Laidlaw Wealth Management
Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, TSLA, BABA, and represent 33.89% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ, SHLD, GLD, EZU, PM, APH, CRWD, GD, EQT, JBL.
- Started 15 new stock positions in QQQ, TSCO, CNP, EQT, APH, GD, SHLD, FAUG, Naas Technology, PPLT. MSOS, EZU, GOOG, JBL, PM.
- Reduced shares in these 10 stocks: IBIT, TSLA, PLTR, COIN, NVDA, , RSPT, AEE, AVGO, .
- Sold out of its positions in AEE, ARCC, DIS, RSPT, IBIT, ORLY, RSG, RIVN, V.
- Laidlaw Wealth Management was a net buyer of stock by $2.7M.
- Laidlaw Wealth Management has $42M in assets under management (AUM), dropping by 21.04%.
- Central Index Key (CIK): 0001800608
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Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.1 | $3.8M | -8% | 21k | 186.58 |
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| Microsoft Corporation (MSFT) | 8.2 | $3.4M | 6.6k | 517.95 |
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| Apple (AAPL) | 8.1 | $3.4M | 13k | 254.63 |
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| Tesla Motors (TSLA) | 4.4 | $1.9M | -19% | 4.2k | 444.72 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 4.0 | $1.7M | 9.5k | 178.73 |
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| Meta Platforms Cl A (META) | 4.0 | $1.7M | -4% | 2.3k | 734.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $1.4M | NEW | 2.4k | 600.37 |
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| Palantir Technologies Cl A (PLTR) | 3.0 | $1.3M | -25% | 6.9k | 182.42 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 2.7 | $1.1M | 21k | 55.15 |
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| Global X Fds Defense Tech Etf (SHLD) | 2.7 | $1.1M | NEW | 16k | 70.24 |
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| Amazon (AMZN) | 2.7 | $1.1M | +2% | 5.1k | 219.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $1.1M | +347% | 3.1k | 355.47 |
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| Palo Alto Networks (PANW) | 2.5 | $1.0M | +12% | 5.1k | 203.62 |
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| D-wave Quantum (QBTS) | 2.3 | $967k | 39k | 24.71 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.1 | $872k | -2% | 23k | 38.02 |
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| Ishares Silver Tr Ishares (SLV) | 2.0 | $860k | +21% | 20k | 42.37 |
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| Costco Wholesale Corporation (COST) | 2.0 | $828k | +4% | 894.00 | 925.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $796k | -16% | 3.3k | 243.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $785k | -3% | 1.6k | 502.74 |
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| Netflix (NFLX) | 1.7 | $730k | +12% | 609.00 | 1198.92 |
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| Ishares Msci Eurzone Etf (EZU) | 1.6 | $689k | NEW | 11k | 61.94 |
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| Eli Lilly & Co. (LLY) | 1.5 | $647k | -5% | 848.00 | 763.00 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 1.5 | $626k | -11% | 61k | 10.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $616k | +81% | 1.3k | 490.38 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $595k | -4% | 1.9k | 315.43 |
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| Casey's General Stores (CASY) | 1.4 | $590k | 1.0k | 565.32 |
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| Newmont Mining Corporation (NEM) | 1.4 | $581k | 6.9k | 84.31 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.3 | $544k | 32k | 17.16 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $518k | 778.00 | 666.18 |
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| Broadcom (AVGO) | 1.1 | $461k | -33% | 1.4k | 329.91 |
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| TransDigm Group Incorporated (TDG) | 0.9 | $386k | +2% | 293.00 | 1318.02 |
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| Coinbase Global Com Cl A (COIN) | 0.8 | $345k | -54% | 1.0k | 337.49 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $337k | +13% | 2.3k | 148.61 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $332k | +10% | 3.7k | 89.77 |
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| Philip Morris International (PM) | 0.8 | $326k | NEW | 2.0k | 162.20 |
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| Amphenol Corp Cl A (APH) | 0.7 | $307k | NEW | 2.5k | 123.75 |
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| Home Depot (HD) | 0.7 | $304k | -2% | 751.00 | 405.19 |
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| Fair Isaac Corporation (FICO) | 0.7 | $298k | -24% | 199.00 | 1496.53 |
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| Goldman Sachs (GS) | 0.7 | $281k | -25% | 353.00 | 796.35 |
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| General Dynamics Corporation (GD) | 0.7 | $276k | NEW | 808.00 | 341.00 |
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| EQT Corporation (EQT) | 0.6 | $260k | NEW | 4.8k | 54.43 |
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| Jabil Circuit (JBL) | 0.6 | $254k | NEW | 1.2k | 217.17 |
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| Micron Technology (MU) | 0.6 | $251k | -24% | 1.5k | 167.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $250k | NEW | 1.0k | 243.58 |
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| CenterPoint Energy (CNP) | 0.6 | $250k | NEW | 6.4k | 38.80 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.6 | $242k | NEW | 1.7k | 142.88 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.5 | $217k | NEW | 4.2k | 51.91 |
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| AFLAC Incorporated (AFL) | 0.5 | $213k | 1.9k | 111.70 |
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| Tractor Supply Company (TSCO) | 0.5 | $200k | NEW | 3.5k | 56.87 |
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| Infosys Sponsored Adr (INFY) | 0.4 | $182k | 11k | 16.27 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.4 | $161k | 22k | 7.22 |
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| Vuzix Corp Com New (VUZI) | 0.3 | $108k | 34k | 3.13 |
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| T1 Energy Com New (TE) | 0.2 | $93k | -4% | 43k | 2.18 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.2 | $88k | NEW | 18k | 4.79 |
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| Naas Technology Sponsored Ads | 0.2 | $77k | NEW | 21k | 3.69 |
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| Brilliant Earth Group Cl A Com (BRLT) | 0.2 | $65k | -43% | 32k | 2.07 |
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| Bitfarms (BITF) | 0.1 | $36k | 13k | 2.82 |
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| Inspira Technologies Oxy Bhn SHS (IINN) | 0.0 | $17k | 14k | 1.27 |
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Past Filings by Laidlaw Wealth Management
SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019
- Laidlaw Wealth Management 2025 Q3 filed Nov. 14, 2025
- Laidlaw Wealth Management 2025 Q2 filed Aug. 13, 2025
- Laidlaw Wealth Management 2025 Q1 filed May 16, 2025
- Laidlaw Wealth Management 2024 Q4 filed Feb. 3, 2025
- Laidlaw Wealth Management 2024 Q3 filed Nov. 12, 2024
- Laidlaw Wealth Management 2024 Q2 filed Aug. 1, 2024
- Laidlaw Wealth Management 2024 Q1 filed May 15, 2024
- Laidlaw Wealth Management 2023 Q4 filed Feb. 12, 2024
- Laidlaw Wealth Management 2023 Q3 filed Nov. 13, 2023
- Laidlaw Wealth Management 2023 Q2 filed Aug. 14, 2023
- Laidlaw Wealth Management 2023 Q1 filed May 12, 2023
- Laidlaw Wealth Management 2022 Q4 filed Feb. 14, 2023
- Laidlaw Wealth Management 2022 Q3 filed Nov. 14, 2022
- Laidlaw Wealth Management 2022 Q2 filed Aug. 12, 2022
- Laidlaw Wealth Management 2022 Q1 filed May 12, 2022
- Laidlaw Wealth Management 2021 Q4 filed Feb. 14, 2022