Laidlaw Wealth Management
Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, GOOGL, and represent 20.16% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SH, BIRD, IDU, VRTX, MSFT, ABNB, COIN, CAT, ODFL, PLTR.
- Started 14 new stock positions in IDU, CAT, BIRD, VTR, VRTX, DIA, CEM, TMUS, SH, XYL. EMD, ROP, ODFL, COIN.
- Reduced shares in these 10 stocks: VV, AAPL, SCHG, VGSH, USMV, IAU, VCSH, BND, PSQ, BIL.
- Sold out of its positions in ATO, CAH, SPXL, DUK, EQT, EXPE, FSCO, FICO, FAUG, GFEB.
- Laidlaw Wealth Management was a net seller of stock by $-56M.
- Laidlaw Wealth Management has $275M in assets under management (AUM), dropping by -9.04%.
- Central Index Key (CIK): 0001800608
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Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 235 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.9 | $25M | -10% | 127k | 192.53 |
|
| Microsoft Corporation (MSFT) | 4.8 | $13M | +3% | 35k | 376.04 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $7.5M | 15k | 495.21 |
|
|
| Amazon (AMZN) | 1.9 | $5.2M | -6% | 34k | 151.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $5.0M | 36k | 139.69 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 1.6 | $4.5M | 23k | 192.48 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $4.4M | 7.4k | 596.60 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $4.2M | -6% | 12k | 356.66 |
|
| Ishares Tr Short Treas Bd (SHV) | 1.5 | $4.1M | -20% | 37k | 110.13 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $4.0M | -24% | 51k | 77.37 |
|
| Tesla Motors (TSLA) | 1.4 | $3.8M | -7% | 16k | 248.48 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $3.8M | -39% | 46k | 82.96 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 1.4 | $3.8M | 115k | 32.64 |
|
|
| UnitedHealth (UNH) | 1.3 | $3.6M | -6% | 6.8k | 526.44 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $3.5M | -31% | 60k | 58.33 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.2 | $3.2M | -5% | 18k | 178.81 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $3.2M | -29% | 41k | 78.03 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $3.1M | +4% | 23k | 136.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.1 | $3.0M | 23k | 130.92 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $3.0M | -6% | 8.5k | 353.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.9M | -18% | 21k | 140.93 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $2.9M | 23k | 122.75 |
|
|
| Home Depot (HD) | 1.0 | $2.8M | -17% | 8.1k | 346.56 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $2.7M | +7% | 4.1k | 660.14 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.6M | -22% | 15k | 170.11 |
|
| Broadcom (AVGO) | 0.9 | $2.6M | +7% | 2.3k | 1116.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.4M | -12% | 5.8k | 409.52 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.9 | $2.3M | -20% | 4.8k | 484.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $2.3M | -36% | 59k | 39.03 |
|
| Visa Com Cl A (V) | 0.8 | $2.3M | -24% | 8.7k | 260.34 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.8 | $2.2M | -2% | 58k | 37.60 |
|
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.8 | $2.1M | -31% | 102k | 20.68 |
|
| Palo Alto Networks (PANW) | 0.8 | $2.1M | 7.1k | 294.88 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.7 | $1.8M | -30% | 24k | 75.67 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.8M | -25% | 12k | 146.54 |
|
| Pepsi (PEP) | 0.6 | $1.8M | 10k | 169.84 |
|
|
| Consolidated Edison (ED) | 0.6 | $1.7M | 19k | 90.97 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.6 | $1.7M | -2% | 39k | 44.60 |
|
| Amgen (AMGN) | 0.6 | $1.7M | -3% | 6.0k | 288.04 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $1.7M | -31% | 20k | 83.63 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.6 | $1.7M | +17% | 8.7k | 190.96 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | +11% | 2.8k | 582.99 |
|
| Vanguard World Fds Industrial Etf (VIS) | 0.6 | $1.6M | -2% | 7.3k | 220.43 |
|
| Abbvie (ABBV) | 0.6 | $1.6M | +7% | 10k | 154.97 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $1.6M | 16k | 99.74 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.6 | $1.5M | -8% | 17k | 92.26 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.6 | $1.5M | -34% | 29k | 53.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.6 | $1.5M | -3% | 51k | 29.78 |
|
| Cisco Systems (CSCO) | 0.5 | $1.5M | -21% | 30k | 50.52 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.5M | -19% | 9.6k | 156.74 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $1.4M | -33% | 14k | 100.35 |
|
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.5 | $1.4M | 12k | 117.72 |
|
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) | 0.5 | $1.4M | -8% | 40k | 35.13 |
|
| Nextera Energy (NEE) | 0.5 | $1.4M | -21% | 23k | 60.74 |
|
| McDonald's Corporation (MCD) | 0.5 | $1.4M | -30% | 4.6k | 296.53 |
|
| Honeywell International (HON) | 0.5 | $1.4M | 6.5k | 209.72 |
|
|
| Starbucks Corporation (SBUX) | 0.5 | $1.4M | 14k | 96.01 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $1.4M | -10% | 8.1k | 168.54 |
|
| salesforce (CRM) | 0.5 | $1.4M | -4% | 5.2k | 263.14 |
|
| Chevron Corporation (CVX) | 0.5 | $1.4M | -30% | 9.1k | 149.17 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $1.3M | -26% | 28k | 48.32 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.5 | $1.3M | -10% | 12k | 113.99 |
|
| Goldman Sachs (GS) | 0.5 | $1.3M | -33% | 3.4k | 385.81 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.5 | $1.3M | -40% | 30k | 44.15 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $1.3M | 2.4k | 530.79 |
|
|
| Ishares Tr Cmbs Etf (CMBS) | 0.5 | $1.2M | -30% | 27k | 46.79 |
|
| United Rentals (URI) | 0.5 | $1.2M | 2.2k | 573.42 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $1.2M | -28% | 15k | 83.84 |
|
| Ishares Silver Tr Ishares (SLV) | 0.4 | $1.2M | -37% | 57k | 21.78 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | 12k | 99.98 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | -4% | 2.8k | 426.51 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.4 | $1.2M | 16k | 74.62 |
|
|
| Merck & Co (MRK) | 0.4 | $1.2M | -17% | 11k | 109.02 |
|
| Verizon Communications (VZ) | 0.4 | $1.1M | -26% | 30k | 37.70 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | +34% | 65k | 17.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $1.1M | -23% | 12k | 88.36 |
|
| International Business Machines (IBM) | 0.4 | $1.1M | +7% | 6.5k | 163.55 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.4 | $1.1M | -11% | 24k | 44.15 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.4 | $1.0M | NEW | 79k | 12.99 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $1.0M | +6% | 14k | 72.66 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.0M | -8% | 5.9k | 170.41 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $1.0M | -3% | 18k | 56.26 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $991k | +67% | 7.3k | 136.14 |
|
| Netflix (NFLX) | 0.3 | $954k | -12% | 2.0k | 486.88 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.3 | $954k | -42% | 17k | 55.59 |
|
| Boeing Company (BA) | 0.3 | $938k | -5% | 3.6k | 260.67 |
|
| Linde SHS (LIN) | 0.3 | $871k | 2.1k | 410.73 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.3 | $868k | 18k | 49.19 |
|
|
| Nike CL B (NKE) | 0.3 | $851k | -2% | 7.8k | 108.57 |
|
| Walt Disney Company (DIS) | 0.3 | $802k | -37% | 8.9k | 90.29 |
|
| Servicenow (NOW) | 0.3 | $801k | +2% | 1.1k | 706.49 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $785k | +27% | 15k | 52.04 |
|
| Ishares Tr Glb Cns Disc Etf (RXI) | 0.3 | $781k | -7% | 4.9k | 159.06 |
|
| American Tower Reit (AMT) | 0.3 | $774k | 3.6k | 215.88 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $763k | -40% | 3.0k | 250.70 |
|
| Eaton Corp SHS (ETN) | 0.3 | $756k | 3.1k | 240.82 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $752k | 8.8k | 85.54 |
|
|
| Allbirds Com Cl A (BIRD) | 0.3 | $751k | NEW | 613k | 1.23 |
|
| Union Pacific Corporation (UNP) | 0.3 | $732k | -2% | 3.0k | 245.61 |
|
| Advanced Micro Devices (AMD) | 0.3 | $731k | -2% | 5.0k | 147.41 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $726k | -9% | 22k | 32.77 |
|
| Coca-Cola Company (KO) | 0.3 | $723k | -42% | 12k | 58.93 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $715k | -21% | 13k | 53.84 |
|
