Laidlaw Wealth Management LLC Top Holdings and 13F Report (2026) About Laidlaw Wealth Management LLCInvestment ActivityLaidlaw Wealth Management LLC has $35.06 million in total holdings as of June 30, 2026.Laidlaw Wealth Management LLC owns shares of 59 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 25.90% of the portfolio was purchased this quarter.About 15.95% of the portfolio was sold this quarter.This quarter, Laidlaw Wealth Management LLC has purchased 47 new stocks and bought additional shares in 20 stocks.Laidlaw Wealth Management LLC sold shares of 17 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $3,173,328Apple $2,198,342Invesco QQQ $1,891,075Microsoft $1,688,289Tesla $1,518,787 Largest New Holdings this Quarter 038222105 - Applied Materials $690,891 Holding191216100 - CocaCola $639,351 Holding857477103 - State Street $530,170 Holding032095101 - Amphenol $480,648 Holding617446448 - Morgan Stanley $417,453 Holding Largest Purchases this Quarter Applied Materials 956 shares (about $690.89K)CocaCola 7,867 shares (about $639.35K)State Street 3,126 shares (about $530.17K)Amphenol 2,726 shares (about $480.65K)Morgan Stanley 1,997 shares (about $417.45K) Largest Sales this Quarter Apple 5,685 shares (about $1.65M)CrowdStrike 664 shares (about $506.73K)GLOBAL X FDS 6,267 shares (about $374.20K)NVIDIA 934 shares (about $186.88K)Energy Select Sector SPDR Fund 2,528 shares (about $134.26K) 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$3,173,328$186,878 â–¼-5.6%15,8609.1%TechnologyAAPLApple$2,198,342$1,645,067 â–¼-42.8%7,5976.3%TechnologyQQQInvesco QQQ$1,891,075$55,230 â–²3.0%2,5685.4%ETFMSFTMicrosoft$1,688,289$32,826 â–²2.0%4,5264.8%TechnologyTSLATesla$1,518,787$43,742 â–¼-2.8%3,6114.3%Consumer DiscretionaryMETAMeta Platforms$1,351,355$45,627 â–¼-3.3%2,3993.9%Communication ServicesPANWPalo Alto Networks$1,292,466$9,208 â–²0.7%3,7903.7%TechnologyLLYEli Lilly and Company$1,261,800$127,140 â–²11.2%1,0523.6%HealthcareD-WAVE QUANTUM INC$976,417$1,919 â–²0.2%40,7012.8%COMBABAAlibaba Group$875,530$50,294 â–¼-5.4%9,1222.5%Consumer DiscretionaryGOOGLAlphabet$792,289$134,728 â–²20.5%2,2172.3%Communication ServicesBRK.BBerkshire Hathaway$789,615$56,044 â–²7.6%1,5782.3%FinanceAMZNAmazon.com$762,211$41,709 â–¼-5.2%3,1982.2%Consumer DiscretionaryAMATApplied Materials$690,891$690,891 â–²New Holding9562.0%TechnologyKOCocaCola$639,351$639,351 â–²New Holding7,8671.8%Consumer StaplesCAHCardinal Health$609,341$290,536 â–²91.1%2,5651.7%HealthcarePALANTIR TECHNOLOGIES INC$590,000$61,368 â–¼-9.4%5,0571.7%CL ABANK OF NY MELLON CORP$561,810$206,359 â–²58.1%3,8851.6%COMAVGOBroadcom$531,603$9,824 â–¼-1.8%1,4071.5%TechnologySTTState Street$530,170$530,170 â–²New Holding3,1261.5%FinanceCNPCenterPoint Energy$510,952$103,362 â–²25.4%11,6021.5%UtilitiesAPHAmphenol$480,648$480,648 â–²New