Laidlaw Wealth Management LLC Top Holdings and 13F Report (2025) About Laidlaw Wealth Management LLCInvestment ActivityLaidlaw Wealth Management LLC has $34.70 million in total holdings as of June 30, 2025.Laidlaw Wealth Management LLC owns shares of 52 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.21% of the portfolio was purchased this quarter.About 23.79% of the portfolio was sold this quarter.This quarter, Laidlaw Wealth Management LLC has purchased 55 new stocks and bought additional shares in 11 stocks.Laidlaw Wealth Management LLC sold shares of 24 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $3,570,330Microsoft $3,238,637Apple $2,743,157Meta Platforms $1,760,539Tesla $1,639,443 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $481,923 Holding46438F101 - ISHARES BITCOIN TRUST ETF $450,200 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $282,908 Holding595112103 - Micron Technology $244,282 Holding82509L107 - Shopify $230,700 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 780 shares (about $481.92K)ISHARES BITCOIN TRUST ETF 7,355 shares (about $450.20K)GRAYSCALE BITCOIN TRUST ETF 3,335 shares (about $282.91K)Coinbase Global 756 shares (about $264.97K)Micron Technology 1,982 shares (about $244.28K) Largest Sales this Quarter Amazon.com 3,085 shares (about $676.82K)Berkshire Hathaway 1,358 shares (about $659.68K)Broadcom 2,126 shares (about $586.03K)Microsoft 1,090 shares (about $542.18K)PALANTIR TECHNOLOGIES INC 3,792 shares (about $516.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLaidlaw Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$3,570,330$211,711 ▼-5.6%22,59810.3%Computer and TechnologyMSFTMicrosoft$3,238,637$542,177 ▼-14.3%6,5119.3%Computer and TechnologyAAPLApple$2,743,157$434,350 ▼-13.7%13,3707.9%Computer and TechnologyMETAMeta Platforms$1,760,539$272,385 ▼-13.4%2,3855.1%Computer and TechnologyTSLATesla$1,639,443$201,396 ▼-10.9%5,1614.7%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$1,254,008$516,926 ▼-29.2%9,1993.6%CL AFFEBFT Vest U.S. Equity Buffer ETF - February$1,104,505$12,421 ▼-1.1%21,0743.2%ETFAMZNAmazon.com$1,081,154$676,818 ▼-38.5%4,9283.1%Retail/WholesaleBABAAlibaba Group$1,080,684$22,682 ▼-2.1%9,5293.1%Retail/WholesalePANWPalo Alto Networks$925,382$151,843 ▼-14.1%4,5222.7%Computer and TechnologyCOSTCostco Wholesale$847,408$77,217 ▼-8.4%8562.4%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$832,714$104,887 ▼-11.2%23,6032.4%ETFCOINCoinbase Global$791,757$264,970 ▲50.3%2,2592.3%FinanceBRK.BBerkshire Hathaway$789,862$659,676 ▼-45.5%1,6262.3%FinanceNFLXNetflix$725,808$37,496 ▼-4.9%5422.1%Consumer DiscretionaryLLYEli Lilly and Company$697,679$780 ▼-0.1%8952.0%MedicalGOOGLAlphabet$695,051$19,209 ▼-2.7%3,9442.0%Computer and TechnologyEMDWestern Asset Emerging Markets Debt Fund$688,9280.0%68,5502.0%Financial ServicesAVGOBroadcom$578,865$586,032 ▼-50.3%2,1001.7%Computer and TechnologyETEnergy Transfer$574,177$272 ▲0.0%31,6701.7%EnergyJPMJPMorgan Chase & Co.$571,992$36,819 ▲6.9%1,9731.6%FinanceQBTSD-Wave Quantum$566,524$58,560 ▼-9.4%38,6971.6%Computer and TechnologySLViShares Silver Trust$548,649$207,655 ▲60.9%16,7221.6%ETFCASYCasey's General Stores$538,845$29,596 ▼-5.2%1,0561.6%Retail/WholesaleFICOFair Isaac$482,581$171,828 ▲55.3%2641.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$481,923$481,923 ▲New Holding7801.4%FinanceISHARES BITCOIN TRUST ETF$450,200$450,200 ▲New Holding7,3551.3%SHS BEN INTTDGTransdigm Group$434,903$196,163 ▲82.2%2861.3%AerospaceNEMNewmont$407,937$34,257 ▲9.2%7,0021.2%Basic MaterialsCRWDCrowdStrike$351,933$41,254 ▼-10.5%6911.0%Computer and TechnologyGSThe Goldman Sachs Group$334,766$26,895 ▲8.7%4731.0%FinanceVVisa$282,975$19,173 ▲7.3%7970.8%Business ServicesGRAYSCALE BITCOIN TRUST ETF$282,908$282,908 ▲New Holding3,3350.8%SHS REP COM UTHDHome Depot$282,679$5,500 ▼-1.9%7710.8%Retail/WholesaleRSPTInvesco S&P 500 Equal Weight Technology ETF$276,8960.0%6,7900.8%ETFAEEAmeren$267,760$4,034 ▲1.5%2,7880.8%UtilitiesMUMicron Technology$244,282$244,282 ▲New Holding1,9820.7%Computer and TechnologySHOPShopify$230,700$230,700 ▲New Holding2,0000.7%Computer and TechnologyARCCAres Capital$226,737$6,588 ▼-2.8%10,3250.7%FinanceDISWalt Disney$221,730$221,730 ▲New Holding1,7880.6%Consumer DiscretionaryRSGRepublic Services$218,003$218,003 ▲New Holding8840.6%Business ServicesORLYO'Reilly Automotive$214,960$214,960 ▲New Holding2,3850.6%Retail/WholesaleGLDSPDR Gold Shares$211,552$211,552 ▲New Holding6940.6%FinanceINFYAmerican Noble Gas$207,5360.0%11,2000.6%Computer and TechnologyAFLAflac$200,5850.0%1,9020.6%FinanceNVTSNavitas Semiconductor$146,170$26,200 ▲21.8%22,3160.4%Computer and TechnologyRIVNRivian Automotive$140,5460.0%10,2290.4%Auto/Tires/TrucksVUZIVuzix$100,3080.0%34,3520.3%Computer and TechnologyBRLTBrilliant Earth Group$76,588$10,038 ▼-11.6%55,7000.2%Retail/WholesaleT1 ENERGY INC$54,7350.0%44,5000.2%COM NEWIINNInspira Technologies OXY B.H.N.$11,4750.0%13,5000.0%MedicalBITFBitfarms$10,587$2,117 ▼-16.7%12,6000.0%Business ServicesQQQInvesco QQQ$0$976,708 ▼-100.0%00.0%FinanceBACBank of America$0$434,368 ▼-100.0%00.0%FinanceGOOGAlphabet$0$405,486 ▼-100.0%00.0%Computer and TechnologyURAGlobal X Uranium ETF$0$302,498 ▼-100.0%00.0%ETFFIFiserv$0$286,417 ▼-100.0%00.0%Business ServicesFNOVFT Vest U.S. Equity Buffer ETF - November$0$253,001 ▼-100.0%00.0%ETFCOPXGlobal X Copper Miners ETF$0$244,656 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$226,092 ▼-100.0%00.0%Computer and TechnologyFNFFidelity National Financial$0$214,959 ▼-100.0%00.0%FinanceCRMSalesforce$0$209,589 ▼-100.0%00.0%Computer and TechnologyNAAS TECHNOLOGY INC$0$21,145 ▼-100.0%00.0%SPONSORED ADSDAMON INC$0$273 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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