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 | $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 | $1,503 |
See Full List: All Stocks Held By Laidlaw Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Laidlaw Wealth Management LLC
Size ($ 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 |