| Philip Morris International (PM) | 0.3 | $707k | 7.5k | 94.08 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.3 | $690k | 5.4k | 127.43 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $668k | NEW | 8.4k | 79.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $666k | +17% | 1.4k | 475.39 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $640k | -2% | 7.6k | 84.14 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.2 | $630k | -28% | 21k | 29.85 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $627k | -55% | 3.3k | 191.17 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $627k | +31% | 2.2k | 286.24 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $595k | -2% | 17k | 34.46 |
|
| Wal-Mart Stores (WMT) | 0.2 | $581k | -40% | 3.7k | 157.65 |
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| Oracle Corporation (ORCL) | 0.2 | $573k | -29% | 5.4k | 105.43 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $569k | 12k | 49.44 |
|
|
| Etf Ser Solutions Defiance Quant (QTUM) | 0.2 | $569k | -26% | 11k | 54.32 |
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| Morgan Stanley Com New (MS) | 0.2 | $550k | -4% | 5.9k | 93.24 |
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| Bank of America Corporation (BAC) | 0.2 | $548k | 16k | 33.67 |
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| Nucor Corporation (NUE) | 0.2 | $546k | 3.1k | 174.05 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $544k | +3% | 7.2k | 75.77 |
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| Etf Ser Solutions Defiance Next (FIVG) | 0.2 | $535k | -30% | 15k | 35.85 |
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| Constellation Brands Cl A (STZ) | 0.2 | $531k | -5% | 2.2k | 241.76 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $525k | 30k | 17.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.2 | $513k | 16k | 31.40 |
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| Intel Corporation (INTC) | 0.2 | $510k | -24% | 10k | 50.25 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $509k | -6% | 4.5k | 114.36 |
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| Anthem (ELV) | 0.2 | $499k | 1.1k | 471.57 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $499k | NEW | 1.2k | 406.89 |
|
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.2 | $497k | -23% | 11k | 45.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $495k | -8% | 3.1k | 157.78 |
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| Quanta Services (PWR) | 0.2 | $493k | -4% | 2.3k | 215.80 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $490k | -8% | 12k | 40.56 |
|
| Stryker Corporation (SYK) | 0.2 | $487k | -6% | 1.6k | 299.46 |
|
| General Electric Com New (GE) | 0.2 | $480k | -31% | 3.8k | 127.63 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $479k | -16% | 9.3k | 51.31 |
|
| Dow (DOW) | 0.2 | $466k | -13% | 8.5k | 54.84 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $465k | -9% | 14k | 34.01 |
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| At&t (T) | 0.2 | $463k | -4% | 28k | 16.78 |
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| Booking Holdings (BKNG) | 0.2 | $461k | 130.00 | 3547.22 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $447k | +35% | 509.00 | 878.29 |
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| Pfizer (PFE) | 0.2 | $444k | +17% | 15k | 28.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $442k | 1.7k | 255.32 |
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| BlackRock (BLK) | 0.2 | $440k | -8% | 542.00 | 812.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $439k | +23% | 2.2k | 200.75 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $423k | 5.6k | 75.35 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $417k | -3% | 2.4k | 170.48 |
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| Etf Managers Tr Prime Mobile Pay | 0.1 | $412k | -34% | 8.9k | 46.41 |
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| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.1 | $403k | -8% | 4.5k | 89.97 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $399k | +9% | 1.2k | 337.36 |
|
| Phillips 66 (PSX) | 0.1 | $397k | -4% | 3.0k | 133.14 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $388k | -17% | 10k | 37.50 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $387k | -37% | 169.00 | 2286.96 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $386k | 2.8k | 135.86 |
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| Global X Fds Vdeo Gam Esprt (HERO) | 0.1 | $384k | -35% | 19k | 20.17 |
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| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.1 | $370k | -3% | 15k | 24.99 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $369k | +30% | 6.8k | 54.29 |
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| Shell Spon Ads (SHEL) | 0.1 | $368k | 5.6k | 65.80 |
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| ConocoPhillips (COP) | 0.1 | $367k | -18% | 3.2k | 116.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $366k | 5.0k | 72.43 |
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| Deere & Company (DE) | 0.1 | $365k | -49% | 912.00 | 399.87 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $364k | -41% | 7.5k | 48.45 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $362k | -3% | 3.6k | 99.80 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $361k | +2% | 4.2k | 85.41 |
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| Ares Capital Corporation (ARCC) | 0.1 | $360k | 18k | 20.03 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $358k | -4% | 8.7k | 40.91 |
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| Vanguard World Fds Materials Etf (VAW) | 0.1 | $349k | -17% | 1.8k | 189.94 |
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| EOG Resources (EOG) | 0.1 | $348k | 2.9k | 120.95 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $348k | NEW | 2.0k | 173.92 |
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| Caterpillar (CAT) | 0.1 | $344k | NEW | 1.2k | 295.68 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.1 | $343k | 7.3k | 46.76 |
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| Ishares Tr Genomics Immun (IDNA) | 0.1 | $337k | -39% | 15k | 23.01 |
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| Humana (HUM) | 0.1 | $335k | -4% | 731.00 | 457.81 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $330k | NEW | 815.00 | 405.33 |
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| Qualcomm (QCOM) | 0.1 | $323k | -5% | 2.2k | 144.65 |
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| Signet Jewelers SHS (SIG) | 0.1 | $322k | 3.0k | 107.26 |
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| Ishares Tr Self Drivng Ev (IDRV) | 0.1 | $321k | -53% | 9.0k | 35.73 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $315k | -10% | 2.9k | 107.48 |
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| Prologis (PLD) | 0.1 | $314k | -3% | 2.4k | 133.30 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $313k | -8% | 7.1k | 43.85 |
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| Altria (MO) | 0.1 | $309k | 7.7k | 40.34 |
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| American Express Company (AXP) | 0.1 | $309k | -5% | 1.6k | 187.34 |
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| Ishares Tr Us Consm Staples (IYK) | 0.1 | $307k | -24% | 1.6k | 191.71 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $305k | -77% | 3.3k | 91.39 |
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| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $303k | -33% | 10k | 29.72 |
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| CVS Caremark Corporation (CVS) | 0.1 | $299k | -2% | 3.8k | 78.96 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $294k | -5% | 6.6k | 44.58 |
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| Naas Technology Sponsored Ads (NAAS) | 0.1 | $294k | +242% | 193k | 1.52 |
|
| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $288k | -2% | 945.00 | 304.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $285k | -67% | 1.9k | 149.49 |
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| Crown Castle Intl (CCI) | 0.1 | $284k | -4% | 2.5k | 115.18 |
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| Automatic Data Processing (ADP) | 0.1 | $283k | +23% | 1.2k | 232.94 |
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| Kenvue (KVUE) | 0.1 | $282k | +3% | 13k | 21.53 |
