Fund HoldingsLaidlaw Wealth Management LLC

Total Portfolio Value
$179.16M
Total Bought
$16.72M
Total Sold
$117.09M
Net Transaction
-$100.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
043,689+43,68901,5820.88%+1,582
PALANTIR TECHNOLOGIES INC(PLTR)64,683111,520+46,8371,1112,5661.43%+1,455
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
026,003+26,00301,2230.68%+1,223
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
021,263+21,26309630.54%+963
PROSHARES TR090,079+90,07907890.44%+789
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
22,16241,740+19,5787261,4530.81%+727
GRAYSCALE BITCOIN TR BTC(GBTC)011,304+11,30407140.40%+714
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
072,115+72,11504,1882.34%+4,188
ADVANCED MICRO DEVICES INC(AMD)4,9617,813+2,8527311,4100.79%+679
NAAS TECHNOLOGY INC193,414612,914+419,5002947600.42%+466
ISHARES TR040,568+40,56804,4842.50%+4,484
GLOBAL X FDS
GLOBAL X URANIUM
021,908+21,90806320.35%+632
SPDR SER TR
ST STR BLO 1 ETF
07,303+7,30306700.37%+670
CASEYS GEN STORES INC(CASY)01,050+1,05003340.19%+334
SELECT SECTOR SPDR TR
ST STR TECHN ETF
23,14422,959-1854,4554,7822.67%+327
FIDELITY WISE ORIGIN BITCOIN(FBTC)05,091+5,09103160.18%+316
SCHWAB STRATEGIC TR06,126+6,12603020.17%+302
DELL TECHNOLOGIES INC(DELL)02,635+2,63503010.17%+301
WALGREENS BOOTS ALLIANCE INC013,567+13,56702940.16%+294
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
114,981114,570-4113,7534,0322.25%+279
ISHARES TR23,27723,149-1282,8573,1271.75%+269
ISHARES TR
CMBS ETF
031,792+31,79201,4970.84%+1,497
GOLDMAN SACHS ETF TR017,700+17,70001,7861.00%+1,786
ISHARES TR4,2256,136+1,9113615870.33%+226
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
019,817+19,81701,2220.68%+1,222
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8,0728,642+5701,3601,5790.88%+218
WASTE CONNECTIONS INC(WCN)01,235+1,23502120.12%+212
WESTERN ASSET EMERGING MKTS
COM
20,85041,900+21,0501924030.22%+211
MONGODB INC(MDB)0585+58502100.12%+210
TRACTOR SUPPLY CO(TSCO)0785+78502050.11%+205
SELECT SECTOR SPDR TR
ST STR CARE ETF
23,09322,703-3903,1493,3541.87%+204
SELECT SECTOR SPDR TR
ST STR FINL ETF
57,83956,255-1,5842,1752,3691.32%+195
VANGUARD WORLD FD
COMM SRVC ETF
12,16612,228+621,4321,6050.90%+172
ISHARES TR
SELF DRIVNG EV
015,614+15,61404910.27%+491
ISHARES TR
GENOMICS IMMUN
020,949+20,94905040.28%+504
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
031,199+31,19901,5050.84%+1,505
KRANESHARES TRUST0119,910+119,91002,2701.27%+2,270
3M CO(MMM)2,4624,074+1,6122694320.24%+163
BRILLIANT EARTH GROUP INC054,000+54,00001610.09%+161
VANGUARD WORLD FD
INDUSTRIAL ETF
7,3057,213-921,6101,7610.98%+151
COINBASE GLOBAL INC(COIN)2,0011,860-1413484930.28%+145
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
38,53542,741+4,2061,7191,8641.04%+145
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
036,464+36,46406620.37%+662
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
08,924+8,92404580.26%+458
ETF SER SOLUTIONS
DEFIANCE SPACE A
016,558+16,55806470.36%+647
GLOBAL X FDS
