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Laidlaw Wealth Management LLC

Portfolio Manager
Laidlaw Wealth Management LLC
Performance
-10.33% (2026 Q1)
AUM (13F)
$28.81M
# of Holdings
47
Performance Rank
Allocation (Top 20)
75.48%

Laidlaw Wealth Management LLC Holdings Map

Top 47 Laidlaw Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
11.68%13.3K$3.4M
+0.00%(+0)
2025-Q1: 15.5K shares2025-Q2: 13.4K shares2025-Q3: 13.4K shares2025-Q4: 13.3K shares2026-Q1: 13.3K shares
$121.43(+154.16%)
2026-03-31
NVDA
NVIDIA CORPORATION
10.17%16.8K$2.9M
+4.21%(+679)
2025-Q1: 23.9K shares2025-Q2: 22.6K shares2025-Q3: 20.6K shares2025-Q4: 16.1K shares2026-Q1: 16.8K shares
$33.59(+480.09%)
2026-03-31
MSFT
MICROSOFT CORP
5.7%4.4K$1.6M
-1.66%(-75)
2025-Q1: 7.6K shares2025-Q2: 6.5K shares2025-Q3: 6.6K shares2025-Q4: 4.5K shares2026-Q1: 4.4K shares
$211.71(+84.45%)
2026-03-31
QQQ
INVESCO QQQ TR
4.99%2.5K$1.4M
+2.34%(+57)
2025-Q1: 1.4K shares2025-Q2: 0 shares2025-Q3: 2.3K shares2025-Q4: 2.4K shares2026-Q1: 2.5K shares
$469.61(+51.74%)
2026-03-31
META
META PLATFORMS INC
4.92%2.5K$1.4M
-0.56%(-14)
2025-Q1: 2.8K shares2025-Q2: 2.4K shares2025-Q3: 2.3K shares2025-Q4: 2.5K shares2026-Q1: 2.5K shares
$305.14(+91.03%)
2026-03-31
TSLA
TESLA INC
4.79%3.7K$1.4M
-3.78%(-146)
2025-Q1: 5.8K shares2025-Q2: 5.2K shares2025-Q3: 4.2K shares2025-Q4: 3.9K shares2026-Q1: 3.7K shares
$235.21(+67.28%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
4.2%9.6K$1.2M
-4.42%(-446)
2025-Q1: 9.7K shares2025-Q2: 9.5K shares2025-Q3: 9.5K shares2025-Q4: 10.1K shares2026-Q1: 9.6K shares
$77.41(+24.20%)
2026-03-31
SHLD
GLOBAL X FDS
3.46%14.1K$996K
+15.76%(+1.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 16.0K shares2025-Q4: 12.1K shares2026-Q1: 14.1K shares
$65.59(-2.49%)
2026-03-31
LLY
ELI LILLY & CO
3.02%946$870K
+11.56%(+98)
2025-Q1: 896 shares2025-Q2: 895 shares2025-Q3: 848 shares2025-Q4: 848 shares2026-Q1: 946 shares
$532.69(+127.88%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
2.83%5.6K$817K
+26.40%(+1.17K)
2025-Q1: 13.0K shares2025-Q2: 9.2K shares2025-Q3: 6.9K shares2025-Q4: 4.4K shares2026-Q1: 5.6K shares
$62.53(+106.79%)
2026-03-31

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