Laidlaw Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Laidlaw Wealth Management LLC reported 55 stock positions worth $33.6 million. Its top holding was Apple (AAPL) at 10.2% of the portfolio, followed by Microsoft (MSFT, 8.5%) and Nvidia (NVDA, 7.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 127, added to 4 and reduced 36. The biggest buy was Western Asset Emrg MRKT DBT (XEMDX, shares +1%) and the biggest sale Palantir Technologies Class A (PLTR, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001800608
- Portfolio Value
- $33.6M (Q1 2025)
- SEC Filing
- 0001800608-25-000002 ↗ filed May 16, 2025
Holdings Value
Holdings 55 stocks · $33.6M
| AAPL Apple Inc. | 10.24% | 15,487 | $3.4M | Reduce -61.2% |
| MSFT Microsoft Corp. | 8.49% | 7,601 | $2.9M | Reduce -55.9% |
| NVDA Nvidia Corp. | 7.72% | 23,938 | $2.6M | Reduce -61.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.73% | 2,984 | $1.6M | Reduce -97.7% |
| META Meta Platforms Inc. Class A | 4.72% | 2,754 | $1.6M | Reduce -39.0% |
| AMZN Amazon.com Inc. | 4.54% | 8,013 | $1.5M | Reduce -60.5% |
| TSLA Tesla Inc. | 4.47% | 5,795 | $1.5M | Reduce -52.7% |
| BABA Alibaba Group Holding-SP ADR | 3.83% | 9,729 | $1.3M | Reduce -8.1% |
| PLTR Palantir Technologies Inc. Class A | 3.26% | 12,991 | $1.1M | Reduce -95.2% |
| FFEB FT Vest US Equity Buffer ETF | 3.09% | 21,311 | $1.0M | Reduce -4.1% |
| PANW Palo Alto Networks Inc. | 2.67% | 5,264 | $898K | Reduce -19.2% |
| SDVY First Trust Smid Cap Rising | 2.65% | 26,576 | $890K | Reduce -50.3% |
| COST Costco Wholesale Corp. | 2.63% | 934 | $883K | Reduce -41.8% |
| LLY Eli Lilly & Co. | 2.20% | 896 | $740K | Reduce -52.3% |
| AVGO Broadcom Inc. | 2.11% | 4,226 | $708K | Reduce -24.7% |
| XEMDX Western Asset Emrg MRKT DBT | 2.02% | 68,550 | $678K | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.89% | 1,352 | $634K | Reduce -64.9% |
| GOOGL Alphabet Inc. Class A | 1.87% | 4,053 | $627K | Reduce -34.4% |
| ET Energy Transfer LP | 1.75% | 31,655 | $588K | Add +38.4% |
| NFLX Netflix Inc. | 1.58% | 570 | $532K | Reduce -59.6% |
| CASY Casey's General Stores Inc. | 1.44% | 1,114 | $484K | Add +4.8% |
| JPM JPMorgan Chase & Co. | 1.35% | 1,846 | $453K | Reduce -36.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.29% | 10,409 | $434K | Add +124.8% |
| GOOG Alphabet Inc. Class C | 1.21% | 2,595 | $405K | Reduce -83.9% |
| QBTS D-Wave Quantum Inc. | 0.97% | 42,697 | $324K | Reduce -6.6% |
| SLV iShares Silver Trust | 0.96% | 10,393 | $322K | Reduce -84.1% |
| FICO Fair Isaac Corp. | 0.93% | 170 | $314K | Reduce -3.4% |
| NEM Newmont Corp. | 0.92% | 6,414 | $310K | New |
| URA Global X Uranium ETF | 0.90% | 13,198 | $302K | Reduce -46.4% |
| HD Home Depot Inc. | 0.86% | 786 | $288K | Reduce -40.7% |
| FISV Fiserv Inc. | 0.85% | 1,297 | $286K | New |
| AEE Ameren Corporation | 0.82% | 2,746 | $276K | Reduce -23.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.81% | 772 | $272K | Reduce -16.1% |
| V Visa Inc. Class A | 0.77% | 743 | $260K | Reduce -76.4% |
| COIN Coinbase Global Inc. Class A | 0.77% | 1,503 | $259K | Reduce -5.2% |
| FNOV FT Vest US Equity Buffer ETF | 0.75% | 5,421 | $253K | No change |
| COPX Global X Copper Miners ETF | 0.73% | 6,262 | $245K | Reduce -23.7% |
| GS Goldman Sachs Group Inc. | 0.71% | 435 | $238K | Reduce -19.3% |
| ARCC Ares Capital Corp. | 0.70% | 10,625 | $235K | Reduce -12.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.69% | 6,790 | $232K | Reduce -94.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 1,362 | $226K | Reduce -5.7% |
| TDG Transdigm Group Inc. | 0.65% | 157 | $217K | New |
| FNF Fidelity National Financial | 0.64% | 3,303 | $215K | Reduce -26.8% |
| AFL Aflac Inc. | 0.63% | 1,902 | $211K | New |
| CRM Salesforce Inc. | 0.62% | 781 | $210K | Reduce -82.3% |
| INFY Infosys Ltd.-SP ADR | 0.61% | 11,200 | $204K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.38% | 10,229 | $127K | No change |
| BRLT Brilliant Earth Group Inc. Class A | 0.30% | 63,000 | $100K | No change |
| VUZI Vuzix Corp. | 0.21% | 34,352 | $70K | New |
| TE T1 Energy Inc. | 0.17% | 44,500 | $56K | No change |
