Laidlaw Wealth Management LLC Portfolio Holdings
Laidlaw Wealth Management LLC
- $170 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 174
- Current Value $170 Million
- Prior Value $273 Million
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 14 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks