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CIK: 0001800608
Total reported value
$35.1M
$35.1M
55 檔
34.4%
In Q1 2025, Laidlaw Wealth Management LLC's U.S. equity holdings reached a combined market value of $35.1M, distributed across 55 disclosed stock positions.
In Q1 2025, Laidlaw Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.23% | -5.41% | -61.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.48% | -0.88% | -55.86% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.71% | -1.12% | -61.91% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.72% | -0.19% | -97.65% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.72% | -1.07% | -38.98% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.53% | -0.27% | -60.48% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.46% | -0.46% | -52.69% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.82% | -1.70% | -8.09% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.26% | -1.15% | -95.22% | |
| 10 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 3.09% | — | -4.12% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.67% | +1.60% | -19.21% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.65% | — | -50.31% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.63% | — | -41.84% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.20% | +0.58% | -52.29% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | -0.02% | -24.72% | |
| 16 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 2.02% | -0.14% | +1.48% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.99% | +0.40% | -63.16% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.42% | -34.40% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 1.75% | -0.57% | +38.38% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.58% | -0.54% | -59.63% | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.44% | -2.15% | EXIT | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.09% | -36.19% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.29% | — | +124.77% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | -0.87% | EXIT | |
| 25 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.96% | +0.75% | -6.57% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 0.96% | -0.64% | -84.13% | |
| 27 | FICO | Fair Isaac CORP | Stock-Tech | 0.93% | — | -3.41% | |
| 28 | NEM | Newmont CORP | Stock-Materials | 0.92% | +0.64% | NEW | |
| 29 | URA | Global X Uranium ETF | ETF-Other | 0.90% | — | -46.72% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | — | -40.72% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.85% | — | — | |
| 32 | AEE | Ameren Corporation | Stock-Utilities | 0.82% | — | -23.08% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | -0.45% | -16.09% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | -76.40% | |
| 35 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.77% | -0.30% | -5.23% | |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.75% | — | — | |
| 37 | COPX | Global X Copper Miners ETF | ETF-Other | 0.73% | +0.99% | NEW | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | — | -19.30% | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.70% | — | -12.73% | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | — | -94.07% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.67% | — | -5.68% | |
| 42 | TDG | Transdigm Group Inc | Stock-Industrials | 0.65% | — | — | |
| 43 | FNF | Fidelity National Financial | Stock-Financials | 0.64% | — | -26.80% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.63% | -0.08% | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.62% | — | -82.26% | |
| 46 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.61% | -0.35% | — | |
| 47 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.38% | — | — | |
| 48 | BRLT | Brilliant Earth Group Inc-a | Stock-Other | 0.30% | — | — | |
| 49 | VUZI | Vuzix CORP | Stock-Other | 0.21% | -0.28% | EXIT | |
| 50 | TE | T1 Energy Inc | Stock-Other | 0.17% | -0.62% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | TSLA | Tesla Inc | — | NEW | New buy |
| 8 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 9 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 10 | FFEB | Ft Vest US Equity Buffer ETF | — | NEW | New buy |
| 11 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 13 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 14 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | XEMDX | Western Asset Emrg Mrkt Dbt | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | ET | Energy Transfer LP | — | NEW | New buy |
| 20 | NFLX | Netflix Inc | — | NEW | New buy |
| 21 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | BAC | Bank Of America CORP | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | QBTS | D-wave Quantum Inc | — | NEW | New buy |
| 26 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 27 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 28 | NEM | Newmont CORP | — | NEW | New buy |
| 29 | URA | Global X Uranium ETF | — | NEW | New buy |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | FISV | Fiserv Inc | — | NEW | New buy |
| 32 | AEE | Ameren Corporation | — | NEW | New buy |
| 33 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 34 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 35 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | — | NEW | New buy |
| 37 | COPX | Global X Copper Miners ETF | — | NEW | New buy |
| 38 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 39 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 40 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 42 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 43 | FNF | Fidelity National Financial | — | NEW | New buy |
| 44 | AFL | Aflac Inc | — | NEW | New buy |
| 45 | CRM | Salesforce Inc | — | NEW | New buy |
| 46 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 47 | RIVN | Rivian Automotive Inc-a | — | NEW | New buy |
| 48 | BRLT | Brilliant Earth Group Inc-a | — | NEW | New buy |
| 49 | VUZI | Vuzix CORP | — | NEW | New buy |
| 50 | TE | T1 Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 55 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 34.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $3.4M
During Q1 2025, Laidlaw Wealth Management LLC's top holdings by market value included AAPL (10.2%)、MSFT (8.5%)、NVDA (7.7%). The largest single position, AAPL, represented 10.2% of total portfolio value.
In Q1 2025, Laidlaw Wealth Management LLC made 50 total portfolio adjustments, initiating 50 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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