Laidlaw Wealth Management

Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Laidlaw Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Laidlaw Wealth Management

Laidlaw Wealth Management holds 176 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 9.0 $21M +67% 272k 75.63
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Apple (AAPL) 4.4 $10M 40k 250.42
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NVIDIA Corporation (NVDA) 3.7 $8.4M -4% 63k 134.29
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Microsoft Corporation (MSFT) 3.2 $7.3M 17k 421.50
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Ishares Tr Short Treas Bd (SHV) 2.5 $5.7M +22% 52k 110.11
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.5 $5.7M +23% 97k 58.18
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Select Sector Spdr Tr Technology (XLK) 2.4 $5.5M +5% 24k 232.52
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Tesla Motors (TSLA) 2.2 $4.9M +4% 12k 403.84
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Amazon (AMZN) 1.9 $4.4M 20k 219.39
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Pgim Etf Tr Aaa Clo Etf (PAAA) 1.9 $4.3M +70% 85k 51.20
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.9 $4.3M 115k 37.42
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.7 $3.8M +2% 17k 224.35
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Ishares Tr U.s. Tech Etf (IYW) 1.6 $3.6M 22k 159.52
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $3.2M +2% 23k 137.57
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Alphabet Cap Stk Cl C (GOOG) 1.3 $3.1M -7% 16k 190.44
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $2.9M +22% 37k 78.01
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $2.9M +202% 104k 27.87
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Select Sector Spdr Tr Financial (XLF) 1.2 $2.8M +4% 58k 48.33
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Meta Platforms Cl A (META) 1.2 $2.6M -5% 4.5k 585.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.6M +3054% 127k 20.55
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Vanguard World Inf Tech Etf (VGT) 1.1 $2.5M -2% 4.0k 621.80
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Kraneshares Trust Quadrtc Int Rt (IVOL) 1.1 $2.5M -7% 139k 17.74
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Ishares Gold Tr Ishares New (IAU) 1.1 $2.5M 50k 49.51
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Proshares Tr Short S&p 500 Ne (SH) 1.1 $2.4M NEW 57k 42.38
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Adobe Systems Incorporated (ADBE) 1.0 $2.4M 5.4k 444.68
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.0 $2.3M +36% 47k 48.67
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Ishares Tr Cmbs Etf (CMBS) 1.0 $2.3M +38% 48k 47.20
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Marvell Technology (MRVL) 0.9 $2.1M NEW 19k 110.45
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $2.0M -19% 36k 56.48
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $2.0M 47k 42.97
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Vanguard World Comm Srvc Etf (VOX) 0.9 $2.0M +4% 13k 154.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $2.0M -2% 3.9k 511.23
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $2.0M +2% 9.4k 210.45
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.8 $1.9M +24% 54k 35.85
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Vanguard World Industrial Etf (VIS) 0.8 $1.9M 7.3k 254.39
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.8 $1.9M 48k 38.63
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Vanguard World Financials Etf (VFH) 0.8 $1.8M 15k 118.07
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Ishares Silver Tr Ishares (SLV) 0.8 $1.7M +4% 66k 26.33
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Vanguard World Consum Stp Etf (VDC) 0.7 $1.5M +3% 7.3k 211.38
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salesforce (CRM) 0.6 $1.5M +91% 4.4k 334.33
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Costco Wholesale Corporation (COST) 0.6 $1.5M +6% 1.6k 916.27
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.6 $1.5M 28k 51.38
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Eli Lilly & Co. (LLY) 0.6 $1.4M +8% 1.9k 772.00
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.6 $1.4M 14k 99.92
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Select Sector Spdr Tr Indl (XLI) 0.6 $1.4M +2% 10k 131.76
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.6 $1.3M -4% 21k 65.81
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.6 $1.3M -21% 15k 86.89
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Broadcom (AVGO) 0.6 $1.3M -7% 5.6k 231.84
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Ishares Tr Gbl Comm Svc Etf (IXP) 0.6 $1.3M 13k 96.67
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.6 $1.3M -21% 21k 60.82
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Netflix (NFLX) 0.5 $1.3M -17% 1.4k 891.32
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Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.5 $1.2M 16k 77.40
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.5 $1.2M 42k 29.30
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Select Sector Spdr Tr Communication (XLC) 0.5 $1.2M 13k 96.81
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Palo Alto Networks (PANW) 0.5 $1.2M +93% 6.5k 181.96
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M -2% 6.2k 189.30
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.2M +4% 13k 89.08
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.5 $1.1M -19% 24k 47.23
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Ishares Msci Gbl Min Vol (ACWV) 0.5 $1.1M -21% 10k 109.20
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.5 $1.1M 22k 49.77
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.5 $1.1M 17k 65.35
