Laidlaw Wealth Management LLC Sells in Q3 2024

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24.3K
- 82.12%
$83.76 - $91.82 $2.03M - $2.23M
5.28K $482K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26.4K
- 46.47%
$76.94 - $79.54 $2.03M - $2.1M
30.4K $2.41M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-11.9K
- 82.58%
$85.03 - $94.56 $1.01M - $1.13M
2.51K $233K
MSFT
Microsoft Corp

Technology
-231
- 1.34%
$395.15 - $467.56 $91.3K - $108K
17K $7.33M
GBIL
Goldman Sachs Access Treasury

ETFs
-3.13K
- 17.95%
$99.7 - $100.3 $312K - $313K
14.3K $1.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
-339
- 27.47%
$217.89 - $392.15 $73.9K - $133K
895 $251K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-15.3K
- 60.44%
$5.05 - $7.79 $77.2K - $119K
10K $77K
ETN
Eaton Corp PLC

Industrials
-315
- 31.95%
$272.52 - $333.02 $85.8K - $105K
671 $222K
CVX
Chevron Corp

Energy
-346
- 8.66%
$137.88 - $161.97 $47.7K - $56K
3.65K $537K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.7K
- 28.29%
$47.93 - $49.06 $81.5K - $83.4K
4.31K $211K
PANW
Palo Alto Networks Inc

Technology
-257
- 7.08%
$294.18 - $368.01 $75.6K - $94.6K
3.37K $1.15M
XLK
Technology Sector Spdr

ETFs
-277
- 1.21%
$197.34 - $237.68 $54.7K - $65.8K
22.6K $5.09M
IYK
Ishares U.S. Consumer Staples

ETFs
-1.33K
- 27.49%
$65.27 - $72.12 $86.5K - $95.6K
3.5K $246K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-691
- 20.25%
$89.72 - $91.3 $62K - $63.1K
2.72K $248K
XOM
Exxon Mobil Corp

Energy
-544
- 19.1%
$109.72 - $119.0 $59.7K - $64.7K
2.3K $270K
XLE
Energy Sector Spdr

ETFs
-130
- 1.02%
$84.35 - $93.39 $11K - $12.1K
12.6K $1.11M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-437
- 3.08%
$37.19 - $44.15 $16.3K - $19.3K
13.8K $558K
VHT
Vanguard Health Care ETF

ETFs
-212
- 9.87%
$261.88 - $288.1 $55.5K - $61.1K
1.94K $546K
AMGN
Amgen Inc

Healthcare
-130
- 5.4%
$309.38 - $337.38 $40.2K - $43.9K
2.28K $733K
VUG
Vanguard Growth ETF

ETFs
-71
- 8.13%
$341.08 - $391.94 $24.2K - $27.8K
802 $307K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-92
- 1.14%
$28.19 - $31.47 $2.59K - $2.9K
8K $231K
AMD
Advanced Micro Devices Inc

Technology
-194
- 2.43%
$128.67 - $183.96 $25K - $35.7K
7.78K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 6.19%
$194.9 - $224.8 $39K - $45K
3.03K $638K
ET
Energy Transfer LP

Energy
-600
- 2.87%
$15.43 - $16.44 $9.26K - $9.86K
20.3K $325K
DOW
Dow Inc.

Basic Materials
-472
- 5.6%
$50.15 - $55.41 $23.7K - $26.2K
7.96K $434K
IYW
Ishares Dj Us Tech ETF

ETFs
-234
- 1.03%
$133.16 - $158.73 $31.2K - $37.1K
22.4K $3.4M
VTV
Vanguard Value ETF

ETFs
-201
- 10.57%
$159.75 - $174.57 $32.1K - $35.1K
1.7K $296K
USRT
Ishares Core U.S. Reit ETF

ETFs
-742
- 15.02%
$53.07 - $62.66 $39.4K - $46.5K
4.2K $258K
GS
Goldman Sachs Group Inc

Financial Services
-67
- 10.06%
$459.02 - $510.25 $30.8K - $34.2K
599 $296K
VGT
Vanguard Information Technolog

ETFs
-73
- 1.74%
$514.43 - $606.85 $37.6K - $44.3K
4.12K $2.42M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-54
- 0.24%
N/A
22.2K $0
QTUM
ETF Ser Solutions Defiance Qua
-87
- 0.85%
N/A
10.1K $0
BLOK
Amplify ETF Tr Trnsformational

ETFs
-960
- 4.96%
$31.4 - $40.35 $30.1K - $38.7K
18.4K $690K
JNJ
Johnson & Johnson

Healthcare
-334
- 8.82%
$145.48 - $167.38 $48.6K - $55.9K
3.45K $559K
CSCO
Cisco Systems, Inc.

Technology
-1.02K
- 8.91%
$44.74 - $53.22 $45.6K - $54.3K
10.4K $555K
COPX
Global X Copper Miners ETF

ETFs
-150
- 1.79%
$38.58 - $48.4 $5.79K - $7.26K
8.23K $388K
IDNA
Ishares Tr Genomics Immunology

ETFs
-538
- 2.58%
$22.86 - $25.49 $12.3K - $13.7K
20.3K $500K
IYF
Ishares Tr

ETFs
-359
- 5.99%
$93.83 - $105.05 $33.7K - $37.7K
5.64K $585K
VZ
Verizon Communications Inc

Communication Services
-908
- 5.41%
$38.89 - $45.0 $35.3K - $40.9K
15.9K $713K
IYH
Ishares Tr

ETFs
-32
- 0.4%
$60.29 - $66.38 $1.93K - $2.12K
7.93K $515K
COST
Costco Wholesale Corp

Consumer Defensive
-28
- 1.82%
$801.83 - $917.05 $22.5K - $25.7K
1.51K $1.34M
CRM
Salesforce, Inc.

Technology
-8
- 0.35%
$238.42 - $276.53 $1.91K - $2.21K
2.3K $630K
HERO
Global X Fds Video Games & Esp

ETFs
-930
- 4.02%
$20.55 - $24.34 $19.1K - $22.6K
22.2K $540K
KO
Coca Cola CO

Consumer Defensive
-432
- 4.59%
$62.69 - $73.01 $27.1K - $31.5K
8.97K $644K
XLB
Select Sector Spdr Fd Material

ETFs
-202
- 2.49%
$86.95 - $97.09 $17.6K - $19.6K
7.91K $761K
MMM
3 M CO

Industrials
-808
- 17.47%
$99.69 - $139.42 $80.5K - $113K
3.82K $521K
CMBS
Ishares Cmbs ETF

ETFs
-429
- 1.22%
$46.61 - $48.93 $20K - $21K
34.6K $1.69M
BX
Blackstone Inc.

Financial Services
-10
- 0.57%
$120.77 - $159.66 $1.21K - $1.6K
1.73K $264K
RXI
Ishares Tr

ETFs
-117
- 2.76%
$150.45 - $178.42 $17.6K - $20.9K
4.12K $731K
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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