Laidlaw Wealth Management LLC Reduced Holdings in Q3 2025

Laidlaw Wealth Management LLC

  • $39.5 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-1.24K
- 54.71%
$297.99 - $419.78 $368K - $519K
1.02K $345K
FICO
Fair Isaac Corp

Technology
-65
- 24.62%
$1311.26 - $1869.83 $85.2K - $122K
199 $297K
AVGO
Broadcom Inc.

Technology
-702
- 33.43%
$264.74 - $369.57 $186K - $259K
1.4K $461K
META
Meta Platforms, Inc.

Communication Services
-100
- 4.19%
$695.21 - $791.73 $69.5K - $79.2K
2.29K $1.68M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
-7.85K
- 11.45%
$10.01 - $10.55 $78.6K - $82.8K
60.7K $626K
GS
Goldman Sachs Group Inc

Financial Services
-120
- 25.37%
$696.56 - $806.32 $83.6K - $96.8K
353 $281K
LLY
Eli Lilly & CO

Healthcare
-47
- 5.25%
$625.65 - $812.69 $29.4K - $38.2K
848 $647K
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
-24.2K
- 43.45%
$1.38 - $2.92 $33.4K - $70.7K
31.5K $66K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 3.94%
$459.11 - $506.91 $29.4K - $32.4K
1.56K $785K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-352
- 1.67%
N/A
20.7K $0
PLTR
Palantir Technologies Inc.

Technology
-2.31K
- 25.08%
$130.68 - $186.97 $301K - $431K
6.89K $1.26M
MU
Micron Technology Inc

Technology
-482
- 24.32%
$104.88 - $168.89 $50.6K - $81.4K
1.5K $250K
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 2.59%
$357.4 - $423.42 $7.15K - $8.47K
751 $304K
JPM
Jpmorgan Chase & CO

Financial Services
-86
- 4.36%
$282.78 - $316.06 $24.3K - $27.2K
1.89K $595K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.26%
$617.65 - $666.84 $1.24K - $1.33K
778 $518K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-657
- 2.78%
$35.42 - $38.65 $23.3K - $25.4K
22.9K $872K
CASY
Caseys General Stores Inc

Consumer Cyclical
-12
- 1.14%
$494.52 - $565.32 $5.93K - $6.78K
1.04K $590K
GOOGL
Alphabet Inc.

Communication Services
-668
- 16.94%
$174.36 - $254.72 $116K - $170K
3.28K $796K
NEM
Newmont Corp

Basic Materials
-110
- 1.57%
$57.35 - $85.25 $6.31K - $9.38K
6.89K $581K
TSLA
Tesla, Inc.

Consumer Cyclical
-996
- 19.3%
$293.94 - $444.72 $293K - $443K
4.17K $1.85M
NVDA
Nvidia Corp

Technology
-2.03K
- 9.0%
$153.3 - $186.58 $312K - $379K
20.6K $3.84M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20
- 0.21%
$103.83 - $179.9 $2.08K - $3.6K
9.51K $1.7M
Activity Summary
Buys All Purchases 28 New Holdings 15 Increased Positions 13 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
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