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 Market Cap. of $10 Billions to $200 Billions
