Laidlaw Wealth Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $170 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.46M, Apple Inc. with a value of $6.21M, Nvidia Corp with a value of $5.97M, Technology Sector Spdr with a value of $4.78M, and Ishares Tr with a value of $4.48M.
Examining the 13F form we can see an decrease of $103M in the current position value, from $273M to 170M.
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
$170 Million
ETFs: $99.7 Million
Technology: $33.6 Million
Consumer Cyclical: $9.12 Million
Communication Services: $7.26 Million
Healthcare: $5.54 Million
Financial Services: $5.28 Million
Consumer Defensive: $3.05 Million
Industrials: $2.35 Million
Other: $2.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions