News + Filings Holdings
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Laidlaw Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Navvis & Company, LLC
| VV | ETF | 24,516 | 24,516 | 4,579,834,000 | 4,579,834,000 | 0.93 | |
Hist
| 03/31/2023 |
INVESCO EXCHANGE TRADED FD T
| RYT | Common | 12,316 | 12,316 | 3,398,970,000 | 3,398,970,000 | 0.69 | |
Hist
| 03/31/2023 |
Blackstone Inc.
| BX | Stock | 25,727 | 25,727 | 2,259,884,000 | 2,259,884,000 | 0.46 | |
Hist
| 03/31/2023 |
CONSOLIDATED EDISON INC
| ED | Common | 18,288 | 18,288 | 1,749,604,000 | 1,749,604,000 | 0.36 | |
Hist
| 03/31/2023 |
INVESCO EXCHANGE TRADED FD T
| RYH | Common | 5,377 | 5,377 | 1,568,368,000 | 1,568,368,000 | 0.32 | |
Hist
| 03/31/2023 |
Vanguard Telecommunication Services ETF
| VOX | common | 12,482 | 12,482 | 1,206,635,000 | 1,206,635,000 | 0.25 | |
Hist
| 03/31/2023 |
ALPS ETF Trust
| AMLP | Common | 27,866 | 27,866 | 1,077,021,000 | 1,077,021,000 | 0.22 | |
Hist
| 03/31/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 13,763 | 13,763 | 984,338,000 | 984,338,000 | 0.20 | |
Hist
| 03/31/2023 |
UNITED RENTALS, INC.
| URI | Common | 2,260 | 2,260 | 894,418,000 | 894,418,000 | 0.18 | 0.00 |
Hist
| 03/31/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| CIBR | Common | 20,202 | 20,202 | 863,643,000 | 863,643,000 | 0.18 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IDRV | Common | 21,996 | 21,996 | 843,767,000 | 843,767,000 | 0.17 | |
Hist
| 03/31/2023 |
INVESCO EXCH TRADED FD TR II
| KBWB | Common | 17,880 | 17,880 | 750,424,000 | 750,424,000 | 0.15 | |
Hist
| 03/31/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VII
| ROBT | Common | 16,912 | 16,912 | 720,959,000 | 720,959,000 | 0.15 | |
Hist
| 03/31/2023 |
BlackRock Funds III
| IYZ | Common | 30,586 | 30,586 | 708,372,000 | 708,372,000 | 0.14 | |
Hist
| 03/31/2023 |
Global X Funds
| HERO | Common | 34,288 | 34,288 | 697,418,000 | 697,418,000 | 0.14 | |
Hist
| 03/31/2023 |
GENERAL ELECTRIC CO
| GE | Stock | 7,141 | 7,141 | 682,702,000 | 682,702,000 | 0.14 | 0.00 |
Hist
| 03/31/2023 |
ETF Managers Trust
| IPAY | Common | 16,074 | 16,074 | 669,804,000 | 669,804,000 | 0.14 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| EXI | Common | 5,719 | 5,719 | 652,824,000 | 652,824,000 | 0.13 | |
Hist
| 03/31/2023 |
INVESCO EXCHANGE TRADED FD T
| RHS | Common | 3,792 | 3,792 | 646,252,000 | 646,252,000 | 0.13 | |
Hist
| 03/31/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 14,269 | 14,269 | 644,550,000 | 644,550,000 | 0.13 | |
Hist
| 03/31/2023 |
SCHWAB CHARLES CORP
| SCHW | Common | 11,402 | 11,402 | 597,237,000 | 597,237,000 | 0.12 | 0.00 |
Hist
| 03/31/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FAUG | Common | 15,884 | 15,884 | 579,405,000 | 579,405,000 | 0.12 | |
Hist
| 03/31/2023 |
INVESCO EXCHANGE TRADED FD T
| PBW | Common | 14,255 | 14,255 | 576,045,000 | 576,045,000 | 0.12 | |
Hist
| 03/31/2023 |
J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 10,361 | 10,361 | 565,711,000 | 565,711,000 | 0.12 | |
Hist
| 03/31/2023 |
NaaS Technology Inc.
| NAAS | SPONSORED ADS | 53,014 | 53,014 | 564,599,000 | 564,599,000 | 0.12 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IDNA | Common | 24,175 | 24,175 | 562,552,000 | 562,552,000 | 0.11 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IYK | Common | 2,522 | 2,522 | 502,458,000 | 502,458,000 | 0.10 | |
Hist
| 03/31/2023 |
IYJ
| IYJ | COM | 4,761 | 4,761 | 476,862,000 | 476,862,000 | 0.10 | |
Hist
| 03/31/2023 |
QUANTA SERVICES, INC.
| PWR | Common | 2,295 | 2,295 | 382,439,000 | 382,439,000 | 0.08 | 0.00 |
Hist
| 03/31/2023 |
SCHWAB STRATEGIC TRUST
| SCHC | Common | 11,285 | 11,285 | 380,417,000 | 380,417,000 | 0.08 | |
Hist
| 03/31/2023 |
EOG RESOURCES INC
| EOG | Common | 3,188 | 3,188 | 365,440,000 | 365,440,000 | 0.07 | 0.00 |
Hist
| 03/31/2023 |
KELLOGG CO
| K | Common | 4,690 | 4,690 | 314,042,000 | 314,042,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 12,070 | 12,070 | 312,613,000 | 312,613,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
ORACLE CORP
| ORCL | Common | 3,329 | 3,329 | 309,331,000 | 309,331,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
REALTY INCOME CORP
| O | COM | 4,809 | 4,809 | 304,475,000 | 304,475,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
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