Laidlaw Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Laidlaw Wealth Management LLC reported 176 stock positions worth $229.6 million. Its top holding was Palantir Technologies Class A (PLTR) at 9.0% of the portfolio, followed by Apple (AAPL, 4.4%) and Nvidia (NVDA, 3.7%). Compared with Q3 2024, it opened 17 new positions, sold out of 18, added to 66 and reduced 68. The biggest buy was Palantir Technologies Class A (PLTR, shares +67%) and the biggest sale Schwab US Large-Cap Growth (SCHG, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001800608
- Portfolio Value
- $229.6M (Q4 2024)
- SEC Filing
- 0001800608-25-000001 ↗ filed Feb 3, 2025
Holdings Value
Holdings 176 stocks · $229.6M
| PLTR Palantir Technologies Inc. Class A | 8.96% | 272,062 | $20.6M | Add +67.3% |
| AAPL Apple Inc. | 4.35% | 39,889 | $10.0M | Add +1.6% |
| NVDA Nvidia Corp. | 3.68% | 62,852 | $8.4M | Reduce -4.8% |
| MSFT Microsoft Corp. | 3.16% | 17,222 | $7.3M | Add +1.0% |
| SHV iShares 0-1 Year Treasury Bo | 2.48% | 51,675 | $5.7M | Add +22.8% |
| VGSH Vanguard Short-Term Treasury | 2.47% | 97,442 | $5.7M | Add +23.2% |
| XLK SS Technology Select Sector | 2.41% | 23,833 | $5.5M | Add +5.6% |
| TSLA Tesla Inc. | 2.15% | 12,250 | $4.9M | Add +5.8% |
| AMZN Amazon.com Inc. | 1.94% | 20,275 | $4.4M | Reduce -0.9% |
| PAAA Pgim Aaa Clo ETF | 1.89% | 84,870 | $4.3M | Add +70.3% |
| RSPT Invesco S&P 500 Equal Weight | 1.87% | 114,570 | $4.3M | No change |
| XLY SS Consumer Disc Select Sect | 1.68% | 17,149 | $3.8M | Add +2.1% |
| IYW iShares Ustechnology ETF | 1.56% | 22,403 | $3.6M | No change |
| XLV SS Health Care Select Sector | 1.38% | 23,102 | $3.2M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 1.34% | 16,127 | $3.1M | Reduce -7.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.27% | 37,257 | $2.9M | Add +22.6% |
| SCHG Schwab US Large-Cap Growth | 1.26% | 104,026 | $2.9M | Reduce -24.3% |
| XLF SS Financial Select Sector | 1.22% | 57,979 | $2.8M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.15% | 4,513 | $2.6M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.14% | 126,857 | $2.6M | Add +3054.1% |
| VGT Vanguard Info Tech ETF | 1.09% | 4,016 | $2.5M | Reduce -2.5% |
| IVOL Quadratic Int Rte Vol Infl H | 1.08% | 139,135 | $2.5M | Reduce -7.9% |
| IAU iShares Gold Trust | 1.07% | 49,645 | $2.5M | Reduce -1.6% |
| SH Proshares Short S&P500 | 1.06% | 57,175 | $2.4M | Add +126.1% |
| ADBE Adobe Inc. | 1.05% | 5,405 | $2.4M | Reduce -0.2% |
| LMBS First Trust Low Duration Opp | 1.01% | 47,421 | $2.3M | Add +36.1% |
| CMBS iShares CMBS ETF | 0.98% | 47,764 | $2.3M | Add +38.0% |
| MRVL Marvell Technology Inc. | 0.92% | 19,169 | $2.1M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.88% | 35,969 | $2.0M | Reduce -19.3% |
| FIXD First Trust Smith Opportunis | 0.87% | 46,695 | $2.0M | Reduce -0.3% |
| VOX Vanguard Communication Servi | 0.86% | 12,739 | $2.0M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.86% | 3,854 | $2.0M | Reduce -2.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.86% | 9,359 | $2.0M | Add +2.3% |
| SDVY First Trust Smid Cap Rising | 0.84% | 53,485 | $1.9M | Add +24.4% |
| VIS Vanguard Industrials ETF | 0.81% | 7,342 | $1.9M | Add +1.8% |
| XJUN FT Vest U.S. Equity Enhance | 0.81% | 48,214 | $1.9M | Add +1.0% |
| VFH Vanguard Financials ETF | 0.78% | 15,101 | $1.8M | Reduce -0.4% |
| SLV iShares Silver Trust | 0.75% | 65,484 | $1.7M | Add +4.1% |
| VDC Vanguard Consumer Staple ETF | 0.67% | 7,309 | $1.5M | Add +3.7% |
| CRM Salesforce Inc. | 0.64% | 4,403 | $1.5M | Add +91.3% |
| COST Costco Wholesale Corp. | 0.64% | 1,606 | $1.5M | Add +6.6% |
| FJUN FT Vest US Equity Buff ETF-J | 0.63% | 28,293 | $1.5M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.63% | 1,878 | $1.4M | Add +8.6% |
| GBIL Goldman Sachs Access Treasur | 0.63% | 14,390 | $1.4M | Add +0.7% |
| XLI SS Industrial Select Sector | 0.59% | 10,337 | $1.4M | Add +2.4% |
| FTLS First Trust Long/Short Eqty | 0.59% | 20,454 | $1.3M | Reduce -4.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.58% | 15,427 | $1.3M | Reduce -21.3% |