| NVTS Navitas Semiconductor Corp. | 0.11% | 18,316 | $38K | No change |
| NAAS Naas Technology Inc. | 0.06% | 30,645 | $21K | No change |
| BITF Bitfarms Ltd./Canada | 0.04% | 15,120 | $12K | New |
| QTEX Qtrex Quantum Ltd. filed as INSPIRA TECHNOLOGIES OXY BHN | 0.03% | 13,500 | $9K | No change |
| DAMON INC | 0.00% | 19,748 | $273 | No change |
Options reported separately and not counted above: QQQ puts ($343K).
Portfolio Sells Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -95.2% | 3.26% | −5.70 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −2.48 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −2.47 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −2.41 |
| PAAA Pgim Aaa Clo ETF | Sold out | 0.00% | −1.89 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −1.68 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −1.56 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.38 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −1.27 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −1.26 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −1.22 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -94.1% | 0.69% | −1.18 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −1.09 |
| IVOL Quadratic Int Rte Vol Infl H | Sold out | 0.00% | −1.08 |
| IAU iShares Gold Trust | Sold out | 0.00% | −1.07 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −1.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.05 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −1.01 |
| CMBS iShares CMBS ETF | Sold out | 0.00% | −0.98 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.92 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.88 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.87 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.86 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.86 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.81 |
| XJUN FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.81 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.78 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.67 |
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −0.63 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.63 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.59 |
| FTLS First Trust Long/Short Eqty | Sold out | 0.00% | −0.59 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.58 |
| IXP iShares Global Comm Services | Sold out | 0.00% | −0.56 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.55 |
| OZ Belpointe Prep LLC Class A | Sold out | 0.00% | −0.54 |
| RSPH Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.53 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.53 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.51 |
| XSLV Invesco S&P Smallcap Low Vol | Sold out | 0.00% | −0.49 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.48 |
| KBWB Invesco KBW Bank ETF | Sold out | 0.00% | −0.47 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.46 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.46 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.46 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.43 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.42 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.39 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.39 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.37 |
Portfolio Buys Q4 2024 → Q1 2025
| XEMDX Western Asset Emrg MRKT DBT | Add +1.5% | 2.02% | +1.73 |
| ET Energy Transfer LP | Add +38.4% | 1.75% | +1.56 |
| CASY Casey's General Stores Inc. | Add +4.8% | 1.44% | +1.26 |
| BAC Bank of America Corp. | Add +124.8% | 1.29% | +1.20 |
| NEM Newmont Corp. | New | 0.92% | +0.92 |
| FISV Fiserv Inc. | New | 0.85% | +0.85 |
| TDG Transdigm Group Inc. | New | 0.65% | +0.65 |
| AFL Aflac Inc. | New | 0.63% | +0.63 |
| VUZI Vuzix Corp. | New | 0.21% | +0.21 |
| BITF Bitfarms Ltd./Canada | New | 0.04% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | put | New | 68 | $343K |
| URA Global X Uranium ETF | call | Sold out | 146 | $2Kbefore 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 |