21%0.87%2.43%Q4 2020Q3 202312
SHE SPDR SER TR12120.36%0.87%1.54%Q4 2020Q3 202312
ERTH INVESCO EXCHANGE TRADE...12120.27%0.78%1.61%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.05%0.77%2.20%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.00%0.71%1.08%Q4 2020Q3 202312
NULG NUSHARES ETF TR12120.04%0.52%1.80%Q4 2020Q3 202312
AAPL APPLE INC12120.22%0.45%0.65%Q4 2020Q3 202312
VOOG VANGUARD ADMIRAL FDS INC12120.29%0.43%0.56%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12120.02%0.31%0.57%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.15%0.25%0.40%Q4 2020Q3 202312
ECL ECOLAB INC11110.28%0.37%0.48%Q1 2021Q3 202311
CSCO CISCO SYS INC11110.01%0.10%0.29%Q4 2020Q2 202311
SCHD SCHWAB STRATEGIC TR10100.05%3.03%5.53%Q2 2021Q3 202310
JPST J P MORGAN EXCHANGE-TR...10101.59%2.73%3.71%Q4 2020Q1 202310
ESML ISHARES TR10100.01%0.59%1.10%Q2 2021Q3 202310
ABBV ABBVIE INC10100.01%0.08%0.18%Q4 2020Q1 202310
IEFA ISHARES TR10100.01%0.06%0.19%Q4 2020Q1 202310
NULV NUSHARES ETF TR990.82%7.88%11.70%Q3 2021Q3 20239
TIP ISHARES TR990.00%3.63%6.80%Q4 2020Q4 20229
PEY INVESCO EXCHANGE TRADE...990.99%1.91%2.92%Q1 2021Q1 20239
EMNT PIMCO ETF TR990.57%1.85%2.69%Q3 2021Q3 20239
BGRN ISHARES TR990.17%1.40%1.86%Q3 2021Q3 20239
EMXC ISHARES INC990.63%1.30%2.73%Q3 2021Q3 20239
GLD SPDR GOLD TR990.04%1.14%2.78%Q4 2020Q4 20229
CGW INVESCO EXCH TRADED FD...990.09%0.69%1.16%Q4 2020Q4 20229
ITOT ISHARES TR990.08%0.63%1.57%Q4 2020Q4 20229
SHM SPDR SER TR990.05%0.61%0.90%Q3 2021Q3 20239
JMST J P MORGAN EXCHANGE-TR...990.19%0.56%0.82%Q3 2021Q3 20239
VNQ VANGUARD INDEX FDS990.01%0.44%0.57%Q3 2021Q3 20239
SUSA ISHARES TR990.00%0.42%1.10%Q4 2020Q4 20229
IAGG ISHARES TR990.09%0.40%0.71%Q4 2020Q4 20229
VO VANGUARD INDEX FDS990.03%0.30%1.27%Q4 2020Q4 20229
EFG ISHARES TR990.06%0.30%0.52%Q4 2020Q4 20229
SCZ ISHARES TR990.02%0.27%0.49%Q4 2020Q4 20229
EFAV ISHARES TR990.04%0.26%0.47%Q4 2020Q4 20229
MMM 3M CO990.03%0.24%0.58%Q4 2020Q4 20229
TMO THERMO FISHER SCIENTIF...990.09%0.21%0.28%Q4 2020Q4 20229
PRF INVESCO EXCHANGE TRADE...990.09%0.19%0.37%Q4 2020Q4 20229
VUG VANGUARD INDEX FDS990.13%0.18%0.23%Q3 2021Q3 20239
ACN ACCENTURE PLC IRELAND990.08%0.17%0.24%Q4 2020Q4 20229
IEMG ISHARES TR990.00%0.12%0.22%Q4 2020Q4 20229
