Laidlaw Wealth Management LLC Top Holdings and 13F Report (2026) About Laidlaw Wealth Management LLCInvestment ActivityLaidlaw Wealth Management LLC has $28.81 million in total holdings as of March 31, 2026.Laidlaw Wealth Management LLC owns shares of 47 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 14.47% of the portfolio was purchased this quarter.About 17.24% of the portfolio was sold this quarter.This quarter, Laidlaw Wealth Management LLC has purchased 47 new stocks and bought additional shares in 19 stocks.Laidlaw Wealth Management LLC sold shares of 15 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $3,365,954NVIDIA $2,928,814Microsoft $1,642,814Invesco QQQ $1,438,910Meta Platforms $1,418,684 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $477,644 Holding921078101 - VanEck Merk Gold ETF $407,567 Holding064058100 - BNY $291,593 Holding82846H405 - QXO INC $291,397 Holding78463V107 - SPDR Gold Shares $255,592 Holding Largest Purchases this Quarter Energy Select Sector SPDR Fund 7,797 shares (about $477.64K)VanEck Merk Gold ETF 9,047 shares (about $407.57K)BNY 2,458 shares (about $291.59K)QXO INC 15,005 shares (about $291.40K)SPDR Gold Shares 594 shares (about $255.59K) Largest Sales this Quarter iShares Silver Trust 8,463 shares (about $576.67K)Western Asset Emerging Markets Debt Fund 31,100 shares (about $305.40K)Alphabet 506 shares (about $145.51K)Jabil 541 shares (about $143.71K)Casey's General Stores 193 shares (about $140.48K) 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$3,365,954$6,336 ▲0.2%13,28211.7%Computer and TechnologyNVDANVIDIA$2,928,814$118,415 ▲4.2%16,79410.2%Computer and TechnologyMSFTMicrosoft$1,642,814$27,763 ▼-1.7%4,4385.7%Computer and TechnologyQQQInvesco QQQ$1,438,910$24,242 ▲1.7%2,4935.0%FinanceMETAMeta Platforms$1,418,684$8,009 ▼-0.6%2,4804.9%Computer and TechnologyTSLATesla$1,381,051$54,275 ▼-3.8%3,7154.8%Auto/Tires/TrucksBABAAlibaba Group$1,210,187$55,955 ▼-4.4%9,6464.2%Retail/WholesaleGLOBAL X FDS$996,152$135,588 ▲15.8%14,0623.5%DEFENSE TECH ETFLLYEli Lilly and Company$870,102$90,137 ▲11.6%9463.0%MedicalPALANTIR TECHNOLOGIES INC$816,681$170,562 ▲26.4%5,5832.8%CL ABRK.BBerkshire Hathaway$702,507$61,338 ▲9.6%1,4662.4%FinanceAMZNAmazon.com$702,495$167,866 ▲31.4%3,3732.4%Retail/WholesaleCASYCasey's General Stores$619,409$140,477 ▼-18.5%8512.1%Retail/WholesalePANWPalo Alto Networks$603,284$111,743 ▲22.7%3,7632.1%Computer and TechnologyQBTSD-Wave Quantum$586,1610.0%40,6212.0%Computer and TechnologyGOOGLAlphabet$529,110$145,505 ▼-21.6%1,8401.8%Computer and TechnologyETEnergy Transfer$517,819$115,800 ▲28.8%26,8301.8%EnergyXLEEnergy Select Sector SPDR Fund$477,644$477,644 ▲New Holding7,7971.7%ETFCRWDCrowdStrike$473,177$214,726 ▲83.1%1,2121.6%Computer and TechnologyNFLXNetflix$470,174$65,382 ▲16.2%4,8901.6%Consumer DiscretionaryAVGOBroadcom$443,590$4,643 ▲1.1%1,4331.5%Computer and TechnologyEQTEQT$442,362$29,720 ▲7.2%6,9511.5%EnergyOUNZVanEck Merk Gold ETF$407,567$407,567 ▲New Holding9,0471.4%ETFCNPCenterPoint Energy$399,446$24,299 ▲6.5%9,2551.4%UtilitiesSLViShares Silver Trust$395,212$576,669 ▼-59.3%5,8001.4%ETFJPMJPMorgan Chase & Co.$326,518$44,124 ▲15.6%1,1101.1%FinancePMPhilip Morris International$316,461$78,371 ▼-19.8%1,9141.1%Consumer StaplesBKBNY$291,593$291,593 ▲New Holding2,4581.0%FinanceQXO INC$291,397$291,397 ▲New Holding15,0051.0%COM NEWEMDWestern Asset Emerging Markets Debt Fund$290,672$305,402 ▼-51.2%29,6001.0%Financial ServicesCAHCardinal Health$283,578$61,280 ▼-17.8%1,3421.0%MedicalCOINCoinbase Global$283,392$104,766 ▲58.7%1,6231.0%FinanceISHARES ETHEREUM TR$256,604$43,058 ▼-14.4%16,2100.9%SHSGLDSPDR Gold Shares$255,592$255,592 ▲New Holding5940.9%FinanceGOOGAlphabet$251,909$31,560 ▼-11.1%8780.9%Computer and TechnologySHOPIFY INC$249,932$40,331 ▼-13.9%2,1070.9%CL A SUB VTG SHSGILDGilead Sciences$229,264$36,654 ▼-13.8%1,6450.8%MedicalIAUiShares Gold Trust$212,466$212,466 ▲New Holding2,4100.7%FinanceJBLJabil$210,910$143,706 ▼-40.5%7940.7%Computer and TechnologyAFLAflac$208,6680.0%1,9020.7%FinanceCTVACorteva$204,922$204,922 ▲New Holding2,4480.7%Consumer StaplesUSOUnited States Oil Fund$202,135$202,135 ▲New Holding1,5870.7%ETFINFYInfosys$197,922$46,610 ▲30.8%14,6500.7%Computer and TechnologyT1 ENERGY INC$179,990$179,990 ▲New Holding41,0000.6%COM NEWOBDCBlue Owl Capital$123,219$5,530 ▲4.7%11,1410.4%FinanceVUZIVuzix$79,353$79,353 ▲New Holding34,3520.3%Computer and TechnologyBITFBitfarms$24,570$24,570 ▲New Holding12,6000.1%Business ServicesEZUiShares MSCI Eurozone ETF$0$768,239 ▼-100.0%00.0%ETFNEMNewmont$0$393,609 ▼-100.0%00.0%Basic MaterialsRACEFerrari$0$312,278 ▼-100.0%00.0%Auto/Tires/TrucksTDGTransdigm Group$0$289,907 ▼-100.0%00.0%AerospaceGDGeneral Dynamics$0$280,438 ▼-100.0%00.0%AerospaceSPOTSpotify Technology$0$257,835 ▼-100.0%00.0%Computer and TechnologyRLRalph Lauren$0$249,295 ▼-100.0%00.0%Consumer DiscretionaryCOSTCostco Wholesale$0$234,556 ▼-100.0%00.0%Retail/WholesaleAPHAmphenol$0$215,700 ▼-100.0%00.0%Computer and TechnologyCOKECoca-Cola Consolidated$0$204,809 ▼-100.0%00.0%Consumer StaplesIINNInspira Technologies OXY B.H.N.$0$12,150 ▼-100.0%00.0%MedicalShowing 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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