Laidlaw Wealth Management LLC Incresed Positions in Q4 2024

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123K
+ 3054.08%
$442.29 - $483.08 $54.3M - $59.3M
127K $57.5M
PLTR
Palantir Technologies Inc.

Technology
109K
+ 67.27%
$36.46 - $82.38 $3.99M - $9.01M
272K $20.6M
TSLA
Tesla, Inc.

Consumer Cyclical
676
+ 5.84%
$213.65 - $479.86 $144K - $324K
12.3K $4.95M
SHV
Ishares Tr

ETFs
9.59K
+ 22.78%
$109.92 - $110.57 $1.05M - $1.06M
51.7K $5.69M
VGSH
Vanguard

ETFs
18.3K
+ 23.16%
$58.02 - $58.88 $1.06M - $1.08M
97.4K $5.67M
AAPL
Apple Inc.

Technology
642
+ 1.64%
$221.69 - $259.02 $142K - $166K
39.9K $9.99M
CRM
Salesforce, Inc.

Technology
2.1K
+ 91.27%
$270.87 - $367.87 $569K - $773K
4.4K $1.47M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12.6K
+ 36.13%
$48.48 - $49.47 $610K - $623K
47.4K $2.31M
CMBS
Ishares Cmbs ETF

ETFs
13.2K
+ 38.02%
$47.09 - $48.64 $620K - $640K
47.8K $2.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 22.58%
$77.86 - $79.27 $534K - $544K
37.3K $2.91M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 5.64%
$220.26 - $241.44 $280K - $307K
23.8K $5.54M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.5K
+ 24.44%
$35.45 - $40.33 $372K - $424K
53.5K $1.92M
XLF
Financial Sector Spdr

ETFs
2.26K
+ 4.05%
$44.89 - $51.34 $101K - $116K
58K $2.8M
VOX
Vanguard Communication Service

ETFs
514
+ 4.2%
$144.31 - $163.57 $74.2K - $84.1K
12.7K $1.97M
NOW
Service Now, Inc.

Technology
21
+ 2.17%
$867.18 - $1148.42 $18.2K - $24.1K
987 $1.05M
VTV
Vanguard Value ETF

ETFs
995
+ 58.53%
$168.32 - $181.87 $167K - $181K
2.7K $456K
ABNB
Airbnb, Inc.

Consumer Cyclical
929
+ 14.63%
$125.36 - $147.37 $116K - $137K
7.28K $956K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 6.57%
$873.59 - $994.69 $86.5K - $98.5K
1.61K $1.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
213
+ 2.33%
$198.04 - $221.51 $42.2K - $47.2K
9.36K $1.97M
ET
Energy Transfer LP

Energy
2.58K
+ 12.68%
$16.05 - $19.86 $41.3K - $51.1K
22.9K $448K
VUG
Vanguard Growth ETF

ETFs
227
+ 28.3%
$378.79 - $428.11 $86K - $97.2K
1.03K $422K
PG
Procter & Gamble CO

Consumer Defensive
671
+ 26.36%
$161.05 - $179.7 $108K - $121K
3.22K $539K
FICO
Fair Isaac Corp

Technology
38
+ 27.54%
$1911.01 - $2382.4 $72.6K - $90.5K
176 $350K
DIS
Walt Disney CO

Communication Services
368
+ 13.8%
$92.39 - $117.6 $34K - $43.3K
3.03K $337K
VCR
Vanguard Consumer Discretionar

ETFs
85
+ 7.81%
$328.51 - $401.37 $27.9K - $34.1K
1.17K $440K
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 2.79%
$275.15 - $388.2 $6.88K - $9.71K
920 $314K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
494
+ 1.04%
$37.81 - $38.94 $18.7K - $19.2K
48.2K $1.86M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
66
+ 4.79%
$172.07 - $207.36 $11.4K - $13.7K
1.44K $285K
USMC
Principal ETF U S Mega Cap

ETFs
150
+ 1.49%
$56.37 - $61.98 $8.46K - $9.3K
10.2K $614K
CASY
Caseys General Stores Inc

Consumer Cyclical
32
+ 3.1%
$366.65 - $427.88 $11.7K - $13.7K
1.06K $421K
CVX
Chevron Corp

Energy
289
+ 7.92%
$141.15 - $162.53 $40.8K - $47K
3.94K $570K
PANW
Palo Alto Networks Inc

Technology
3.15K
+ 93.3%
$181.96 - $405.9 $572K - $1.28M
6.52K $1.19M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
154
+ 0.55%
$50.07 - $52.35 $7.71K - $8.06K
28.3K $1.45M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
5.7K
+ 9.22%
$9.57 - $10.31 $54.5K - $58.8K
67.6K $649K
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
Fidelity Wise Origin Bitcoin
202
+ 3.81%
N/A
5.51K $0
Freyr Battery Inc
30.5K
+ 217.86%
N/A
44.5K $0
Pgim ETF Tr
35K
+ 70.31%
N/A
84.9K $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
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
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