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Robinhood Mkts Com Cl A (HOOD) 0.5 $1.1M NEW 29k 37.26
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Select Sector Spdr Tr Energy (XLE) 0.5 $1.0M -2% 12k 85.66
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Servicenow (NOW) 0.5 $1.0M +2% 987.00 1060.12
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Visa Com Cl A (V) 0.4 $995k -9% 3.1k 316.04
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Pacer Fds Tr Pacer Us Small (CALF) 0.4 $988k -17% 22k 44.01
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Airbnb Com Cl A (ABNB) 0.4 $957k +14% 7.3k 131.41
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Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $898k -2% 11k 84.79
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $886k 12k 74.02
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Schlumberger Com Stk (SLB) 0.4 $885k 23k 38.34
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Ishares Msci Emerg Mrkt (EEMV) 0.4 $858k -19% 15k 57.99
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Etf Ser Solutions Defiance Quantum (QTUM) 0.4 $808k 10k 81.15
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International Business Machines (IBM) 0.3 $778k +2% 3.5k 219.83
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Ishares Tr Glb Cns Disc Etf (RXI) 0.3 $758k 4.1k 184.35
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Principal Exchange Traded Spectrum Pfd (PREF) 0.3 $747k +2% 40k 18.61
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.3 $728k -8% 17k 43.19
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Advanced Micro Devices (AMD) 0.3 $726k -24% 6.0k 120.79
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Mastercard Incorporated Cl A (MA) 0.3 $724k -2% 1.4k 526.57
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Ishares Tr Us Consum Discre (IYC) 0.3 $718k 7.5k 96.14
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UnitedHealth (UNH) 0.3 $713k 1.4k 505.86
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JPMorgan Chase & Co. (JPM) 0.3 $694k -4% 2.9k 239.71
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $674k -19% 11k 63.45
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.3 $673k 14k 49.62
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Global X Fds Global X Uranium (URA) 0.3 $663k -13% 25k 26.78
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Verizon Communications (VZ) 0.3 $662k +4% 17k 39.99
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Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $655k 7.8k 84.14
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Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.3 $650k +9% 68k 9.62
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First Tr Value Line Divid In SHS (FVD) 0.3 $648k 15k 43.64
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $633k 3.2k 195.83
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Ishares Tr Glob Indstrl Etf (EXI) 0.3 $628k 4.4k 141.23
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Etf Ser Solutions Defiance Connect (SIXG) 0.3 $619k -5% 13k 47.65
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Principal Exchange Traded Us Mega Cp Etf (USMC) 0.3 $615k 10k 60.03
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Ishares Tr U.s. Finls Etf (IYF) 0.3 $612k 5.5k 110.58
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Cisco Systems (CSCO) 0.3 $606k 10k 59.20
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Ishares Tr Us Industrials (IYJ) 0.3 $604k 4.5k 133.52
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Amgen (AMGN) 0.3 $596k 2.3k 260.64
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Coca-Cola Company (KO) 0.3 $583k +4% 9.4k 62.26
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Chevron Corporation (CVX) 0.2 $570k +7% 3.9k 144.84
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $559k 16k 34.13
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $551k -2% 1.0k 538.99
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Procter & Gamble Company (PG) 0.2 $539k +26% 3.2k 167.65
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Johnson & Johnson (JNJ) 0.2 $534k +6% 3.7k 144.62
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Global X Fds Vdeo Gam Esprt (HERO) 0.2 $530k 23k 23.48
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First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.2 $529k 12k 45.04
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $527k 10k 51.99
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Home Depot (HD) 0.2 $516k -2% 1.3k 388.99
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $510k 5.3k 96.21
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3M Company (MMM) 0.2 $493k 3.8k 129.09
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Vanguard World Health Car Etf (VHT) 0.2 $488k 1.9k 253.69
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Ishares Tr Self Drivng Ev (IDRV) 0.2 $480k -3% 16k 29.23
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Ishares Tr Genomics Immun (IDNA) 0.2 $477k +3% 21k 22.63
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Ishares Tr Us Hlthcare Etf (IYH) 0.2 $475k +2% 8.1k 58.27
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.2 $466k -5% 16k 30.10
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American Tower Reit (AMT) 0.2 $464k -7% 2.5k 183.41
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Vanguard Index Fds Value Etf (VTV) 0.2 $456k +58% 2.7k 169.30
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Oracle Corporation (ORCL) 0.2 $453k -23% 2.7k 166.64
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $449k +3% 5.5k 81.58
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Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $448k +12% 23k 19.59
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Emerson Electric (EMR) 0.2 $448k NEW 3.6k 123.93
