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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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Filing Period: |
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| Holdings
Found :
12 |
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Unchanged Positions |
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Menu
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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 |
|
IXP |
iShares Tr S&P Glbl Technlg |
72 |
- |
$85.89 |
$1,169,000 |
15,670 |
0.42% |
99,000 |
0 |
0.333 |
Closed - End Fund - E... |
|
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KBWB |
Invesco KBW Bank ETF |
88 |
- |
$54.25 |
$868,000 |
17,642 |
0.32% |
161,000 |
0 |
0.042 |
N/A |
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ARCC |
Ares Capital Corp |
164 |
- |
$21.14 |
$360,000 |
17,952 |
0.13% |
10,000 |
0 |
0.004 |
Closed - End Fund - Debt |
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SIG |
Signet Group Plc (ADR) |
175 |
- |
$99.44 |
$322,000 |
3,002 |
0.12% |
106,000 |
0 |
0.006 |
Jewelry Stores |
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MO |
Altria Group Inc |
180 |
- |
$45.04 |
$309,000 |
7,658 |
0.11% |
-13,000 |
0 |
0.001 |
Cigarettes & Other To... |
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FXR |
First Trust Indust/Producer... |
203 |
- |
$71.08 |
$257,000 |
3,962 |
0.09% |
29,000 |
0 |
0.014 |
Closed - End Fund - Debt |
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LYB |
LyondellBasell Industries N.V. |
211 |
- |
$101.32 |
$241,000 |
2,535 |
0.09% |
1,000 |
0 |
0.002 |
Specialty Chemicals |
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IBDP |
Ishares Ibonds Dec 2024 Ter... |
214 |
- |
$25.06 |
$237,000 |
9,500 |
0.09% |
2,000 |
0 |
0.002 |
N/A |
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SDY |
streetTRACKS Series Trust -... |
216 |
- |
$131.33 |
$235,000 |
1,881 |
0.09% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
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FTXN |
First Trust Nasdaq Oil And Gas |
219 |
- |
$0.00 |
$229,000 |
8,091 |
0.08% |
-14,000 |
0 |
0.021 |
N/A |
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INFY |
Infosys Technologies Limite... |
227 |
- |
$16.92 |
$206,000 |
11,200 |
0.07% |
14,000 |
0 |
0 |
Technical & System So... |
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PII |
Polaris Industries Inc |
229 |
- |
$87.39 |
$204,000 |
2,150 |
0.07% |
-20,000 |
0 |
0.004 |
Recreational Vehicles |
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