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iShares FTSE NAREIT Real Est 50 Ind shares owned by Laidlaw Wealth Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Laidlaw Wealth Management from 13F filings

Historical chart of Laidlaw Wealth Management investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Laidlaw Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $369k 6.8k 54.29
2023-09-30 $246k 5.2k 47.18
2023-06-30 $268k 5.2k 51.41
2023-03-31 $269k 5.3k 50.40
2022-12-31 $509k 10k 49.45
2022-09-30 $638k 13k 47.50

More positions owned by Laidlaw Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
UnitedHealth (UNH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Laidlaw Wealth Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Mission Wealth Management
Wealth Enhancement Advisory Services
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind