$124 Million is the total value of Laurel Wealth Planning LLC's 223 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 120.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -4 | -100.0% | 0.00% | – |
| DGP | Exit | DEUTSCHE BK AG LONDON BRHdb gold short | $0 | – | -25 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -9 | -100.0% | -0.00% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -250 | -100.0% | -0.00% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -379 | -100.0% | -0.01% | – |
| IDLV | Exit | INVESCO EXCH TRADED FD TR IIs&p intl low | $0 | – | -5,452 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 8.5% |
| ISHARES TR | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| VANECK VECTORS ETF TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
| NUSHARES ETF TR | 12 | Q3 2023 | 5.6% |
| ISHARES TR | 12 | Q3 2023 | 4.2% |
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.7% |
View Laurel Wealth Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-01 |
View Laurel Wealth Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.