- New Purchases: QLTA, VSTM, EOLS, FEAC, VSTO, ATNM, ICAD, GAN, TROX, IMMP, TRIL, GWPH, AXSM, SLV, GBIL, GE, CHMA, RTX, FPF, XLC, EFA, VEU, IPAY, ARKK, PII, TTWO, URI, MMM, DIA, NFLX, TTD, IYC, LMT, VBK, TSLA, VOO, VTI, SHOP,
- Added Positions: ASPU, IAU, SCHV, SCHF, SCHE, GSY, FLOT, SCHG, SCHO, MDYG, SLYV, SRLN, SLYG, MINT, T, AAPL, MYJ, MUJ, FRA, HQH, BAC, CSCO, GERN, DPG, CEM, MYI, F, BA, VZ, BMY, VOD, JPM, CMCSA, MSFT, BX, SCHZ, ADBE, BRK.B, ED, INTC, PFE, GSBD, IEFA, KBWB, ARCC, BSV, SCHX, CVS, XOM, IBM, SBUX, IVR, FB, BABA, IEMG, IXP, EMR, JNJ, PEP, BIV, MBB, XLF, XLK, XLV, HON, MRK, PG, DIS, V, UBER, PCY, SHM, VTV, XLRE, MO, AMGN, BDX, BSX, KO, HD, NJR, NKE, PM, ABBV, ITM, VFH, XLI, AMZN, AEP, CVX, NEE, MCD, MDT, CRM, TJX, UNH, EXI, IBB, LQD, RXI, TIP, VCSH, VGT, VUG, XLP, XLY, AMT, STZ, COST, CCI, GS, GOOGL, NVDA, SYK, TXN, TMO, UNP, WMT, MA, AVGO, ZTS, GOOG, PYPL, FDN, GLD, IEI, IVV, VDC, VIG, VIS, ADP, BLK, HUM, ISRG,
- Reduced Positions: LCTX,
- Sold Out: QQQ, GILD, AKBA, AMLP, ACB,
For the details of Laidlaw Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/laidlaw+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Laidlaw Wealth Management LLC- Aspen Group Inc (ASPU) - 57,857,598 shares, 25.54% of the total portfolio. Shares added by 8739.81%
- ISHARES GOLD TRUST (IAU) - 41,395,460 shares, 9.75% of the total portfolio. Shares added by 39625.79%
- SCHWAB STRATEGIC T (SCHV) - 84,840,396 shares, 6.76% of the total portfolio. Shares added by 94346.56%
- SCHWAB STRATEGIC T (SCHF) - 46,978,735 shares, 6.30% of the total portfolio. Shares added by 56131.65%
- SCHWAB STRATEGIC T (SCHE) - 29,953,063 shares, 4.94% of the total portfolio. Shares added by 45080.80%
Laidlaw Wealth Management LLC initiated holding in ISHARES TRUST. The purchase prices were between $54.07 and $57.84, with an estimated average price of $56.57. The stock is now traded at around $58.32. The impact to a portfolio due to this purchase was 3.04%. The holding were 44,034,620 shares as of .
New Purchase: Verastem Inc (VSTM)Laidlaw Wealth Management LLC initiated holding in Verastem Inc. The purchase prices were between $1.69 and $4.2, with an estimated average price of $2.22. The stock is now traded at around $1.45. The impact to a portfolio due to this purchase was 0.77%. The holding were 328,864 shares as of .
New Purchase: Evolus Inc (EOLS)Laidlaw Wealth Management LLC initiated holding in Evolus Inc. The purchase prices were between $3.53 and $6.17, with an estimated average price of $4.59. The stock is now traded at around $3.88. The impact to a portfolio due to this purchase was 0.64%. The holding were 848,666 shares as of .
New Purchase: Flying Eagle Acquisition Corp (FEAC)Laidlaw Wealth Management LLC initiated holding in Flying Eagle Acquisition Corp. The purchase prices were between $9.84 and $10.98, with an estimated average price of $10.26. The stock is now traded at around $10.69. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,500,420 shares as of .
New Purchase: Vista Outdoor Inc (VSTO)Laidlaw Wealth Management LLC initiated holding in Vista Outdoor Inc. The purchase prices were between $7.04 and $14.45, with an estimated average price of $9.96. The stock is now traded at around $22.26. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,156,000 shares as of .
New Purchase: Actinium Pharmaceuticals Inc (ATNM)Laidlaw Wealth Management LLC initiated holding in Actinium Pharmaceuticals Inc. The purchase prices were between $5.25 and $13.62, with an estimated average price of $7.5. The stock is now traded at around $10.36. The impact to a portfolio due to this purchase was 0.22%. The holding were 656 shares as of .
Added: Aspen Group Inc (ASPU)Laidlaw Wealth Management LLC added to a holding in Aspen Group Inc by 8739.81%. The purchase prices were between $6.61 and $10.62, with an estimated average price of $8.21. The stock is now traded at around $11.34. The impact to a portfolio due to this purchase was 25.25%. The holding were 57,857,598 shares as of .
Added: ISHARES GOLD TRUST (IAU)Laidlaw Wealth Management LLC added to a holding in ISHARES GOLD TRUST by 39625.79%. The purchase prices were between $15.07 and $16.99, with an estimated average price of $16.36. The stock is now traded at around $19.12. The impact to a portfolio due to this purchase was 9.73%. The holding were 41,395,460 shares as of .
Added: SCHWAB STRATEGIC T (SCHV)Laidlaw Wealth Management LLC added to a holding in SCHWAB STRATEGIC T by 94346.56%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $53.41. The impact to a portfolio due to this purchase was 6.75%. The holding were 84,840,396 shares as of .
Added: SCHWAB STRATEGIC T (SCHF)Laidlaw Wealth Management LLC added to a holding in SCHWAB STRATEGIC T by 56131.65%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $32.08. The impact to a portfolio due to this purchase was 6.29%. The holding were 46,978,735 shares as of .
Added: SCHWAB STRATEGIC T (SCHE)Laidlaw Wealth Management LLC added to a holding in SCHWAB STRATEGIC T by 45080.80%. The purchase prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $27.14. The impact to a portfolio due to this purchase was 4.93%. The holding were 29,953,063 shares as of .
Added: Invesco Ultra Short Duration ETF (GSY)Laidlaw Wealth Management LLC added to a holding in Invesco Ultra Short Duration ETF by 94287.62%. The purchase prices were between $48.95 and $50.4, with an estimated average price of $49.92. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 4.48%. The holding were 56,790,200 shares as of .
Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)Laidlaw Wealth Management LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $182.31 and $248.84, with an estimated average price of $223.35.
Sold Out: Gilead Sciences Inc (GILD)Laidlaw Wealth Management LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $72.34 and $84, with an estimated average price of $76.51.
Sold Out: Akebia Therapeutics Inc (AKBA)Laidlaw Wealth Management LLC sold out a holding in Akebia Therapeutics Inc. The sale prices were between $6.67 and $13.58, with an estimated average price of $10.28.
Sold Out: ALPS ETF TRUST (AMLP)Laidlaw Wealth Management LLC sold out a holding in ALPS ETF TRUST. The sale prices were between $15.95 and $30.78, with an estimated average price of $23.43.
Sold Out: Aurora Cannabis Inc (ACB)Laidlaw Wealth Management LLC sold out a holding in Aurora Cannabis Inc. The sale prices were between $5.8 and $17.4, with an estimated average price of $11.43.
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