Holdings
Laurel Wealth Planning LLC
As of Jun 30, 2026, Laurel Wealth Planning LLC reported 9 positions worth US$6.49M. Largest: Berkshire Hathaway Inc., Apple Inc and Archer-daniels-midland Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 3,987 | US$2M | −100 | Jun 30, 2026 |
| Apple Inc | 4,442 | US$1.29M | −754 | Jun 30, 2026 |
| Archer-daniels-midland Company | 13,471 | US$1.03M | −2,666 | Jun 30, 2026 |
| Ecolab Inc. | 2,510 | US$699K | no change | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 1,019 | US$467K | no change | Jun 30, 2026 |
| Quanta Services, Inc. | 396 | US$285K | no change | Jun 30, 2026 |
| Microsoft Corp. | 726 | US$271K | +65 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 627 | US$261K | new | Jun 30, 2026 |
| Abbvie Inc. | 803 | US$202K | new | Jun 30, 2026 |