Laidlaw Wealth Management LLC [Rocket]

Holdings

Laidlaw Wealth Management LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Apple Inc.	AAPL	Common	205,305	-5,869	33,854,731,000	33,825,547,000	6.91	0.00	Hist	03/31/2023
UNION PACIFIC CORP	UNP	Common	114,152	-12	22,974,259,000	22,952,018,000	4.69	0.02	Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	57,356	2,075	16,535,605,000	16,522,730,000	3.38	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VTI	Common	45,972	-4,156	9,382,938,000	9,373,941,000	1.92		Hist	03/31/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	118,236	-6,593	7,705,458,000	7,698,491,000	1.57		Hist	03/31/2023
NVIDIA CORP	NVDA	Common	27,439	-3,841	7,621,711,000	7,617,914,000	1.56	0.00	Hist	03/31/2023
Amplify ETF Trust	DIVO	Common	207,638	-14,926	7,364,912,000	7,357,788,000	1.50		Hist	03/31/2023
AMAZON COM INC	AMZN	Common	62,850	-1,546	6,491,743,000	6,484,466,000	1.33		Hist	03/31/2023
HOME DEPOT, INC.	HD	Common	21,368	-1,085	6,306,121,000	6,299,925,000	1.29	0.00	Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	76,102	6,923	5,801,284,000	5,796,145,000	1.18		Hist	03/31/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	18,723	-233	5,781,101,000	5,776,039,000	1.18		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	96,632	15,179	5,656,837,000	5,652,130,000	1.15		Hist	03/31/2023
iSHARES TRUST	USMV	Common	74,944	243	5,451,437,000	5,446,499,000	1.11		Hist	03/31/2023
iSHARES TRUST	SHV	Common	45,869	2,253	5,068,525,000	5,063,727,000	1.03		Hist	03/31/2023
JPMORGAN CHASE & CO	JPM	Common	37,899	4,814	4,938,638,000	4,935,181,000	1.01		Hist	03/31/2023
VISA INC.	V	CL A	21,223	110	4,784,992,000	4,781,241,000	0.98		Hist	03/31/2023
UNITEDHEALTH GROUP INC	UNH	Common	9,842	167	4,651,021,000	4,646,135,000	0.95	0.00	Hist	03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	12,258	-1,963	4,609,898,000	4,605,229,000	0.94		Hist	03/31/2023
Navvis & Company, LLC	VV	ETF	24,516	24,516	4,579,834,000	4,579,834,000	0.93		Hist	03/31/2023
Alphabet Inc.	GOOG	COM	43,426	2,807	4,516,318,000	4,512,412,000	0.92		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLK	COM	29,381	-29,247	4,436,825,000	4,429,861,000	0.91		Hist	03/31/2023
SPDR GOLD TRUST	GLD	GOLD SHS	23,498	2,302	4,305,304,000	4,302,026,000	0.88		Hist	03/31/2023
Alphabet Inc.	GOOGL	COM	40,348	-997	4,185,298,000	4,181,343,000	0.85		Hist	03/31/2023
ADOBE INC.	ADBE	Common	10,838	-1,216	4,176,640,000	4,173,323,000	0.85		Hist	03/31/2023
ISHARES GOLD TRUST	IAU	Common	107,277	-9,182	4,008,941,000	4,005,269,000	0.82	0.01	Hist	03/31/2023
JOHNSON & JOHNSON	JNJ	Common	24,453	888	3,790,203,000	3,786,353,000	0.77		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLV	Common	27,967	-8,170	3,620,668,000	3,616,291,000	0.74		Hist	03/31/2023
SELECT SECTOR SPDR TRUST	XLY	Common	23,521	15,473	3,517,271,000	3,516,125,000	0.72		Hist	03/31/2023
SPDR S&P 500 ETF TRUST	SPY	Common	8,462	-19	3,464,146,000	3,461,117,000	0.71		Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	10,765	2,980	3,454,884,000	3,452,803,000	0.71		Hist	03/31/2023
PROCTER & GAMBLE Co	PG	Common	22,987	1,544	3,417,959,000	3,415,252,000	0.70	0.00	Hist	03/31/2023
KRANESHARES TR	IVOL	Common	149,747	16,564	3,402,252,000	3,399,301,000	0.69		Hist	03/31/2023
INVESCO EXCHANGE TRADED FD T	RYT	Common	12,316	12,316	3,398,970,000	3,398,970,000	0.69		Hist	03/31/2023
NEXTERA ENERGY INC	FPL	common	42,872	2,494	3,304,550,000	3,301,384,000	0.67	0.00	Hist	03/31/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	30,519	863	3,219,783,000	3,216,969,000	0.66		Hist	03/31/2023
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