Latest Laidlaw Wealth Management LLC Stock Portfolio

Laidlaw Wealth Management LLC Performance:

2025 Q3: 11.16%YTD: 67.32%2024: 4.94%

Performance for 2025 Q3 is 11.16%, and YTD is 67.32%, and 2024 is 4.94%.

About Laidlaw Wealth Management LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Laidlaw Wealth Management LLC reported an equity portfolio of $42 Millions as of 30 Sep, 2025.

The top stock holdings of Laidlaw Wealth Management LLC are NVDA, MSFT, AAPL. The fund has invested 9.1% of it's portfolio in NVIDIA CORPORATION and 8.2% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ISHARES BITCOIN TRUST ETF, VISA INC (V) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in COINBASE GLOBAL INC (COIN), BRILLIANT EARTH GROUP INC (BRLT) and BROADCOM INC (AVGO). Laidlaw Wealth Management LLC opened new stock positions in INVESCO QQQ TR (QQQ), GLOBAL X FDS (BITS) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), CROWDSTRIKE HLDGS INC (CRWD) and ISHARES SILVER TR (SLV).

Laidlaw Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Laidlaw Wealth Management LLC made a return of 11.16% in the last quarter. In trailing 12 months, it's portfolio return was 52.91%.

New Buys

Ticker	$ Bought
invesco qqq tr	1,406,670
global x fds	1,123,210
ishares inc	689,083
philip morris intl inc	325,535
amphenol corp new	307,024
general dynamics corp	275,528
eqt corp	259,468
jabil inc	253,872

New stocks bought by Laidlaw Wealth Management LLC

Additions

Ticker	% Inc.
spdr gold tr	347
crowdstrike hldgs inc	81.77
ishares silver tr	21.41
shopify inc	13.35
palo alto networks inc	12.89
netflix inc	12.36
grayscale bitcoin trust etf	10.79
costco whsl corp new	4.44

Additions to existing portfolio by Laidlaw Wealth Management LLC

Reductions

Ticker	% Reduced
coinbase global inc	-54.71
brilliant earth group inc	-43.45
broadcom inc	-33.43
goldman sachs group inc	-25.37
palantir technologies inc	-25.08
fair isaac corp	-24.62
micron technology inc	-24.32
tesla inc	-19.3

Laidlaw Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ares capital corp	-226,737
rivian automotive inc	-140,546
ishares bitcoin trust etf	-450,200
invesco exchange traded fd t	-276,896
ameren corp	-267,760
oreilly automotive inc	-214,960
disney walt co	-221,730
republic svcs inc	-218,003

Laidlaw Wealth Management LLC got rid off the above stocks

Sector Distribution

Laidlaw Wealth Management LLC has about 39.1% of it's holdings in Technology sector.

Sector	%
Technology	39.1
Others	29.7
Consumer Cyclical	9.8
Communication Services	8.2
Financial Services	3.4
Consumer Defensive	2.7
Energy	1.9
Industrials	1.6
Healthcare	1.5
Basic Materials	1.4

Market Cap. Distribution

Laidlaw Wealth Management LLC has about 67.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	47.5
UNALLOCATED	29.7
LARGE-CAP	19.7
MICRO-CAP	2.6

Stocks belong to which Index?

About 58.6% of the stocks held by Laidlaw Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	58.6
Others	40.5

Top 5 Winners (%)		%
	bitfarms ltd	235.6 %
	t1 energy inc	75.5 %
QBTS	d-wave quantum inc	68.2 %
BABA	alibaba group hldg ltd	57.5 %
	inspira technologies oxy bhn	49.4 %

Top 5 Winners ($)		$
AAPL	apple inc	0.7 M
BABA	alibaba group hldg ltd	0.6 M
NVDA	nvidia corporation	0.6 M
TSLA	tesla inc	0.6 M
QBTS	d-wave quantum inc	0.4 M

Top 5 Losers (%)		%
FICO	fair isaac corp	-15.9 %
TDG	transdigm group inc	-13.2 %
INFY	infosys ltd	-12.2 %
NFLX	netflix inc	-9.9 %
COST	costco whsl corp new	-6.4 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.1 M
FICO	fair isaac corp	-0.1 M
TDG	transdigm group inc	-0.1 M
COST	costco whsl corp new	-0.1 M
ET	energy transfer l p	0.0 M

Laidlaw Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laidlaw Wealth Management LLC

Laidlaw Wealth Management LLC has 58 stocks in it's portfolio. About 49.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Laidlaw Wealth Management LLC last quarter.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.13	13,405	3,413,360	added	0.26

ACT	advisorshares tr	0.21	18,335	87,825	new

ACWV	ishares inc	1.64	11,125	689,083	new

AEE	ameren corp	0.00	0.00	0.00	sold off	-100

AFL	aflac inc	0.51	1,902	212,453	unchanged	0.00

AFLG	first tr exchng traded fd vi	2.72	20,722	1,142,720	reduced	-1.67

AFLG	first tr exchng traded fd vi	0.52	4,175	216,724	new

AMZN	amazon com inc	2.65	5,073	1,113,880	added	2.94

APH	amphenol corp new	0.73	2,481	307,024	new

AVGO	broadcom inc	1.10	1,398	461,214	reduced	-33.43

BABA	alibaba group hldg ltd	4.05	9,509	1,699,540	reduced	-0.21

BITS	global x fds	2.67	15,991	1,123,210	new

BRLT	brilliant earth group inc	0.16	31,500	65,205	reduced	-43.45

CASY	caseys gen stores inc	1.41	1,044	590,194	reduced	-1.14

CNP	centerpoint energy inc	0.60	6,444	250,027	new

COIN	coinbase global inc	0.82	1,023	345,252	reduced	-54.71

COST	costco whsl corp new	1.97	894	827,550	added	4.44

CRWD	crowdstrike hldgs inc	1.47	1,256	615,917	added	81.77

CSD	invesco exchange traded fd t	0.00	0.00	0.00	sold off	-100

DIS	disney walt co	0.00	0.00	0.00	sold off	-100