Laidlaw Wealth Management LLC Purchases and Sells in Q2 2025

Laidlaw Wealth Management LLC

$32.8 Million
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	756 + 50.3%	$151.47 - $375.07 $115K - $284K	2.26K $791K
SLV	6.33K + 60.9%	$27.08 - $33.74 $171K - $214K	16.7K $548K
TDG	129 + 82.17%	$1231.75 - $1520.64 $159K - $196K	286 $434K
FICO	94 + 55.29%	$1503.62 - $2206.01 $141K - $207K	264 $482K
JPM	127 + 6.88%	$210.28 - $289.91 $26.7K - $36.8K	1.97K $571K
NVTS	4K + 21.84%	$1.61 - $8.09 $6.44K - $32.4K	22.3K $146K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	780 New	$496.48 - $617.85 $387K - $482K	780 $481K
GBTC	3.34K New	$60.61 - $87.72 $202K - $293K	3.34K $282K
MU	1.98K New	$64.72 - $127.91 $128K - $254K	1.98K $244K
SHOP	2K New	$76.89 - $115.35 $154K - $231K	2K $230K
DIS	1.79K New	$81.72 - $124.01 $146K - $222K	1.79K $221K
RSG	884 New	$227.2 - $258.07 $201K - $228K	884 $218K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-1.36K - 45.51%	$483.48 - $539.8 $657K - $733K	1.63K $789K
AAPL	-2.12K - 13.67%	$172.42 - $223.89 $365K - $474K	13.4K $2.74M
AMZN	-3.09K - 38.5%	$167.32 - $223.3 $516K - $689K	4.93K $1.08M
BABA	-200 - 2.06%	$99.37 - $134.05 $19.9K - $26.8K	9.53K $1.08M
AVGO	-2.13K - 50.31%	$146.29 - $275.65 $311K - $586K	2.1K $578K
SDVY	-2.97K - 11.19%	$29.52 - $35.31 $87.8K - $105K	23.6K $832K

Activity Summary All Purchases 20 New Holdings 9 Increased Positions 11 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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