Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $172 Million
  • Q2 2024

Laidlaw Wealth Management LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.72M, Nvidia Corp with a value of $7.06M, Apple Inc. with a value of $6.24M, Technology Sector Spdr with a value of $5.17M, and Vanguard with a value of $4.61M.

Examining the 13F form we can see an increase of $2.21M in the current position value, from $170M to 172M.

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 $172 Million
ETFs: $100 Million
Technology: $37 Million
Consumer Cyclical: $8.89 Million
Communication Services: $8.19 Million
Healthcare: $5.16 Million
Financial Services: $4.26 Million
Consumer Defensive: $2.64 Million
Energy: $1.89 Million
Other: $2.37 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.17 Million 3.0% of portfolio
22,837
Q2 2024 Reduced 0.53%
$0
$4.61 Million 2.68% of portfolio
79,464
Q2 2024 Added 10.19%
$0
$4.59 Million 2.67% of portfolio
41,569
Q2 2024 Added 2.47%
$0
$4.39 Million 2.55% of portfolio
56,774
Q2 2024 Added 8.66%
$0
$3.41 Million 1.98% of portfolio
22,637
Q2 2024 Reduced 2.21%
$0
$3.34 Million 1.94% of portfolio
22,931
Q2 2024 Added 1.0%
$0
$3.25 Million 1.89% of portfolio
32,234
Q2 2024 Reduced 8.18%
$0
$3.09 Million 1.79% of portfolio
16,938
Q2 2024 Added 0.29%
$0
$2.68 Million 1.55% of portfolio
144,523
Q2 2024 Added 20.53%
$0
$2.48 Million 1.44% of portfolio
29,549
Q2 2024 Reduced 13.1%
$0
$2.42 Million 1.4% of portfolio
4,194
Q2 2024 Added 2.69%
$0
$2.34 Million 1.36% of portfolio
56,928
Q2 2024 Added 1.2%
$42.5B
$2.31 Million 1.34% of portfolio
52,633
Q2 2024 Reduced 1.95%
$0
$1.91 Million 1.11% of portfolio
44,412
Q2 2024 Added 3.91%
$0
$1.75 Million 1.02% of portfolio
8,882
Q2 2024 Added 2.78%
$0
$1.74 Million 1.01% of portfolio
17,413
Q2 2024 Reduced 1.62%
$15.1B
$1.69 Million 0.98% of portfolio
63,791
Q2 2024 Added 20.93%
$0
$1.69 Million 0.98% of portfolio
7,176
Q2 2024 Reduced 0.51%
$0
$1.68 Million 0.98% of portfolio
45,728
Q2 2024 Added 4.67%
$0
$1.65 Million 0.96% of portfolio
34,280
Q2 2024 Added 9.88%
$0
$1.64 Million 0.95% of portfolio
35,035
Q2 2024 Added 10.2%
$0
$1.55 Million 0.9% of portfolio
3,229
Q2 2024 Reduced 24.38%
$0
$1.49 Million 0.87% of portfolio
14,951
Q2 2024 Added 1.56%
$0
$1.47 Million 0.86% of portfolio
7,254
Q2 2024 Reduced 0.19%
$0
$1.45 Million 0.84% of portfolio
17,288
Q2 2024 Reduced 8.44%
$0
$1.4 Million 0.81% of portfolio
41,920
Q2 2024 Added 0.43%
$0
$1.3 Million 0.76% of portfolio
26,908
Q2 2024 Added 3.48%
$0
$1.3 Million 0.75% of portfolio
20,710
Q2 2024 Added 4.51%
$0
$1.29 Million 0.75% of portfolio
10,583
Q2 2024 Added 3.68%
$0
$1.27 Million 0.74% of portfolio
22,994
Q2 2024 Reduced 5.67%
$0
$1.24 Million 0.72% of portfolio
14,425
Q2 2024 Reduced 8.02%
$0
$1.19 Million 0.69% of portfolio
11,359
Q2 2024 Reduced 5.22%
$0
$1.18 Million 0.69% of portfolio
13,342
Q2 2024 Reduced 11.17%
$0
$1.16 Million 0.67% of portfolio
12,746
Q2 2024 Reduced 0.79%
$0
$1.13 Million 0.65% of portfolio
25,835
Q2 2024 Reduced 5.14%
$0
$1.07 Million 0.62% of portfolio
12,439
Q2 2024 Added 6.02%
$0
$1.02 Million 0.59% of portfolio
12,229
Q2 2024 Added 1.04%
$0
$904,000 0.53% of portfolio
15,817
Q2 2024 Reduced 4.72%
$0
$890,000 0.52% of portfolio
16,642
Q2 2024 Reduced 5.67%
$0
$715,000 0.42% of portfolio
8,107
Q2 2024 Added 1.27%
$0
$719,000 0.42% of portfolio
12,752
Q2 2024 Reduced 1.63%
$0
$715,000 0.42% of portfolio
24,704
Q2 2024 Added 12.76%
$0
$681,000 0.4% of portfolio
4,237
Q2 2024 Reduced 13.67%
$0
$686,000 0.4% of portfolio
19,367
Q2 2024 Reduced 2.23%
$0
$678,000 0.39% of portfolio
37,252
Q2 2024 Added 2.16%
$0
$596,000 0.35% of portfolio
7,341
Q2 2024 Added 2.34%
$0
$600,000 0.35% of portfolio
4,445
Q2 2024 Reduced 17.91%
$0
$593,000 0.34% of portfolio
14,194
Q2 2024 Reduced 14.28%
$0
$561,000 0.33% of portfolio
3,074
Q2 2024 Added 2.4%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $172 Million
  • Prior Value $170 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email