V VISA INC990.10%0.12%0.14%Q4 2020Q4 20229
IUSV ISHARES TR990.08%0.11%0.19%Q4 2020Q4 20229
SYK STRYKER CORPORATION990.05%0.09%0.12%Q4 2020Q4 20229
SHW SHERWIN WILLIAMS CO990.05%0.09%0.15%Q4 2020Q4 20229
IUSG ISHARES TR990.04%0.08%0.10%Q4 2020Q4 20229
TGT TARGET CORP990.01%0.08%0.19%Q4 2020Q4 20229
QQQ INVESCO QQQ TR990.05%0.07%0.13%Q4 2020Q4 20229
WMT WALMART INC990.05%0.06%0.08%Q4 2020Q4 20229
QUAL ISHARES TR990.01%0.06%0.09%Q4 2020Q4 20229
ABT ABBOTT LABS990.01%0.05%0.12%Q4 2020Q4 20229
VWO VANGUARD INTL EQUITY I...990.04%0.05%0.06%Q4 2020Q4 20229
REET ISHARES TR990.01%0.05%0.14%Q4 2020Q4 20229
AMZN AMAZON COM INC990.00%0.04%0.07%Q4 2020Q4 20229
BTT BLACKROCK MUN TARGET T...990.02%0.03%0.06%Q4 2020Q4 20229
BBY BEST BUY INC990.00%0.03%0.04%Q4 2020Q4 20229
LOW LOWES COS INC990.02%0.02%0.03%Q4 2020Q4 20229
BAC BK OF AMERICA CORP990.00%0.02%0.06%Q4 2020Q4 20229
JPM JPMORGAN CHASE & CO990.01%0.02%0.03%Q4 2020Q4 20229
HD HOME DEPOT INC990.01%0.02%0.04%Q4 2020Q4 20229
SPSC SPS COMM INC990.02%0.02%0.03%Q4 2020Q4 20229
MMD MAINSTAY MACKAY DEFINE...990.01%0.01%0.02%Q4 2020Q4 20229
MRK MERCK & CO. INC990.01%0.01%0.02%Q4 2020Q4 20229
RUSHA RUSH ENTERPRISES INC990.01%0.01%0.02%Q4 2020Q4 20229
RUSHB RUSH ENTERPRISES INC990.01%0.01%0.01%Q4 2020Q4 20229
CVX CHEVRON CORP NEW990.01%0.01%0.02%Q4 2020Q4 20229
PEP PEPSICO INC990.01%0.01%0.02%Q4 2020Q4 20229
RSG REPUBLIC SVCS INC990.01%0.01%0.01%Q4 2020Q4 20229
NVAX NOVAVAX INC990.00%0.01%0.02%Q4 2020Q4 20229
EBAY EBAY INC.990.00%0.01%0.02%Q4 2020Q4 20229
TRV TRAVELERS COMPANIES INC990.00%0.01%0.01%Q4 2020Q4 20229
GOOG ALPHABET INC990.00%0.01%0.02%Q4 2020Q4 20229
IBM INTERNATIONAL BUSINESS...990.00%0.00%0.01%Q4 2020Q4 20229
EPR EPR PPTYS990.00%0.00%0.01%Q4 2020Q4 20229
AAL AMERICAN AIRLS GROUP INC990.00%0.00%0.01%Q4 2020Q4 20229
TAN INVESCO EXCH TRADED FD...990.00%0.00%0.00%Q4 2020Q4 20229
USB US BANCORP DEL990.00%0.00%0.00%Q4 2020Q4 20229
NOK NOKIA CORP990.00%0.00%0.00%Q4 2020Q4 20229
AES AES CORP990.00%0.00%0.00%Q4 2020Q4 20229
FAST FASTENAL CO990.00%0.00%0.00%Q4 2020Q4 20229
CTVA CORTEVA INC990.00%0.00%0.00%Q4 2020Q4 20229
SPB SPECTRUM BRANDS HLDGS ...990.00%0.00%0.00%Q4 2020Q4 20229
DD DUPONT DE NEMOURS INC990.00%0.00%0.00%Q4 2020Q4 20229
KMI KINDER MORGAN INC DEL990.00%0.00%0.00%Q4 2020Q4 20229
DOW DOW INC990.00%0.00%0.00%Q4 2020Q4 20229
GPS GAP INC990.00%0.00%0.00%Q4 2020Q4 20229
MICRO FOCUS INTL PLC990.00%0.00%0.00%Q4 2020Q4 20229
IFRA ISHARES TR880.02%2.39%5.85%Q4 2021Q3 20238
NOBL PROSHARES TR880.06%0.58%0.85%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON620.01%0.05%0.09%Q4 2020Q4 20228
CVS CVS HEALTH CORP880.01%0.05%0.06%Q4 2020Q3 20228
MINT PIMCO ETF TR880.00%0.04%0.09%Q4 2020Q3 20228
TSM TAIWAN SEMICONDUCTOR M...710.01%0.02%0.04%Q4 2020Q4 20228
IRTC IRHYTHM TECHNOLOGIES INC880.01%0.02%0.02%Q1 2021Q4 20228
TENAX THERAPEUTICS INC880.00%0.00%0.00%Q4 2020Q3 20228
DIMENSIONAL ETF TRUST771.28%2.05%3.11%Q1 2022Q3 20237
SUSB ISHARES TR770.52%2.02%2.45%Q3 2021Q1 20237
SPYD SPDR SER TR770.59%2.01%3.42%Q1 2022Q3 20237
IWM ISHARES TR770.14%0.17%0.22%Q3 2021Q1 20237
CWB SPDR SER TR770.05%0.13%0.17%Q1 2022Q3 20237
DIS DISNEY WALT CO770.01%0.03%0.08%Q2 2021Q4 20227
GOOGL ALPHABET INC770.02%0.03%0.03%Q2 2021Q4 20227
D DOMINION ENERGY INC770.02%0.02%0.02%Q2 2021Q4 20227
BLOK AMPLIFY ETF TR770.00%0.00%0.01%Q2 2021Q4 20227
VIAC VIACOMCBS INC770.00%0.00%0.01%Q4 2020Q2 20227
MIDE DBX ETF TR770.00%0.00%0.00%Q2 2021Q4 20227
HPQ HP INC770.00%0.00%0.00%Q4 2020Q2 20227
HPE HEWLETT PACKARD ENTERP...770.00%0.00%0.00%Q4 2020Q2 20227
DXC DXC TECHNOLOGY CO770.00%0.00%0.00%Q4 2020Q2 20227
VTV VANGUARD INDEX FDS660.11%0.12%0.14%Q3 2021Q4 20226
VBR VANGUARD INDEX FDS660.07%0.08%0.10%Q3 2021Q4 20226
VBK VANGUARD INDEX FDS660.05%0.06%0.09%Q3 2021Q4 20226
RWR SPDR SER TR660.02%0.03%0.04%Q3 2021Q4 20226
ASB ASSOCIATED BANC CORP660.02%0.03%0.04%Q3 2021Q4 20226
IWD ISHARES TR660.02%0.02%0.03%Q3 2021Q4 20226
FDVV FIDELITY COVINGTON TRUST660.02%0.02%0.02%Q2 2021Q3 20226
COST COSTCO WHSL CORP NEW660.02%0.02%0.02%Q3 2021Q4 20226
ADP AUTOMATIC DATA PROCESS...660.02%0.02%0.02%Q3 2021Q4 20226
SO SOUTHERN CO660.02%0.02%0.02%Q4 2020Q1 20226
DHR DANAHER CORPORATION660.01%0.01%0.02%Q3 2021Q4 20226
VGT VANGUARD WORLD FDS660.01%0.01%0.02%Q3 2021Q4 20226
UPS UNITED PARCEL SERVICE INC660.01%0.01%0.01%Q3 2021Q4 20226
ADI ANALOG DEVICES INC660.01%0.01%0.01%Q3 2021Q4 20226
ASML ASML HOLDING N V660.01%0.01%0.02%Q3 2021Q4 20226
TD TORONTO DOMINION BK ONT660.01%0.01%0.01%Q3 2021Q4 20226
ULTA ULTA BEAUTY INC660.01%0.01%0.01%Q3 2021Q4 20226
LIN LINDE PLC660.01%0.01%0.01%Q3 2021Q4 20226
INFY INFOSYS LTD660.01%0.01%0.01%Q3 2021Q4 20226
XLU SELECT SECTOR SPDR TR660.01%0.01%0.01%Q3 2021Q4 20226
SLF SUN LIFE FINANCIAL INC.660.01%0.01%0.01%Q3 2021Q4 20226
CM CANADIAN IMPERIAL BK C...660.01%0.01%0.01%Q3 2021Q4 20226
TRI THOMSON REUTERS CORP.660.01%0.01%0.01%Q3 2021Q4 20226
KB KB FINL GROUP INC660.01%0.01%0.01%Q3 2021Q4 20226
BNS BANK NOVA SCOTIA HALIFAX660.01%0.01%0.01%Q3 2021Q4 20226
KR KROGER CO660.01%0.01%0.01%Q3 2021Q4 20226
RY ROYAL BK CDA SUSTAINABL660.01%0.01%0.01%Q3 2021Q4 20226
IBN ICICI BANK LIMITED660.01%0.01%0.01%Q3 2021Q4 20226
MELI MERCADOLIBRE INC660.00%0.01%0.01%Q3 2021Q4 20226
ABB ABB LTD660.00%0.01%0.01%Q3 2021Q4 20226
EMR EMERSON ELEC CO660.00%0.00%0.01%Q3 2021Q4 20226
GENERAL ELECTRIC CO660.00%0.00%0.01%Q3 2021Q4 20226
TJX TJX COS INC NEW660.00%0.00%0.01%Q3 2021Q4 20226
UBS UBS GROUP AG660.00%0.00%0.01%Q3 2021Q4 20226
KODK EASTMAN KODAK CO660.00%0.00%0.01%Q3 2021Q4 20226
NTES NETEASE INC660.00%0.00%0.01%Q3 2021Q4 20226
FERG FERGUSON PLC NEW660.00%0.00%0.01%Q3 2021Q4 20226
ING ING GROEP N.V.660.00%0.00%0.01%Q3 2021Q4 20226
VALE VALE S A660.00%0.00%0.00%Q3 2021Q4 20226
JHX JAMES HARDIE INDS PLC660.00%0.00%0.01%Q3 2021Q4 20226
HSBC HSBC HLDGS PLC660.00%0.00%0.00%Q3 2021Q4 20226
STM STMICROELECTRONICS N V660.00%0.00%0.00%Q3 2021Q4 20226
AEG AEGON N V660.00%0.00%0.00%Q3 2021Q4 20226
PAC GRUPO AEROPUERTO DEL P...660.00%0.00%0.00%Q3 2021Q4 20226
MO ALTRIA GROUP INC660.00%0.00%0.00%Q3 2021Q4 20226
PSO PEARSON PLC660.00%0.00%0.00%Q3 2021Q4 20226
JACKSON FINANCIAL INC660.00%0.00%0.00%Q3 2021Q4 20226
JANUS DETROIT STR TR552.19%2.51%2.82%Q2 2022Q2 20235
NUMV NUSHARES ETF TR551.47%2.12%2.74%Q1 2022Q1 20235
PCY INVESCO EXCH TRADED FD...550.02%0.21%0.60%Q4 2020Q4 20215
AGG ISHARES TR550.05%0.16%0.27%Q4 2021Q4 20225
FFC FLAHERTY & CRUMRINE PF...550.05%0.12%0.18%Q2 2021Q2 20225
USFR WISDOMTREE TR550.04%0.10%0.31%Q4 2020Q4 20215
PFE PFIZER INC410.00%0.06%0.08%Q4 2020Q4 20225
MCD MCDONALDS CORP550.02%0.02%0.02%Q3 2021Q3 20225
CBSH COMMERCE BANCSHARES INC550.01%0.01%0.01%Q4 2020Q4 20215
PM PHILIP MORRIS INTL INC550.01%0.01%0.01%Q3 2021Q3 20225
RTX RAYTHEON TECHNOLOGIES ...550.01%0.01%0.01%Q4 2020Q4 20215
WM WASTE MGMT INC DEL550.01%0.01%0.01%Q3 2021Q3 20225
