Laidlaw Wealth Management

Laidlaw Wealth Management as of June 30, 2026

Portfolio Holdings for Laidlaw Wealth Management

Laidlaw Wealth Management holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.1 $3.2M 16k 200.08
Apple (AAPL) 6.3 $2.2M 7.6k 289.37
Invesco Qqq Tr Uie (QQQ) 5.4 $1.9M 2.6k 736.40
Microsoft Corporation (MSFT) 4.8 $1.7M 4.5k 373.02
Tesla Motors (TSLA) 4.3 $1.5M 3.6k 420.60
Meta Platforms Cl A (META) 3.9 $1.4M 2.4k 563.30
Palo Alto Networks (PANW) 3.7 $1.3M 3.8k 341.02
Eli Lilly & Co. (LLY) 3.6 $1.3M 1.1k 1199.43
D-wave Quantum (QBTS) 2.8 $976k 41k 23.99
Alibaba Group Hldg Sponsored Ads (BABA) 2.5 $876k 9.1k 95.98
Alphabet Cap Stk Cl A (GOOGL) 2.3 $792k 2.2k 357.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $790k 1.6k 500.39
Amazon (AMZN) 2.2 $762k 3.2k 238.34
Applied Materials (AMAT) 2.0 $691k 956.00 722.69
Coca-Cola Company (KO) 1.8 $639k 7.9k 81.27
Cardinal Health (CAH) 1.7 $609k 2.6k 237.56
Palantir Technologies Cl A (PLTR) 1.7 $590k 5.1k 116.67
Bank of New York Mellon Corporation (BNY) 1.6 $562k 3.9k 144.61
Broadcom (AVGO) 1.5 $532k 1.4k 377.83
State Street Corporation (STT) 1.5 $530k 3.1k 169.60
CenterPoint Energy (CNP) 1.5 $511k 12k 44.04
Amphenol Corp Cl A (APH) 1.4 $481k 2.7k 176.32
Global X Fds Defense Tech Etf (SHLD) 1.3 $465k 7.8k 59.71
Philip Morris International (PM) 1.3 $456k 2.5k 180.91
Energy Transfer Com Ut Ltd Ptn (ET) 1.2 $432k 23k 19.12
Crowdstrike Hldgs Cl A (CRWD) 1.2 $418k 548.00 763.14
Morgan Stanley Com New (MS) 1.2 $418k 2.0k 209.04
Bloom Energy Corp Com Cl A (BE) 1.1 $394k 1.3k 302.70
Jabil Circuit (JBL) 1.1 $392k 1.0k 385.48
Micron Technology (MU) 1.1 $391k 339.00 1154.29
Netflix (NFLX) 1.1 $384k 5.4k 71.40
Cummins (CMI) 1.1 $376k 527.00 713.21
JPMorgan Chase & Co. (JPM) 1.0 $365k 1.1k 327.33
Gilead Sciences (GILD) 1.0 $362k 2.9k 126.34
Lam Research Corp Com New (LRCX) 1.0 $360k 831.00 433.33
Ralph Lauren Corp Cl A (RL) 1.0 $355k 884.00 401.41
Global X Fds Global X Copper (COPX) 1.0 $347k 4.5k 76.97
Ge Vernova (GEV) 1.0 $345k 294.00 1174.86
Western Asset Emerging Mrkts Dbt Fnd (EMD) 0.9 $305k 28k 10.74
Williams Companies (WMB) 0.9 $302k 4.1k 74.34
EQT Corporation (EQT) 0.8 $297k 5.6k 53.17
Citigroup Com New (C) 0.8 $295k 2.1k 139.96
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.8 $280k 5.3k 53.11
Qxo Com New (QXO) 0.8 $279k 16k 17.28
Nrg Energy Com New (NRG) 0.8 $271k 1.9k 146.06
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $268k 2.3k 114.18
Coca-Cola Bottling Co. Consolidated (COKE) 0.7 $260k 1.4k 190.92
Ishares Silver Tr Ishares (SLV) 0.7 $255k 4.8k 53.47
Corteva (CTVA) 0.7 $251k 3.0k 84.69
Coreweave Com Cl A (CRWV) 0.7 $244k 2.5k 99.54
Coinbase Global Com Cl A (COIN) 0.7 $237k 1.6k 146.19
Newmont Mining Corporation (NEM) 0.6 $225k 2.4k 93.40
AFLAC Incorporated (AFL) 0.6 $224k 1.9k 117.25
Ionq Inc Pipe (IONQ) 0.6 $219k 4.1k 53.26
UnitedHealth (UNH) 0.6 $208k 500.00 415.63
Twilio Cl A (TWLO) 0.6 $206k 1.0k 206.33
Ishares Ethereum Tr SHS (ETHA) 0.5 $190k 16k 11.89
Owl Rock Capital Corporation (OBDC) 0.4 $151k 14k 10.87
Infosys Sponsored Adr (INFY) 0.3 $118k 11k 10.49