Laurel Wealth Planning LLC
Top Portfolio Positions
9 positions ·
$8,297,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,087 | $1,958,490 | 23.60% | |
| AAPL |
Apple Inc.
Technology
|
5,196 | $1,318,692 | 15.89% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
16,137 | $1,172,998 | 14.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,777 | $1,155,654 | 13.93% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
5,070 | $1,108,910 | 13.36% | |
| ECL |
Ecolab Inc.
Basic Materials
|
2,510 | $667,710 | 8.05% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
1,019 | $452,843 | 5.46% | |
| MSFT |
Microsoft Corp
Technology
|
661 | $244,682 | 2.95% | |
| PWR |
Quanta Services, Inc.
Industrials
|
396 | $217,411 | 2.62% |
Portfolio Trend
22 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,108,910 | 5,070 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,042,392 | 5,070 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $959,775 | 5,801 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $801,408 | 5,801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $758,823 | 5,861 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $643,537 | 5,861 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $706,929 | 6,240 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $658,557 | 6,395 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $623,901 | 6,533 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $691,843 | 7,601 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $670,170 | 7,964 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $756,460 | 8,719 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $811,677 | 8,899 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $963,416 | 10,797 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,102,962 | 13,595 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,175,591 | 13,777 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,323,694 | 13,777 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,289,511 | 14,416 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,297,764 | 15,010 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,447,714 | 15,010 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,390,976 | 15,010 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,545,005 | 15,614 | Shares | Sole | 2021-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||