Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $32.1 Million
  • Q1 2025

Laidlaw Wealth Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $32.1 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $3.44M, Microsoft Corp with a value of $2.85M, Nvidia Corp with a value of $2.59M, Meta Platforms, Inc. with a value of $1.59M, and Berkshire Hathaway Inc Class B with a value of $1.59M.

Examining the 13F form we can see an decrease of $235M in the current position value, from $268M to 32.1M.

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 $32.1 Million
Technology: $13.7 Million
Consumer Cyclical: $5.31 Million
Financial Services: $4.32 Million
Communication Services: $3.15 Million
ETFs: $2.67 Million
Consumer Defensive: $883,000
Healthcare: $749,000
Energy: $588,000
Other: $801,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$890,000 2.77% of portfolio
26,576
Q1 2025 Reduced 50.31%
$0
$633,000 1.97% of portfolio
1,352
Q1 2025 Reduced 64.92%
$17.3B
$322,000 1.0% of portfolio
10,393
Q1 2025 Reduced 84.13%
$0
$302,000 0.94% of portfolio
13,198
Q1 2025 Reduced 46.4%
$0
$252,000 0.78% of portfolio
5,421
Q4 2024 New
$0
$244,000 0.76% of portfolio
6,262
Q1 2025 Reduced 23.7%
$0
$0 0.0% of portfolio
6,790
Q1 2025 Reduced 94.07%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $32.1 Million
  • Prior Value $268 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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