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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 :
45 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FSCO |
Fs Global Credit Opportunit... |
266 |
Closed |
$6.16 |
$0 |
0 |
0% |
-57,000 |
-10,500 |
0 |
N/A |
|
|
KWEB |
Kraneshares Csi China Internet |
253 |
Closed |
$31.24 |
$0 |
0 |
0% |
-308,000 |
-11,255 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
240 |
Closed |
$0.00 |
$0 |
0 |
0% |
-516,000 |
-23,407 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
272 |
Closed |
$523.57 |
$0 |
0 |
0% |
-460,000 |
-1,072 |
0 |
Closed - End Fund - E... |
|
|
PYPL |
Paypal Holdings, Inc. |
259 |
Closed |
$63.95 |
$0 |
0 |
0% |
-217,000 |
-3,720 |
0 |
N/A |
|
|
EQT |
EQT Corp |
246 |
Closed |
$40.09 |
$0 |
0 |
0% |
-255,000 |
-6,284 |
0 |
Gas Utilities |
|
|
HLAL |
Wahed Ftse Usa Shariah Etf |
278 |
Closed |
$0.00 |
$0 |
0 |
0% |
-227,000 |
-5,473 |
0 |
N/A |
|
|
PHM |
PulteGroup Inc |
265 |
Closed |
$116.38 |
$0 |
0 |
0% |
-263,000 |
-3,545 |
0 |
Residential Construct... |
|
|
LNC |
Lincoln National Corp |
252 |
Closed |
$29.52 |
$0 |
0 |
0% |
-261,000 |
-10,580 |
0 |
Life & Health Insurance |
|
|
FCX |
Freeport McMoRan Copper & G... |
239 |
Closed |
$52.04 |
$0 |
0 |
0% |
-368,000 |
-9,868 |
0 |
Copper |
|
|
OXY |
Occidental Petroleum Corp |
271 |
Closed |
$62.91 |
$0 |
0 |
0% |
-287,000 |
-4,424 |
0 |
Independent Oil & Gas |
|
|
ON |
On Semiconductor Corp |
258 |
Closed |
$72.33 |
$0 |
0 |
0% |
-262,000 |
-2,817 |
0 |
Semiconductor- Broad... |
|
|
CAH |
Cardinal Health Inc |
245 |
Closed |
$98.04 |
$0 |
0 |
0% |
-234,000 |
-2,696 |
0 |
Drugs Wholesale |
|
|
SCHA |
Schwab Strategic Trust |
277 |
Closed |
$48.09 |
$0 |
0 |
0% |
-717,000 |
-17,304 |
0 |
Closed - End Fund - Debt |
|
|
BND |
Vanguard Total Bond Market ETF |
264 |
Closed |
$71.44 |
$0 |
0 |
0% |
-1,251,000 |
-17,923 |
0 |
Closed - End Fund - E... |
|
|
ITM |
Vaneck Vectors Amt Free Int... |
251 |
Closed |
$0.00 |
$0 |
0 |
0% |
-369,000 |
-8,358 |
0 |
N/A |
|
|
LW |
Lamb Weston Holdings, Inc. |
238 |
Closed |
$85.10 |
$0 |
0 |
0% |
-218,000 |
-2,355 |
0 |
N/A |
|
|
PSQ |
ProShares Short QQQ |
270 |
Closed |
$8.82 |
$0 |
0 |
0% |
-1,164,000 |
-106,845 |
0 |
Closed - End Fund - Debt |
|
|
SCHP |
Schwab U.S. Tips Etf |
257 |
Closed |
$51.60 |
$0 |
0 |
0% |
-337,000 |
-6,674 |
0 |
N/A |
|
|
ATO |
Atmos Energy Corp |
244 |
Closed |
$116.33 |
$0 |
0 |
0% |
-207,000 |
-1,957 |
0 |
Gas Utilities |
|
|
SCHC |
Schwab International Small-... |
276 |
Closed |
$36.06 |
$0 |
0 |
0% |
-282,000 |
-8,731 |
0 |
Closed - End Fund - E... |
|
|
IXUS |
Ishares Core Msci Total Int... |
263 |
Closed |
$68.82 |
$0 |
0 |
0% |
-847,000 |
-14,121 |
0 |
N/A |
|
|
XLU |
SPDR Utilities Select |
250 |
Closed |
$71.27 |
$0 |
0 |
0% |
-663,000 |
-11,248 |
0 |
Closed - End Fund - E... |
|
|
SRT |
Startek Inc |
237 |
Closed |
$4.42 |
$0 |
0 |
0% |
-42,000 |
-12,951 |
0 |
Staffing & Outsourcin... |
|
|
IEFA |
Ishares Core Msci Eafe |
269 |
Closed |
$0.00 |
$0 |
0 |
0% |
-251,000 |
-3,902 |
0 |
N/A |
|
|
DUK |
Duke Energy Corp |
256 |
Closed |
$102.89 |
$0 |
0 |
0% |
-396,000 |
-4,492 |
0 |
Electric Utilities |
|
|
LMT |
Lockheed Martin Corp |
243 |
Closed |
$470.56 |
$0 |
0 |
0% |
-412,000 |
-1,008 |
0 |
Aerospace/Defense - M... |
|
|
SCHH |
Schwab Us Reit |
275 |
Closed |
$19.61 |
$0 |
0 |
0% |
-309,000 |
-17,397 |
0 |
N/A |
|
|
UPS |
United Parcel Service Inc |
262 |
Closed |
$150.60 |
$0 |
0 |
0% |
-817,000 |
-5,243 |
0 |
AirDelivery & Freight... |
|
|
LEN |
Lennar Corp |
249 |
Closed |
$162.01 |
$0 |
0 |
0% |
-228,000 |
-2,031 |
0 |
Residential Construct... |
|
|
IBDO |
Ishares Ibonds Dec 2023 Ter... |
236 |
Closed |
$25.33 |
$0 |
0 |
0% |
-242,000 |
-9,550 |
0 |
N/A |
|
|
SPXL |
Direxion Daily Large Cap Bu... |
268 |
Closed |
$129.57 |
$0 |
0 |
0% |
-493,000 |
-6,303 |
0 |
Closed - End Fund - Debt |
|
|
FAUG |
Ft Cboe Vest Us Equity Buff... |
255 |
Closed |
$0.00 |
$0 |
0 |
0% |
-558,000 |
-14,929 |
0 |
N/A |
|
|
XLRE |
Real Estate Select Sector S... |
242 |
Closed |
$37.91 |
$0 |
0 |
0% |
-235,000 |
-6,892 |
0 |
N/A |
|
|
WEAT |
Teucrium Wheat Fund |
274 |
Closed |
$6.34 |
$0 |
0 |
0% |
-158,000 |
-28,384 |
0 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
261 |
Closed |
$222.90 |
$0 |
0 |
0% |
-258,000 |
-1,364 |
0 |
Closed - End Fund - E... |
|
|
FICO |
Fair Isaac Corp |
248 |
Closed |
$1,332.53 |
$0 |
0 |
0% |
-241,000 |
-277 |
0 |
Business Services |
|
|
MLM |
Martin Marietta Materials Inc |
280 |
Closed |
$608.05 |
$0 |
0 |
0% |
-272,000 |
-663 |
0 |
General Building Mate... |
|
|
GFEB |
Ft Cboe Vest Us Equity Mode... |
267 |
Closed |
$0.00 |
$0 |
0 |
0% |
-669,000 |
-21,704 |
0 |
N/A |
|
|
MPC |
Marathon Petroleum Corp |
254 |
Closed |
$177.86 |
$0 |
0 |
0% |
-386,000 |
-2,553 |
0 |
Oil & Gas Refining, P... |
|
|
PSLV |
Sprott Physical Silver Trus... |
241 |
Closed |
$9.55 |
$0 |
0 |
0% |
-80,000 |
-10,514 |
0 |
Closed - End Fund - E... |
|
|
VYM |
Vanguard High Dividend Yiel... |
273 |
Closed |
$119.86 |
$0 |
0 |
0% |
-635,000 |
-6,146 |
0 |
Closed - End Fund - Debt |
|
|
GIGB |
Goldman Sachs Access Invest... |
260 |
Closed |
$0.00 |
$0 |
0 |
0% |
-521,000 |
-12,063 |
0 |
N/A |
|
|
EXPE |
Expedia Inc |
247 |
Closed |
$112.67 |
$0 |
0 |
0% |
-249,000 |
-2,416 |
0 |
Internet Service Prov... |
|
|
RCL |
Royal Caribbean Cruises Ltd |
279 |
Closed |
$140.84 |
$0 |
0 |
0% |
-267,000 |
-2,899 |
0 |
Sporting and Park Ent... |
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