Laidlaw Wealth Management LLC
CIK: 0001800608SEC EDGAR →
Portfolio Value
$32.3M
Holdings
47
As of
Q4 2025
New Positions
58
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 13,257 | $3.6M | 11.16% |
| 2 | NVIDIA CORPORATION | 16,115 | $3.0M | 9.30% |
| 3 | MICROSOFT CORP | 4,513 | $2.2M | 6.75% |
| 4 | TESLA INC | 3,861 | $1.7M | 5.37% |
| 5 | META PLATFORMS INC | 2,494 | $1.6M | 5.09% |
| 6 | NDQPut INVESCO QQQ TR | 2,451 | $1.5M | 4.63% |
| 7 | ALIBABA GROUP HLDG LTD | 10,092 | $1.5M | 4.58% |
| 8 | D-WAVE QUANTUM INC | 40,621 | $1.1M | 3.29% |
| 9 | ISHARES SILVER TR | 14,263 | $918K | 2.84% |
| 10 | ELI LILLY & CO | 848 | $911K | 2.82% |
Quarterly Changes
New Positions (8)
Closed Positions (19)
$1.1M · 21K shares
$1.1M · 3K shares
$872K · 23K shares
$518K · 778 shares
$332K · 4K shares
$304K · 751 shares
$298K · 199 shares
$281K · 353 shares
$251K · 2K shares
$242K · 2K shares
$217K · 4K shares
$200K · 4K shares
$161K · 22K shares
$108K · 34K shares
$93K · 43K shares
$88K · 18K shares
$77K · 21K shares
$65K · 32K shares
$36K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $14.0M | 43.5% |
| Consumer Cyclical | 6 | $4.9M | 15.3% |
| Unknown | 5 | $3.5M | 10.8% |
| Communication Services | 5 | $3.3M | 10.3% |
| Financial Services | 7 | $2.9M | 8.9% |
| Healthcare | 4 | $1.5M | 4.6% |
| Energy | 2 | $690K | 2.1% |
| Consumer Defensive | 2 | $438K | 1.4% |
| Basic Materials | 1 | $393K | 1.2% |
| Utilities | 1 | $333K | 1.0% |
| Industrials | 1 | $280K | 0.9% |