Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

Laidlaw Wealth Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $57.5M, Palantir Technologies Inc. with a value of $20.6M, Apple Inc. with a value of $9.99M, Nvidia Corp with a value of $8.44M, and Microsoft Corp with a value of $7.26M.

Examining the 13F form we can see an increase of $78.4M in the current position value, from $189M to 268M.

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 $268 Million
ETFs: $106 Million
Technology: $62.5 Million
Financial Services: $61.9 Million
Consumer Cyclical: $12.7 Million
Communication Services: $9.16 Million
Healthcare: $4.34 Million
Consumer Defensive: $2.87 Million
Energy: $2.17 Million
Other: $3.81 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$627B
$57.5 Million 21.49% of portfolio
126,857
Q4 2024 Added 3,054.08%
$199B
$20.6 Million 7.69% of portfolio
272,062
Q4 2024 Added 67.27%
$3.95T
$9.99 Million 3.73% of portfolio
39,889
Q4 2024 Added 1.64%
$335B
$8.44 Million 3.16% of portfolio
62,852
Q4 2024 Reduced 4.78%
$3.04T
$7.26 Million 2.71% of portfolio
17,222
Q4 2024 Added 1.03%
$1.07T
$4.95 Million 1.85% of portfolio
12,250
Q4 2024 Added 5.84%
$2.21T
$4.45 Million 1.66% of portfolio
20,275
Q4 2024 Reduced 0.91%
$1.11T
$3.07 Million 1.15% of portfolio
16,127
Q4 2024 Reduced 7.28%
$1.56T
$2.66 Million 0.99% of portfolio
4,513
Q4 2024 Reduced 2.95%
$207B
$2.4 Million 0.9% of portfolio
5,405
Q4 2024 Reduced 0.24%
$88.5B
$2.12 Million 0.79% of portfolio
19,169
Q4 2024 New
$458B
$1.47 Million 0.55% of portfolio
1,606
Q4 2024 Added 6.57%
$310B
$1.47 Million 0.55% of portfolio
4,403
Q4 2024 Added 91.27%
$830B
$1.45 Million 0.54% of portfolio
1,878
Q4 2024 Added 8.62%
$88.6B
$1.3 Million 0.49% of portfolio
5,614
Q4 2024 Reduced 7.83%
$446B
$1.26 Million 0.47% of portfolio
1,412
Q4 2024 Reduced 13.43%
$1.1T
$1.17 Million 0.44% of portfolio
6,178
Q4 2024 Reduced 2.98%
$57.2B
$1.19 Million 0.44% of portfolio
6,516
Q4 2024 Added 93.3%
$43.1B
$1.06 Million 0.4% of portfolio
28,516
Q4 2024 New
$190B
$1.05 Million 0.39% of portfolio
987
Q4 2024 Added 2.17%
$570B
$994,000 0.37% of portfolio
3,148
Q4 2024 Reduced 9.15%
$58.3B
$956,000 0.36% of portfolio
7,279
Q4 2024 Added 14.63%
$381B
$897,000 0.34% of portfolio
10,585
Q4 2024 Reduced 2.57%
$53.9B
$891,000 0.33% of portfolio
11,963
Q4 2024 Reduced 1.44%
$59.2B
$885,000 0.33% of portfolio
23,085
Q4 2024 Added 1.34%
$234B
$777,000 0.29% of portfolio
3,539
Q4 2024 Added 2.7%
$532B
$723,000 0.27% of portfolio
1,374
Q4 2024 Reduced 2.76%
$436B
$712,000 0.27% of portfolio
1,409
Q4 2024 Added 1.73%
$179B
$725,000 0.27% of portfolio
6,008
Q4 2024 Reduced 22.74%
$775B
$693,000 0.26% of portfolio
2,893
Q4 2024 Reduced 4.49%
$180B
$662,000 0.25% of portfolio
16,555
Q4 2024 Added 4.24%
$0
$649,000 0.24% of portfolio
67,550
Q4 2024 Added 9.22%
$263B
$606,000 0.23% of portfolio
10,239
Q4 2024 Reduced 1.85%
$162B
$596,000 0.22% of portfolio
2,288
Q4 2024 Added 0.44%
$309B
$583,000 0.22% of portfolio
9,370
Q4 2024 Added 4.46%
$307B
$570,000 0.21% of portfolio
3,937
Q4 2024 Added 7.92%
$403B
$539,000 0.2% of portfolio
3,217
Q4 2024 Added 26.36%
$424B
$534,000 0.2% of portfolio
3,693
Q4 2024 Added 6.92%
$394B
$515,000 0.19% of portfolio
1,326
Q4 2024 Reduced 2.64%
$80.1B
$492,000 0.18% of portfolio
3,816
Q3 2024 Reduced 17.47%
$59.9B
$448,000 0.17% of portfolio
22,875
Q4 2024 Added 12.68%
$452B
$452,000 0.17% of portfolio
2,716
Q4 2024 Reduced 23.23%
$72B
$447,000 0.17% of portfolio
3,613
Q4 2024 New
$89.2B
$464,000 0.17% of portfolio
2,531
Q4 2024 Reduced 7.29%
$15.1B
$421,000 0.16% of portfolio
1,063
Q4 2024 Added 3.1%
$218B
$436,000 0.16% of portfolio
2,619
Q4 2024 Reduced 11.19%
$138B
$439,000 0.16% of portfolio
4,129
Q4 2024 New
$33.4B
$393,000 0.15% of portfolio
1,586
Q4 2024 Reduced 7.68%
$2.8B
$390,000 0.15% of portfolio
1,347
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $268 Million
  • Prior Value $189 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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