KYNDRYL HLDGS INC550.00%0.00%0.00%Q4 2021Q4 20225
IEF ISHARES TR445.32%6.00%6.49%Q3 2022Q2 20234
WISDOMTREE TR440.00%2.76%5.70%Q1 2022Q4 20224
VIGI VANGUARD WHITEHALL FDS440.12%0.61%0.88%Q3 2021Q2 20224
MNA INDEXIQ ETF TR440.49%0.54%0.58%Q4 2020Q3 20214
DGS WISDOMTREE TR440.32%0.50%0.69%Q4 2022Q3 20234
MUB ISHARES TR440.17%0.20%0.22%Q1 2022Q4 20224
WST WEST PHARMACEUTICAL SV...440.08%0.19%0.33%Q1 2022Q4 20224
ADBE ADOBE SYSTEMS INCORPOR...440.04%0.16%0.36%Q1 2022Q4 20224
MDT MEDTRONIC PLC440.09%0.13%0.19%Q1 2022Q4 20224
GILD GILEAD SCIENCES INC440.11%0.12%0.14%Q1 2022Q4 20224
AMGN AMGEN INC440.10%0.10%0.10%Q1 2022Q4 20224
SRPT SAREPTA THERAPEUTICS INC440.07%0.09%0.11%Q1 2022Q4 20224
ANSS ANSYS INC440.08%0.09%0.13%Q1 2022Q4 20224
NVDA NVIDIA CORPORATION440.05%0.07%0.11%Q1 2022Q4 20224
BMRN BIOMARIN PHARMACEUTICA...440.06%0.07%0.08%Q1 2022Q4 20224
PG PROCTER AND GAMBLE CO440.06%0.07%0.08%Q1 2022Q4 20224
AWK AMERICAN WTR WKS CO IN...440.06%0.06%0.07%Q1 2022Q4 20224
BMY BRISTOL-MYERS SQUIBB CO440.05%0.06%0.09%Q1 2022Q4 20224
BDX BECTON DICKINSON & CO440.05%0.05%0.07%Q1 2022Q4 20224
DRQ DRIL-QUIP INC440.04%0.05%0.06%Q1 2022Q4 20224
XEL XCEL ENERGY INC440.04%0.05%0.05%Q1 2022Q4 20224
UTHR UNITED THERAPEUTICS CO...440.04%0.05%0.05%Q1 2022Q4 20224
SCHG SCHWAB STRATEGIC TR440.04%0.04%0.06%Q1 2022Q4 20224
ISRG INTUITIVE SURGICAL INC440.03%0.04%0.08%Q1 2022Q4 20224
NEOG NEOGEN CORP440.03%0.04%0.05%Q1 2022Q4 20224
ALG ALAMO GROUP INC440.03%0.04%0.04%Q1 2022Q4 20224
HUN HUNTSMAN CORP440.00%0.03%0.04%Q4 2020Q3 20214
LGLV SPDR SER TR440.01%0.02%0.05%Q1 2022Q4 20224
GIS GENERAL MLS INC440.02%0.02%0.02%Q3 2021Q2 20224
JD JD.COM INC440.01%0.02%0.04%Q4 2020Q3 20214
DGRO ISHARES TR440.01%0.02%0.04%Q1 2022Q4 20224
TM TOYOTA MOTOR CORP440.01%0.02%0.02%Q3 2021Q2 20224
VEU VANGUARD INTL EQUITY I...440.01%0.01%0.03%Q1 2022Q4 20224
CTRE CARETRUST REIT INC440.01%0.01%0.01%Q4 2020Q3 20214
MAR MARRIOTT INTL INC NEW440.01%0.01%0.01%Q4 2020Q3 20214
UL UNILEVER PLC440.01%0.01%0.01%Q3 2021Q2 20224
WPP WPP PLC NEW440.01%0.01%0.01%Q3 2021Q2 20224
SONY SONY GROUP CORPORATION440.01%0.01%0.01%Q3 2021Q2 20224
ONEV SPDR SER TR440.00%0.01%0.02%Q1 2022Q4 20224
HDB HDFC BANK LTD440.00%0.01%0.01%Q3 2021Q2 20224
AON AON PLC440.00%0.01%0.01%Q3 2021Q2 20224
