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Principal Exchange Traded Fd us mega cap shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded Fd us mega cap (USMC) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in Principal Exchange Traded Fd us mega cap

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded Fd us mega cap held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded Fd us mega cap by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $575k 10k 56.99
2024-06-30 $528k 9.7k 54.25
2024-03-31 $458k 8.9k 51.36
2023-12-31 $343k 7.3k 46.76
2023-09-30 $312k 7.3k 42.84

More positions owned by Laidlaw Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr U.s. Tech Etf (IYW)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Tesla Motors (TSLA)
Kraneshares Trust Quadrtc Int Rt (IVOL)

View all positions for Laidlaw Wealth Management

Top funds holding Principal Exchange Traded Fd us mega cap

Principal Financial Group
Principal Securities
Envestnet Asset Management
LPL Financial
Raymond James Financial Services Advisors
Morgan Stanley
O'Brien Wealth Partners
Goss Wealth Management
Legacy CG
Raymond James & Associates
Segment Wealth Management
Wells Fargo & Company
Symphony Financial Services
EP Wealth Advisors
Win Advisors

View all funds holding Principal Exchange Traded Fd us mega cap