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Laidlaw Wealth Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Navvis & Company, LLC VVETF24,51624,5164,579,834,0004,579,834,0000.93  Hist 03/31/2023
INVESCO EXCHANGE TRADED FD T RYTCommon12,31612,3163,398,970,0003,398,970,0000.69  Hist 03/31/2023
Blackstone Inc. BXStock25,72725,7272,259,884,0002,259,884,0000.46  Hist 03/31/2023
CONSOLIDATED EDISON INC EDCommon18,28818,2881,749,604,0001,749,604,0000.36  Hist 03/31/2023
INVESCO EXCHANGE TRADED FD T RYHCommon5,3775,3771,568,368,0001,568,368,0000.32  Hist 03/31/2023
Vanguard Telecommunication Services ETF VOXcommon12,48212,4821,206,635,0001,206,635,0000.25  Hist 03/31/2023
ALPS ETF Trust AMLPCommon27,86627,8661,077,021,0001,077,021,0000.22  Hist 03/31/2023
ISHARES MSCI EAFE INDEX FUND EFAETF13,76313,763984,338,000984,338,0000.20  Hist 03/31/2023
UNITED RENTALS, INC. URICommon2,2602,260894,418,000894,418,0000.180.00 Hist 03/31/2023
FIRST TRUST EXCHANGE TRADED FUND CIBRCommon20,20220,202863,643,000863,643,0000.18  Hist 03/31/2023
iSHARES TRUST IDRVCommon21,99621,996843,767,000843,767,0000.17  Hist 03/31/2023
INVESCO EXCH TRADED FD TR II KBWBCommon17,88017,880750,424,000750,424,0000.15  Hist 03/31/2023
FIRST TRUST EXCHANGE-TRADED FUND VII ROBTCommon16,91216,912720,959,000720,959,0000.15  Hist 03/31/2023
BlackRock Funds III IYZCommon30,58630,586708,372,000708,372,0000.14  Hist 03/31/2023
Global X Funds HEROCommon34,28834,288697,418,000697,418,0000.14  Hist 03/31/2023
GENERAL ELECTRIC CO GEStock7,1417,141682,702,000682,702,0000.140.00 Hist 03/31/2023
ETF Managers Trust IPAYCommon16,07416,074669,804,000669,804,0000.14  Hist 03/31/2023
iSHARES TRUST EXICommon5,7195,719652,824,000652,824,0000.13  Hist 03/31/2023
INVESCO EXCHANGE TRADED FD T RHSCommon3,7923,792646,252,000646,252,0000.13  Hist 03/31/2023
VANGUARD TAX-MANAGED FUNDS VEAFD14,26914,269644,550,000644,550,0000.13  Hist 03/31/2023
SCHWAB CHARLES CORP SCHWCommon11,40211,402597,237,000597,237,0000.120.00 Hist 03/31/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FAUGCommon15,88415,884579,405,000579,405,0000.12  Hist 03/31/2023
INVESCO EXCHANGE TRADED FD T PBWCommon14,25514,255576,045,000576,045,0000.12  Hist 03/31/2023
J P MORGAN EXCHANGE TRADED F JEPICommon10,36110,361565,711,000565,711,0000.12  Hist 03/31/2023
NaaS Technology Inc. NAASSPONSORED ADS53,01453,014564,599,000564,599,0000.12  Hist 03/31/2023
iSHARES TRUST IDNACommon24,17524,175562,552,000562,552,0000.11  Hist 03/31/2023
iSHARES TRUST IYKCommon2,5222,522502,458,000502,458,0000.10  Hist 03/31/2023
IYJ IYJCOM4,7614,761476,862,000476,862,0000.10  Hist 03/31/2023
QUANTA SERVICES, INC. PWRCommon2,2952,295382,439,000382,439,0000.080.00 Hist 03/31/2023
SCHWAB STRATEGIC TRUST SCHCCommon11,28511,285380,417,000380,417,0000.08  Hist 03/31/2023
EOG RESOURCES INC EOGCommon3,1883,188365,440,000365,440,0000.070.00 Hist 03/31/2023
KELLOGG CO KCommon4,6904,690314,042,000314,042,0000.060.00 Hist 03/31/2023
ENTERPRISE PRODUCTS PARTNERS L.P. EPDCommon12,07012,070312,613,000312,613,0000.060.00 Hist 03/31/2023
ORACLE CORP ORCLCommon3,3293,329309,331,000309,331,0000.060.00 Hist 03/31/2023
REALTY INCOME CORP OCOM4,8094,809304,475,000304,475,0000.060.00 Hist 03/31/2023
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