Laidlaw Wealth Management
Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, XLK, SHV, and represent 16.13% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PLTR, FFEB, PSQ, VGSH, GBTC, SDVY, NAAS, AMD, SHV, URA.
- Started 14 new stock positions in DELL, PSQ, SCHA, FFEB, Fidelity Wise Origin Bitcoin, BRLT, GBTC, CASY, ALDX, WCN. FREY, WBA, TSCO, MDB.
- Reduced shares in these 10 stocks: AAPL (-$16M), NVDA (-$7.8M), MSFT (-$7.4M), GOOGL, BRK.B, AMZN, UNH, HD, BX, JPM.
- Sold out of its positions in T, BIRD, MO, AXP, AMT, DIVO, ADI, ARCC, ADP, BLK.
- Laidlaw Wealth Management was a net seller of stock by $-114M.
- Laidlaw Wealth Management has $179M in assets under management (AUM), dropping by -34.89%.
- Central Index Key (CIK): 0001800608
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Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 172 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.2 | $7.5M | -49% | 18k | 420.73 |
|
| Apple (AAPL) | 3.5 | $6.2M | -71% | 36k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $6.0M | -56% | 6.6k | 903.63 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.7 | $4.8M | 23k | 208.27 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 2.5 | $4.5M | +9% | 41k | 110.54 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.3 | $4.2M | +20% | 72k | 58.07 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.3 | $4.0M | +2% | 52k | 77.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 2.3 | $4.0M | 115k | 35.19 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $3.4M | 23k | 147.73 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $3.3M | -22% | 35k | 92.72 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.7 | $3.1M | 23k | 135.06 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.7 | $3.1M | -6% | 17k | 183.89 |
|
| Amazon (AMZN) | 1.6 | $2.9M | -52% | 16k | 180.38 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $2.8M | -16% | 34k | 83.58 |
|
| Adobe Systems Incorporated (ADBE) | 1.5 | $2.8M | -25% | 5.5k | 504.60 |
|
| Palantir Technologies Cl A (PLTR) | 1.4 | $2.6M | +72% | 112k | 23.01 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.3 | $2.4M | -2% | 56k | 42.12 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 1.3 | $2.3M | +17% | 120k | 18.93 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $2.3M | -9% | 54k | 42.01 |
|
| Tesla Motors (TSLA) | 1.2 | $2.1M | -21% | 12k | 175.79 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $2.1M | -15% | 4.1k | 524.34 |
|
| Meta Platforms Cl A (META) | 1.2 | $2.1M | -48% | 4.4k | 485.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.0M | -35% | 13k | 152.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.9M | -26% | 4.3k | 444.01 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.0 | $1.9M | +10% | 43k | 43.60 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.0 | $1.8M | +13% | 18k | 100.89 |
|
| Vanguard World Industrial Etf (VIS) | 1.0 | $1.8M | 7.2k | 244.15 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.9 | $1.6M | -22% | 19k | 87.29 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.9 | $1.6M | 12k | 131.22 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.9 | $1.6M | +9% | 44k | 36.21 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $1.6M | +7% | 8.6k | 182.69 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.9 | $1.5M | -4% | 49k | 31.79 |
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| Vanguard World Financials Etf (VFH) | 0.8 | $1.5M | -12% | 15k | 102.39 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.8 | $1.5M | +12% | 31k | 48.25 |
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| Ishares Tr Cmbs Etf (CMBS) | 0.8 | $1.5M | +19% | 32k | 47.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | -69% | 3.5k | 420.52 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.8 | $1.5M | -16% | 7.3k | 204.14 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.8 | $1.5M | +88% | 42k | 34.82 |
|
| Advanced Micro Devices (AMD) | 0.8 | $1.4M | +57% | 7.8k | 180.49 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.8 | $1.4M | -16% | 24k | 56.40 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.8 | $1.4M | -21% | 16k | 87.23 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.7 | $1.3M | -11% | 10k | 125.96 |
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.7 | $1.3M | -4% | 15k | 84.14 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.7 | $1.3M | -16% | 12k | 105.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.7 | $1.2M | +7% | 26k | 47.02 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.7 | $1.2M | +11% | 20k | 61.66 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.7 | $1.2M | -13% | 13k | 94.41 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.7 | $1.2M | -7% | 27k | 44.21 |
