$475 Million is the total value of Laidlaw Wealth Management LLC's 354 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,837 | -100.0% | -0.02% | – |
| EOLS | Exit | EVOLUS INC | $0 | – | -22,875 | -100.0% | -0.04% | – |
| MIK | Exit | MICHAELS COS INC | $0 | – | -19,000 | -100.0% | -0.08% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,603 | -100.0% | -0.09% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -2,368 | -100.0% | -0.10% | – |
| FEAC | Exit | FLYING EAGLE ACQUISITION COR | $0 | – | -23,475 | -100.0% | -0.13% | – |
| SHLL | Exit | TORTOISE ACQUISITION CORPcl a | $0 | – | -5,750 | -100.0% | -0.13% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,688 | -100.0% | -0.25% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -6,364 | -100.0% | -0.78% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 9.1% |
| ADOBE SYSTEMS INCORPORATED | 16 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.8% |
| AMAZON COM INC | 16 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.8% |
| ALPHABET INC | 16 | Q3 2023 | 1.5% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 2.2% |
| ALPHABET INC | 16 | Q3 2023 | 1.5% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 1.6% |
| VISA INC | 16 | Q3 2023 | 1.3% |
View Laidlaw Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Laidlaw Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.