Laidlaw Wealth Management as of March 31, 2025
Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 55 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 17.8 | $7.2M | 1.4k | 5040.12 | |
| Apple (AAPL) | 8.6 | $3.4M | 16k | 222.13 | |
| Microsoft Corporation (MSFT) | 7.1 | $2.9M | 7.6k | 375.39 | |
| NVIDIA Corporation (NVDA) | 6.5 | $2.6M | 24k | 108.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $1.6M | 3.0k | 532.58 | |
| Meta Platforms Cl A (META) | 4.0 | $1.6M | 2.8k | 576.40 | |
| Amazon (AMZN) | 3.8 | $1.5M | 8.0k | 190.26 | |
| Tesla Motors (TSLA) | 3.7 | $1.5M | 5.8k | 259.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $1.3M | 9.7k | 132.23 | |
| Palantir Technologies Cl A (PLTR) | 2.7 | $1.1M | 13k | 84.40 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 2.6 | $1.0M | 21k | 48.79 | |
| Palo Alto Networks (PANW) | 2.2 | $898k | 5.3k | 170.64 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.2 | $890k | 27k | 33.50 | |
| Costco Wholesale Corporation (COST) | 2.2 | $883k | 934.00 | 945.78 | |
| Eli Lilly & Co. (LLY) | 1.8 | $740k | 896.00 | 825.91 | |
| Broadcom (AVGO) | 1.8 | $708k | 4.2k | 167.43 | |
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 1.7 | $678k | 69k | 9.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $627k | 4.1k | 154.64 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.5 | $589k | 32k | 18.59 | |
| Netflix (NFLX) | 1.3 | $532k | 570.00 | 932.53 | |
| Casey's General Stores (CASY) | 1.2 | $484k | 1.1k | 434.04 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $453k | 1.8k | 245.30 | |
| Bank of America Corporation (BAC) | 1.1 | $434k | 10k | 41.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $406k | 2.6k | 156.26 | |
| D-wave Quantum (QBTS) | 0.8 | $325k | 43k | 7.60 | |
| Ishares Silver Tr Ishares (SLV) | 0.8 | $322k | 10k | 30.99 | |
| Fair Isaac Corporation (FICO) | 0.8 | $314k | 170.00 | 1844.16 | |
| Newmont Mining Corporation (NEM) | 0.8 | $310k | 6.4k | 48.28 | |
| Global X Fds Global X Uranium (URA) | 0.8 | $303k | 13k | 22.92 | |
| Home Depot (HD) | 0.7 | $288k | 786.00 | 366.49 | |
| Fiserv (FI) | 0.7 | $286k | 1.3k | 220.83 | |
| Ameren Corporation (AEE) | 0.7 | $276k | 2.7k | 100.40 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $272k | 772.00 | 352.58 | |
| Visa Com Cl A (V) | 0.6 | $260k | 743.00 | 350.46 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $259k | 1.5k | 172.23 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.6 | $253k | 5.4k | 46.67 | |
| Global X Fds Global X Copper (COPX) | 0.6 | $245k | 6.3k | 39.07 | |
| Goldman Sachs (GS) | 0.6 | $238k | 435.00 | 546.29 | |
| Ares Capital Corporation (ARCC) | 0.6 | $236k | 11k | 22.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.6 | $232k | 6.8k | 34.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $226k | 1.4k | 166.00 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $217k | 157.00 | 1383.29 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.5 | $215k | 3.3k | 65.08 | |
| AFLAC Incorporated (AFL) | 0.5 | $212k | 1.9k | 111.19 | |
| salesforce (CRM) | 0.5 | $210k | 781.00 | 268.36 | |
| Infosys Sponsored Adr (INFY) | 0.5 | $204k | 11k | 18.25 | |
| Rivian Automotive Com Cl A (RIVN) | 0.3 | $127k | 10k | 12.45 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.2 | $100k | 63k | 1.58 | |
| Vuzix Corp Com New (VUZI) | 0.2 | $70k | 34k | 2.04 | |
| T1 Energy Com New (TE) | 0.1 | $56k | 45k | 1.26 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $38k | 18k | 2.05 | |
| Naas Technology Sponsored Ads (NAAS) | 0.1 | $21k | 31k | 0.69 | |
| Bitfarms (BITF) | 0.0 | $12k | 15k | 0.79 | |
| Inspira Technologies Oxy Bhn SHS (IINN) | 0.0 | $9.0k | 14k | 0.67 | |
| Damon | 0.0 | $272.522400 | 20k | 0.01 |