|
| Ishares Silver Tr Ishares (SLV) | 0.7 | $1.2M | -7% | 53k | 22.75 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.1M | -62% | 1.5k | 732.63 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | -49% | 1.4k | 777.96 |
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| Airbnb Com Cl A (ABNB) | 0.6 | $1.1M | -10% | 6.5k | 164.96 |
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| Palo Alto Networks (PANW) | 0.6 | $1.1M | -47% | 3.7k | 284.13 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.0M | 12k | 86.48 |
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| Netflix (NFLX) | 0.6 | $1.0M | -12% | 1.7k | 607.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.0M | -80% | 6.9k | 150.93 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.5 | $963k | NEW | 21k | 45.27 |
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| Select Sector Spdr Tr Communication (XLC) | 0.5 | $958k | -15% | 12k | 81.66 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.5 | $947k | 18k | 53.66 |
|
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| Ishares Msci Emerg Mrkt (EEMV) | 0.5 | $939k | -3% | 17k | 56.59 |
|
| UnitedHealth (UNH) | 0.5 | $927k | -72% | 1.9k | 494.70 |
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| Broadcom (AVGO) | 0.5 | $827k | -73% | 624.00 | 1325.41 |
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| Ishares Tr Glb Cns Disc Etf (RXI) | 0.5 | $824k | 4.9k | 167.88 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $791k | -74% | 3.9k | 200.30 |
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| Proshares Tr Short Qqq New (PSQ) | 0.4 | $789k | NEW | 90k | 8.76 |
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| Naas Technology Sponsored Ads (NAAS) | 0.4 | $760k | +216% | 613k | 1.24 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.4 | $756k | 5.4k | 139.69 |
|
|
| Servicenow (NOW) | 0.4 | $748k | -13% | 981.00 | 762.40 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.4 | $744k | -8% | 8.0k | 92.89 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $731k | -2% | 13k | 56.39 |
|
| International Business Machines (IBM) | 0.4 | $724k | -42% | 3.8k | 190.96 |
|
| Home Depot (HD) | 0.4 | $723k | -76% | 1.9k | 383.64 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.4 | $722k | -6% | 20k | 36.44 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.4 | $714k | NEW | 11k | 63.17 |
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| Schlumberger Com Stk (SLB) | 0.4 | $710k | -14% | 13k | 54.81 |
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| Johnson & Johnson (JNJ) | 0.4 | $704k | -53% | 4.5k | 158.19 |
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| Visa Com Cl A (V) | 0.4 | $677k | -72% | 2.4k | 279.08 |
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| Verizon Communications (VZ) | 0.4 | $674k | -47% | 16k | 41.96 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $672k | -77% | 5.1k | 131.36 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $670k | +119% | 7.3k | 91.80 |
|
| salesforce (CRM) | 0.4 | $664k | -57% | 2.2k | 301.18 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.4 | $662k | +21% | 37k | 18.15 |
|
| Etf Ser Solutions Defiance Next (FIVG) | 0.4 | $647k | +11% | 17k | 39.08 |
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| Etf Ser Solutions Defiance Quant (QTUM) | 0.4 | $643k | 11k | 61.37 |
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| Chevron Corporation (CVX) | 0.4 | $643k | -55% | 4.1k | 157.74 |
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| Global X Fds Global X Uranium (URA) | 0.4 | $636k | +163% | 22k | 28.83 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.4 | $631k | +10% | 13k | 49.55 |
|
| Procter & Gamble Company (PG) | 0.4 | $629k | -67% | 3.9k | 162.25 |
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| Merck & Co (MRK) | 0.4 | $628k | -55% | 4.8k | 131.95 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $613k | -55% | 1.3k | 481.57 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $597k | -27% | 2.2k | 270.52 |
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| Coca-Cola Company (KO) | 0.3 | $593k | -20% | 9.7k | 61.18 |
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| Ishares Tr Us Consum Discre (IYC) | 0.3 | $588k | 7.2k | 81.97 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $587k | +45% | 6.1k | 95.65 |
