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CIK: 0001800608
Total reported value
$35.1M
$35.1M
172 檔
82.4%
The Q1 2024 SEC filing reveals that Laidlaw Wealth Management LLC held a total portfolio value of $35.1M, covering 172 public equity positions.
During Q1 2024, Laidlaw Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.16% | -0.88% | -49.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.46% | -5.41% | -71.51% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.33% | -1.12% | -56.58% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | — | -0.80% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.50% | — | +9.96% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.34% | — | +20.60% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.25% | — | +2.26% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.25% | — | -0.36% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 1.87% | — | -1.69% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | — | -22.82% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.75% | — | -0.55% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.73% | — | -6.68% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.27% | -52.10% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.59% | — | -16.72% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 1.55% | — | -25.67% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | -1.15% | +72.41% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.32% | — | -2.74% | |
| 18 | IVOL | Quadratic Int Rte Vol Infl H | ETF-Other | 1.27% | — | +17.71% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.26% | -0.74% | EXIT | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.46% | -21.16% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.20% | — | -15.74% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -1.07% | -48.66% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | -0.87% | EXIT | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.40% | -26.04% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.04% | — | +10.91% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.00% | — | +13.53% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-Other | 0.98% | — | -1.26% | |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.92% | — | -22.14% | |
| 29 | VOX | Vanguard Communication Servi | ETF-Other | 0.90% | — | +0.51% | |
| 30 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.88% | — | +9.81% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.88% | — | +7.06% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | — | -4.90% | |
| 33 | VFH | Vanguard Financials ETF | ETF-Other | 0.84% | — | -12.13% | |
| 34 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.84% | — | +12.57% | |
| 35 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.84% | — | +19.42% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.19% | -69.63% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.83% | — | -16.72% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.81% | — | +88.34% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | — | +57.49% | |
| 40 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.77% | — | -16.01% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.76% | — | -21.34% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.72% | — | -11.54% | |
| 43 | IXP | Ishares Global Comm Services | ETF-Other | 0.71% | — | -4.15% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.70% | — | -16.14% | |
| 45 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.68% | — | +7.88% | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.68% | — | +11.13% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | -0.86% | -13.39% | |
| 48 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 0.67% | — | -7.56% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.67% | -0.64% | -7.11% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | -62.11% |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 172 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 82.4% of total reported equity market value during Q1 2024.
During Q1 2024, Laidlaw Wealth Management LLC's top holdings by market value included MSFT (4.2%)、AAPL (3.5%)、NVDA (3.3%). The largest single position, MSFT, represented 4.2% of total portfolio value.
In Q1 2024, Laidlaw Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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