Fund HoldingsLaidlaw Wealth Management LLC

Total Portfolio Value
$302.51M
Total Bought
$20.56M
Total Sold
$228.68M
Net Transaction
-$208.11M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
039,617+39,61701,6660.55%+1,666
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
043,433+43,43301,4390.48%+1,439
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,969+8,96901,3220.44%+1,322
SELECT SECTOR SPDR TR
ST STR INDL ETF
012,884+12,88401,3060.43%+1,306
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
027,115+27,11501,0990.36%+1,099
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
018,490+18,49009830.32%+983
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
024,470+24,47006910.23%+691
VANGUARD BD INDEX FDS
VANGUARD ULTRA
011,498+11,49805660.19%+566
PRINCIPAL EXCHANGE TRADED FD
SPECTRUM PFD
029,726+29,72605010.17%+501
FIRST TR VALUE LINE DIVID IN
SHS
013,208+13,20804940.16%+494
DIREXION SHS ETF TR
DA 500 BU 3X ETF
06,303+6,30304930.16%+493
SPDR INDEX SHS FDS
ST STR PO EX ETF
015,071+15,07104670.15%+467
SELECT SECTOR SPDR TR
ST STR UTIL ETF
011,248+11,24806630.22%+663
BOOKING HOLDINGS INC(BKNG)0131+13104040.13%+404
ISHARES TR05,618+5,61803870.13%+387
ORACLE CORP(ORCL)07,742+7,74208200.27%+820
VANGUARD SPECIALIZED FUNDS06,496+6,49601,0090.33%+1,009
WORLD GOLD TR(GLDM)09,206+9,20603370.11%+337
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
07,275+7,27503120.10%+312
NETFLIX INC(NFLX)02,236+2,23608440.28%+844
MARTIN MARIETTA MATLS INC(MLM)0663+66302720.09%+272
ROYAL CARIBBEAN GROUP
COM
02,899+2,89902670.09%+267
PULTE GROUP INC(PHM)03,545+3,54502630.09%+263
ON SEMICONDUCTOR CORP(ON)02,817+2,81702620.09%+262
LINCOLN NATL CORP IND(LNC)010,580+10,58002610.09%+261
CF INDS HLDGS INC(CF)03,010+3,01002580.09%+258
EQT CORP(EQT)06,284+6,28402550.08%+255
KENVUE INC(KVUE)012,648+12,64802540.08%+254
EXPEDIA GROUP INC(EXPE)02,416+2,41602490.08%+249
ISHARES TR09,550+9,55002420.08%+242
FAIR ISAAC CORP(FICO)0277+27702410.08%+241
ISHARES TR09,500+9,50002350.08%+235
CARDINAL HEALTH INC(CAH)02,696+2,69602340.08%+234
RIVIAN AUTOMOTIVE INC(RIVN)09,545+9,54502320.08%+232
LENNAR CORP(LEN)02,031+2,03102280.08%+228
GLOBAL X FDS
GLOBAL X URANIUM
016,179+16,17904370.14%+437
LAMB WESTON HLDGS INC(LW)02,355+2,35502180.07%+218
SIGNET JEWELERS LIMITED
SHS
03,002+3,00202160.07%+216
ATMOS ENERGY CORP(ATO)01,957+1,95702070.07%+207
CONOCOPHILLIPS(COP)03,900+3,90004670.15%+467
AMGEN INC(AMGN)6,5446,153-3911,4531,6540.55%+201
CHIPOTLE MEXICAN GRILL INC(CMG)0270+27004950.16%+495
GOLDMAN SACHS ETF TR012,063+12,06305210.17%+521
BLACKSTONE INC(BX)25,27123,244-2,0272,3492,4900.82%+141
ISHARES TR
US TREAS BD ETF
023,407+23,40705160.17%+516
FREEPORT-MCMORAN INC(FCX)09,868+9,86803680.12%+368
TESLA INC(TSLA)15,55516,660+1,1054,0724,1691.38%+97
