Laidlaw Wealth Management LLC Reduced Holdings in Q4 2024

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-1.77K
- 22.74%
$118.88 - $172.8 $210K - $306K
6.01K $725K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.58K
- 19.26%
$56.06 - $61.35 $481K - $526K
36K $2.03M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-11.9K
- 7.9%
$17.44 - $19.38 $208K - $231K
139K $2.47M
MRK
Merck & Co., Inc.

Healthcare
-3.14K
- 43.27%
$96.31 - $114.76 $302K - $360K
4.11K $409K
ADBE
Adobe Inc.

Technology
-13
- 0.24%
$437.39 - $552.96 $5.69K - $7.19K
5.41K $2.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-4.18K
- 21.33%
$86.65 - $94.9 $362K - $397K
15.4K $1.34M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.81K
- 21.59%
$108.6 - $115.42 $305K - $324K
10.2K $1.11M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-5.53K
- 21.01%
$60.51 - $65.57 $334K - $362K
20.8K $1.26M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-5.83K
- 19.69%
$46.92 - $51.34 $273K - $299K
23.8K $1.12M
EEMV
Ishares Msci Emerging Markets

ETFs
-3.63K
- 19.72%
$57.85 - $63.11 $210K - $229K
14.8K $857K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-279
- 2.57%
$82.28 - $117.52 $23K - $32.8K
10.6K $897K
DOW
Dow Inc.

Basic Materials
-2.65K
- 33.31%
$39.1 - $55.34 $104K - $147K
5.31K $212K
AMT
American Tower Corp

Real Estate
-199
- 7.29%
$179.4 - $232.01 $35.7K - $46.2K
2.53K $464K
URA
Global X Uranium ETF

ETFs
-3.72K
- 13.13%
$26.78 - $33.46 $99.7K - $125K
24.6K $659K
ORCL
Oracle Corp

Technology
-822
- 23.23%
$165.41 - $192.43 $136K - $158K
2.72K $452K
GE
General Electric CO

Industrials
-330
- 11.19%
$159.95 - $194.23 $52.8K - $64.1K
2.62K $436K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-151
- 0.32%
$42.84 - $45.38 $6.47K - $6.85K
46.7K $2.01M
XLB
Select Sector Spdr Fd Material

ETFs
-123
- 1.56%
$83.8 - $97.58 $10.3K - $12K
7.78K $654K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.55K
- 19.36%
$58.39 - $67.04 $149K - $171K
10.6K $674K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-988
- 18.7%
$88.59 - $94.57 $87.5K - $93.4K
4.3K $381K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-128
- 18.21%
$396.64 - $516.74 $50.8K - $66.1K
575 $231K
COPX
Global X Copper Miners ETF

ETFs
-21
- 0.26%
$38.17 - $48.57 $802 - $1.02K
8.21K $313K
XLE
Energy Sector Spdr

ETFs
-374
- 2.96%
$83.32 - $97.27 $31.2K - $36.4K
12.2K $1.05M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-563
- 3.31%
$28.98 - $32.34 $16.3K - $18.2K
16.4K $480K
VHT
Vanguard Health Care ETF

ETFs
-15
- 0.77%
$250.81 - $283.3 $3.76K - $4.25K
1.92K $487K
IAU
Ishares Gold Trust

ETFs
-815
- 1.62%
$48.37 - $52.65 $39.4K - $42.9K
49.6K $2.46M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-44
- 0.6%
$33.77 - $44.09 $1.49K - $1.94K
7.24K $245K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 2.64%
$385.02 - $431.37 $13.9K - $15.5K
1.33K $515K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-360
- 13.23%
$89.95 - $90.89 $32.4K - $32.7K
2.36K $213K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-769
- 5.59%
N/A
13K $527K
XLP
Consumer Staples Sector Spdr

ETFs
-347
- 9.01%
N/A
3.5K $266K
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 6.77%
$118.38 - $133.06 $19.5K - $22K
2.27K $273K
FTLS
First Tr Long/Short Equity ETF

ETFs
-974
- 4.55%
$63.1 - $67.29 $61.5K - $65.5K
20.5K $1.35M
GLDM
World Gold Trust

ETFs
-103
- 1.01%
$50.76 - $55.23 $5.23K - $5.69K
10.1K $526K
IYJ
Ishares Tr

ETFs
-38
- 0.83%
$132.97 - $143.93 $5.05K - $5.47K
4.53K $604K
ETN
Eaton Corp PLC

Industrials
-20
- 2.98%
$326.96 - $377.52 $6.54K - $7.55K
651 $216K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
-1K
- 1.56%
$1.56 - $2.14 $1.56K - $2.14K
63K $134K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 2.48%
$521.84 - $558.82 $13.6K - $14.5K
1.02K $550K
VUSB
Vanguard Bd Index Fds
-208
- 1.51%
N/A
13.6K $0
META
Meta Platforms, Inc.

Communication Services
-137
- 2.95%
$554.08 - $632.68 $75.9K - $86.7K
4.51K $2.66M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-860
- 5.26%
N/A
15.5K $0
QTUM
ETF Ser Solutions Defiance Qua
-143
- 1.42%
N/A
9.96K $0
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-102
- 0.86%
$42.89 - $48.05 $4.37K - $4.9K
11.8K $529K
GS
Goldman Sachs Group Inc

Financial Services
-60
- 10.02%
$486.1 - $608.57 $29.2K - $36.5K
539 $308K
MA
Mastercard Inc

Financial Services
-39
- 2.76%
$491.3 - $536.15 $19.2K - $20.9K
1.37K $723K
IYF
Ishares Tr

ETFs
-102
- 1.81%
$102.7 - $119.05 $10.5K - $12.1K
5.53K $611K
RXI
Ishares Tr

ETFs
-7
- 0.17%
$169.7 - $193.12 $1.19K - $1.35K
4.11K $758K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-1.55K
- 8.42%
$36.5 - $53.22 $56.6K - $82.5K
16.9K $728K
V
Visa Inc.

Financial Services
-317
- 9.15%
$273.87 - $320.91 $86.8K - $102K
3.15K $994K
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