| AVGO Broadcom Inc. | 0.57% | 5,614 | $1.3M | Reduce -7.8% |
| IXP iShares Global Comm Services | 0.56% | 13,191 | $1.3M | No change |
| XMLV Invesco S&P Midcap Low Volat | 0.55% | 20,766 | $1.3M | Reduce -21.0% |
| NFLX Netflix Inc. | 0.55% | 1,412 | $1.3M | Reduce -13.4% |
| OZ Belpointe Prep LLC Class A | 0.54% | 15,890 | $1.2M | No change |
| RSPH Invesco S&P 500 Equal Weight | 0.53% | 41,820 | $1.2M | No change |
| XLC SS Comm Select Sector SPDR | 0.53% | 12,561 | $1.2M | Reduce -1.0% |
| PANW Palo Alto Networks Inc. | 0.52% | 6,516 | $1.2M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.51% | 6,178 | $1.2M | Reduce -3.0% |
| VNQ Vanguard Real Estate ETF | 0.51% | 13,056 | $1.2M | Add +4.3% |
| XSLV Invesco S&P Smallcap Low Vol | 0.49% | 23,765 | $1.1M | Reduce -19.7% |
| ACWV iShares MSCI Global Min Vol | 0.48% | 10,189 | $1.1M | Reduce -21.6% |
| FFEB FT Vest US Equity Buffer ETF | 0.48% | 22,226 | $1.1M | No change |
| KBWB Invesco KBW Bank ETF | 0.47% | 16,642 | $1.1M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.46% | 28,516 | $1.1M | New |
| XLE SS Energy Select Sector | 0.46% | 12,242 | $1.0M | Reduce -3.0% |
| NOW ServiceNow Inc. | 0.46% | 987 | $1.0M | Add +2.2% |
| V Visa Inc. Class A | 0.43% | 3,148 | $995K | Reduce -9.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.43% | 22,444 | $988K | Reduce -17.5% |
| ABNB Airbnb Inc. Class A | 0.42% | 7,279 | $957K | Add +14.6% |
| BABA Alibaba Group Holding-SP ADR | 0.39% | 10,585 | $898K | Reduce -2.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.39% | 11,963 | $886K | Reduce -1.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.39% | 23,085 | $885K | Add +1.3% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.37% | 14,792 | $858K | Reduce -19.7% |
| QTUM Defiance Quantum ETF | 0.35% | 9,962 | $808K | Reduce -1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,539 | $778K | Add +2.7% |
| RXI iShares Global Consumer Disc | 0.33% | 4,113 | $758K | Reduce -0.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.33% | 40,160 | $747K | Add +2.7% |
| BLOK Amplify Blockchain Tech ETF | 0.32% | 16,857 | $728K | Reduce -8.4% |
| AMD Advanced Micro Devices | 0.32% | 6,008 | $726K | Reduce -22.7% |
| MA Mastercard Inc. Class A | 0.32% | 1,374 | $724K | Reduce -2.8% |
| IYC iShares US Consumer Discreti | 0.31% | 7,464 | $718K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 1,409 | $713K | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,893 | $693K | Reduce -4.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.29% | 10,625 | $674K | Reduce -19.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.29% | 13,559 | $673K | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.29% | 16,555 | $662K | Add +4.2% |
| URA Global X Uranium ETF | 0.29% | 24,624 | $659K | Reduce -13.1% |
| XLB SS Materials Select Sector | 0.29% | 7,782 | $655K | Reduce -1.6% |
| XEMDX Western Asset Emrg MRKT DBT | 0.28% | 67,550 | $650K | Add +9.2% |
| FVD First Trust Value Line DVD | 0.28% | 14,850 | $648K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 3,231 | $633K | Add +1.1% |
| EXI iShares Global Industrials E | 0.27% | 4,445 | $628K | No change |
| UFOX Defiance Space and Connectiv | 0.27% | 12,988 | $619K | Reduce -5.6% |
| USMC Principal US Mega-Cap ETF | 0.27% | 10,244 | $615K | Add +1.5% |
| IYF iShares US Financials ETF | 0.27% | 5,534 | $612K | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.26% | 10,239 | $606K | Reduce -1.9% |
| IYJ iShares U.S. Industrials ETF | 0.26% | 4,526 | $604K | Reduce -0.8% |
| AMGN Amgen Inc. | 0.26% | 2,288 | $596K | Add +0.4% |
| KO The Coca-Cola Co. | 0.25% | 9,370 | $583K | Add +4.5% |
| CVX Chevron Corp. | 0.25% | 3,937 | $570K | Add +7.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 16,388 | $559K | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,022 | $551K | Reduce -2.5% |
Options reported separately and not counted above: URA calls ($2K).
Portfolio Sells Q3 2024 → Q4 2024
| SCHG Schwab US Large-Cap Growth | Reduce -24.3% | 1.26% | −0.51 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.39 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -19.3% | 0.88% | −0.39 |
| IVOL Quadratic Int Rte Vol Infl H | Reduce -7.9% | 1.08% | −0.36 |
| ADBE Adobe Inc. | Reduce -0.2% | 1.05% | −0.34 |
| AMD Advanced Micro Devices | Reduce -22.7% | 0.32% | −0.31 |
| NVDA Nvidia Corp. | Reduce -4.8% | 3.68% | −0.29 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -21.3% | 0.58% | −0.27 |
| ACWV iShares MSCI Global Min Vol | Reduce -21.6% | 0.48% | −0.25 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -21.0% | 0.55% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -43.3% | 0.18% | −0.23 |
| XSLV Invesco S&P Smallcap Low Vol | Reduce -19.7% | 0.49% | −0.22 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -19.7% | 0.37% | −0.20 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -17.5% | 0.43% | −0.20 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.19 |
| BABA Alibaba Group Holding-SP ADR | Reduce -2.6% | 0.39% | −0.18 |
| FIXD First Trust Smith Opportunis | Reduce -0.3% | 0.87% | −0.17 |
| IAU iShares Gold Trust | Reduce -1.6% | 1.07% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -3.0% | 1.15% | −0.17 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.13 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.12 |
| DOW Dow Inc. | Reduce -33.3% | 0.09% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.12 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.12 |
| URA Global X Uranium ETF | Reduce -13.1% | 0.29% | −0.11 |
| AMT American Tower Corp. | Reduce -7.3% | 0.20% | −0.11 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.11 |
| VGT Vanguard Info Tech ETF | Reduce -2.5% | 1.09% | −0.11 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.10 |
| SPEU State Street SPDR Portfolio | Sold out | 0.00% | −0.10 |
| LIN Linde PLC | Sold out | 0.00% | −0.10 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.10 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.10 |
| ORCL Oracle Corp. | Reduce -23.2% | 0.20% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -7.3% | 1.34% | −0.10 |
| RTX RTX Corp. | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 0.86% | −0.10 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -19.4% | 0.29% | −0.09 |
| XLB SS Materials Select Sector | Reduce -1.6% | 0.29% | −0.09 |
| XLE SS Energy Select Sector | Reduce -3.0% | 0.46% | −0.09 |
| FTLS First Trust Long/Short Eqty | Reduce -4.5% | 0.59% | −0.09 |
| GE General Electric | Reduce -11.2% | 0.19% | −0.08 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -18.7% | 0.17% | −0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -18.2% | 0.10% | −0.06 |
| RSPS Invesco S&P 500 Equal Weight | Reduce -5.3% | 0.20% | −0.06 |
| VHT Vanguard Health Care ETF | Reduce -0.8% | 0.21% | −0.06 |
| IDRV iShares Self-Driving Ev&tech | Reduce -3.3% | 0.21% | −0.06 |
| COPX Global X Copper Miners ETF | Reduce -0.3% | 0.14% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| PLTR Palantir Technologies Inc. Class A | Add +67.3% | 8.96% | +5.97 |
| MRVL Marvell Technology Inc. | New | 0.92% | +0.92 |
| TSLA Tesla Inc. | Add +5.8% | 2.15% | +0.66 |
| PAAA Pgim Aaa Clo ETF | Add +70.3% | 1.89% | +0.63 |
| SH Proshares Short S&P500 | Add +126.1% | 1.06% | +0.51 |
| HOOD Robinhood Markets Inc. Class A | New | 0.46% | +0.46 |
| CRM Salesforce Inc. | Add +91.3% | 0.64% | +0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3054.1% | 1.14% | +0.22 |
| EMR Emerson Electric Co. | New | 0.20% | +0.20 |
| SHOP Shopify Inc. Class A | New | 0.19% | +0.19 |
| SHV iShares 0-1 Year Treasury Bo | Add +22.8% | 2.48% | +0.18 |
| MSTR Strategy Inc. | New | 0.17% | +0.17 |
| VGSH Vanguard Short-Term Treasury | Add +23.2% | 2.47% | +0.16 |
| LMBS First Trust Low Duration Opp | Add +36.1% | 1.01% | +0.15 |
| CMBS iShares CMBS ETF | Add +38.0% | 0.98% | +0.14 |
| AEE Ameren Corporation | New | 0.14% | +0.14 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.13% | +0.13 |
| MELI MercadoLibre Inc. | New | 0.12% | +0.12 |
| FNOV FT Vest US Equity Buffer ETF | New | 0.11% | +0.11 |
| FNF Fidelity National Financial | New | 0.11% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | New | 0.10% | +0.10 |
| ITOT iShares Core S&P Total U.S. | New | 0.09% | +0.09 |
| VDE Vanguard Energy ETF | New | 0.09% | +0.09 |
| BAC Bank of America Corp. | New | 0.09% | +0.09 |
| APP AppLovin Corp. Class A | New | 0.09% | +0.09 |
| ANET Arista Networks Inc. | New | 0.09% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +22.6% | 1.27% | +0.07 |
| SDVY First Trust Smid Cap Rising | Add +24.4% | 0.84% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +58.5% | 0.20% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +3.8% | 0.20% | +0.05 |
| TE T1 Energy Inc. | Add +217.9% | 0.05% | +0.04 |
| ET Energy Transfer LP | Add +12.7% | 0.20% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +28.3% | 0.18% | +0.03 |
| NOW ServiceNow Inc. | Add +2.2% | 0.46% | +0.03 |
| DIS The Walt Disney Co. | Add +13.8% | 0.15% | +0.02 |
| FICO Fair Isaac Corp. | Add +27.5% | 0.15% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +14.6% | 0.42% | +0.02 |
| PG The Procter & Gamble Co. | Add +26.4% | 0.23% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.8% | 0.14% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +2.1% | 1.68% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +7.8% | 0.19% | +0.01 |
| DAMON INC | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.12% | +0.01 |
| IXC iShares Global Energy ETF | Add +14.2% | 0.12% | −0.01 |
| CASY Casey's General Stores Inc. | Add +3.1% | 0.18% | −0.01 |
| ARCC Ares Capital Corp. | Add +1.0% | 0.12% | −0.01 |
| USMC Principal US Mega-Cap ETF | Add +1.5% | 0.27% | −0.02 |
| CVX Chevron Corp. | Add +7.9% | 0.25% | −0.02 |
| VOX Vanguard Communication Servi | Add +4.2% | 0.86% | −0.02 |
| XOM Exxon Mobil Corp. | Add +5.9% | 0.11% | −0.02 |
Options Activity Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | put | Sold out | 80 | $4Kbefore exit |
| NFLX Netflix Inc. | call | Sold out | 80 | $3Kbefore exit |
| AMD Advanced Micro Devices | call | Sold out | 100 | $2Kbefore exit |
| META Meta Platforms Inc. Class A | call | Sold out | 75 | $2Kbefore exit |
| META Meta Platforms Inc. Class A | put | Sold out | 72 | $1Kbefore exit |
| MSFT Microsoft Corp. | call | Sold out | 80 | $801before exit |
| TSLA Tesla Inc. | put | Sold out | 100 | $637before exit |
| AAPL Apple Inc. | call | Sold out | 100 | $400before exit |
| AMZN Amazon.com Inc. | call | Sold out | 80 | $280before exit |
| AMD Advanced Micro Devices | put | Sold out | 70 | $210before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $35.1M | NVDA, AAPL, QQQ, MSFT, TSLA |
| Q1 2026 | 47 | $28.8M | AAPL, NVDA, MSFT, QQQ, META |
| Q4 2025 | 47 | $32.3M | AAPL, NVDA, MSFT, TSLA, META |
| Q3 2025 | 58 | $42.0M | NVDA, MSFT, AAPL, TSLA, BABA |
| Q2 2025 | 52 | $34.7M | NVDA, MSFT, AAPL, META, TSLA |
| Q1 2025 | 55 | $33.6M | AAPL, MSFT, NVDA, BRK.B, META |
| Q4 2024 | 176 | $229.6M | PLTR, AAPL, NVDA, MSFT, SHV |
| Q3 2024 | 177 | $202.2M | AAPL, NVDA, MSFT, PLTR, XLK |
| Q2 2024 | 172 | $182.1M | MSFT, NVDA, AAPL, XLK, VGSH |
| Q1 2024 | 172 | $179.2M | MSFT, AAPL, NVDA, XLK, SHV |