Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

Laidlaw Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Million distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.14M, Nvidia Corp with a value of $8.02M, Microsoft Corp with a value of $7.33M, Palantir Technologies Inc. with a value of $6.05M, and Technology Sector Spdr with a value of $5.09M.

Examining the 13F form we can see an increase of $16.9M in the current position value, from $172M to 189M.

Laidlaw Wealth Management LLC is based out at New York City, NY

Below you can find more details about Laidlaw Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $106 Million
Technology: $41.7 Million
Consumer Cyclical: $10.3 Million
Communication Services: $8.89 Million
Financial Services: $6.32 Million
Healthcare: $5.22 Million
Consumer Defensive: $2.96 Million
Energy: $2.29 Million
Other: $4.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$9.14 Million 4.83% of portfolio
39,247
Q3 2024 Added 32.37%
$364B
$8.02 Million 4.24% of portfolio
66,006
Q3 2024 Added 15.54%
$3.1T
$7.33 Million 3.88% of portfolio
17,046
Q3 2024 Reduced 1.34%
$122B
$6.05 Million 3.2% of portfolio
162,651
Q3 2024 Added 9.65%
$0
$5.09 Million 2.69% of portfolio
22,560
Q3 2024 Reduced 1.21%
$0
$4.67 Million 2.47% of portfolio
79,119
Q3 2024 Reduced 0.43%
$0
$4.66 Million 2.46% of portfolio
42,089
Q3 2024 Added 1.25%
$2.07T
$3.81 Million 2.02% of portfolio
20,462
Q3 2024 Added 28.93%
$0
$3.58 Million 1.89% of portfolio
34,342
Q3 2024 Added 6.54%
$0
$3.49 Million 1.84% of portfolio
22,638
Q3 2024 Reduced 1.28%
$0
$3.4 Million 1.8% of portfolio
22,403
Q3 2024 Reduced 1.03%
$0
$3.37 Million 1.78% of portfolio
16,797
Q3 2024 Reduced 0.83%
$1.08T
$3.03 Million 1.6% of portfolio
11,574
Q3 2024 Reduced 3.89%
$1.08T
$2.91 Million 1.54% of portfolio
17,394
Q3 2024 Added 1.56%
$0
$2.91 Million 1.54% of portfolio
151,071
Q3 2024 Added 4.53%
$232B
$2.81 Million 1.48% of portfolio
5,418
Q3 2024 Added 0.97%
$0
$2.58 Million 1.36% of portfolio
44,549
Q3 2024 New
$0
$2.53 Million 1.34% of portfolio
55,721
Q3 2024 Reduced 2.12%
$42.4B
$2.51 Million 1.33% of portfolio
50,460
Q3 2024 Reduced 4.13%
$0
$2.41 Million 1.28% of portfolio
30,393
Q3 2024 Reduced 46.47%
$0
$2.42 Million 1.28% of portfolio
4,121
Q3 2024 Reduced 1.74%
$0
$2.12 Million 1.12% of portfolio
46,846
Q3 2024 Added 5.48%
$0
$1.93 Million 1.02% of portfolio
3,952
Q3 2024 Added 22.39%
$0
$1.88 Million 0.99% of portfolio
7,210
Q3 2024 Added 0.47%
$610B
$1.85 Million 0.98% of portfolio
4,022
Q3 2024 Added 48.96%
$0
$1.84 Million 0.97% of portfolio
9,146
Q3 2024 Added 2.97%
$0
$1.82 Million 0.96% of portfolio
47,720
Q3 2024 Added 4.36%
$14.7B
$1.79 Million 0.95% of portfolio
62,929
Q3 2024 Reduced 1.35%
$0
$1.78 Million 0.94% of portfolio
12,225
Q3 2024 Reduced 0.75%
$0
$1.72 Million 0.91% of portfolio
34,835
Q3 2024 Added 1.62%
$0
$1.72 Million 0.91% of portfolio
19,609
Q3 2024 Added 13.43%
$0
$1.69 Million 0.9% of portfolio
34,606
Q3 2024 Reduced 1.22%
$0
$1.67 Million 0.88% of portfolio
15,162
Q3 2024 Added 1.41%
$0
$1.6 Million 0.85% of portfolio
26,291
Q3 2024 Added 14.34%
$0
$1.56 Million 0.83% of portfolio
42,980
Q3 2024 Added 2.53%
$0
$1.54 Million 0.81% of portfolio
7,049
Q3 2024 Reduced 2.83%
$716B
$1.53 Million 0.81% of portfolio
1,729
Q3 2024 Added 24.75%
$0
$1.49 Million 0.79% of portfolio
12,995
Q3 2024 Added 14.4%
$0
$1.43 Million 0.76% of portfolio
14,288
Q3 2024 Reduced 17.95%
$0
$1.42 Million 0.75% of portfolio
29,591
Q3 2024 Added 14.54%
$0
$1.42 Million 0.75% of portfolio
28,139
Q3 2024 Added 4.57%
$0
$1.36 Million 0.72% of portfolio
21,428
Q3 2024 Added 3.47%
$0
$1.37 Million 0.72% of portfolio
10,091
Q3 2024 Reduced 4.65%
$411B
$1.34 Million 0.71% of portfolio
1,507
Q3 2024 Reduced 1.82%
$0
$1.27 Million 0.67% of portfolio
27,210
Q3 2024 New
$222B
$1.28 Million 0.67% of portfolio
7,776
Q3 2024 Reduced 2.43%
$0
$1.24 Million 0.66% of portfolio
13,191
Q3 2024 Reduced 1.13%
$0
$1.22 Million 0.64% of portfolio
12,522
Q3 2024 Added 2.4%
$393B
$1.16 Million 0.61% of portfolio
1,631
Q3 2024 Added 4.42%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $189 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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