News + Filings Holdings
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Laidlaw Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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DEVON ENERGY CORP/DE
| DVN | Common | 0 | -14,155 | 0 | -851,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Eaton Vance Floating-Rate 2022 Target Term Trust
| EFL | COM | 0 | -80,309 | 0 | -691,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Ark ETF Trust
| ARKG | Common | 0 | -20,793 | 0 | -683,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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ETF Managers Trust
| HACK | Common | 0 | -15,477 | 0 | -671,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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ROBOGROUP TEK LTD
| ROBO | Common | 0 | -16,091 | 0 | -665,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 0 | -8,059 | 0 | -654,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VanEck ETF Trust
| ESPO | Common | 0 | -14,487 | 0 | -588,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Global X Funds
| FINX | Common | 0 | -28,507 | 0 | -578,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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SERVICE CORP INTERNATIONAL
| SCI | Common | 0 | -8,681 | 0 | -501,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Global X Funds
| MLPX | Common | 0 | -10,690 | 0 | -401,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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CIGNA CORP
| CI | Com | 0 | -1,237 | 0 | -343,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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OCCIDENTAL PETROLEUM CORP /DE/
| OXY | Common | 0 | -5,157 | 0 | -317,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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MCKESSON CORP
| MCK | Common | 0 | -926 | 0 | -315,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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GENERAC HOLDINGS INC.
| GNRC | COM | 0 | -1,718 | 0 | -306,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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BLACKSTONE MORTGAGE TRUST, INC.
| BXMT | Common | 0 | -12,705 | 0 | -297,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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INTERCALLNET INC
| ICLN | Common | 0 | -15,487 | 0 | -296,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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SCHWAB STRATEGIC TRUST
| FNDC | Common | 0 | -10,614 | 0 | -289,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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NORTHERN TRUST CORP
| NTRS | Common | 0 | -3,313 | 0 | -283,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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SPDR SERIES TRUST
| MDYV | Common | 0 | -4,778 | 0 | -276,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Rivian Automotive, Inc. / DE
| RIVN | Common | 0 | -8,325 | 0 | -274,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 0 | -1,842 | 0 | -264,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 0 | -5,365 | 0 | -258,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 0 | -5,000 | 0 | -241,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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DOLLAR GENERAL CORP
| DG | COM | 0 | -918 | 0 | -220,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Virtus Artificial Intelligence & Technology Opportunities Fund
| AIO | COM | 0 | -13,959 | 0 | -217,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| TLT | OPTION | 0 | -2,067 | 0 | -212,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| PFF | OPTIONS | 0 | -6,511 | 0 | -206,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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CALAMOS CONV & HIGH INCOME F
| CHY | COM SHS | 0 | -17,517 | 0 | -177,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Cano Health, Inc.
| CANO | Common | 0 | -17,200 | 0 | -149,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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MARATHON DIGITAL HOLDINGS, INC.
| MARA | COM | 0 | -12,050 | 0 | -129,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Warner Bros. Discovery, Inc.
| WBD | Common | 0 | -10,752 | 0 | -124,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Lumen Technologies, Inc.
| LUMN | Stock | 0 | -15,810 | 0 | -115,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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PUTNAM MASTER INTERMEDIATE INCOME TRUST
| PIM | Common | 0 | -28,400 | 0 | -92,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Nuveen Preferred & Income Securities Fund
| JPS | Common | 0 | -11,950 | 0 | -79,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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