Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $39.5 Million
  • Q3 2025

Laidlaw Wealth Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $39.5 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $3.84M, Microsoft Corp with a value of $3.43M, Apple Inc. with a value of $3.41M, Tesla, Inc. with a value of $1.85M, and Alibaba Group Holding LTD with a value of $1.7M.

Examining the 13F form we can see an increase of $6.67M in the current position value, from $32.8M to 39.5M.

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 $39.5 Million
Technology: $17.3 Million
ETFs: $6.28 Million
Consumer Cyclical: $5.82 Million
Communication Services: $3.45 Million
Financial Services: $2.53 Million
Consumer Defensive: $1.15 Million
Energy: $802,000
Healthcare: $664,000
Other: $1.49 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$3.84 Million 9.73% of portfolio
20,565
Q3 2025 Reduced 9.0%
$3.78T
$3.43 Million 8.69% of portfolio
6,623
Q3 2025 Added 1.72%
$4.3T
$3.41 Million 8.65% of portfolio
13,405
Q3 2025 Added 0.26%
$1.29T
$1.85 Million 4.69% of portfolio
4,165
Q3 2025 Reduced 19.3%
$418B
$1.7 Million 4.31% of portfolio
9,509
Q3 2025 Reduced 0.21%
$1.37T
$1.68 Million 4.25% of portfolio
2,285
Q3 2025 Reduced 4.19%
$0
$1.41 Million 3.56% of portfolio
2,343
Q3 2025 New
$342B
$1.26 Million 3.19% of portfolio
6,892
Q3 2025 Reduced 25.08%
$2.39T
$1.11 Million 2.82% of portfolio
5,073
Q3 2025 Added 2.94%
$130B
$1.1 Million 2.8% of portfolio
3,106
Q3 2025 Added 347.55%
$61.4B
$1.04 Million 2.63% of portfolio
5,105
Q3 2025 Added 12.89%
$2.6B
$966,000 2.45% of portfolio
39,113
Q3 2025 Added 1.08%
$0
$872,000 2.21% of portfolio
22,946
Q3 2025 Reduced 2.78%
$24.1B
$860,000 2.18% of portfolio
20,302
Q3 2025 Added 21.41%
$404B
$827,000 2.1% of portfolio
894
Q3 2025 Added 4.44%
$1.65T
$796,000 2.02% of portfolio
3,276
Q3 2025 Reduced 16.94%
$49.1B
$730,000 1.85% of portfolio
609
Q3 2025 Added 12.36%
$0
$689,000 1.75% of portfolio
11,125
Q3 2025 New
$971B
$647,000 1.64% of portfolio
848
Q3 2025 Reduced 5.25%
$0
$626,000 1.59% of portfolio
60,700
Q3 2025 Reduced 11.45%
$115B
$615,000 1.56% of portfolio
1,256
Q3 2025 Added 81.77%
$881B
$595,000 1.51% of portfolio
1,887
Q3 2025 Reduced 4.36%
$20.1B
$590,000 1.5% of portfolio
1,044
Q3 2025 Reduced 1.14%
$69.1B
$581,000 1.47% of portfolio
6,892
Q3 2025 Reduced 1.57%
$52.5B
$543,000 1.38% of portfolio
31,670
Q2 2025 Added 0.05%
$0
$518,000 1.31% of portfolio
778
Q3 2025 Reduced 0.26%
$139B
$461,000 1.17% of portfolio
1,398
Q3 2025 Reduced 33.43%
$72.7B
$386,000 0.98% of portfolio
293
Q3 2025 Added 2.45%
$40.3B
$345,000 0.87% of portfolio
1,023
Q3 2025 Reduced 54.71%
$174B
$336,000 0.85% of portfolio
2,267
Q3 2025 Added 13.35%
$51.1B
$331,000 0.84% of portfolio
3,695
Q3 2025 Added 10.79%
$237B
$325,000 0.82% of portfolio
2,007
Q3 2025 New
$79.6B
$307,000 0.78% of portfolio
2,481
Q3 2025 New
$367B
$304,000 0.77% of portfolio
751
Q3 2025 Reduced 2.59%
$44B
$297,000 0.75% of portfolio
199
Q3 2025 Reduced 24.62%
$265B
$281,000 0.71% of portfolio
353
Q3 2025 Reduced 25.37%
$94.5B
$275,000 0.7% of portfolio
808
Q3 2025 New
$22B
$259,000 0.66% of portfolio
4,767
Q3 2025 New
$27.2B
$253,000 0.64% of portfolio
1,169
Q3 2025 New
$268B
$250,000 0.63% of portfolio
1,500
Q3 2025 Reduced 24.32%
$25B
$250,000 0.63% of portfolio
6,444
Q3 2025 New
$1.74T
$250,000 0.63% of portfolio
1,028
Q3 2025 New
$0
$216,000 0.55% of portfolio
4,175
Q3 2025 New
$72.3B
$212,000 0.54% of portfolio
1,902
Q1 2025 New
$6.15B
$200,000 0.51% of portfolio
3,523
Q3 2025 New
$70.3B
$182,000 0.46% of portfolio
11,200
Q4 2022 New
$1.23B
$161,000 0.41% of portfolio
22,316
Q2 2025 Added 21.84%
$1.09B
$152,000 0.39% of portfolio
1,694
Q3 2025 New
$145M
$107,000 0.27% of portfolio
34,352
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $39.5 Million
  • Prior Value $32.8 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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