CCEP COCA-COLA EUROPACIFIC ...440.00%0.00%0.01%Q3 2021Q2 20224
SDC SMILEDIRECTCLUB INC440.00%0.00%0.01%Q4 2020Q3 20214
OTEX OPEN TEXT CORP440.00%0.00%0.00%Q3 2021Q2 20224
PHI PLDT INC440.00%0.00%0.00%Q3 2021Q2 20224
AEM AGNICO EAGLE MINES LTD440.00%0.00%0.00%Q3 2021Q2 20224
C CITIGROUP INC440.00%0.00%0.00%Q3 2021Q2 20224
BSAC BANCO SANTANDER CHILE NEW440.00%0.00%0.00%Q3 2021Q2 20224
BHP BHP GROUP LTD440.00%0.00%0.00%Q3 2021Q2 20224
CYBR CYBERARK SOFTWARE LTD440.00%0.00%0.00%Q3 2021Q2 20224
IX ORIX CORP440.00%0.00%0.00%Q3 2021Q2 20224
VAC MARRIOTT VACTINS WORLD...440.00%0.00%0.00%Q4 2020Q3 20214
HTHT HUAZHU GROUP LTD440.00%0.00%0.00%Q3 2021Q2 20224
TCOM TRIP COM GROUP LTD440.00%0.00%0.00%Q3 2021Q2 20224
GRUPO AVAL ACCIONES Y ...440.00%0.00%0.00%Q3 2021Q2 20224
IDLV INVESCO EXCH TRADED FD...330.15%0.15%0.16%Q4 2020Q2 20213
BACPRL BK OF AMERICA CORP330.04%0.04%0.04%Q2 2022Q4 20223
PWR QUANTA SVCS INC330.04%0.04%0.04%Q2 2022Q4 20223
WFCPRL WELLS FARGO CO NEW330.03%0.03%0.04%Q2 2022Q4 20223
IWF ISHARES TR210.03%0.03%0.04%Q3 2021Q3 20223
GWX SPDR INDEX SHS FDS330.02%0.02%0.02%Q3 2021Q1 20223
SCHH SCHWAB STRATEGIC TR330.02%0.02%0.02%Q2 2022Q4 20223
VTEB VANGUARD MUN BD FDS210.00%0.01%0.02%Q1 2022Q4 20223
PROSHARES TR330.01%0.01%0.01%Q2 2022Q4 20223
IJH ISHARES TR210.00%0.00%0.01%Q4 2020Q1 20223
SMED SHARPS COMPLIANCE CORP330.00%0.00%0.01%Q1 2021Q3 20213
BABA ALIBABA GROUP HLDG LTD330.00%0.00%0.00%Q4 2020Q2 20213
CS CREDIT SUISSE GROUP330.00%0.00%0.00%Q3 2021Q1 20223
GDS GDS HLDGS LTD330.00%0.00%0.00%Q3 2021Q1 20223
OGN ORGANON & CO330.00%0.00%0.00%Q2 2021Q4 20213
EMBECTA CORP330.00%0.00%0.00%Q2 2022Q4 20223
DGP DEUTSCHE BK AG LONDON BRH330.00%0.00%0.00%Q4 2020Q2 20213
FHN FIRST HORIZON CORPORATION330.00%0.00%0.00%Q1 2021Q3 20213
T AT&T INC330.00%0.00%0.00%Q4 2020Q2 20213
GEVO GEVO INC330.00%0.00%0.00%Q1 2021Q3 20213
SRL SCULLY ROYALTY LTD330.00%0.00%0.00%Q2 2022Q4 20223
SPYV SPDR SER TR223.72%4.00%4.27%Q2 2023Q3 20232
XJH ISHARES TR220.16%0.77%1.38%Q3 2021Q4 20212
DIMENSIONAL ETF TRUST220.18%0.19%0.19%Q2 2023Q3 20232
PWZ INVESCO EXCH TRADED FD...220.16%0.16%0.16%Q2 2023Q3 20232
INVESTMENT MANAGERS SE...220.02%0.02%0.02%Q3 2022Q4 20222
IXUS ISHARES TR220.02%0.02%0.02%Q4 2020Q1 20212
