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Laidlaw Wealth Management LLC Buys Johnson & Johnson, Thermo Fisher Scientific Inc, S&P 500 ETF TRUST ETF, Sells Amplify CPW Enhanced Dividend Income ETF, Amgen Inc, Becton, Dickinson and Co

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Nov 13, 2021
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Investment company Laidlaw Wealth Management LLC (Current Portfolio) buys Johnson & Johnson, Thermo Fisher Scientific Inc, S&P 500 ETF TRUST ETF, Danaher Corp, FIRST TR EXCHANGE, sells Amplify CPW Enhanced Dividend Income ETF, Amgen Inc, Becton, Dickinson and Co, Amplify Transformational Data Sharing ETF, Applied Materials Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Laidlaw Wealth Management LLC. As of 2021Q3, Laidlaw Wealth Management LLC owns 247 stocks with a total value of $390 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) - 231,933 shares, 8.41% of the total portfolio. Shares added by 2.26%
  2. Microsoft Corp (MSFT) - 57,265 shares, 4.14% of the total portfolio. Shares added by 7.26%
  3. Amazon.com Inc (AMZN) - 3,408 shares, 2.87% of the total portfolio. Shares reduced by 0.15%
  4. Adobe Inc (ADBE) - 15,491 shares, 2.29% of the total portfolio. Shares added by 5.22%
  5. Schwab Short-Term U.S. Treasury ETF (SCHO) - 167,455 shares, 2.20% of the total portfolio. Shares reduced by 7.81%
New Purchase: Johnson & Johnson (JNJ)

Laidlaw Wealth Management LLC initiated holding in Johnson & Johnson. The purchase prices were between $161.5 and $179.47, with an estimated average price of $170.65. The stock is now traded at around $165.010000. The impact to a portfolio due to this purchase was 0.97%. The holding were 23,393 shares as of 2021-09-30.

New Purchase: Thermo Fisher Scientific Inc (TMO)

Laidlaw Wealth Management LLC initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $509.53 and $609.78, with an estimated average price of $548.6. The stock is now traded at around $635.250000. The impact to a portfolio due to this purchase was 0.82%. The holding were 5,625 shares as of 2021-09-30.

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Laidlaw Wealth Management LLC initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $467.270000. The impact to a portfolio due to this purchase was 0.79%. The holding were 7,201 shares as of 2021-09-30.

New Purchase: Danaher Corp (DHR)

Laidlaw Wealth Management LLC initiated holding in Danaher Corp. The purchase prices were between $272.21 and $332.43, with an estimated average price of $306.96. The stock is now traded at around $304.380000. The impact to a portfolio due to this purchase was 0.53%. The holding were 6,823 shares as of 2021-09-30.

New Purchase: FIRST TR EXCHANGE (FTSL)

Laidlaw Wealth Management LLC initiated holding in FIRST TR EXCHANGE. The purchase prices were between $47.35 and $47.86, with an estimated average price of $47.57. The stock is now traded at around $47.960000. The impact to a portfolio due to this purchase was 0.45%. The holding were 36,309 shares as of 2021-09-30.

New Purchase: First Trust Preferred Securities and Income ETF (FPE)

Laidlaw Wealth Management LLC initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.460000. The impact to a portfolio due to this purchase was 0.42%. The holding were 79,880 shares as of 2021-09-30.

Added: SPDR Gold Shares ETF (GLD)

Laidlaw Wealth Management LLC added to a holding in SPDR Gold Shares ETF by 30.58%. The purchase prices were between $161.32 and $171.17, with an estimated average price of $167.4. The stock is now traded at around $174.450000. The impact to a portfolio due to this purchase was 0.18%. The holding were 17,958 shares as of 2021-09-30.

Added: SPDR Bloomberg Convertible Securities ETF (CWB)

Laidlaw Wealth Management LLC added to a holding in SPDR Bloomberg Convertible Securities ETF by 131.25%. The purchase prices were between $83.41 and $88.53, with an estimated average price of $86.03. The stock is now traded at around $88.940000. The impact to a portfolio due to this purchase was 0.18%. The holding were 14,208 shares as of 2021-09-30.

Added: Airbnb Inc (ABNB)

Laidlaw Wealth Management LLC added to a holding in Airbnb Inc by 108.72%. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $206.540000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,773 shares as of 2021-09-30.

Added: iShares U.S. Infrastructure ETF (IFRA)

Laidlaw Wealth Management LLC added to a holding in iShares U.S. Infrastructure ETF by 111.14%. The purchase prices were between $33.77 and $36.69, with an estimated average price of $35.37. The stock is now traded at around $37.870000. The impact to a portfolio due to this purchase was 0.13%. The holding were 27,495 shares as of 2021-09-30.

Added: Palantir Technologies Inc (PLTR)

Laidlaw Wealth Management LLC added to a holding in Palantir Technologies Inc by 30.20%. The purchase prices were between $21.37 and $28.77, with an estimated average price of $24.43. The stock is now traded at around $22.830000. The impact to a portfolio due to this purchase was 0.12%. The holding were 81,234 shares as of 2021-09-30.

Added: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Laidlaw Wealth Management LLC added to a holding in ProShares S&P 500 Dividend Aristocrats ETF by 31.29%. The purchase prices were between $88.53 and $94.51, with an estimated average price of $91.95. The stock is now traded at around $96.300000. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,884 shares as of 2021-09-30.

Sold Out: Amplify CPW Enhanced Dividend Income ETF (DIVO)

Laidlaw Wealth Management LLC sold out a holding in Amplify CPW Enhanced Dividend Income ETF. The sale prices were between $34.78 and $36.55, with an estimated average price of $35.87.

Sold Out: Amgen Inc (AMGN)

Laidlaw Wealth Management LLC sold out a holding in Amgen Inc. The sale prices were between $212.27 and $248.7, with an estimated average price of $230.39.

Sold Out: Becton, Dickinson and Co (BDX)

Laidlaw Wealth Management LLC sold out a holding in Becton, Dickinson and Co. The sale prices were between $238.54 and $262.88, with an estimated average price of $251.45.

Sold Out: Amplify Transformational Data Sharing ETF (BLOK)

Laidlaw Wealth Management LLC sold out a holding in Amplify Transformational Data Sharing ETF. The sale prices were between $40.4 and $52.59, with an estimated average price of $46.87.

Sold Out: Applied Materials Inc (AMAT)

Laidlaw Wealth Management LLC sold out a holding in Applied Materials Inc. The sale prices were between $127.2 and $144.09, with an estimated average price of $135.81.

Sold Out: Sea Ltd (SE)

Laidlaw Wealth Management LLC sold out a holding in Sea Ltd. The sale prices were between $267 and $353.36, with an estimated average price of $307.05.



Here is the complete portfolio of Laidlaw Wealth Management LLC. Also check out:

1. Laidlaw Wealth Management LLC's Undervalued Stocks
2. Laidlaw Wealth Management LLC's Top Growth Companies, and
3. Laidlaw Wealth Management LLC's High Yield stocks
4. Stocks that Laidlaw Wealth Management LLC keeps buying
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