VDEO GAM ESPRT
023,185+23,18504800.27%+480
ISHARES TR15,67015,020-6501,1691,2640.71%+95
NETFLIX INC(NFLX)1,9591,722-2379541,0460.58%+92
AMPLIFY ETF TR21,10319,808-1,2956307220.40%+92
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
052,250+52,25004,0392.25%+4,039
GENERAL ELECTRIC CO(GE)03,213+3,21305640.31%+564
AIRBNB INC7,2766,500-7769911,0720.60%+82
INVESCO EXCH TRADED FD TR II17,64217,64208689470.53%+79
ETF SER SOLUTIONS
DEFIA QUANT ETF
010,470+10,47006430.36%+643
FIRST TR VALUE LINE DIVID IN
SHS
013,347+13,34705640.31%+564
SPDR INDEX SHS FDS
ST STR PO EX ETF
014,939+14,93905350.30%+535
WORLD GOLD TR(GLDM)09,674+9,67404260.24%+426
ENERGY TRANSFER L P(ET)18,40020,400+2,0002543210.18%+67
ISHARES TR5,4155,41506907560.42%+66
VANGUARD BD INDEX FDS
VANGUARD ULTRA
012,735+12,73506310.35%+631
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
012,356+12,35605590.31%+559
D-WAVE QUANTUM INC(QBTS)042,470+42,4700870.05%+87
ISHARES TR04,453+4,45305600.31%+560
ISHARES TR7,1737,17305435880.33%+44
ISHARES TR04,908+4,90808240.46%+824
GLOBAL X FDS
GLOBAL X COPPER
010,157+10,15704310.24%+431
ALDEYRA THERAPEUTICS INC012,725+12,7250420.02%+42
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,346+3,34602560.14%+256
FIRST TR EXCHANGE-TRADED FD
NASDQ OIL GAS
08,091+8,09102610.15%+261
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
03,962+3,96202890.16%+289
VANGUARD WORLD FD
CONSUM DIS ETF
01,006+1,00603200.18%+320
VANGUARD INDEX FDS0873+87303000.17%+300
VANGUARD INDEX FDS01,218+1,21802920.16%+292
VANGUARD INDEX FDS01,903+1,90303100.17%+310
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
016,345+16,34505380.30%+538
ISHARES TR06,480+6,48002780.16%+278
FREYR BATTERY INC(TE)014,000+14,0000240.01%+24
OLD DOMINION FREIGHT LINE IN(ODFL)8151,612+7973303540.20%+23
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
51,04048,540-2,5001,5201,5430.86%+23
VANGUARD WORLD FD
MATERIALS ETF
01,813+1,81303710.21%+371
ISHARES TR04,809+4,80903250.18%+325
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
012,963+12,96307310.41%+731
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
07,742+7,74202310.13%+231
BROADWIND INC010,600+10,6000250.01%+25
INFOSYS LTD(INFY)011,200+11,20002010.11%+201
GLOBAL X FDS(Call)
GLOBAL X URANIUM
14614604540-6
ELEVANCE HEALTH INC(ELV)(Put)06+605+5
DOW INC(DOW)07,890+7,89004570.26%+457
SELECT SECTOR SPDR TR
ST STR MATER ETF
8,7958,005-7907527440.42%-9
ISHARES INC016,600+16,60009390.52%+939
FREYR BATTERY INC000000
SCHWAB STRATEGIC TR07,001+7,00103380.19%+338
FRANKLIN ETF TR04,151+4,15103740.21%+374
SELECT SECTOR SPDR TR
ST STR INDL ETF
010,207+10,20701,2860.72%+1,286
SELECT SECTOR SPDR TR
ST STR ENERG ETF
012,847+12,84701,2130.68%+1,213
ISHARES SILVER TR(SLV)052,749+52,74901,2000.67%+1,200
VANGUARD INDEX FDS012,103+12,10301,0470.58%+1,047
VANGUARD WORLD FD
FINANCIALS ETF
16,75514,722-2,0331,5461,5070.84%-38
SERVICENOW INC(NOW)1,133981-1528007480.42%-53
MELCO RESORTS AND ENTMNT LTD(MLCO)026,330+26,33001900.11%+190
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