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Vanguard World Consum Dis Etf (VCR) 0.2 $441k +7% 1.2k 375.38
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Shopify Cl A (SHOP) 0.2 $439k NEW 4.1k 106.33
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Ge Aerospace Com New (GE) 0.2 $437k -11% 2.6k 166.76
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Vanguard Index Fds Growth Etf (VUG) 0.2 $422k +28% 1.0k 410.44
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Casey's General Stores (CASY) 0.2 $421k +3% 1.1k 396.23
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Merck & Co (MRK) 0.2 $409k -43% 4.1k 99.48
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Coinbase Global Com Cl A (COIN) 0.2 $394k -7% 1.6k 248.30
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Microstrategy Cl A New (MSTR) 0.2 $390k NEW 1.3k 289.62
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D-wave Quantum (QBTS) 0.2 $384k -9% 46k 8.40
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $381k -18% 4.3k 88.79
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Vanguard World Materials Etf (VAW) 0.2 $351k +2% 1.9k 187.84
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Fair Isaac Corporation (FICO) 0.2 $350k +27% 176.00 1990.93
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $343k +100% 13k 25.86
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Walt Disney Company (DIS) 0.1 $338k +13% 3.0k 111.35
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Ameren Corporation (AEE) 0.1 $318k NEW 3.6k 89.14
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First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY) 0.1 $316k 15k 21.62
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $315k +2% 920.00 342.16
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Global X Fds Global X Copper (COPX) 0.1 $313k 8.2k 38.18
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Goldman Sachs (GS) 0.1 $309k -10% 539.00 572.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $304k NEW 1.1k 289.81
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Pfizer (PFE) 0.1 $301k +2% 11k 26.53
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Blackstone Group Inc Com Cl A (BX) 0.1 $298k 1.7k 172.42
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First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $296k 4.0k 74.81
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $285k +4% 1.4k 197.49
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Ishares Tr Global Energ Etf (IXC) 0.1 $283k +14% 7.4k 38.18
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MercadoLibre (MELI) 0.1 $276k NEW 162.00 1700.44
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $275k -9% 3.5k 78.61
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Philip Morris International (PM) 0.1 $274k -6% 2.3k 120.35
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Ares Capital Corporation (ARCC) 0.1 $267k 12k 21.89
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Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) 0.1 $265k 7.7k 34.21
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Exxon Mobil Corporation (XOM) 0.1 $263k +5% 2.4k 107.56
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $259k NEW 5.4k 47.82
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Fidelity National Financial Fnf Group Com (FNF) 0.1 $253k NEW 4.5k 56.14
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Infosys Sponsored Adr (INFY) 0.1 $246k 11k 21.92
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $245k 7.2k 33.91
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $241k 4.2k 57.31
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $232k -18% 575.00 402.70
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First Tr Exchange-traded Nasdq Oil Gas (FTXN) 0.1 $230k 8.0k 28.75
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Ishares Tr Us Consm Staples (IYK) 0.1 $229k 3.5k 65.59
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $224k NEW 5.1k 44.04
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Eaton Corp SHS (ETN) 0.1 $216k -2% 651.00 331.87
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $213k 4.5k 47.43
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Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.1 $213k -13% 2.4k 90.25
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Dow (DOW) 0.1 $213k -33% 5.3k 40.13
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $209k NEW 1.6k 128.62
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Vanguard World Energy Etf (VDE) 0.1 $204k NEW 1.7k 121.31
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Bank of America Corporation (BAC) 0.1 $204k NEW 4.6k 43.95
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Applovin Corp Com Cl A (APP) 0.1 $201k NEW 620.00 323.83
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Arista Networks Com Shs 0.1 $201k NEW 1.8k 110.53
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Rivian Automotive Com Cl A (RIVN) 0.1 $136k 10k 13.30
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Brilliant Earth Group Cl A Com (BRLT) 0.1 $132k 63k 2.10
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Freyr Battery Com New (FREY) 0.1 $115k +217% 45k 2.58
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Aldeyra Therapeutics (ALDX) 0.0 $91k 18k 4.99
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Navitas Semiconductor Corp-a (NVTS) 0.0 $65k 18k 3.57
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Naas Technology Sponsored Ads (NAAS) 0.0 $61k 31k 2.00
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Damon 0.0 $17k NEW 20k 0.85
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Inspira Technologies Oxy Bhn SHS (IINN) 0.0 $14k 14k 1.02
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Past Filings by Laidlaw Wealth Management

SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019

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