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Latest Laidlaw Wealth Management LLC Stock Portfolio

$28.81Million– No. of Holdings #47

Laidlaw Wealth Management LLC Performance:
2026 Q1: -8.33%YTD: -8.33%2025: 68.69%
Performance for 2026 Q1 is -8.33%, and YTD is -8.33%, and 2025 is 68.69%.

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

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laidlaw Wealth Management LLC reported an equity portfolio of $28.8 Millions as of 31 Mar, 2026.

The top stock holdings of Laidlaw Wealth Management LLC are AAPL, NVDA, MSFT. The fund has invested 11.7% of it's portfolio in APPLE INC and 10.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ISHARES INC (ACWV), NEWMONT CORP (NEM) and FERRARI N V (RACE) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), WESTERN ASSET EMERGING MKTS and JABIL INC (JBL). Laidlaw Wealth Management LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB), VANECK MERK GOLD ETF (OUNZ) and BANK NEW YORK MELLON CORP (BK). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), COINBASE GLOBAL INC (COIN) and AMAZON COM INC (AMZN).
Laidlaw Wealth Management LLC Equity Portfolio Value
Last Reported on: 06 May, 2026

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

Our best estimate is that Laidlaw Wealth Management LLC made a return of -8.33% in the last quarter. In trailing 12 months, it's portfolio return was 18.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr477,644
vaneck merk gold etf407,567
bank new york mellon corp291,593
qxo inc291,397
spdr gold tr255,592
ishares gold tr212,466
corteva inc204,922
united sts oil fd lp201,691
New stocks bought by Laidlaw Wealth Management LLC

Additions

Ticker% Inc.
crowdstrike hldgs inc83.08
coinbase global inc58.65
amazon com inc31.4
infosys ltd30.8
energy transfer l p28.8
palantir technologies inc26.4
palo alto networks inc22.73
netflix inc.16.15
Additions to existing portfolio by Laidlaw Wealth Management LLC

Reductions

Ticker% Reduced
ishares silver tr-59.34
western asset emerging mkts-51.24
jabil inc-40.52
alphabet inc-21.57
philip morris intl inc-19.85
caseys gen stores inc-18.49
cardinal health inc-17.77
ishares ethereum tr-14.37
Laidlaw Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
inspira technologies oxy bhn-12,150
ishares inc-768,239
newmont corp-393,609
amphenol corp new-215,700
coca cola cons inc-204,809
ferrari n v-312,278
general dynamics corp-280,438
ralph lauren corp-249,295
Laidlaw Wealth Management LLC got rid off the above stocks

Sector Distribution

Laidlaw Wealth Management LLC has about 39.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
  • Energy
  • Utilities
  • Consumer Defensive
Sector%
Technology39.7
Others26.5
Consumer Cyclical9.4
Communication Services9.3
Healthcare4.8
Financial Services3.9
Energy3.3
Utilities1.4
Consumer Defensive1.1

Market Cap. Distribution

Laidlaw Wealth Management LLC has about 71.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP53.7
UNALLOCATED26.5
LARGE-CAP17.6
MID-CAP2

Stocks belong to which Index?

About 60.1% of the stocks held by Laidlaw Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50060.1
Others39.6
Top 5 Winners (%)%
CASY
caseys gen stores inc
28.8 %
EQT
eqt corp
18.0 %
ET
energy transfer l p
14.8 %
JBL
jabil inc
13.2 %
GILD
gilead sciences inc
12.6 %
Top 5 Winners ($)$
CASY
caseys gen stores inc
0.2 M
BITS
global x fds
0.1 M
EQT
eqt corp
0.1 M
ET
energy transfer l p
0.1 M
CNP
centerpoint energy inc
0.0 M
Top 5 Losers (%)%
QBTS
d-wave quantum inc
-44.8 %
ishares ethereum tr
-27.3 %
SHOP
shopify inc
-24.5 %
MSFT
microsoft corp
-23.3 %
INFY
infosys ltd
-22.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.5 M
QBTS
d-wave quantum inc
-0.5 M
TSLA
tesla inc
-0.3 M
AAPL
apple inc
-0.2 M
META
meta platforms inc
-0.2 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 47 stocks in it's portfolio. About 55.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CASY was the most profitable stock for Laidlaw Wealth Management LLC last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions