Laidlaw Wealth Management LLC Portfolio Holdings

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

Laidlaw Wealth Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $268 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $57.5M, Palantir Technologies Inc. with a value of $20.6M, Apple Inc. with a value of $9.99M, Nvidia Corp with a value of $8.44M, and Microsoft Corp with a value of $7.26M.

Examining the 13F form we can see an increase of $78.4M in the current position value, from $189M to 268M.

Laidlaw Wealth Management LLC is based out at New York City, NY

Below you can find more details about Laidlaw Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $268 Million
ETFs: $106 Million
Technology: $62.5 Million
Financial Services: $61.9 Million
Consumer Cyclical: $12.7 Million
Communication Services: $9.16 Million
Healthcare: $4.34 Million
Consumer Defensive: $2.87 Million
Energy: $2.17 Million
Other: $3.81 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$610B
$57.5 Million 21.49% of portfolio
126,857
Q4 2024 Added 3,054.08%
$162B
$20.6 Million 7.69% of portfolio
272,062
Q4 2024 Added 67.27%
$3.79T
$9.99 Million 3.73% of portfolio
39,889
Q4 2024 Added 1.64%
$299B
$8.44 Million 3.16% of portfolio
62,852
Q4 2024 Reduced 4.78%
$3.09T
$7.26 Million 2.71% of portfolio
17,222
Q4 2024 Added 1.03%
$0
$5.69 Million 2.13% of portfolio
51,675
Q4 2024 Added 22.78%
$0
$5.67 Million 2.12% of portfolio
97,442
Q4 2024 Added 23.16%
$0
$5.54 Million 2.07% of portfolio
23,833
Q4 2024 Added 5.64%
$1.28T
$4.95 Million 1.85% of portfolio
12,250
Q4 2024 Added 5.84%
$2.42T
$4.45 Million 1.66% of portfolio
20,275
Q4 2024 Reduced 0.91%
$0
$3.85 Million 1.44% of portfolio
17,149
Q4 2024 Added 2.1%
$0
$3.57 Million 1.34% of portfolio
22,403
Q3 2024 Reduced 1.03%
$0
$3.18 Million 1.19% of portfolio
23,102
Q4 2024 Added 2.05%
$1.25T
$3.07 Million 1.15% of portfolio
16,127
Q4 2024 Reduced 7.28%
$0
$2.91 Million 1.09% of portfolio
37,257
Q4 2024 Added 22.58%
$0
$2.9 Million 1.08% of portfolio
104,026
Q4 2024 Added 202.91%
$1.55T
$2.66 Million 0.99% of portfolio
4,513
Q4 2024 Reduced 2.95%
$0
$2.5 Million 0.93% of portfolio
4,016
Q4 2024 Reduced 2.55%
$44.8B
$2.46 Million 0.92% of portfolio
49,645
Q4 2024 Reduced 1.62%
$0
$2.47 Million 0.92% of portfolio
139,135
Q4 2024 Reduced 7.9%
$203B
$2.4 Million 0.9% of portfolio
5,405
Q4 2024 Reduced 0.24%
$0
$2.31 Million 0.86% of portfolio
47,421
Q4 2024 Added 36.13%
$0
$2.25 Million 0.84% of portfolio
47,764
Q4 2024 Added 38.02%
$96.2B
$2.12 Million 0.79% of portfolio
19,169
Q4 2024 New
$0
$2.03 Million 0.76% of portfolio
35,969
Q4 2024 Reduced 19.26%
$0
$2.01 Million 0.75% of portfolio
46,695
Q4 2024 Reduced 0.32%
$0
$1.97 Million 0.74% of portfolio
12,739
Q4 2024 Added 4.2%
$0
$1.97 Million 0.74% of portfolio
9,359
Q4 2024 Added 2.33%
$0
$1.97 Million 0.74% of portfolio
3,854
Q4 2024 Reduced 2.48%
$0
$1.92 Million 0.72% of portfolio
53,485
Q4 2024 Added 24.44%
$0
$1.86 Million 0.7% of portfolio
48,214
Q4 2024 Added 1.04%
$0
$1.87 Million 0.7% of portfolio
7,342
Q4 2024 Added 1.83%
$0
$1.78 Million 0.67% of portfolio
15,101
Q4 2024 Reduced 0.4%
$14.9B
$1.72 Million 0.64% of portfolio
65,484
Q4 2024 Added 4.06%
$0
$1.54 Million 0.58% of portfolio
7,309
Q4 2024 Added 3.69%
$434B
$1.47 Million 0.55% of portfolio
1,606
Q4 2024 Added 6.57%
$342B
$1.47 Million 0.55% of portfolio
4,403
Q4 2024 Added 91.27%
$771B
$1.45 Million 0.54% of portfolio
1,878
Q4 2024 Added 8.62%
$0
$1.44 Million 0.54% of portfolio
14,390
Q4 2024 Added 0.71%
$0
$1.45 Million 0.54% of portfolio
28,293
Q4 2024 Added 0.55%
$0
$1.36 Million 0.51% of portfolio
10,337
Q4 2024 Added 2.44%
$0
$1.34 Million 0.5% of portfolio
15,427
Q4 2024 Reduced 21.33%
$0
$1.35 Million 0.5% of portfolio
20,454
Q4 2024 Reduced 4.55%
$89.6B
$1.3 Million 0.49% of portfolio
5,614
Q4 2024 Reduced 7.83%
$0
$1.28 Million 0.48% of portfolio
13,191
Q3 2024 Reduced 1.13%
$0
$1.26 Million 0.47% of portfolio
20,766
Q4 2024 Reduced 21.01%
$435B
$1.26 Million 0.47% of portfolio
1,412
Q4 2024 Reduced 13.43%
$210M
$1.23 Million 0.46% of portfolio
15,890
Q3 2024 New
$0
$1.22 Million 0.45% of portfolio
12,561
Q4 2024 Reduced 1.04%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $268 Million
  • Prior Value $189 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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