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CIK: 0001800608
Total reported value
$35.1M
$35.1M
177 檔
101.7%
During the Q3 2024 filing period, Laidlaw Wealth Management LLC (CIK: 0001800608) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $35.1M across 177 reported positions.
During Q3 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 | AAPL | Apple Inc | Stock-Tech | 4.52% | -5.41% | +32.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | -1.12% | +15.54% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.88% | -0.87% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.99% | -1.15% | +9.65% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.52% | — | -1.21% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.31% | — | -0.43% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.30% | — | +1.25% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.14% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.27% | +29.94% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | — | +6.54% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.72% | — | -1.28% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.68% | — | -1.03% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.66% | — | -0.83% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.50% | -0.46% | -3.06% | |
| 15 | IVOL | Quadratic Int Rte Vol Infl H | ETF-Other | 1.44% | — | +4.53% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | -0.87% | EXIT | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.39% | — | +0.97% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -1.07% | +16.91% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.27% | — | — | |
| 20 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.26% | — | — | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | — | -2.12% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.24% | -0.74% | EXIT | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.20% | — | -1.74% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.19% | — | -46.47% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.05% | — | +5.48% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.40% | +18.01% | |
| 27 | VIS | Vanguard Industrials ETF | ETF-Other | 0.93% | — | +0.47% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.19% | +48.96% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.91% | — | +2.97% | |
| 30 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.90% | — | +4.36% | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.88% | -0.64% | -1.35% | |
| 32 | VOX | Vanguard Communication Servi | ETF-Other | 0.88% | — | -0.75% | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.85% | — | +1.62% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.85% | — | +13.43% | |
| 35 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.84% | — | -1.22% | |
| 36 | VFH | Vanguard Financials ETF | ETF-Other | 0.82% | — | +1.41% | |
| 37 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 0.79% | — | +14.34% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.77% | — | +2.53% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.76% | — | -2.83% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.58% | +24.75% | |
| 41 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.74% | — | +14.40% | |
| 42 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.71% | — | -17.95% | |
| 43 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 0.70% | — | +14.54% | |
| 44 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.70% | — | +4.57% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.68% | — | -4.65% | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.67% | — | +3.47% | |
| 47 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | — | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | — | -1.82% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | — | -0.30% | |
| 50 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.63% | — | — |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 177 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 101.7% of total reported equity market value during Q3 2024.
During Q3 2024, Laidlaw Wealth Management LLC's top holdings by market value included AAPL (4.5%)、NVDA (4.0%)、MSFT (3.6%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q3 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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