Laidlaw Wealth Management LLC [Rocket]

Holdings

Laidlaw Wealth Management LLC

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	57,356	2,075	16,535,605,000	16,522,730,000	3.38	0.00	Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	76,102	6,923	5,801,284,000	5,796,145,000	1.18		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	96,632	15,179	5,656,837,000	5,652,130,000	1.15		Hist	03/31/2023
iSHARES TRUST	USMV	Common	74,944	243	5,451,437,000	5,446,499,000	1.11		Hist	03/31/2023
iSHARES TRUST	SHV	Common	45,869	2,253	5,068,525,000	5,063,727,000	1.03		Hist	03/31/2023
JPMORGAN CHASE & CO	JPM	Common	37,899	4,814	4,938,638,000	4,935,181,000	1.01		Hist	03/31/2023
VISA INC.	V	CL A	21,223	110	4,784,992,000	4,781,241,000	0.98		Hist	03/31/2023
UNITEDHEALTH GROUP INC	UNH	Common	9,842	167	4,651,021,000	4,646,135,000	0.95	0.00	Hist	03/31/2023
Alphabet Inc.	GOOG	COM	43,426	2,807	4,516,318,000	4,512,412,000	0.92		Hist	03/31/2023
SPDR GOLD TRUST	GLD	GOLD SHS	23,498	2,302	4,305,304,000	4,302,026,000	0.88		Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	24,453	888	3,790,203,000	3,786,353,000	0.77		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLY	Common	23,521	15,473	3,517,271,000	3,516,125,000	0.72		Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	10,765	2,980	3,454,884,000	3,452,803,000	0.71		Hist	03/31/2023
PROCTER & GAMBLE Co	PG	Common	22,987	1,544	3,417,959,000	3,415,252,000	0.70	0.00	Hist	03/31/2023
KRANESHARES TR	IVOL	Common	149,747	16,564	3,402,252,000	3,399,301,000	0.69		Hist	03/31/2023
NEXTERA ENERGY INC	FPL	common	42,872	2,494	3,304,550,000	3,301,384,000	0.67	0.00	Hist	03/31/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	30,519	863	3,219,783,000	3,216,969,000	0.66		Hist	03/31/2023
Tesla, Inc.	TSLA	COM	15,438	1,362	3,202,730,000	3,198,996,000	0.65		Hist	03/31/2023
CHEVRON CORP	CVX	Common	18,691	513	3,049,689,000	3,047,077,000	0.62	0.00	Hist	03/31/2023
Meta Platforms, Inc.	FB	Common	13,917	344	2,949,569,000	2,947,727,000	0.60		Hist	03/31/2023
iSHARES TRUST	IYW	Common	31,592	24,979	2,932,054,000	2,931,569,000	0.60		Hist	03/31/2023
PEPSICO INC	PEP	Common	15,101	1,574	2,752,901,000	2,750,693,000	0.56		Hist	03/31/2023
GOLDMAN SACHS GROUP INC	GS	Common	8,198	1,632	2,681,706,000	2,679,782,000	0.55		Hist	03/31/2023
MCDONALDS CORP	MCD	Common	9,455	462	2,643,805,000	2,641,730,000	0.54	0.00	Hist	03/31/2023
SSGA FUNDS MANAGEMENT INC	XLF	Common	78,092	21,457	2,510,660,000	2,508,941,000	0.51		Hist	03/31/2023
Invesco Exchange-Traded Fund Trust II	XSLV	Exchange Traded Fund	57,707	164	2,443,907,000	2,441,572,000	0.50		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLI	OPTIONS	22,635	172	2,290,231,000	2,288,370,000	0.47		Hist	03/31/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	4,520	47	2,245,723,000	2,243,611,000	0.46	0.00	Hist	03/31/2023
LMBS	LMBS	Common Stock	40,213	4,887	1,924,998,000	1,923,325,000	0.39		Hist	03/31/2023
iSHARES TRUST	CMBS	Common	41,010	5,325	1,894,157,000	1,892,521,000	0.39		Hist	03/31/2023
iShares Silver Trust	SLV	ISHARES	84,162	3,960	1,861,663,000	1,860,259,000	0.38		Hist	03/31/2023
Walt Disney Co	DIS	Common	17,760	713	1,778,295,000	1,776,687,000	0.36	0.00	Hist	03/31/2023
AMGEN INC	AMGN	Common	7,303	115	1,765,458,000	1,763,838,000	0.36	0.00	Hist	03/31/2023
HONEYWELL INTERNATIONAL INC	HON	Common	8,587	205	1,641,207,000	1,639,807,000	0.34	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VTV	Common	11,822	660	1,632,788,000	1,631,410,000	0.33		Hist	03/31/2023
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