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
IXC
Ishares Tr Global Energy ETF

ETFs
919
+ 14.18%
$36.95 - $43.06 $34K - $39.6K
7.4K $282K
IBM
International Business Machines Corp

Technology
93
+ 2.7%
$204.9 - $238.04 $19.1K - $22.1K
3.54K $777K
ARCC
Ares Capital Corp

Financial Services
125
+ 1.04%
$20.74 - $22.27 $2.59K - $2.78K
12.2K $266K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.06K
+ 2.7%
$18.59 - $18.8 $19.6K - $19.8K
40.2K $747K
VIG
Vanguard Dividend Appreciation

ETFs
35
+ 1.1%
N/A
3.23K $588K
GBIL
Goldman Sachs Access Treasury

ETFs
102
+ 0.71%
$99.85 - $100.22 $10.2K - $10.2K
14.4K $1.44M
VDC
Vanguard Consumer Staples ETF

ETFs
260
+ 3.69%
$210.96 - $223.62 $54.8K - $58.1K
7.31K $1.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.64K
+ 100.12%
$25.33 - $51.16 $168K - $340K
13.3K $343K
Arista Networks Inc
1.82K
New
N/A
1.82K $0
Freyr Battery Inc
30.5K
+ 217.86%
N/A
44.5K $0
Pgim ETF Tr
35K
+ 70.31%
N/A
84.9K $0
Proshares Tr
57.2K
New
N/A
57.2K $0
Fidelity Wise Origin Bitcoin
202
+ 3.81%
N/A
5.51K $0
XLI
Industrial Sector Spdr

ETFs
246
+ 2.44%
$131.76 - $143.99 $32.4K - $35.4K
10.3K $1.36M
VIS
Vanguard Industrial ETF

ETFs
132
+ 1.83%
$254.39 - $279.7 $33.6K - $36.9K
7.34K $1.87M
XOM
Exxon Mobil Corp

Energy
136
+ 5.9%
$105.51 - $125.37 $14.3K - $17.1K
2.44K $262K
HERO
Global X Fds Video Games & Esp

ETFs
363
+ 1.63%
$22.79 - $25.51 $8.27K - $9.26K
22.6K $529K
FVD
First Tr Value Line Divid Inde

ETFs
210
+ 1.43%
$43.4 - $46.7 $9.11K - $9.81K
14.9K $648K
PFE
Pfizer Inc

Healthcare
300
+ 2.72%
$24.8 - $30.19 $7.44K - $9.06K
11.3K $300K
IDNA
Ishares Tr Genomics Immunology

ETFs
721
+ 3.54%
$22.38 - $25.53 $16.1K - $18.4K
21.1K $476K
JNJ
Johnson & Johnson

Healthcare
239
+ 6.92%
$143.34 - $165.86 $34.3K - $39.6K
3.69K $534K
VAW
Vanguard Materials ETF

ETFs
51
+ 2.81%
$186.91 - $215.32 $9.53K - $11K
1.87K $350K
IYH
Ishares Tr

ETFs
215
+ 2.71%
$57.53 - $65.24 $12.4K - $14K
8.15K $474K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
168
+ 1.04%
$34.13 - $37.35 $5.73K - $6.27K
16.4K $559K
VZ
Verizon Communications Inc

Communication Services
674
+ 4.24%
$39.6 - $45.21 $26.7K - $30.5K
16.6K $662K
VNQ
Vanguard Specialized Funds Van

ETFs
534
+ 4.26%
$87.85 - $98.6 $46.9K - $52.7K
13.1K $1.16M
KO
Coca Cola CO

Consumer Defensive
400
+ 4.46%
$61.74 - $71.71 $24.7K - $28.7K
9.37K $583K
SLV
I Shares Silver Trust

ETFs
2.56K
+ 4.06%
$26.33 - $31.74 $67.3K - $81.1K
65.5K $1.72M
SLB
Schlumberger Limited

Energy
305
+ 1.34%
$36.83 - $45.59 $11.2K - $13.9K
23.1K $885K
MSFT
Microsoft Corp

Technology
176
+ 1.03%
$406.35 - $454.46 $71.5K - $80K
17.2K $7.26M
LLY
Eli Lilly & CO

Healthcare
149
+ 8.62%
$727.2 - $932.06 $108K - $139K
1.88K $1.45M
UNH
Unitedhealth Group Inc

Healthcare
24
+ 1.73%
$485.52 - $625.25 $11.7K - $15K
1.41K $712K
AMGN
Amgen Inc

Healthcare
10
+ 0.44%
$258.78 - $328.31 $2.59K - $3.28K
2.29K $596K
XLV
Select Sector Spdr Fund Health

ETFs
464
+ 2.05%
$136.28 - $154.74 $63.2K - $71.8K
23.1K $3.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
69.7K
+ 202.91%
$25.93 - $105.3 $1.81M - $7.34M
104K $2.9M
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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