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| Gilead Sciences (GILD) | 0.1 | $273k | +2% | 3.4k | 81.02 |
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| Analog Devices (ADI) | 0.1 | $272k | 1.4k | 198.56 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $271k | -66% | 873.00 | 310.88 |
|
| 3M Company (MMM) | 0.1 | $269k | -2% | 2.5k | 109.32 |
|
| Marathon Digital Holdings In (MARA) | 0.1 | $269k | -4% | 12k | 23.49 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $266k | -94% | 1.2k | 218.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $263k | +4% | 2.4k | 108.24 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $263k | -71% | 7.2k | 36.55 |
|
| Lowe's Companies (LOW) | 0.1 | $262k | -2% | 1.2k | 222.56 |
|
| Lululemon Athletica (LULU) | 0.1 | $259k | -10% | 506.00 | 511.29 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $257k | 1.1k | 224.86 |
|
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $257k | 4.0k | 64.86 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $254k | +23% | 18k | 13.80 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $253k | -10% | 6.5k | 39.11 |
|
| Roper Industries (ROP) | 0.1 | $253k | NEW | 464.00 | 544.60 |
|
| Metropcs Communications (TMUS) | 0.1 | $252k | NEW | 1.6k | 160.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $249k | 1.1k | 237.20 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.1 | $243k | +3% | 27k | 8.87 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $241k | 2.5k | 95.08 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $241k | +7% | 10k | 23.46 |
|
| Shopify Cl A (SHOP) | 0.1 | $240k | -24% | 3.1k | 77.90 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $237k | 9.5k | 24.91 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $235k | 4.2k | 56.14 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $235k | 1.9k | 124.97 |
|
|
| Global X Fds Global X Uranium (URA) | 0.1 | $232k | -48% | 8.4k | 27.69 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $231k | -14% | 15k | 15.86 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $231k | -16% | 5.0k | 46.02 |
|
| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.1 | $229k | 8.1k | 28.30 |
|
|
| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.1 | $227k | -26% | 7.7k | 29.32 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $220k | -58% | 3.0k | 72.03 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $219k | NEW | 581.00 | 377.07 |
|
| Ventas (VTR) | 0.1 | $216k | NEW | 4.3k | 49.84 |
|
| CF Industries Holdings (CF) | 0.1 | $216k | -9% | 2.7k | 79.50 |
|
| Xylem (XYL) | 0.1 | $207k | NEW | 1.8k | 114.36 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $206k | 11k | 18.38 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $205k | -63% | 469.00 | 436.57 |
|
| Clearbridge Mlp And Mids (CEM) | 0.1 | $204k | NEW | 5.1k | 40.09 |
|
| Polaris Industries (PII) | 0.1 | $204k | 2.2k | 94.77 |
|
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.1 | $192k | NEW | 21k | 9.21 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $148k | +16% | 18k | 8.07 |
|
| D-wave Quantum (QBTS) | 0.0 | $31k | +143% | 35k | 0.88 |
|
| Broadwind Com New (BWEN) | 0.0 | $29k | 11k | 2.77 |
|
|
| Freyr Battery SHS | 0.0 | $26k | 14k | 1.87 |
|
Past Filings by Laidlaw Wealth Management
SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019
- Laidlaw Wealth Management 2023 Q4 filed Feb. 12, 2024
- Laidlaw Wealth Management 2023 Q3 filed Nov. 13, 2023
- Laidlaw Wealth Management 2023 Q2 filed Aug. 14, 2023
- Laidlaw Wealth Management 2023 Q1 filed May 12, 2023
- Laidlaw Wealth Management 2022 Q4 filed Feb. 14, 2023
- Laidlaw Wealth Management 2022 Q3 filed Nov. 14, 2022
- Laidlaw Wealth Management 2022 Q2 filed Aug. 12, 2022
- Laidlaw Wealth Management 2022 Q1 filed May 12, 2022
- Laidlaw Wealth Management 2021 Q4 filed Feb. 14, 2022
- Laidlaw Wealth Management 2021 Q3 filed Nov. 12, 2021
- Laidlaw Wealth Management 2021 Q2 filed Aug. 13, 2021
- Laidlaw Wealth Management 2021 Q1 filed May 17, 2021
- Laidlaw Wealth Management 2020 Q4 filed Feb. 16, 2021
- Laidlaw Wealth Management 2020 Q3 filed Nov. 16, 2020
- Laidlaw Wealth Management 2020 Q2 restated filed Aug. 19, 2020
- Laidlaw Wealth Management 2020 Q2 filed Aug. 13, 2020