Laidlaw Wealth Management LLC Purchases in Q3 2024

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
254
+ 2.04%
$82.16 - $90.4 $20.9K - $23K
12.7K $1.15M
PM
Philip Morris International Inc.

Consumer Defensive
294
+ 13.71%
$101.25 - $127.45 $29.8K - $37.5K
2.44K $296K
IYJ
Ishares Tr

ETFs
102
+ 2.29%
$118.32 - $133.67 $12.1K - $13.6K
4.56K $610K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
555
+ 1.62%
$47.95 - $49.61 $26.6K - $27.5K
34.8K $1.72M
GLDM
World Gold Trust

ETFs
226
+ 2.26%
$46.2 - $53.01 $10.4K - $12K
10.2K $533K
IYC
Ishares U.S. Consumer Discreti

ETFs
183
+ 2.49%
$76.12 - $88.31 $13.9K - $16.2K
7.52K $661K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
650
+ 9.8%
$33.89 - $41.64 $22K - $27.1K
7.28K $289K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
666
+ 4.28%
$33.74 - $37.96 $22.5K - $25.3K
16.2K $609K
FTLS
First Tr Long/Short Equity ETF

ETFs
718
+ 3.47%
$60.73 - $63.8 $43.6K - $45.8K
21.4K $1.36M
SHV
Ishares Tr

ETFs
520
+ 1.25%
$110.05 - $110.63 $57.2K - $57.5K
42.1K $4.66M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.02K
+ 9.37%
$38.33 - $44.95 $38.9K - $45.7K
11.9K $519K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.85K
+ 4.97%
$18.19 - $18.81 $33.7K - $34.9K
39.1K $735K
ACGL
Arch Capital Group Ltd.

Financial Services
289
+ 13.78%
$94.47 - $114.25 $27.3K - $33K
2.39K $267K
CASY
Caseys General Stores Inc

Consumer Cyclical
147
+ 16.63%
$354.52 - $391.16 $52.1K - $57.5K
1.03K $387K
VCR
Vanguard Consumer Discretionar

ETFs
59
+ 5.73%
$291.88 - $341.94 $17.2K - $20.2K
1.09K $370K
USMC
Principal ETF U S Mega Cap

ETFs
361
+ 3.71%
$51.14 - $56.99 $18.5K - $20.6K
10.1K $575K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
1.3K
+ 7.7%
$3.19 - $6.32 $4.15K - $8.22K
18.2K $97K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 2.34%
$475.2 - $527.7 $11.4K - $12.7K
1.05K $552K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
245
+ 9.17%
$77.02 - $85.06 $18.9K - $20.8K
2.92K $246K
VAW
Vanguard Materials ETF

ETFs
16
+ 0.89%
$189.89 - $213.71 $3.04K - $3.42K
1.82K $383K
MRK
Merck & Co., Inc.

Healthcare
867
+ 13.59%
$111.15 - $128.97 $96.4K - $112K
7.25K $823K
PFE
Pfizer Inc

Healthcare
467
+ 4.42%
$27.7 - $31.39 $12.9K - $14.7K
11K $319K
VIG
Vanguard Dividend Appreciation

ETFs
122
+ 3.97%
$182.15 - $182.15 $22.2K - $22.2K
3.2K $582K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
10K
+ 18.52%
$1.74 - $2.6 $17.4K - $26K
64K $136K
XLP
Consumer Staples Sector Spdr

ETFs
252
+ 7.0%
$76.04 - $76.04 $19.2K - $19.2K
3.85K $292K
VALE
Vale S.A.

Basic Materials
464
+ 3.59%
$9.9 - $11.8 $4.59K - $5.48K
13.4K $156K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 4.0%
$147.95 - $191.05 $7.84K - $10.1K
1.38K $239K
Linde PLC
438
New
N/A
438 $0
Pgim ETF Tr
49.8K
New
N/A
49.8K $0
Grayscale Bitcoin Mini Tr Bt
10.1K
New
N/A
10.1K $0
Proshares Tr
1.56K
+ 8.46%
N/A
20K $0
Fidelity Wise Origin Bitcoin
570
+ 12.03%
N/A
5.31K $0
VUSB
Vanguard Bd Index Fds
742
+ 5.7%
N/A
13.8K $0
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
291
+ 2.46%
$42.59 - $60.56 $12.4K - $17.6K
12.1K $612K
COIN
Coinbase Global, Inc.

Technology
100
+ 6.18%
$147.09 - $265.15 $14.7K - $26.5K
1.72K $306K
ADBE
Adobe Inc.

Technology
52
+ 0.97%
$508.13 - $586.55 $26.4K - $30.5K
5.42K $2.81M
GOOG
Alphabet Inc.

Communication Services
267
+ 1.56%
$149.54 - $192.66 $39.9K - $51.4K
17.4K $2.91M
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 6 Puts 4
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