Laidlaw Wealth Management LLC Purchases in Q4 2024

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123K
+ 3054.08%
$442.29 - $483.08 $54.3M - $59.3M
127K $57.5M
PLTR
Palantir Technologies Inc.

Technology
109K
+ 67.27%
$36.46 - $82.38 $3.99M - $9.01M
272K $20.6M
MRVL
Marvell Technology, Inc.

Technology
19.2K
New
$70.31 - $124.78 $1.35M - $2.39M
19.2K $2.12M
TSLA
Tesla, Inc.

Consumer Cyclical
676
+ 5.84%
$213.65 - $479.86 $144K - $324K
12.3K $4.95M
HOOD
Robinhood Markets, Inc.

Technology
28.5K
New
$22.33 - $43.2 $637K - $1.23M
28.5K $1.06M
SHV
Ishares Tr

ETFs
9.59K
+ 22.78%
$109.92 - $110.57 $1.05M - $1.06M
51.7K $5.69M
VGSH
Vanguard

ETFs
18.3K
+ 23.16%
$58.02 - $58.88 $1.06M - $1.08M
97.4K $5.67M
AAPL
Apple Inc.

Technology
642
+ 1.64%
$221.69 - $259.02 $142K - $166K
39.9K $9.99M
CRM
Salesforce, Inc.

Technology
2.1K
+ 91.27%
$270.87 - $367.87 $569K - $773K
4.4K $1.47M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12.6K
+ 36.13%
$48.48 - $49.47 $610K - $623K
47.4K $2.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 22.58%
$77.86 - $79.27 $534K - $544K
37.3K $2.91M
XLY
Select Sector Spdr Consumer Di

ETFs
352
+ 2.1%
$194.8 - $239.43 $68.6K - $84.3K
17.1K $3.85M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 5.64%
$220.26 - $241.44 $280K - $307K
23.8K $5.54M
EMR
Emerson Electric CO

Industrials
3.61K
New
$108.13 - $134.33 $391K - $485K
3.61K $447K
SHOP
Shopify Inc.

Technology
4.13K
New
$78.14 - $119.49 $323K - $493K
4.13K $439K
MSTR
Microstrategy Inc

Technology
1.35K
New
$162.69 - $473.83 $219K - $638K
1.35K $390K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.5K
+ 24.44%
$35.45 - $40.33 $372K - $424K
53.5K $1.92M
AEE
Ameren Corp

Utilities
3.57K
New
$85.81 - $94.98 $306K - $339K
3.57K $318K
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
New
$280.04 - $302.45 $294K - $318K
1.05K $304K
XLF
Financial Sector Spdr

ETFs
2.26K
+ 4.05%
$44.89 - $51.34 $101K - $116K
58K $2.8M
MELI
Mercadolibre Inc

Consumer Cyclical
162
New
$1666.0 - $2117.3 $270K - $343K
162 $275K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
5.42K
New
$47.07 - $48.75 $255K - $264K
5.42K $259K
FNF
Fidelity National Financial, Inc.

Financial Services
4.51K
New
$55.19 - $63.83 $249K - $288K
4.51K $253K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.08K
New
$44.04 - $49.49 $224K - $252K
5.08K $223K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.63K
New
$124.26 - $134.12 $202K - $218K
1.63K $209K
VDE
Vanguard Energy ETF

ETFs
1.68K
New
$116.67 - $136.78 $196K - $230K
1.68K $203K
BAC
Bank Of America Corp

Financial Services
4.63K
New
$39.22 - $47.77 $182K - $221K
4.63K $203K
APP
App Lovin Corp

Technology
620
New
$130.67 - $401.5 $81K - $249K
620 $200K
VOX
Vanguard Communication Service

ETFs
514
+ 4.2%
$144.31 - $163.57 $74.2K - $84.1K
12.7K $1.97M
NOW
Service Now, Inc.

Technology
21
+ 2.17%
$867.18 - $1148.42 $18.2K - $24.1K
987 $1.05M
VTV
Vanguard Value ETF

ETFs
995
+ 58.53%
$168.32 - $181.87 $167K - $181K
2.7K $456K
ABNB
Airbnb, Inc.

Consumer Cyclical
929
+ 14.63%
$125.36 - $147.37 $116K - $137K
7.28K $956K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 6.57%
$873.59 - $994.69 $86.5K - $98.5K
1.61K $1.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
213
+ 2.33%
$198.04 - $221.51 $42.2K - $47.2K
9.36K $1.97M
ET
Energy Transfer LP

Energy
2.58K
+ 12.68%
$16.05 - $19.86 $41.3K - $51.1K
22.9K $448K
VUG
Vanguard Growth ETF

ETFs
227
+ 28.3%
$378.79 - $428.11 $86K - $97.2K
1.03K $422K
PG
Procter & Gamble CO

Consumer Defensive
671
+ 26.36%
$161.05 - $179.7 $108K - $121K
3.22K $539K
FICO
Fair Isaac Corp

Technology
38
+ 27.54%
$1911.01 - $2382.4 $72.6K - $90.5K
176 $350K
DIS
Walt Disney CO

Communication Services
368
+ 13.8%
$92.39 - $117.6 $34K - $43.3K
3.03K $337K
VCR
Vanguard Consumer Discretionar

ETFs
85
+ 7.81%
$328.51 - $401.37 $27.9K - $34.1K
1.17K $440K
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 2.79%
$275.15 - $388.2 $6.88K - $9.71K
920 $314K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
494
+ 1.04%
$37.81 - $38.94 $18.7K - $19.2K
48.2K $1.86M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
66
+ 4.79%
$172.07 - $207.36 $11.4K - $13.7K
1.44K $285K
USMC
Principal ETF U S Mega Cap

ETFs
150
+ 1.49%
$56.37 - $61.98 $8.46K - $9.3K
10.2K $614K
CASY
Caseys General Stores Inc

Consumer Cyclical
32
+ 3.1%
$366.65 - $427.88 $11.7K - $13.7K
1.06K $421K
CVX
Chevron Corp

Energy
289
+ 7.92%
$141.15 - $162.53 $40.8K - $47K
3.94K $570K
PANW
Palo Alto Networks Inc

Technology
3.15K
+ 93.3%
$181.96 - $405.9 $572K - $1.28M
6.52K $1.19M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
154
+ 0.55%
$50.07 - $52.35 $7.71K - $8.06K
28.3K $1.45M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
5.7K
+ 9.22%
$9.57 - $10.31 $54.5K - $58.8K
67.6K $649K
Activity Summary
Buys All Purchases 86 New Holdings 18 Increased Positions 68 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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