Laidlaw Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Laidlaw Wealth Management LLC | Institutional Filer | ▼ 10.83% | $28.8M | 47 |
Current Portfolio Holdings
Showing all 47 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 13K | $3.4M | 11.68% |
| 2 | NVDA | NVIDIA Corporation | Technology | 17K | $2.9M | 10.17% |
| 3 | MSFT | Microsoft Corporation | Technology | 4K | $1.6M | 5.70% |
| 4 | QQQ | Invesco QQQ Trust | — | 2K | $1.4M | 4.99% |
| 5 | META | Meta Platforms, Inc. | Technology | 2K | $1.4M | 4.92% |
| 6 | TSLA | Tesla, Inc. | Consumer Cyclical | 4K | $1.4M | 4.79% |
| 7 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 10K | $1.2M | 4.20% |
| 8 | SHLD | GLOBAL X FDS | — | 14K | $996K | 3.46% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 946 | $870K | 3.02% |
| 10 | PLTR | Palantir Technologies Inc. | Technology | 6K | $817K | 2.83% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 1K | $703K | 2.44% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 3K | $702K | 2.44% |
| 13 | CASY | Casey's General Stores, Inc. | Consumer Cyclical | 851 | $619K | 2.15% |
| 14 | PANW | Palo Alto Networks, Inc. | Technology | 4K | $603K | 2.09% |
| 15 | QBTS | D-Wave Quantum Inc. | Technology | 41K | $586K | 2.03% |
Showing 1 to 15 of 47 holdings