MONDELEZ INTL INC(MDLZ)05,084+5,08403530.12%+353
ELI LILLY & CO(LLY)2,7082,488-2201,2701,3360.44%+66
CISCO SYS INC(CSCO)38,43738,171-2661,9892,0520.68%+63
PALANTIR TECHNOLOGIES INC(PLTR)048,255+48,25507720.26%+772
BROADCOM INC(AVGO)2,0122,166+1541,7451,7990.59%+54
PHILLIPS 66(PSX)03,122+3,12203750.12%+375
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,535+2,53502400.08%+240
3M CO(MMM)02,524+2,52402360.08%+236
PROSHARES TR0106,845+106,84501,1640.38%+1,164
VALE S A016,983+16,98302280.08%+228
HUMANA INC(HUM)0769+76903740.12%+374
FIRST TR EXCHANGE-TRADED FD
NASDQ OIL GAS
08,091+8,09102430.08%+243
LISTED FD TR
WAHED FTSE ETF
05,473+5,47302270.07%+227
SELECT SECTOR SPDR TR
ST STR ENERG ETF
22,64620,614-2,0321,8381,8630.62%+25
SCHLUMBERGER LTD(SLB)011,868+11,86806920.23%+692
TEUCRIUM COMMODITY TR(BTCK)028,384+28,38401580.05%+158
CROWDSTRIKE HLDGS INC(CRWD)01,732+1,73202900.10%+290
GLOBAL X FDS
GLOBAL X COPPER
012,559+12,55904570.15%+457
D-WAVE QUANTUM INC(QBTS)014,480+14,4800140.00%+14
AIRBNB INC04,339+4,33905950.20%+595
INFOSYS LTD(INFY)011,200+11,20001920.06%+192
ARES CAPITAL CORP(ARCC)017,952+17,95203500.12%+350
FS CREDIT OPPORTUNITIES CORP(FSCO)010,500+10,5000570.02%+57
ISHARES TR02,901+2,90103550.12%+355
SPDR SER TR
ST STR SP BANK
06,004+6,00402210.07%+221
STARTEK INC012,951+12,9510420.01%+42
EOG RES INC(EOG)02,884+2,88403660.12%+366
GILEAD SCIENCES INC(GILD)03,274+3,27402450.08%+245
EATON CORP PLC(ETN)03,130+3,13006680.22%+668
MELCO RESORTS AND ENTMNT LTD(MLCO)026,420+26,42002610.09%+261
REGENERON PHARMACEUTICALS(REGN)0377+37703100.10%+310
ISHARES TR015,670+15,67001,0700.35%+1,070
SPROTT PHYSICAL SILVER TR(PSLV)010,514+10,5140800.03%+80
LULULEMON ATHLETICA INC(LULU)0565+56502180.07%+218
PIONEER NAT RES CO01,150+1,15002640.09%+264
BIONANO GENOMICS INC000000
BROADWIND INC010,800+10,8000350.01%+35
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
021,704+21,70406690.22%+669
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
03,962+3,96202280.08%+228
UNITED RENTALS INC(URI)02,180+2,18009690.32%+969
VANECK ETF TRUST
INTRMDT MUNI ETF
08,358+8,35803690.12%+369
INVESCO EXCH TRADED FD TR II017,642+17,64207070.23%+707
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
014,929+14,92905580.18%+558
GENERAL ELECTRIC CO(GE)05,498+5,49806080.20%+608
PALO ALTO NETWORKS INC(PANW)6,6837,199+5161,7081,6880.56%-20
QUANTA SVCS INC02,383+2,38304460.15%+446
ISHARES TR05,204+5,20402460.08%+246
LOWES COS INC(LOW)01,208+1,20802510.08%+251
ISHARES TR04,753+4,75304800.16%+480
STRYKER CORPORATION(SYK)01,742+1,74204760.16%+476
FARADAY FUTRE INTLGT ELCTR I000000
SERVICENOW INC(NOW)01,108+1,10806190.20%+619
ISHARES SILVER TR(SLV)90,18591,158+9731,8841,8540.61%-30
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