Laidlaw Wealth Management LLC Buys Microsoft Corp, PowerShares Variable Rate Investment Grade Portfol, Franklin Liberty Short Duration U.S. Government ET, Sells iShares Gold Trust, Duff & Phelps Global Utility Income Fund, SPDR Biotech ETF

Investment company Laidlaw Wealth Management LLC (Current Portfolio) buys Microsoft Corp, PowerShares Variable Rate Investment Grade Portfol, Franklin Liberty Short Duration U.S. Government ET, Berkshire Hathaway Inc, Amplify CPW Enhanced Dividend Income ETF, sells iShares Gold Trust, Duff & Phelps Global Utility Income Fund, SPDR Biotech ETF, Invesco S&P 500 Low Volatility ETF, dMY Technology Group Inc II during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Laidlaw Wealth Management LLC. As of 2021Q2, Laidlaw Wealth Management LLC owns 267 stocks with a total value of $388 million. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 226,806 shares, 8.01% of the total portfolio. Shares added by 3.54%
  2. Microsoft Corp (MSFT) - 53,389 shares, 3.73% of the total portfolio. New Position
  3. Amazon.com Inc (AMZN) - 3,413 shares, 3.03% of the total portfolio. Shares added by 14.19%
  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 64,360 shares, 2.42% of the total portfolio. Shares added by 5.58%
  5. Schwab Short-Term U.S. Treasury ETF (SCHO) - 181,633 shares, 2.40% of the total portfolio. Shares added by 15.37%
New Purchase: Microsoft Corp (MSFT)

Laidlaw Wealth Management LLC initiated holding in Microsoft Corp. The purchase prices were between $235.77 and $271.4, with an estimated average price of $253.66. The stock is now traded at around $292.670000. The impact to a portfolio due to this purchase was 3.73%. The holding were 53,389 shares as of 2021-06-30.

New Purchase: PowerShares Variable Rate Investment Grade Portfol (VRIG)

Laidlaw Wealth Management LLC initiated holding in PowerShares Variable Rate Investment Grade Portfol. The purchase prices were between $25 and $25.09, with an estimated average price of $25.05. The stock is now traded at around $25.119900. The impact to a portfolio due to this purchase was 1.79%. The holding were 276,219 shares as of 2021-06-30.

New Purchase: Franklin Liberty Short Duration U.S. Government ET (FTSD)

Laidlaw Wealth Management LLC initiated holding in Franklin Liberty Short Duration U.S. Government ET. The purchase prices were between $94.66 and $95.08, with an estimated average price of $94.97. The stock is now traded at around $94.834400. The impact to a portfolio due to this purchase was 1.58%. The holding were 64,538 shares as of 2021-06-30.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Laidlaw Wealth Management LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $255.47 and $292.52, with an estimated average price of $278.9. The stock is now traded at around $288.430000. The impact to a portfolio due to this purchase was 1.34%. The holding were 18,743 shares as of 2021-06-30.

New Purchase: Amplify CPW Enhanced Dividend Income ETF (DIVO)

Laidlaw Wealth Management LLC initiated holding in Amplify CPW Enhanced Dividend Income ETF. The purchase prices were between $33.87 and $35.73, with an estimated average price of $35.11. The stock is now traded at around $36.700000. The impact to a portfolio due to this purchase was 1.16%. The holding were 125,916 shares as of 2021-06-30.

New Purchase: PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ)

Laidlaw Wealth Management LLC initiated holding in PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The purchase prices were between $62.7 and $64.93, with an estimated average price of $64.01. The stock is now traded at around $66.440000. The impact to a portfolio due to this purchase was 0.84%. The holding were 49,789 shares as of 2021-06-30.

Added: Financial Select Sector SPDR (XLF)

Laidlaw Wealth Management LLC added to a holding in Financial Select Sector SPDR by 50.88%. The purchase prices were between $33.92 and $38.32, with an estimated average price of $36.41. The stock is now traded at around $38.055000. The impact to a portfolio due to this purchase was 0.35%. The holding were 110,618 shares as of 2021-06-30.

Added: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

Laidlaw Wealth Management LLC added to a holding in iShares 0-5 Year Investment Grade Corporate Bond E by 389.80%. The purchase prices were between $51.43 and $51.8, with an estimated average price of $51.65. The stock is now traded at around $51.765000. The impact to a portfolio due to this purchase was 0.32%. The holding were 29,971 shares as of 2021-06-30.

Added: Technology Select Sector SPDR ETF (XLK)

Laidlaw Wealth Management LLC added to a holding in Technology Select Sector SPDR ETF by 31.26%. The purchase prices were between $131.07 and $147.82, with an estimated average price of $139.76. The stock is now traded at around $153.840000. The impact to a portfolio due to this purchase was 0.31%. The holding were 34,767 shares as of 2021-06-30.

Added: Vanguard Information Technology ETF (VGT)

Laidlaw Wealth Management LLC added to a holding in Vanguard Information Technology ETF by 24.66%. The purchase prices were between $351.35 and $400.08, with an estimated average price of $376.49. The stock is now traded at around $411.750000. The impact to a portfolio due to this purchase was 0.28%. The holding were 13,890 shares as of 2021-06-30.

Added: Palantir Technologies Inc (PLTR)

Laidlaw Wealth Management LLC added to a holding in Palantir Technologies Inc by 177.78%. The purchase prices were between $18.37 and $27.38, with an estimated average price of $23.13. The stock is now traded at around $23.995000. The impact to a portfolio due to this purchase was 0.27%. The holding were 62,392 shares as of 2021-06-30.

Added: Alphabet Inc (GOOG)

Laidlaw Wealth Management LLC added to a holding in Alphabet Inc by 21.73%. The purchase prices were between $2068.63 and $2545.64, with an estimated average price of $2375.56. The stock is now traded at around $2744.350000. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,246 shares as of 2021-06-30.

Sold Out: dMY Technology Group Inc II (DMYD)

Laidlaw Wealth Management LLC sold out a holding in dMY Technology Group Inc II. The sale prices were between $14.71 and $22.15, with an estimated average price of $18.84.

Sold Out: Churchill Capital Corp IV (CCIV)

Laidlaw Wealth Management LLC sold out a holding in Churchill Capital Corp IV. The sale prices were between $17.25 and $28.82, with an estimated average price of $21.96.

Sold Out: DermTech Inc (DMTK)

Laidlaw Wealth Management LLC sold out a holding in DermTech Inc. The sale prices were between $29.14 and $51.79, with an estimated average price of $41.38.

Sold Out: TransMedics Group Inc (TMDX)

Laidlaw Wealth Management LLC sold out a holding in TransMedics Group Inc. The sale prices were between $21.63 and $41.49, with an estimated average price of $28.18.

Sold Out: Starwood Property Trust Inc (STWD)

Laidlaw Wealth Management LLC sold out a holding in Starwood Property Trust Inc. The sale prices were between $23.72 and $26.94, with an estimated average price of $25.46.

Sold Out: Skillz Inc (SKLZ)

Laidlaw Wealth Management LLC sold out a holding in Skillz Inc. The sale prices were between $12.55 and $23.09, with an estimated average price of $17.87.



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