Holding2,7261.4%TechnologyGLOBAL X FDS$465,439$374,202 â–¼-44.6%7,7951.3%DEFENSE TECH ETFPMPhilip Morris International$456,436$110,174 â–²31.8%2,5231.3%Consumer StaplesETEnergy Transfer$431,730$81,260 â–¼-15.8%22,5801.2%EnergyCRWDCrowdStrike$418,201$506,725 â–¼-54.8%5481.2%TechnologyMSMorgan Stanley$417,453$417,453 â–²New Holding1,9971.2%FinanceBEBloom Energy$393,510$393,510 â–²New Holding1,3001.1%IndustrialsJBLJabil$392,033$85,962 â–²28.1%1,0171.1%TechnologyMUMicron Technology$391,304$391,304 â–²New Holding3391.1%TechnologyNFLXNetflix$383,775$34,629 â–²9.9%5,3751.1%Communication ServicesCMICummins$375,862$375,862 â–²New Holding5271.1%IndustrialsJPMJPMorgan Chase & Co.$364,973$1,637 â–²0.5%1,1151.0%FinanceGILDGilead Sciences$362,090$154,261 â–²74.2%2,8661.0%HealthcareLAM RESEARCH CORP$360,097$360,097 â–²New Holding8311.0%COM NEWRLRalph Lauren$354,846$354,846 â–²New Holding8841.0%Consumer DiscretionaryCOPXGlobal X Copper Miners ETF$347,366$347,366 â–²New Holding4,5131.0%ETFGE VERNOVA INC$345,409$345,409 â–²New Holding2941.0%COMEMDWestern Asset Emerging Markets Debt Fund$304,479$13,425 â–¼-4.2%28,3500.9%FinanceWMBWilliams Companies$301,597$301,597 â–²New Holding4,0570.9%EnergyEQTEQT$297,008$72,577 â–¼-19.6%5,5860.8%EnergyCCitigroup$295,316$295,316 â–²New Holding2,1100.8%FinanceXLEEnergy Select Sector SPDR Fund$279,837$134,262 â–¼-32.4%5,2690.8%ETFQXO INC$279,072$19,786 â–²7.6%16,1500.8%COM NEWNRGNRG Energy$271,233$271,233 â–²New Holding1,8570.8%UtilitiesSHOPIFY INC$267,980$27,403 â–²11.4%2,3470.8%CL A SUB VTG SHSCOKECoca-Cola Consolidated$260,033$260,033 â–²New Holding1,3620.7%Consumer StaplesSLViShares Silver Trust$255,159$54,967 â–¼-17.7%4,7720.7%ETFCTVACorteva$250,852$43,531 â–²21.0%2,9620.7%MaterialsCOREWEAVE INC$244,371$244,371 â–²New Holding2,4550.7%COM CL ACOINCoinbase Global$237,2660.0%1,6230.7%FinanceNEMNewmont$224,814$224,814 â–²New Holding2,4070.6%MaterialsAFLAflac$224,182$1,173 â–²0.5%1,9120.6%FinanceIONQIonQ$218,686$218,686 â–²New Holding4,1060.6%TechnologyUNHUnitedHealth Group$207,815$207,815 â–²New Holding5000.6%HealthcareTWLOTwilio$206,330$206,330 â–²New Holding1,0000.6%TechnologyISHARES ETHEREUM TR$190,240$2,497 â–¼-1.3%16,0000.5%SHSOBDCBlue Owl Capital$150,550$29,447 â–²24.3%13,8500.4%FinanceINFYInfosys$117,488$36,191 â–¼-23.5%11,2000.3%TechnologyCASYCasey's General Stores$0$619,409 â–¼-100.0%00.0%Consumer StaplesOUNZVanEck Merk Gold ETF$0$407,567 â–¼-100.0%00.0%ETFGLDSPDR Gold Shares$0$255,592 â–¼-100.0%00.0%ETFGOOGAlphabet$0$251,909 â–¼-100.0%00.0%Communication ServicesIAUiShares Gold Trust$0$212,466 â–¼-100.0%00.0%ETFUSOUnited States Oil Fund$0$202,135 â–¼-100.0%00.0%ETFT1 ENERGY INC$0$179,990 â–¼-100.0%00.0%COM NEWVUZIVuzix$0$79,353 â–¼-100.0%00.0%TechnologyBITFBitfarms$0$24,570 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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