$140 Thousand is the total value of Laurel Wealth Planning LLC's 54 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | Exit | ABBVIE INC | $0 | – | -1,285 | -100.0% | -0.14% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,234 | -100.0% | -0.15% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,304 | -100.0% | -0.19% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -62,317 | -100.0% | -2.08% | – |
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -153,970 | -100.0% | -2.45% | – |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -190,636 | -100.0% | -2.52% | – |
| NUMV | Exit | NUSHARES ETF TRnuveen esg midvl | $0 | – | -144,384 | -100.0% | -2.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 6.9% |
| ISHARES TR | 15 | Q2 2024 | 6.6% |
| ISHARES TR | 15 | Q2 2024 | 8.5% |
| VANECK VECTORS ETF TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 5.3% |
| ISHARES TR | 15 | Q2 2024 | 8.2% |
| ISHARES TR | 15 | Q2 2024 | 5.3% |
| SPDR INDEX SHS FDS | 15 | Q2 2024 | 4.2% |
| ISHARES TR | 15 | Q2 2024 | 4.2% |
| FIRST TR VALUE LINE DIVID IN | 15 | Q2 2024 | 3.7% |
View Laurel Wealth Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 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 |
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.