FNDX SCHWAB STRATEGIC TR220.01%0.01%0.02%Q3 2022Q4 20222
LDUR PIMCO ETF TR220.01%0.01%0.02%Q3 2022Q4 20222
FNDA SCHWAB STRATEGIC TR220.01%0.01%0.01%Q3 2022Q4 20222
RWT REDWOOD TR INC220.01%0.01%0.01%Q2 2021Q3 20212
SCHF SCHWAB STRATEGIC TR220.00%0.00%0.01%Q1 2022Q2 20222
CONE CYRUSONE INC220.00%0.00%0.01%Q3 2021Q4 20212
SCHE SCHWAB STRATEGIC TR220.00%0.00%0.00%Q3 2022Q4 20222
CARR CARRIER GLOBAL CORPORA...220.00%0.00%0.00%Q4 2020Q1 20212
OTIS OTIS WORLDWIDE CORP220.00%0.00%0.00%Q4 2020Q1 20212
VOE VANGUARD INDEX FDS220.00%0.00%0.00%Q1 2022Q2 20222
F FORD MTR CO DEL220.00%0.00%0.00%Q3 2022Q4 20222
PRSP PERSPECTA INC220.00%0.00%0.00%Q4 2020Q1 20212
VOT VANGUARD INDEX FDS220.00%0.00%0.00%Q1 2022Q2 20222
NUEM NUSHARES ETF TR110.47%0.47%0.47%Q4 2021Q4 20211
STIP ISHARES TR110.22%0.22%0.22%Q4 2021Q4 20211
INTC INTEL CORP110.09%0.09%0.09%Q3 2021Q3 20211
EIM EATON VANCE MUN BD FD110.08%0.08%0.08%Q1 2022Q1 20221
IJK ISHARES TR110.08%0.08%0.08%Q1 2021Q1 20211
VMO INVESCO MUN OPPORTUNIT...110.07%0.07%0.07%Q1 2022Q1 20221
IVE ISHARES TR110.06%0.06%0.06%Q4 2022Q4 20221
ITW ILLINOIS TOOL WKS INC110.04%0.04%0.04%Q1 2022Q1 20221
PZA INVESCO EXCH TRADED FD...110.04%0.04%0.04%Q1 2022Q1 20221
SUB ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
BA BOEING CO110.03%0.03%0.03%Q1 2022Q1 20221
PFF ISHARES TR110.03%0.03%0.03%Q1 2022Q1 20221
FV FIRST TR EXCHANGE-TRAD...110.03%0.03%0.03%Q1 2022Q1 20221
IDRV ISHARES TR110.03%0.03%0.03%Q1 2021Q1 20211
GTO INVESCO ACTIVELY MANAG...110.03%0.03%0.03%Q1 2022Q1 20221
PML PIMCO MUN INCOME FD II110.02%0.02%0.02%Q1 2022Q1 20221
BP BP PLC110.02%0.02%0.02%Q1 2022Q1 20221
NUW NUVEEN AMT-FREE MUN VA...110.02%0.02%0.02%Q1 2022Q1 20221
AFB ALLIANCEBERNSTEIN NATL...110.02%0.02%0.02%Q1 2022Q1 20221
AOM ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
IFV FIRST TR EXCHANGE-TRAD...110.02%0.02%0.02%Q1 2022Q1 20221
MVT BLACKROCK MUNIVEST FD ...110.02%0.02%0.02%Q1 2022Q1 20221
BIV VANGUARD BD INDEX FDS110.02%0.02%0.02%Q1 2022Q1 20221
VFL DELAWARE INVTS NATL MU...110.02%0.02%0.02%Q1 2022Q1 20221
LQD ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
JEPI J P MORGAN EXCHANGE-TR...110.01%0.01%0.01%Q1 2022Q1 20221
XLF SELECT SECTOR SPDR TR110.01%0.01%0.01%Q1 2022Q1 20221
FIDU FIDELITY COVINGTON TRUST110.01%0.01%0.01%Q1 2022Q1 20221
