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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$9.14 Million 4.83% of portfolio
39,247
Q3 2024 Added 32.37%
$336B
$8.02 Million 4.24% of portfolio
66,006
Q3 2024 Added 15.54%
$3.25T
$7.33 Million 3.88% of portfolio
17,046
Q3 2024 Reduced 1.34%
$158B
$6.05 Million 3.2% of portfolio
162,651
Q3 2024 Added 9.65%
$2.29T
$3.81 Million 2.02% of portfolio
20,462
Q3 2024 Added 28.93%
$1.33T
$3.03 Million 1.6% of portfolio
11,574
Q3 2024 Reduced 3.89%
$1.17T
$2.91 Million 1.54% of portfolio
17,394
Q3 2024 Added 1.56%
$208B
$2.81 Million 1.48% of portfolio
5,418
Q3 2024 Added 0.97%
$1.32T
$2.66 Million 1.41% of portfolio
4,650
Q3 2024 Added 13.33%
$590B
$1.85 Million 0.98% of portfolio
4,022
Q3 2024 Added 48.96%
$730B
$1.53 Million 0.81% of portfolio
1,729
Q3 2024 Added 24.75%
$422B
$1.34 Million 0.71% of portfolio
1,507
Q3 2024 Reduced 1.82%
$192B
$1.28 Million 0.67% of portfolio
7,776
Q3 2024 Reduced 2.43%
$405B
$1.16 Million 0.61% of portfolio
1,631
Q3 2024 Added 4.42%
$55.9B
$1.15 Million 0.61% of portfolio
3,371
Q3 2024 Reduced 7.08%
$218B
$1.15 Million 0.61% of portfolio
10,864
Q3 2024 Reduced 1.55%
$1.14T
$1.06 Million 0.56% of portfolio
6,368
Q3 2024 Added 19.5%
$89.4B
$1.05 Million 0.56% of portfolio
6,091
Q3 2024 Added 1,125.55%
$52.2B
$955,000 0.51% of portfolio
22,780
Q3 2024 Added 77.83%
$519B
$952,000 0.5% of portfolio
3,465
Q3 2024 Added 62.07%
$220B
$863,000 0.46% of portfolio
966
Q2 2024 Reduced 1.53%
$248B
$823,000 0.44% of portfolio
7,248
Q3 2024 Added 13.59%
$53.6B
$805,000 0.43% of portfolio
6,350
Q2 2024 Reduced 2.31%
$468B
$809,000 0.43% of portfolio
1,385
Q3 2024 Reduced 6.04%
$200B
$761,000 0.4% of portfolio
3,446
Q3 2024 Reduced 6.49%
$141B
$733,000 0.39% of portfolio
2,278
Q3 2024 Reduced 5.4%
$168B
$713,000 0.38% of portfolio
15,881
Q3 2024 Reduced 5.41%
$504B
$697,000 0.37% of portfolio
1,413
Q3 2024 Added 11.08%
$85.5B
$634,000 0.34% of portfolio
2,730
Q3 2024 Added 4.8%
$697B
$638,000 0.34% of portfolio
3,029
Q3 2024 Reduced 6.19%
$270B
$644,000 0.34% of portfolio
8,970
Q3 2024 Reduced 4.59%
$0
$629,000 0.33% of portfolio
61,850
Q3 2024 Added 26.48%
$344B
$630,000 0.33% of portfolio
2,302
Q3 2024 Reduced 0.35%
$457B
$602,000 0.32% of portfolio
3,538
Q3 2024 Reduced 0.9%
$52.9B
$612,000 0.32% of portfolio
12,138
Q3 2024 Added 2.46%
$378B
$559,000 0.3% of portfolio
3,454
Q3 2024 Reduced 8.82%
$402B
$551,000 0.29% of portfolio
1,362
Q3 2024 Reduced 0.8%
$184B
$556,000 0.29% of portfolio
2,949
Q3 2024 Added 1.55%
$240B
$555,000 0.29% of portfolio
10,432
Q3 2024 Reduced 8.91%
$71.5B
$521,000 0.28% of portfolio
3,816
Q3 2024 Reduced 17.47%
$280B
$537,000 0.28% of portfolio
3,648
Q3 2024 Reduced 8.66%
$398B
$440,000 0.23% of portfolio
2,546
Q3 2024 Reduced 18.84%
$28.1B
$434,000 0.23% of portfolio
7,958
Q3 2024 Reduced 5.6%
$30.4B
$388,000 0.21% of portfolio
7,275
Q3 2024 New
$15B
$387,000 0.2% of portfolio
1,031
Q3 2024 Added 16.63%
$58.2B
$325,000 0.17% of portfolio
20,300
Q3 2024 Reduced 2.87%
$148B
$319,000 0.17% of portfolio
11,036
Q3 2024 Added 4.42%
$102B
$326,000 0.17% of portfolio
703
Q1 2024 Reduced 42.66%
$193B
$296,000 0.16% of portfolio
2,439
Q3 2024 Added 13.71%

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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