Laidlaw Wealth Management LLC Top Holdings and 13F Report (2025) About Laidlaw Wealth Management LLCInvestment ActivityLaidlaw Wealth Management LLC has $33.94 million in total holdings as of March 31, 2025.Laidlaw Wealth Management LLC owns shares of 55 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 759.74% of the portfolio was sold this quarter.This quarter, Laidlaw Wealth Management LLC has purchased 176 new stocks and bought additional shares in 4 stocks.Laidlaw Wealth Management LLC sold shares of 36 stocks and completely divested from 127 stocks this quarter.Largest Holdings Apple $3,440,158Microsoft $2,853,339NVIDIA $2,594,440Berkshire Hathaway $1,589,219Meta Platforms $1,587,418 Largest New Holdings this Quarter 651639106 - Newmont $309,668 Holding337738108 - Fiserv $286,417 Holding893641100 - TransDigm Group $217,177 Holding001055102 - Aflac $211,483 Holding92921W300 - Vuzix $70,078 Holding Largest Purchases this Quarter Newmont 6,414 shares (about $309.67K)Fiserv 1,297 shares (about $286.42K)Bank of America 5,778 shares (about $241.12K)TransDigm Group 157 shares (about $217.18K)Aflac 1,902 shares (about $211.48K) Largest Sales this Quarter Berkshire Hathaway 123,873 shares (about $65.97M)PALANTIR TECHNOLOGIES INC 259,071 shares (about $21.87M)Apple 24,402 shares (about $5.42M)NVIDIA 38,914 shares (about $4.22M)Invesco S&P 500 Equal Weight Technology ETF 107,780 shares (about $3.69M) 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 PortfolioSectorAAPLApple$3,440,158$5,420,465 ▼-61.2%15,48710.1%Computer and TechnologyMSFTMicrosoft$2,853,339$3,611,627 ▼-55.9%7,6018.4%Computer and TechnologyNVDANVIDIA$2,594,440$4,217,564 ▼-61.9%23,9387.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,589,219$65,972,294 ▼-97.6%2,9844.7%FinanceMETAMeta Platforms$1,587,418$1,013,896 ▼-39.0%2,7544.7%Computer and TechnologyAMZNAmazon.com$1,524,553$2,332,968 ▼-60.5%8,0134.5%Retail/WholesaleTSLATesla$1,501,832$1,672,878 ▼-52.7%5,7954.4%Auto/Tires/TrucksBABAAlibaba Group$1,286,466$113,189 ▼-8.1%9,7293.8%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,096,440$21,865,584 ▼-95.2%12,9913.2%CL AFFEBFT Vest U.S. Equity Buffer ETF - February$1,039,764$44,643 ▼-4.1%21,3113.1%ETFQQQInvesco QQQ$976,708$1,674,160 ▼-63.2%1,4202.9%FinancePANWPalo Alto Networks$898,249$213,641 ▼-19.2%5,2642.6%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$890,296$901,452 ▼-50.3%26,5762.6%ETFCOSTCostco Wholesale$883,359$635,565 ▼-41.8%9342.6%Retail/WholesaleLLYEli Lilly and Company$740,015$811,043 ▼-52.3%8962.2%MedicalAVGOBroadcom$707,559$232,393 ▼-24.7%4,2262.1%Computer and TechnologyEMDWestern Asset Emerging Markets Debt Fund$677,960$9,890 ▲1.5%68,5502.0%Financial ServicesGOOGLAlphabet$626,756$328,610 ▼-34.4%4,0531.8%Computer and TechnologyETEnergy Transfer$588,466$163,220 ▲38.4%31,6551.7%EnergyNFLXNetflix$531,542$785,190 ▼-59.6%5701.6%Consumer DiscretionaryCASYCasey's General Stores$483,521$22,136 ▲4.8%1,1141.4%Retail/WholesaleJPMJPMorgan Chase & Co.$452,824$256,829 ▼-36.2%1,8461.3%FinanceBACBank of America$434,368$241,116 ▲124.8%10,4091.3%FinanceGOOGAlphabet$405,486$2,114,465 ▼-83.9%2,5951.2%Computer and TechnologyQBTSD-Wave Quantum$324,497$22,800 ▼-6.6%42,6971.0%Computer and TechnologySLViShares Silver Trust$322,079$1,707,270 ▼-84.1%10,3930.9%ETFFICOFair Isaac$313,507$11,065 ▼-3.4%1700.9%Computer and TechnologyNEMNewmont$309,668$309,668 ▲New Holding6,4140.9%Basic MaterialsURAGlobal X Uranium ETF$302,498$265,230 ▼-46.7%13,1980.9%ETFHDHome Depot$288,061$197,905 ▼-40.7%7860.8%Retail/WholesaleFIFiserv$286,417$286,417 ▲New Holding1,2970.8%Business ServicesAEEAmeren$275,698$82,729 ▼-23.1%2,7460.8%UtilitiesCRWDCrowdStrike$272,192$52,182 ▼-16.1%7720.8%Computer and TechnologyVVisa$260,392$842,857 ▼-76.4%7430.8%Business ServicesCOINCoinbase Global$258,862$14,295 ▼-5.2%1,5030.8%FinanceFNOVFT Vest U.S. Equity Buffer ETF - November$253,0010.0%5,4210.7%ETFCOPXGlobal X Copper Miners ETF$244,656$75,991 ▼-23.7%6,2620.7%ETFGSThe Goldman Sachs Group$237,636$56,814 ▼-19.3%4350.7%FinanceARCCAres Capital$235,450$34,348 ▼-12.7%10,6250.7%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$232,218$3,686,076 ▼-94.1%6,7900.7%ETFTSMTaiwan Semiconductor Manufacturing$226,092$13,612 ▼-5.7%1,3620.7%Computer and TechnologyTDGTransDigm Group$217,177$217,177 ▲New Holding1570.6%AerospaceFNFFidelity National Financial$214,959$78,682 ▼-26.8%3,3030.6%FinanceAFLAflac$211,483$211,483 ▲New Holding1,9020.6%FinanceCRMSalesforce$209,589$971,999 ▼-82.3%7810.6%Computer and TechnologyINFYInfosys$204,4000.0%11,2000.6%Computer and TechnologyRIVNRivian Automotive$127,3510.0%10,2290.4%Auto/Tires/TrucksBRLTBrilliant Earth Group$99,5400.0%63,0000.3%Retail/WholesaleVUZIVuzix$70,078$70,078 ▲New Holding34,3520.2%Computer and TechnologyT1 ENERGY INC$56,0700.0%44,5000.2%COM NEWNVTSNavitas Semiconductor$37,5480.0%18,3160.1%Computer and TechnologyNAAS TECHNOLOGY INC$21,1450.0%30,6450.1%SPONSORED ADSBITFBitfarms$11,918$11,918 ▲New Holding15,1200.0%Business ServicesIINNInspira Technologies Oxy B.H.N.$9,0320.0%13,5000.0%MedicalDAMON INC$2730.0%19,7480.0%COMSHViShares Short Treasury Bond ETF$0$5,689,934 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury Index ETF$0$5,669,176 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$5,541,649 ▼-100.0%00.0%ETFPGIM ETF TR$0$4,345,347 ▼-100.0%00.0%AAA CLO ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$3,847,378 ▼-100.0%00.0%FinanceIYWiShares U.S. Technology ETF$0$3,573,727 ▼-100.0%00.0%ManufacturingXLVHealth Care Select Sector SPDR Fund$0$3,178,142 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$2,906,419 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$2,899,215 ▼-100.0%00.0%ETFXLFFinancial Select Sector SPDR Fund$0$2,802,125 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$2,497,149 ▼-100.0%00.0%ETFIVOLQuadratic Interest Rate Volatility and Inflation Hedge ETF$0$2,468,255 ▼-100.0%00.0%ETFIAUiShares Gold Trust$0$2,457,924 ▼-100.0%00.0%FinancePROSHARES TR$0$2,423,077 ▼-100.0%00.0%SHORT S&P 500 NEADBEAdobe$0$2,403,495 ▼-100.0%00.0%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$0$2,307,980 ▼-100.0%00.0%ManufacturingCMBSiShares CMBS ETF$0$2,254,461 ▼-100.0%00.0%ETFMRVLMarvell Technology$0$2,117,216 ▼-100.0%00.0%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$0$2,031,529 ▼-100.0%00.0%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$0$2,006,484 ▼-100.0%00.0%ManufacturingVOXVanguard Communication Services ETF$0$1,974,035 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$1,969,602 ▼-100.0%00.0%ETFVISVanguard Industrials ETF$0$1,867,735 ▼-100.0%00.0%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$0$1,862,507 ▼-100.0%00.0%ETFVFHVanguard Financials ETF$0$1,782,975 ▼-100.0%00.0%ETFVDCVanguard Consumer Staples ETF$0$1,544,976 ▼-100.0%00.0%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$0$1,453,694 ▼-100.0%00.0%ManufacturingGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$1,437,818 ▼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$1,362,003 ▼-100.0%00.0%ETFFTLSFirst Trust Long/Short Equity ETF$0$1,346,078 ▼-100.0%00.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$0$1,340,434 ▼-100.0%00.0%ETFIXPiShares Global Comm Services ETF$0$1,275,174 ▼-100.0%00.0%ETFXMLVInvesco S&P MidCap Low Volatility ETF$0$1,263,006 ▼-100.0%00.0%ETFBELPOINTE PREP LLC$0$1,229,886 ▼-100.0%00.0%UNIT RP LTD LB ARSPHInvesco S&P 500 Equal Weight Health Care ETF$0$1,225,326 ▼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$1,216,030 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$1,163,063 ▼-100.0%00.0%ETFXSLVInvesco S&P SmallCap Low Volatility ETF$0$1,122,326 ▼-100.0%00.0%ETFACWViShares MSCI Global Min Vol Factor ETF$0$1,112,612 ▼-100.0%00.0%ETFKBWBInvesco KBW Bank ETF$0$1,087,555 ▼-100.0%00.0%ManufacturingHOODRobinhood Markets$0$1,062,506 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$1,048,650 ▼-100.0%00.0%ETFNOWServiceNow$0$1,046,338 ▼-100.0%00.0%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$0$987,760 ▼-100.0%00.0%ETFABNBAirbnb$0$956,533 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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