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Size ($ in 1000's)
At 12/31/2023: $275,211
At 09/30/2023: $347,860
Laidlaw Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Laidlaw Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Laidlaw Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Laidlaw Wealth Management LLC.
In the Laidlaw Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Laidlaw Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Laidlaw Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
127,089 |
-14,755 |
$24,468 | | AAPL | 127,089 | -14,755 | $24,468 | | MICROSOFT CORP |
35,398 |
+1,166 |
$13,311 | | MSFT | 35,398 | +1,166 | $13,311 | | NVIDIA CORPORATION |
15,227 |
+98 |
$7,541 | | NVDA | 15,227 | +98 | $7,541 | | AMAZON COM INC |
34,061 |
-2,413 |
$5,175 | | AMZN | 34,061 | -2,413 | $5,175 | | ALPHABET INC |
35,572 |
+227 |
$4,969 | | GOOGL | 35,572 | +227 | $4,969 | | SELECT SECTOR SPDR TR (XLK) |
23,144 |
-363 |
$4,455 | | XLK | 23,144 | -363 | $4,455 | | ADOBE INC |
7,385 |
-1 |
$4,406 | | ADBE | 7,385 | -1 | $4,406 |  BERKSHIRE HATHAWAY INC DEL |
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$4,163 | | BRK.B | 11,671 | -788 | $4,163 | | ISHARES TR (SHV) |
36,895 |
-9,329 |
$4,063 | | SHV | 36,895 | -9,329 | $4,063 | | VANGUARD SCOTTSDALE FDS (VCSH) |
51,096 |
-16,774 |
$3,953 | | VCSH | 51,096 | -16,774 | $3,953 | | TESLA INC |
15,473 |
-1,187 |
$3,845 | | TSLA | 15,473 | -1,187 | $3,845 | | SCHWAB STRATEGIC TR |
45,481 |
-29,900 |
$3,773 | | SCHG | 45,481 | -29,900 | $3,773 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
114,981 |
+114,981 |
$3,753 | | RSPT | 114,981 | +114,981 | $3,753 | | UNITEDHEALTH GROUP INC |
6,775 |
-492 |
$3,567 | | UNH | 6,775 | -492 | $3,567 | | VANGUARD SCOTTSDALE FDS (VGSH) |
59,797 |
-27,677 |
$3,488 | | VGSH | 59,797 | -27,677 | $3,488 | | SELECT SECTOR SPDR TR (XLY) |
18,097 |
-1,035 |
$3,236 | | XLY | 18,097 | -1,035 | $3,236 | | ISHARES TR (USMV) |
40,828 |
-17,319 |
$3,186 | | USMV | 40,828 | -17,319 | $3,186 | | SELECT SECTOR SPDR TR (XLV) |
23,093 |
+1,010 |
$3,149 | | XLV | 23,093 | +1,010 | $3,149 | | BLACKSTONE INC |
23,104 |
-140 |
$3,025 | | BX | 23,104 | -140 | $3,025 | | META PLATFORMS INC |
8,541 |
-586 |
$3,023 | | META | 8,541 | -586 | $3,023 | | ALPHABET INC |
20,761 |
-4,558 |
$2,926 | | GOOG | 20,761 | -4,558 | $2,926 | | ISHARES TR (IYW) |
23,277 |
+8 |
$2,857 | | IYW | 23,277 | +8 | $2,857 | | HOME DEPOT INC |
8,056 |
-1,753 |
$2,792 | | HD | 8,056 | -1,753 | $2,792 | | COSTCO WHSL CORP NEW |
4,086 |
+285 |
$2,697 | | COST | 4,086 | +285 | $2,697 | | JPMORGAN CHASE & CO |
15,421 |
-4,524 |
$2,623 | | JPM | 15,421 | -4,524 | $2,623 | | BROADCOM INC |
2,336 |
+170 |
$2,607 | | AVGO | 2,336 | +170 | $2,607 | | INVESCO QQQ TR |
5,773 |
-849 |
$2,364 | | QQQ | 5,773 | -849 | $2,364 | | VANGUARD WORLD FDS (VGT) |
4,847 |
-1,226 |
$2,346 | | VGT | 4,847 | -1,226 | $2,346 | | ISHARES GOLD TR (IAU) |
59,258 |
-33,821 |
$2,313 | | IAU | 59,258 | -33,821 | $2,313 | | VISA INC |
8,742 |
-2,825 |
$2,276 | | V | 8,742 | -2,825 | $2,276 | | SELECT SECTOR SPDR TR (XLF) |
57,839 |
-1,259 |
$2,175 | | XLF | 57,839 | -1,259 | $2,175 | | KRANESHARES TR (IVOL) |
101,870 |
-46,178 |
$2,107 | | IVOL | 101,870 | -46,178 | $2,107 | | PALO ALTO NETWORKS INC |
7,110 |
-89 |
$2,097 | | PANW | 7,110 | -89 | $2,097 | | SPDR SER TR (MDYG) |
24,250 |
-10,739 |
$1,835 | | MDYG | 24,250 | -10,739 | $1,835 | | PROCTER AND GAMBLE CO |
12,038 |
-4,073 |
$1,764 | | PG | 12,038 | -4,073 | $1,764 | | PEPSICO INC |
10,358 |
-59 |
$1,759 | | PEP | 10,358 | -59 | $1,759 | | CONSOLIDATED EDISON INC |
19,032 |
+43 |
$1,731 | | ED | 19,032 | +43 | $1,731 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
38,535 |
-1,082 |
$1,719 | | FIXD | 38,535 | -1,082 | $1,719 | | AMGEN INC |
5,955 |
-198 |
$1,715 | | AMGN | 5,955 | -198 | $1,715 | | SPDR SER TR (SLYG) |
19,938 |
-8,988 |
$1,667 | | SLYG | 19,938 | -8,988 | $1,667 | | VANGUARD WORLD FDS (VDC) |
8,727 |
+1,293 |
$1,667 | | VDC | 8,727 | +1,293 | $1,667 | | ELI LILLY & CO |
2,777 |
+289 |
$1,619 | | LLY | 2,777 | +289 | $1,619 | | VANGUARD WORLD FDS (VIS) |
7,305 |
-206 |
$1,610 | | VIS | 7,305 | -206 | $1,610 | | ABBVIE INC |
10,036 |
+689 |
$1,555 | | ABBV | 10,036 | +689 | $1,555 | | GOLDMAN SACHS ETF TR (GBIL) |
15,590 |
+113 |
$1,555 | | GBIL | 15,590 | +113 | $1,555 | | VANGUARD WORLD FDS (VFH) |
16,755 |
-1,545 |
$1,546 | | VFH | 16,755 | -1,545 | $1,546 | | INVESCO EXCH TRADED FD TR II (XMLV) |
29,021 |
-15,515 |
$1,543 | | XMLV | 29,021 | -15,515 | $1,543 | | INVESCO EXCHANGE TRADED FD T (RSPH) |
51,040 |
+51,040 |
$1,520 | | RSPH | 51,040 | +51,040 | $1,520 | | CISCO SYS INC |
29,781 |
-8,390 |
$1,505 | | CSCO | 29,781 | -8,390 | $1,505 | | JOHNSON & JOHNSON |
9,590 |
-2,319 |
$1,503 | | JNJ | 9,590 | -2,319 | $1,503 |
See Full List: All Stocks Held By Laidlaw Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Laidlaw Wealth Management LLC
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