Laidlaw Wealth Management as of March 31, 2026
Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.7 | $3.4M | 13k | 253.79 | |
| NVIDIA Corporation (NVDA) | 10.2 | $2.9M | 17k | 174.40 | |
| Microsoft Corporation (MSFT) | 5.7 | $1.6M | 4.4k | 370.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $1.4M | 2.5k | 577.18 | |
| Meta Platforms Cl A (META) | 4.9 | $1.4M | 2.5k | 572.05 | |
| Tesla Motors (TSLA) | 4.8 | $1.4M | 3.7k | 371.75 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $1.2M | 9.6k | 125.46 | |
| Global X Fds Defense Tech Etf (SHLD) | 3.5 | $996k | 14k | 70.84 | |
| Eli Lilly & Co. (LLY) | 3.0 | $870k | 946.00 | 919.77 | |
| Palantir Technologies Cl A (PLTR) | 2.8 | $817k | 5.6k | 146.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $703k | 1.5k | 479.20 | |
| Amazon (AMZN) | 2.4 | $703k | 3.4k | 208.27 | |
| Casey's General Stores (CASY) | 2.1 | $619k | 851.00 | 727.86 | |
| Palo Alto Networks (PANW) | 2.1 | $603k | 3.8k | 160.32 | |
| D-wave Quantum (QBTS) | 2.0 | $586k | 41k | 14.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $529k | 1.8k | 287.56 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $518k | 27k | 19.30 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.7 | $478k | 7.8k | 61.26 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $473k | 1.2k | 390.41 | |
| Netflix (NFLX) | 1.6 | $470k | 4.9k | 96.15 | |
| Broadcom (AVGO) | 1.5 | $444k | 1.4k | 309.55 | |
| EQT Corporation (EQT) | 1.5 | $442k | 7.0k | 63.64 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.4 | $408k | 9.0k | 45.05 | |
| CenterPoint Energy (CNP) | 1.4 | $399k | 9.3k | 43.16 | |
| Ishares Silver Tr Ishares (SLV) | 1.4 | $395k | 5.8k | 68.14 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $327k | 1.1k | 294.16 | |
| Philip Morris International (PM) | 1.1 | $317k | 1.9k | 165.34 | |
| Bank of New York Mellon Corporation (BK) | 1.0 | $292k | 2.5k | 118.63 | |
| Qxo Com New (QXO) | 1.0 | $291k | 15k | 19.42 | |
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 1.0 | $291k | 30k | 9.82 | |
| Cardinal Health (CAH) | 1.0 | $284k | 1.3k | 211.31 | |
| Coinbase Global Com Cl A (COIN) | 1.0 | $283k | 1.6k | 174.61 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.9 | $257k | 16k | 15.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $256k | 594.00 | 430.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $252k | 878.00 | 286.91 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $250k | 2.1k | 118.62 | |
| Gilead Sciences (GILD) | 0.8 | $229k | 1.6k | 139.37 | |
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $213k | 2.4k | 88.16 | |
| Jabil Circuit (JBL) | 0.7 | $211k | 794.00 | 265.63 | |
| AFLAC Incorporated (AFL) | 0.7 | $209k | 1.9k | 109.71 | |
| Corteva (CTVA) | 0.7 | $205k | 2.4k | 83.71 | |
| United Sts Oil Units (USO) | 0.7 | $202k | 1.6k | 127.25 | |
| Infosys Sponsored Adr (INFY) | 0.7 | $198k | 15k | 13.51 | |
| T1 Energy Com New (TE) | 0.6 | $180k | 41k | 4.39 | |
| Owl Rock Capital Corporation (OBDC) | 0.4 | $123k | 11k | 11.06 | |
| Vuzix Corp Com New (VUZI) | 0.3 | $79k | 34k | 2.31 | |
| Bitfarms | 0.1 | $25k | 13k | 1.95 |