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| Amgen (AMGN) | 0.3 | $581k | -65% | 2.0k | 284.32 |
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| Cisco Systems (CSCO) | 0.3 | $577k | -61% | 12k | 49.91 |
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| General Electric Com New (GE) | 0.3 | $564k | -14% | 3.2k | 175.53 |
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| First Tr Value Line Divid In SHS (FVD) | 0.3 | $564k | +10% | 13k | 42.23 |
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| Ishares Tr Us Industrials (IYJ) | 0.3 | $560k | 4.5k | 125.71 |
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| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.3 | $559k | +13% | 12k | 45.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $548k | -49% | 3.0k | 182.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.3 | $538k | 16k | 32.93 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $535k | +9% | 15k | 35.84 |
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| Oracle Corporation (ORCL) | 0.3 | $514k | -24% | 4.1k | 125.61 |
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| Ishares Tr Genomics Immun (IDNA) | 0.3 | $505k | +43% | 21k | 24.08 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $493k | -7% | 1.9k | 265.12 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $493k | +263% | 8.0k | 61.90 |
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| Ishares Tr Self Drivng Ev (IDRV) | 0.3 | $491k | +74% | 16k | 31.43 |
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| Global X Fds Vdeo Gam Esprt (HERO) | 0.3 | $480k | +21% | 23k | 20.70 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $462k | -34% | 5.5k | 84.52 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.3 | $458k | +21% | 8.9k | 51.36 |
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| Dow (DOW) | 0.3 | $457k | -7% | 7.9k | 57.93 |
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| 3M Company (MMM) | 0.2 | $432k | +65% | 4.1k | 106.07 |
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| Global X Fds Global X Copper (COPX) | 0.2 | $431k | 10k | 42.43 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $426k | +10% | 9.7k | 44.05 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.2 | $403k | +100% | 42k | 9.61 |
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| Intel Corporation (INTC) | 0.2 | $396k | -11% | 9.0k | 44.17 |
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| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.2 | $374k | -7% | 4.2k | 90.15 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $371k | 1.8k | 204.43 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $354k | +97% | 1.6k | 219.31 |
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| Anthem (ELV) | 0.2 | $352k | -35% | 678.00 | 518.54 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $351k | -36% | 1.1k | 320.59 |
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| Walt Disney Company (DIS) | 0.2 | $348k | -67% | 2.8k | 122.36 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $338k | -6% | 7.0k | 48.21 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $335k | -76% | 2.9k | 116.25 |
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| Casey's General Stores (CASY) | 0.2 | $334k | NEW | 1.1k | 318.45 |
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| Goldman Sachs (GS) | 0.2 | $334k | -76% | 799.00 | 417.69 |
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| Ishares Tr Us Consm Staples (IYK) | 0.2 | $325k | +200% | 4.8k | 67.63 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $321k | +10% | 20k | 15.73 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $320k | +6% | 1.0k | 317.73 |
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| Abbvie (ABBV) | 0.2 | $320k | -82% | 1.8k | 182.10 |
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| Fidelity Wise Origin Bitcoin SHS | 0.2 | $316k | NEW | 5.1k | 62.06 |
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| Pfizer (PFE) | 0.2 | $314k | -26% | 11k | 27.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $310k | 1.9k | 162.84 |
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| Bank of America Corporation (BAC) | 0.2 | $307k | -50% | 8.1k | 37.92 |
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| Eaton Corp SHS (ETN) | 0.2 | $306k | -68% | 980.00 | 312.68 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $302k | NEW | 6.1k | 49.24 |
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| Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.2 | $301k | -19% | 12k | 25.09 |
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| Dell Technologies CL C (DELL) | 0.2 | $301k | NEW | 2.6k | 114.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $301k | 873.00 | 344.20 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $294k | NEW | 14k | 21.69 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $294k | -42% | 703.00 | 418.01 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $292k | 1.2k | 239.76 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $291k | -20% | 2.9k | 100.55 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $289k | 4.0k | 72.96 |
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| Ishares Tr Global Energ Etf (IXC) | 0.2 | $278k | 6.5k | 42.95 |
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| McDonald's Corporation (MCD) | 0.2 | $269k | -79% | 955.00 | 281.95 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $267k | -27% | 5.0k | 53.80 |
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| First Tr Exchange-traded Nasdq Oil Gas (FTXN) | 0.1 | $261k | 8.1k | 32.30 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $256k | +9% | 3.3k | 76.36 |
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| United Rentals (URI) | 0.1 | $249k | -84% | 345.00 | 721.11 |
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| Philip Morris International (PM) | 0.1 | $242k | -64% | 2.6k | 91.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $240k | -32% | 3.4k | 70.00 |
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| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.1 | $231k | 7.7k | 29.80 |
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| Phillips 66 (PSX) | 0.1 | $225k | -53% | 1.4k | 163.34 |
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| Linde SHS (LIN) | 0.1 | $221k | -77% | 475.00 | 464.32 |
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| Waste Connections (WCN) | 0.1 | $212k | NEW | 1.2k | 172.01 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $210k | -71% | 2.2k | 97.53 |
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| Mongodb Cl A (MDB) | 0.1 | $210k | NEW | 585.00 | 358.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $209k | -5% | 3.5k | 60.17 |
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| Tractor Supply Company (TSCO) | 0.1 | $205k | NEW | 785.00 | 261.72 |
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| Starbucks Corporation (SBUX) | 0.1 | $205k | -84% | 2.2k | 91.39 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $201k | 11k | 17.93 |
|
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| Melco Resorts And Entmnt Adr (MLCO) | 0.1 | $190k | -3% | 26k | 7.21 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $164k | -7% | 14k | 12.19 |
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| Brilliant Earth Group Cl A Com (BRLT) | 0.1 | $162k | NEW | 54k | 2.99 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $112k | 10k | 10.95 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $87k | 18k | 4.77 |
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| D-wave Quantum (QBTS) | 0.0 | $87k | +20% | 43k | 2.04 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $42k | NEW | 13k | 3.27 |
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| Broadwind Com New (BWEN) | 0.0 | $25k | 11k | 2.38 |
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| Freyr Battery Com New (FREY) | 0.0 | $24k | NEW | 14k | 1.68 |
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Past Filings by Laidlaw Wealth Management
SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019
- Laidlaw Wealth Management 2024 Q1 filed May 15, 2024
- Laidlaw Wealth Management 2023 Q4 filed Feb. 12, 2024
- Laidlaw Wealth Management 2023 Q3 filed Nov. 13, 2023
- Laidlaw Wealth Management 2023 Q2 filed Aug. 14, 2023
- Laidlaw Wealth Management 2023 Q1 filed May 12, 2023
- Laidlaw Wealth Management 2022 Q4 filed Feb. 14, 2023
- Laidlaw Wealth Management 2022 Q3 filed Nov. 14, 2022
- Laidlaw Wealth Management 2022 Q2 filed Aug. 12, 2022
- Laidlaw Wealth Management 2022 Q1 filed May 12, 2022
- Laidlaw Wealth Management 2021 Q4 filed Feb. 14, 2022
- Laidlaw Wealth Management 2021 Q3 filed Nov. 12, 2021
- Laidlaw Wealth Management 2021 Q2 filed Aug. 13, 2021
- Laidlaw Wealth Management 2021 Q1 filed May 17, 2021
- Laidlaw Wealth Management 2020 Q4 filed Feb. 16, 2021
- Laidlaw Wealth Management 2020 Q3 filed Nov. 16, 2020
- Laidlaw Wealth Management 2020 Q2 restated filed Aug. 19, 2020