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| Name: |
Laidlaw Wealth Management LLC |
| City: |
NEW YORK CITY |
| State: |
NY |
| Zip: |
10175 |
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data |
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| Holdings
Found :
17 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
KBWB |
Invesco KBW Bank ETF |
59 |
- |
$54.42 |
$947,000 |
17,642 |
0.53% |
79,000 |
0 |
0.042 |
N/A |
|
|
RXI |
iShares S&P Global Consumer... |
63 |
- |
$158.93 |
$824,000 |
4,908 |
0.46% |
43,000 |
0 |
0.218 |
Closed - End Fund - Debt |
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EXI |
iShares S&P Global Industri... |
67 |
- |
$136.03 |
$756,000 |
5,415 |
0.42% |
66,000 |
0 |
0.178 |
Closed - End Fund - E... |
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IYC |
iShares Dow Jones US Consum... |
93 |
- |
$79.29 |
$588,000 |
7,173 |
0.33% |
45,000 |
0 |
0.017 |
Closed - End Fund - E... |
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IYJ |
iShares Dow Jones US Indust... |
99 |
- |
$0.00 |
$560,000 |
4,453 |
0.31% |
51,000 |
0 |
0.008 |
Closed - End Fund - E... |
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RHS |
Invesco S&p 500 Equal Weigh... |
102 |
- |
$32.16 |
$538,000 |
16,345 |
0.3% |
25,000 |
0 |
0.018 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
134 |
- |
$162.43 |
$310,000 |
1,903 |
0.17% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
140 |
- |
$353.04 |
$300,000 |
873 |
0.17% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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VV |
Vanguard Large Cap VIPERS |
143 |
- |
$243.17 |
$292,000 |
1,218 |
0.16% |
26,000 |
0 |
0.001 |
Closed - End Fund - E... |
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FXR |
First Trust Indust/Producer... |
145 |
- |
$70.77 |
$289,000 |
3,962 |
0.16% |
32,000 |
0 |
0.013 |
Closed - End Fund - Debt |
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IXC |
iShares tr S&P Glbl Energy |
146 |
- |
$42.73 |
$278,000 |
6,480 |
0.16% |
25,000 |
0 |
0.007 |
Closed - End Fund - E... |
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FTXN |
First Trust Nasdaq Oil And Gas |
149 |
- |
$0.00 |
$261,000 |
8,091 |
0.15% |
32,000 |
0 |
0.021 |
N/A |
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EWCO |
Invesco S&p 500 Equal Weigh... |
154 |
- |
$0.00 |
$231,000 |
7,742 |
0.13% |
4,000 |
0 |
0.086 |
N/A |
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INFY |
Infosys Technologies Limite... |
163 |
- |
$17.27 |
$201,000 |
11,200 |
0.11% |
-5,000 |
0 |
0 |
Technical & System So... |
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NVTS |
Navitas Semiconductor Corp |
169 |
- |
$3.79 |
$87,000 |
18,316 |
0.05% |
-61,000 |
0 |
0 |
N/A |
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BWEN |
Broadwind Energy Inc |
171 |
- |
$3.67 |
$25,000 |
10,600 |
0.01% |
-4,000 |
0 |
0.07 |
Diversified Machinery |
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FREY |
Freyr Battery |
172 |
- |
$1.87 |
$24,000 |
14,000 |
0.01% |
-2,000 |
0 |
0.012 |
N/A |
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