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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$649,000 0.24% of portfolio
67,550
Q4 2024 Added 9.22%
$0
$266,000 0.1% of portfolio
12,175
Q4 2024 Added 1.04%
$17.3M
$134,000 0.05% of portfolio
63,000
Q4 2024 Reduced 1.56%
$9.53M
$14,000 0.01% of portfolio
13,500
Q2 2024 New

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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