PYPL PAYPAL HLDGS INC110.01%0.01%0.01%Q1 2022Q1 20221
PETS PETMED EXPRESS INC110.01%0.01%0.01%Q4 2020Q4 20201
PFG PRINCIPAL FINANCIAL GR...110.01%0.01%0.01%Q4 2020Q4 20201
SCHB SCHWAB STRATEGIC TR110.01%0.01%0.01%Q4 2020Q4 20201
GSK GLAXOSMITHKLINE PLC110.01%0.01%0.01%Q4 2020Q4 20201
JETS ETF SER SOLUTIONS110.01%0.01%0.01%Q2 2021Q2 20211
ICLN ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
AGZ ISHARES TR110.01%0.01%0.01%Q1 2022Q1 20221
NUMG NUSHARES ETF TR110.01%0.01%0.01%Q3 2021Q3 20211
CNRG SPDR SER TR110.01%0.01%0.01%Q1 2022Q1 20221
SCHO SCHWAB STRATEGIC TR110.01%0.01%0.01%Q1 2022Q1 20221
CIBR FIRST TR EXCHANGE TRAD...110.01%0.01%0.01%Q1 2022Q1 20221
TROX TRONOX HOLDINGS PLC110.01%0.01%0.01%Q3 2021Q3 20211
MRVL MARVELL TECHNOLOGY GRO...110.01%0.01%0.01%Q4 2020Q4 20201
NTCO NATURA &CO HLDG S A110.00%0.00%0.00%Q3 2021Q3 20211
GOLD BARRICK GOLD CORP110.00%0.00%0.00%Q2 2021Q2 20211
MET METLIFE INC110.00%0.00%0.00%Q2 2022Q2 20221
GD GENERAL DYNAMICS CORP110.00%0.00%0.00%Q2 2022Q2 20221
ANGL VANECK ETF TRUST110.00%0.00%0.00%Q1 2022Q1 20221
LMBS FIRST TR EXCHANGE-TRAD...110.00%0.00%0.00%Q1 2022Q1 20221
CEMB ISHARES INC110.00%0.00%0.00%Q1 2022Q1 20221
FTSM FIRST TR EXCHANGE-TRAD...110.00%0.00%0.00%Q1 2022Q1 20221
NEE NEXTERA ENERGY INC110.00%0.00%0.00%Q2 2022Q2 20221
XOM EXXON MOBIL CORP110.00%0.00%0.00%Q2 2022Q2 20221
KO COCA COLA CO110.00%0.00%0.00%Q2 2022Q2 20221
PULS PGIM ETF TR110.00%0.00%0.00%Q1 2022Q1 20221
SBUX STARBUCKS CORP110.00%0.00%0.00%Q2 2022Q2 20221
TXN TEXAS INSTRS INC110.00%0.00%0.00%Q2 2022Q2 20221
NMR NOMURA HLDGS INC110.00%0.00%0.00%Q3 2021Q3 20211
BNDX VANGUARD CHARLOTTE FDS110.00%0.00%0.00%Q1 2022Q1 20221
IEUR ISHARES TR110.00%0.00%0.00%Q4 2020Q4 20201
TFI SPDR SER TR110.00%0.00%0.00%Q1 2022Q1 20221
TFC TRUIST FINL CORP110.00%0.00%0.00%Q2 2022Q2 20221
WOPEY WOODSIDE ENERGY GROUP LTD110.00%0.00%0.00%Q2 2022Q2 20221
VTRS VIATRIS INC110.00%0.00%0.00%Q4 2020Q4 20201
VWOB VANGUARD WHITEHALL FDS110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Laurel Wealth Planning LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Laurel Wealth Planning LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Laurel Wealth Planning LLC owns currently or has owned in the past.