HoldingsChannel.com
Laidlaw Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 35,606 +35,606 $10,456
     AAPL35,606+35,606$10,456
ADOBE INC 22,507 +22,507 $7,423
     ADBE22,507+22,507$7,423
MICROSOFT CORP 28,481 +28,481 $4,491
     MSFT28,481+28,481$4,491
SCHWAB STRATEGIC TR 35,866 +35,866 $3,332
     SCHG35,866+35,866$3,332
SCHWAB STRATEGIC TR 53,638 +53,638 $3,225
     SCHV53,638+53,638$3,225
AT&T INC 79,296 +79,296 $3,099
     T79,296+79,296$3,099
ASPEN GROUP INC 348,134 +348,134 $2,785
     ASPU348,134+348,134$2,785
BOEING CO 7,021 +7,021 $2,287
     BA7,021+7,021$2,287
ALPHABET INC 1,691 +1,691 $2,265
     GOOGL1,691+1,691$2,265
DISNEY WALT CO 15,330 +15,330 $2,217
     DIS15,330+15,330$2,217
AMGEN INC 8,252 +8,252 $1,989
     AMGN8,252+8,252$1,989
BERKSHIRE HATHAWAY      $1,980
     BRK.B8,740+8,740$1,980
BECTON DICKINSON & CO 7,229 +7,229 $1,966
     BDX7,229+7,229$1,966
CONSOLIDATED EDISON INC 21,241 +21,241 $1,922
     ED21,241+21,241$1,922
VANGUARD BD INDEX FD INC (BSV) 23,583 +23,583 $1,901
     BSV23,583+23,583$1,901
SCHWAB STRATEGIC TR 55,859 +55,859 $1,879
     SCHF55,859+55,859$1,879
ALPHABET INC 1,403 +1,403 $1,876
     GOOG1,403+1,403$1,876
JPMORGAN CHASE & CO 13,345 +13,345 $1,860
     JPM13,345+13,345$1,860
BLACKROCK MUNIYIELD N J FD I 120,228 +120,228 $1,814
     MYJ120,228+120,228$1,814
BLACKROCK MUNIHLDGS NJ QLTY 125,511 +125,511 $1,801
     MUJ125,511+125,511$1,801
AMAZON COM INC 957 +957 $1,768
     AMZN957+957$1,768
VERIZON COMMUNICATIONS INC 27,919 +27,919 $1,714
     VZ27,919+27,919$1,714
INTERNATIONAL BUSINESS MACHS 12,633 +12,633 $1,693
     IBM12,633+12,633$1,693
JOHNSON & JOHNSON 11,532 +11,532 $1,682
     JNJ11,532+11,532$1,682
ISHARES TR (MBB) 15,508 +15,508 $1,676
     MBB15,508+15,508$1,676
VISA INC 8,857 +8,857 $1,664
     V8,857+8,857$1,664
HONEYWELL INTL INC 8,989 +8,989 $1,591
     HON8,989+8,989$1,591
SPDR SERIES TRUST (MDYV) 27,730 +27,730 $1,519
     MDYV27,730+27,730$1,519
ISHARES TR (IEFA) 23,051 +23,051 $1,504
     IEFA23,051+23,051$1,504
SPDR SERIES TRUST (MDYG) 26,319 +26,319 $1,503
     MDYG26,319+26,319$1,503
HOME DEPOT INC 6,701 +6,701 $1,463
     HD6,701+6,701$1,463
UNITEDHEALTH GROUP INC 4,894 +4,894 $1,439
     UNH4,894+4,894$1,439
BRISTOL MYERS SQUIBB CO 21,640 +21,640 $1,389
     BMY21,640+21,640$1,389
SPDR SERIES TRUST (SLYV) 20,858 +20,858 $1,371
     SLYV20,858+20,858$1,371
PEPSICO INC 9,939 +9,939 $1,358
     PEP9,939+9,939$1,358
SPDR SERIES TRUST (SLYG) 20,833 +20,833 $1,344
     SLYG20,833+20,833$1,344
SELECT SECTOR SPDR TR (XLK) 14,329 +14,329 $1,314
     XLK14,329+14,329$1,314
VANGUARD INDEX FDS (VTV) 10,814 +10,814 $1,296
     VTV10,814+10,814$1,296
SCHWAB STRATEGIC TR 23,992 +23,992 $1,282
     SCHZ23,992+23,992$1,282
CVS HEALTH CORP 17,246 +17,246 $1,281
     CVS17,246+17,246$1,281
FACEBOOK INC 6,204 +6,204 $1,273
     FB6,204+6,204$1,273
VANGUARD BD INDEX FD INC (BIV) 14,430 +14,430 $1,259
     BIV14,430+14,430$1,259
NEXTERA ENERGY INC 5,091 +5,091 $1,233
     NEE5,091+5,091$1,233
PROCTER & GAMBLE CO 9,858 +9,858 $1,231
     PG9,858+9,858$1,231
VANGUARD WORLD FDS (VGT) 5,019 +5,019 $1,229
     VGT5,019+5,019$1,229
SCHWAB STRATEGIC TR 15,908 +15,908 $1,222
     SCHX15,908+15,908$1,222
ISHARES GOLD TRUST (IAU) 84,017 +84,017 $1,218
     IAU84,017+84,017$1,218
STARBUCKS CORP 13,812 +13,812 $1,214
     SBUX13,812+13,812$1,214
COMCAST CORP NEW 26,703 +26,703 $1,201
     CMCSA26,703+26,703$1,201
CISCO SYS INC 24,739 +24,739 $1,187
     CSCO24,739+24,739$1,187

See Full List: All Stocks Held By Laidlaw Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Laidlaw Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $158,221
At 09/30/2019: $0

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

Laidlaw Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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