Laidlaw Wealth Management as of June 30, 2025
Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.3 | $3.6M | 23k | 157.99 | |
| Microsoft Corporation (MSFT) | 9.3 | $3.2M | 6.5k | 497.41 | |
| Apple (AAPL) | 7.9 | $2.7M | 13k | 205.17 | |
| Meta Platforms Cl A (META) | 5.1 | $1.8M | 2.4k | 738.17 | |
| Tesla Motors (TSLA) | 4.7 | $1.6M | 5.2k | 317.66 | |
| Palantir Technologies Cl A (PLTR) | 3.6 | $1.3M | 9.2k | 136.32 | |
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 3.2 | $1.1M | 21k | 52.41 | |
| Amazon (AMZN) | 3.1 | $1.1M | 4.9k | 219.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $1.1M | 9.5k | 113.41 | |
| Palo Alto Networks (PANW) | 2.7 | $925k | 4.5k | 204.64 | |
| Costco Wholesale Corporation (COST) | 2.4 | $847k | 856.00 | 989.96 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 2.4 | $833k | 24k | 35.28 | |
| Coinbase Global Com Cl A (COIN) | 2.3 | $792k | 2.3k | 350.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $790k | 1.6k | 485.77 | |
| Netflix (NFLX) | 2.1 | $726k | 542.00 | 1339.13 | |
| Eli Lilly & Co. (LLY) | 2.0 | $698k | 895.00 | 779.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $695k | 3.9k | 176.23 | |
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 2.0 | $689k | 69k | 10.05 | |
| Broadcom (AVGO) | 1.7 | $579k | 2.1k | 275.65 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.7 | $574k | 32k | 18.13 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $572k | 2.0k | 289.91 | |
| D-wave Quantum (QBTS) | 1.6 | $567k | 39k | 14.64 | |
| Ishares Silver Tr Ishares (SLV) | 1.6 | $549k | 17k | 32.81 | |
| Casey's General Stores (CASY) | 1.6 | $539k | 1.1k | 510.27 | |
| Fair Isaac Corporation (FICO) | 1.4 | $483k | 264.00 | 1827.96 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $482k | 780.00 | 617.85 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.3 | $450k | 7.4k | 61.21 | |
| TransDigm Group Incorporated (TDG) | 1.3 | $435k | 286.00 | 1520.64 | |
| Newmont Mining Corporation (NEM) | 1.2 | $408k | 7.0k | 58.26 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $352k | 691.00 | 509.31 | |
| Goldman Sachs (GS) | 1.0 | $335k | 473.00 | 707.75 | |
| Visa Com Cl A (V) | 0.8 | $283k | 797.00 | 355.05 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $283k | 3.3k | 84.83 | |
| Home Depot (HD) | 0.8 | $283k | 771.00 | 366.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.8 | $277k | 6.8k | 40.78 | |
| Ameren Corporation (AEE) | 0.8 | $268k | 2.8k | 96.04 | |
| Micron Technology (MU) | 0.7 | $244k | 2.0k | 123.25 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $231k | 2.0k | 115.35 | |
| Ares Capital Corporation (ARCC) | 0.7 | $227k | 10k | 21.96 | |
| Walt Disney Company (DIS) | 0.6 | $222k | 1.8k | 124.01 | |
| Republic Services (RSG) | 0.6 | $218k | 884.00 | 246.61 | |
| O'reilly Automotive (ORLY) | 0.6 | $215k | 2.4k | 90.13 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $212k | 694.00 | 304.83 | |
| Infosys Sponsored Adr (INFY) | 0.6 | $208k | 11k | 18.53 | |
| AFLAC Incorporated (AFL) | 0.6 | $201k | 1.9k | 105.46 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.4 | $146k | 22k | 6.55 | |
| Rivian Automotive Com Cl A (RIVN) | 0.4 | $141k | 10k | 13.74 | |
| Vuzix Corp Com New (VUZI) | 0.3 | $100k | 34k | 2.92 | |
| Brilliant Earth Group Cl A Com (BRLT) | 0.2 | $77k | 56k | 1.38 | |
| T1 Energy Com New (TE) | 0.2 | $55k | 45k | 1.23 | |
| Inspira Technologies Oxy Bhn SHS (IINN) | 0.0 | $12k | 14k | 0.85 | |
| Bitfarms (BITF) | 0.0 | $11k | 13k | 0.84 |
