LWM
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Laidlaw Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Laidlaw Wealth Management’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,244
Closed -$615K – 146
2024
Q4 		$615K Buy
10,244
+150
+1% +$8.84K 0.27% 92
2024
Q3 		$575K Buy
10,094
+361
+4% +$19.8K 0.28% 99
2024
Q2 		$528K Buy
9,733
+809
+9% +$41.6K 0.29% 97
2024
Q1 		$458K Buy
8,924
+1,593
+22% +$78.8K 0.26% 111
2023
Q4 		$343K Buy
7,331
+56
+0.8% +$2.48K 0.12% 170
2023
Q3 		$312K Buy
+7,275
New +$321K 0.1% 195

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Laidlaw Wealth Management's USMC Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) in Q1 2025, closing a stake of 10,244 shares — an estimated $615K sold.

Laidlaw Wealth Management first reported a position in USMC in Q3 2023 and held it in 6 quarters. The position peaked at $615K in Q4 2024. 70 funds tracked by Wall St. Rank hold USMC as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Principal Exchange-Traded Funds Principal US Mega-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,244 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q1 2025, an estimated $615K.
  • Laidlaw Wealth Management first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2023 and held it in 6 quarters.
  • Laidlaw Wealth Management's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $615K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.