$151 Thousand is the total value of Laurel Wealth Planning LLC's 58 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,270 | -99.9% | 4,113 | 0.0% | 0.84% | +2.7% | |
| AAPL | APPLE INC | $763 | -99.9% | 4,629 | 0.0% | 0.50% | +30.2% | |
| UNH | UNITEDHEALTH GROUP INC | $515 | -99.9% | 1,090 | 0.0% | 0.34% | -8.6% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $484 | -99.9% | 2,100 | 0.0% | 0.32% | +12.2% | |
| IEFA | ISHARES TRcore msci eafe | $288 | -99.9% | 4,304 | 0.0% | 0.19% | +11.7% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $236 | -99.9% | 946 | 0.0% | 0.16% | +20.0% | |
| IWM | ISHARES TRrussell 2000 etf | $220 | -99.9% | 1,234 | 0.0% | 0.15% | +5.0% | |
| CSCO | CISCO SYS INC | $221 | -99.9% | 4,224 | 0.0% | 0.15% | +12.3% | |
| CWB | SPDR SER TRbbg conv sec etf | $201 | -99.9% | 3,000 | 0.0% | 0.13% | +7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
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.