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CIK: 0001800608
Total reported value
$35.1M
$35.1M
58 檔
40.6%
At the close of Q3 2025, Laidlaw Wealth Management LLC disclosed equity holdings valued at approximately $35.1M, spread across 58 reported holdings.
Laidlaw Wealth Management LLC executed strategic sector rebalancing during Q3 2025, establishing 16 new positions while fully exiting 13 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.14% | -1.12% | -9.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.17% | -0.88% | +1.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.13% | -5.41% | +0.26% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.41% | -0.46% | -19.30% | |
| 5 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.05% | -1.70% | -0.21% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.00% | -1.07% | -4.19% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.42% | +0.40% | — | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.99% | -1.15% | -25.08% | |
| 9 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 2.72% | — | -1.67% | |
| 10 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.68% | -2.13% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | -0.27% | +2.94% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.63% | -0.89% | EXIT | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.48% | +1.60% | +12.89% | |
| 14 | QBTS | D-wave Quantum Inc | Stock-Tech | 2.30% | +0.75% | +1.07% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.08% | — | -2.78% | |
| 16 | SLV | Ishares Silver Trust | ETF-Commodities | 2.05% | -0.64% | +21.41% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.97% | — | +4.44% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.42% | -16.94% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.19% | -3.94% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.74% | -0.54% | +12.36% | |
| 21 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.64% | — | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | +0.58% | -5.25% | |
| 23 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 1.49% | -0.14% | -11.45% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.47% | -0.45% | +81.77% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.09% | -4.36% | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.41% | -2.15% | EXIT | |
| 27 | NEM | Newmont CORP | Stock-Materials | 1.38% | +0.64% | NEW | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 1.29% | -0.57% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | — | -0.26% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | -0.02% | -33.43% | |
| 31 | TDG | Transdigm Group Inc | Stock-Industrials | 0.92% | — | +2.45% | |
| 32 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.82% | -0.30% | -54.71% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.80% | -0.11% | +13.35% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.79% | — | +10.79% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | +0.20% | — | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | +1.37% | NEW | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | — | -2.59% | |
| 38 | FICO | Fair Isaac CORP | Stock-Tech | 0.71% | — | -24.62% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | — | -25.37% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.66% | — | — | |
| 41 | EQT | Eqt CORP | Stock-Energy | 0.62% | -0.69% | — | |
| 42 | JBL | Jabil Inc | Stock-Tech | 0.60% | +0.39% | — | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.60% | +1.12% | NEW | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.87% | EXIT | |
| 45 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.60% | +0.07% | — | |
| 46 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 0.58% | — | — | |
| 47 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.52% | — | — | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.51% | -0.08% | — | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.48% | — | — | |
| 50 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.43% | -0.35% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -9.00% | Trim |
| 2 | QBTS | D-wave Quantum Inc | +1.3% | +1.07% | Trim |
| 3 | SLV | Ishares Silver Trust | +1.1% | +21.41% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +81.77% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | — | Add |
| 6 | NEM | Newmont CORP | +0.5% | -1.57% | Add |
| 7 | TDG | Transdigm Group Inc | +0.3% | +2.45% | Add |
| 8 | NVTS | Navitas Semiconductor CORP | +0.3% | — | Add |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.3% | -0.21% | Trim |
| 10 | NFLX | Netflix Inc | +0.2% | +12.36% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -4.36% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -16.94% | Trim |
| 13 | TSLA | Tesla Inc | 0% | -19.30% | Trim |
| 14 | CASY | Casey's General Stores Inc | 0% | -1.14% | Trim |
| 15 | PANW | Palo Alto Networks Inc | -0.2% | +12.89% | Trim |
| 16 | MSFT | Microsoft CORP | -0.2% | +1.72% | Trim |
| 17 | PLTR | Palantir Technologies Inc-a | -0.2% | -25.08% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | -0.6% | — | Trim |
| 19 | AVGO | Broadcom Inc | -1% | -33.43% | Trim |
| 20 | AMZN | Amazon.com Inc | -1.8% | +2.94% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -2.8% | -3.94% | Trim |
| 22 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 23 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 24 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 26 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 27 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 29 | PM | Philip Morris International | — | NEW | New buy |
| 30 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 31 | URA | Global X Uranium ETF | — | EXIT | Sold out |
| 32 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 33 | AEE | Ameren Corporation | — | EXIT | Sold out |
| 34 | GD | General Dynamics CORP | — | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 36 | EQT | Eqt CORP | — | NEW | New buy |
| 37 | JBL | Jabil Inc | — | NEW | New buy |
| 38 | FNOV | Ft Vest US Equity Buffer ETF | — | EXIT | Sold out |
| 39 | MU | Micron Technology Inc | — | NEW | New buy |
| 40 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 41 | COPX | Global X Copper Miners ETF | — | EXIT | Sold out |
| 42 | PPLT | Abrdn Physical Platinum Shrs | — | NEW | New buy |
| 43 | ARCC | Ares Capital CORP | — | EXIT | Sold out |
| 44 | RSPT | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 46 | FAUG | Ft Vest U.s. Equity Buffer E | — | NEW | New buy |
| 47 | FNF | Fidelity National Financial | — | EXIT | Sold out |
| 48 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 49 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 50 | RIVN | Rivian Automotive Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 58 disclosed positions in Q3 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 NVDA, MSFT, AAPL) accounted for 40.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHLD
市值: $1.1M
Top Position Liquidated / Trimmed
BAC
前期市值: $434.4K
During Q3 2025, Laidlaw Wealth Management LLC's top holdings by market value included NVDA (9.1%)、MSFT (8.2%)、AAPL (8.1%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q3 2025, Laidlaw Wealth Management LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 8 positions, trimming 13 holdings, and fully liquidating 13 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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