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  Name: Laidlaw Wealth Management LLC
  City: NEW YORK CITY
  State: NY
  Zip: 10175
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $275,155,000
  Total Value Change : $-27,355,000
  Securities Held Change : -31
   
All Securities Held : 235
  New Positions : 8
  Closed Positions : 45
  Increased Positions : 50
  Unchanged Positions : 12
  Decreased Positions : 165

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (BIRD)1 Year Chart         BIRD Allbirds, Inc. 98 New $0.00 $751,000 613,003 0.27% 751,000 613,003 0.64    N/A
   (IDU)1 Year Chart         IDU iShares Dow Jones US Utilities 106 New $90.96 $668,000 8,362 0.24% 668,000 8,362 0.158    Closed - End Fund - E...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 168 New $200.92 $348,000 2,001 0.13% 348,000 2,001 0    N/A
   (ODFL)1 Year Chart         ODFL Old Dominion Freight Line Inc 173 New $195.06 $330,000 815 0.12% 330,000 815 0    Trucking
   (ROP)1 Year Chart         ROP Roper Industries Inc 206 New $523.50 $253,000 464 0.09% 253,000 464 0.015    Diversified Machinery
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 208 New $164.20 $252,000 1,573 0.09% 252,000 1,573 0    Wireless Communications
   (DIA)1 Year Chart         DIA Diamonds Trust 223 New $395.18 $219,000 581 0.08% 219,000 581 0.001    Closed - End Fund - E...
   (ESD)1 Year Chart         ESD Western Asset Emerging Mark... 231 New $9.31 $192,000 20,850 0.07% 192,000 20,850 0.012    Closed - End Fund - Debt

      8 Records Found
  1    
Page 1 of 1
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