Laidlaw Wealth Management LLC Incresed Positions in Q3 2024

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.6K
+ 32.37%
$207.23 - $234.82 $1.99M - $2.25M
39.2K $9.14M
PLTR
Palantir Technologies Inc.

Technology
14.3K
+ 9.65%
$24.09 - $37.95 $345K - $543K
163K $6.05M
NVDA
Nvidia Corp

Technology
8.88K
+ 15.54%
$98.91 - $134.91 $878K - $1.2M
66K $8.02M
SH
Proshares Short S&P500 New (De

ETFs
76.1K
+ 304.57%
$10.85 - $12.08 $826K - $920K
101K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 48.96%
$405.19 - $478.57 $536K - $633K
4.02K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
4.59K
+ 28.93%
$161.02 - $200.0 $739K - $918K
20.5K $3.81M
META
Meta Platforms, Inc.

Communication Services
547
+ 13.33%
$453.41 - $572.44 $248K - $313K
4.65K $2.66M
V
Visa Inc.

Financial Services
1.33K
+ 62.07%
$253.74 - $291.56 $337K - $387K
3.47K $952K
QQQ
Invesco Qqq Trust, Series 1

ETFs
723
+ 22.39%
$434.77 - $502.96 $314K - $364K
3.95K $1.93M
SLB
Schlumberger Limited

Energy
9.97K
+ 77.83%
$39.57 - $49.67 $395K - $495K
22.8K $955K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.11K
+ 6.54%
$92.63 - $105.69 $195K - $223K
34.3K $3.58M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.64K
+ 14.4%
$104.5 - $114.97 $171K - $188K
13K $1.49M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.76K
+ 14.54%
$43.25 - $48.57 $162K - $182K
29.6K $1.42M
LLY
Eli Lilly & CO

Healthcare
343
+ 24.75%
$772.14 - $960.02 $265K - $329K
1.73K $1.53M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.32K
+ 13.43%
$81.1 - $89.18 $188K - $207K
19.6K $1.72M
AVGO
Broadcom Inc.

Technology
5.59K
+ 1125.55%
$136.27 - $1745.86 $762K - $9.77M
6.09K $1.05M
EEMV
Ishares Msci Emerging Markets

ETFs
2.61K
+ 16.49%
$56.77 - $63.31 $148K - $165K
18.4K $1.16M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
6.55K
+ 4.53%
$18.55 - $19.57 $121K - $128K
151K $2.91M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.43K
+ 5.48%
$42.87 - $45.76 $104K - $111K
46.8K $2.12M
VNQ
Vanguard Specialized Funds Van

ETFs
293
+ 2.4%
$82.97 - $98.97 $24.3K - $29K
12.5K $1.22M
VIS
Vanguard Industrial ETF

ETFs
34
+ 0.47%
$232.12 - $260.07 $7.89K - $8.84K
7.21K $1.88M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
13K
+ 26.48%
$9.33 - $10.18 $121K - $132K
61.9K $629K
VFH
Vanguard Financial ETF

ETFs
211
+ 1.41%
$99.27 - $111.21 $20.9K - $23.5K
15.2K $1.67M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.06K
+ 2.53%
$32.65 - $36.69 $34.6K - $38.9K
43K $1.56M
MA
Mastercard Inc

Financial Services
141
+ 11.08%
$429.6 - $500.99 $60.6K - $70.6K
1.41K $697K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.99K
+ 4.36%
$35.91 - $38.04 $71.5K - $75.8K
47.7K $1.82M
AMT
American Tower Corp

Real Estate
125
+ 4.8%
$192.27 - $242.73 $24K - $30.3K
2.73K $634K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.23K
+ 4.57%
$46.67 - $50.52 $57.5K - $62.2K
28.1K $1.42M
NFLX
Netflix Inc

Communication Services
69
+ 4.42%
$598.55 - $722.26 $41.3K - $49.8K
1.63K $1.16M
URA
Global X Uranium ETF

ETFs
3.64K
+ 14.74%
$23.18 - $31.26 $84.4K - $114K
28.3K $810K
GE
General Electric CO

Industrials
45
+ 1.55%
$156.66 - $189.66 $7.05K - $8.53K
2.95K $556K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
1.33K
+ 8.46%
$26.4 - $32.02 $35K - $42.5K
17K $539K
FVD
First Tr Value Line Divid Inde

ETFs
597
+ 4.25%
$40.45 - $45.49 $24.1K - $27.2K
14.6K $665K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.26K
+ 23.5%
$46.9 - $51.96 $59.2K - $65.6K
6.63K $341K
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 19.5%
$148.65 - $191.18 $154K - $199K
6.37K $1.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
264
+ 2.97%
$178.94 - $207.0 $47.2K - $54.6K
9.15K $1.84M
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
FTLS
First Tr Long/Short Equity ETF

ETFs
718
+ 3.47%
$60.73 - $63.8 $43.6K - $45.8K
21.4K $1.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
666
+ 4.28%
$33.74 - $37.96 $22.5K - $25.3K
16.2K $609K
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
424
+ 3.32%
$52.1 - $59.66 $22.1K - $25.3K
13.2K $780K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.85K
+ 4.97%
$18.19 - $18.81 $33.7K - $34.9K
39.1K $735K
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
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email