Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$629,000 0.33% of portfolio
61,850
Q3 2024 Added 26.48%
$0
$252,000 0.13% of portfolio
12,050
Q3 2024 New
$17.6M
$136,000 0.07% of portfolio
64,000
Q3 2024 Added 18.52%
$31.7M
$24,000 0.01% of portfolio
10,600
Q4 2023 Reduced 1.85%
$15M
$18,000 0.01% of portfolio
13,500
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $189 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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