Filer Name: LAIDLAW WEALTH MANAGEMENT LLC
CIK: 1800608
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 177
Portfolio Value: $0.23B

Laidlaw Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
PLTR US PALANTIR TECHNOLOGIES INC-A 272,062 $21M 8.96% 67.3% -
AAPL US APPLE INC 39,889 $10M 4.35% 39789.0% -
NVDA US NVIDIA CORP 62,852 $8M 3.68% -4.8% -
MSFT US MICROSOFT CORP 17,222 $7M 3.16% 21427.5% -
SHV US ISHARES SHORT TREASURY BOND 51,675 $6M 2.48% 22.8% -
VGSH US VANGUARD SHORT-TERM TREASURY 97,442 $6M 2.47% 23.2% -
XLK US TECHNOLOGY SELECT SECT SPDR 23,833 $6M 2.41% 5.6% -
TSLA US TESLA INC 12,250 $5M 2.15% 12150.0% -
AMZN US AMAZON.COM INC 20,275 $4M 1.94% 25243.8% -
PAAA US PGIM AAA CLO ETF 84,870 $4M 1.89% 70.3% -
RSPT US INVESCO S&P 500 EQUAL WEIGHT 114,570 $4M 1.87% - -
XLY US CONSUMER DISCRETIONARY SELT 17,149 $4M 1.68% 2.1% -
IYW US ISHARES USTECHNOLOGY ETF 22,403 $4M 1.56% - -
XLV US HEALTH CARE SELECT SECTOR 23,102 $3M 1.38% 2.0% -
GOOG US ALPHABET INC-CL C 16,127 $3M 1.34% -7.3% -
VCSH US VANGUARD S/T CORP BOND ETF 37,257 $3M 1.27% 22.6% -
SCHG US SCHWAB US LARGE-CAP GROWTH 104,026 $3M 1.26% 202.9% -
XLF US FINANCIAL SELECT SECTOR SPDR 57,979 $3M 1.22% 4.1% -
META US META PLATFORMS INC-CLASS A 4,513 $3M 1.15% 6168.1% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 126,857 $3M 1.14% 3054.1% -
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