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CIK: 0001800608
Total reported value
$35.1M
$35.1M
52 檔
36.9%
As reported in its official Q2 2025 Form 13F filing, Laidlaw Wealth Management LLC's tracked investment portfolio stood at $35.1M with 52 total positions.
During Q2 2025, 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 | NVDA | Nvidia CORP | Stock-Tech | 10.29% | -1.12% | -5.60% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.33% | -0.88% | -14.34% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.91% | -5.41% | -13.67% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.07% | -1.07% | -13.40% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.72% | -0.46% | -10.94% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.61% | -1.15% | -29.19% | |
| 7 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 3.18% | — | -1.11% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.27% | -38.50% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.11% | -1.70% | -2.06% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.67% | +1.60% | -14.10% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.44% | — | -8.35% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.40% | — | -11.19% | |
| 13 | COIN | Coinbase Global Inc -class A | Stock-Financials | 2.28% | -0.30% | +50.30% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.19% | -45.51% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 2.09% | -0.54% | -4.91% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.01% | +0.58% | -0.11% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.42% | -2.69% | |
| 18 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 1.99% | -0.14% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.67% | -0.02% | -50.31% | |
| 20 | ET | Energy Transfer LP | Stock-Energy | 1.65% | -0.57% | +0.05% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.09% | +6.88% | |
| 22 | QBTS | D-wave Quantum Inc | Stock-Tech | 1.63% | +0.75% | -9.37% | |
| 23 | SLV | Ishares Silver Trust | ETF-Commodities | 1.58% | -0.64% | +60.90% | |
| 24 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.55% | -2.15% | EXIT | |
| 25 | FICO | Fair Isaac CORP | Stock-Tech | 1.39% | — | +55.29% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | — | — | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.30% | — | — | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 1.25% | — | +82.17% | |
| 29 | NEM | Newmont CORP | Stock-Materials | 1.18% | +0.64% | NEW | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.01% | -0.45% | -10.49% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.96% | — | +8.74% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | +7.27% | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.82% | — | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | — | -1.91% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | — | — | |
| 36 | AEE | Ameren Corporation | Stock-Utilities | 0.77% | — | +1.53% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.70% | +1.12% | NEW | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.66% | -0.11% | — | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.65% | — | -2.82% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | — | — | |
| 41 | RSG | Republic Services Inc | Stock-Industrials | 0.63% | — | — | |
| 42 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.62% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.89% | EXIT | |
| 44 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.60% | -0.35% | — | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.58% | -0.08% | — | |
| 46 | NVTS | Navitas Semiconductor CORP | Stock-Other | 0.42% | — | +21.84% | |
| 47 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.41% | — | — | |
| 48 | VUZI | Vuzix CORP | Stock-Other | 0.29% | -0.28% | EXIT | |
| 49 | BRLT | Brilliant Earth Group Inc-a | Stock-Other | 0.22% | — | -11.59% | |
| 50 | TE | T1 Energy Inc | Stock-Other | 0.16% | -0.62% | EXIT |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 52 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 36.9% of total reported equity market value during Q2 2025.
During Q2 2025, Laidlaw Wealth Management LLC's top holdings by market value included NVDA (10.3%)、MSFT (9.3%)、AAPL (7.9%). The largest single position, NVDA, represented 10.3% of total portfolio value.
In Q2 2025, 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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