Laidlaw Wealth Management LLC Closed Holding Positions

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2022 Filed on Aug 12, 2022
4,459
$51.8 - $63.55 $231K - $283K
DXCM
Dexcom Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
416
$67.99 - $132.89 $28.3K - $55.3K
MTTR
Matterport, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
11,000
$3.66 - $8.59 $40.3K - $94.5K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 12, 2022
4,255
$46.52 - $47.45 $198K - $202K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Aug 12, 2022
21,525
$28.71 - $36.3 $618K - $781K
SE
Sea LTD

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
2,016
$57.11 - $132.72 $115K - $268K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
1,577
$89.75 - $134.28 $142K - $212K
OGI
Organigram Holdings Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
20,000
$0.92 - $1.81 $18.4K - $36.2K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 12, 2022
2,562
$99.01 - $106.84 $254K - $274K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
8,237
$31.42 - $43.18 $259K - $356K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q2 2022 Filed on Aug 12, 2022
6,159
$29.77 - $37.37 $183K - $230K
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 12, 2022
6,731
$50.47 - $67.39 $340K - $454K
TEL
Te Connectivity Ltd.

Technology
Q2 2022 Filed on Aug 12, 2022
1,574
$112.87 - $132.67 $178K - $209K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
498
$325.13 - $403.79 $162K - $201K
NOVT
Novanta Inc

Technology
Q2 2022 Filed on Aug 12, 2022
1,526
$111.53 - $141.97 $170K - $217K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,316
$103.59 - $154.43 $136K - $203K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
21,352
$12.71 - $24.08 $271K - $514K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q2 2022 Filed on Aug 12, 2022
4,238
$48.84 - $52.28 $207K - $222K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
3,059
$43.53 - $72.96 $133K - $223K
D
Dominion Energy, Inc

Utilities
Q2 2022 Filed on Aug 12, 2022
2,365
$73.41 - $88.38 $174K - $209K
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,974
$93.85 - $118.29 $185K - $234K
Nuveen Cr Opportunities 2022
Q2 2022 Filed on Aug 12, 2022
10,000
N/A
JCI
Johnson Controls International PLC

Industrials
Q2 2022 Filed on Aug 12, 2022
4,024
$47.23 - $66.64 $190K - $268K
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Aug 12, 2022
1,508
$209.78 - $247.69 $316K - $374K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
2,742
$55.35 - $74.88 $152K - $205K
STOR
Store Capital Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
6,859
$24.79 - $30.66 $170K - $210K
SI
Silvergate Capital Corp

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,790
$53.53 - $151.45 $149K - $423K
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
Q2 2022 Filed on Aug 12, 2022
5,577
$23.13 - $41.27 $129K - $230K
LNG
Cheniere Energy, Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
1,870
$124.15 - $147.27 $232K - $275K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
2,087
$57.51 - $145.19 $120K - $303K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,300
$78.73 - $174.71 $102K - $227K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q2 2022 Filed on Aug 12, 2022
3,947
N/A
SENS
Senseonics Holdings, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
384,000
$0.94 - $1.94 $361K - $745K
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
3,936
$36.28 - $75.29 $143K - $296K
Wells Fargo CO New
Q2 2022 Filed on Aug 12, 2022
310
N/A
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 12, 2022
4,194
$42.91 - $53.82 $180K - $226K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 12, 2022
5,022
$43.71 - $54.29 $220K - $273K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2022 Filed on May 12, 2022
8,477
$109.33 - $116.18 $927K - $985K
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 12, 2022
1,562
$119.13 - $139.01 $186K - $217K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 12, 2022
1,260
$127.62 - $186.6 $161K - $235K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 12, 2022
19,180
$2.0 - $4.9 $38.4K - $94K
Osi ETF Tr
Q1 2022 Filed on May 12, 2022
13,257
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2022 Filed on May 12, 2022
4,001
$62.23 - $68.01 $249K - $272K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q1 2022 Filed on May 12, 2022
5,935
$24.7 - $39.04 $147K - $232K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 12, 2022
795
$188.7 - $283.72 $150K - $226K
FANG
Diamondback Energy, Inc.

Energy
Q1 2022 Filed on May 12, 2022
5,534
$111.84 - $146.51 $619K - $811K
GLBE
Global E Online Ltd.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
6,050
$27.07 - $63.35 $164K - $383K
Gores Guggenheim Inc
Q1 2022 Filed on May 12, 2022
26,150
N/A
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2022 Filed on May 12, 2022
7,941
$18.54 - $26.43 $147K - $210K
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