Laidlaw Wealth Management LLC

Q1 2025 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    56

  • Value ($000)

    $33,944

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001800608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$3.44M
10 %

15,487

MSFT
MSFT

MICROSOFT CORP

COM
$2.85M
8 %

7,601

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.59M
8 %

23,938

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$1.59M
5 %

2,984

META
META

META PLATFORMS INC

CL A
$1.59M
5 %

2,754

AMZN
AMZN

AMAZON COM INC

COM
$1.52M
5 %

8,013

TSLA
TSLA

TESLA INC

COM
$1.50M
4 %

5,795

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$1.29M
4 %

9,729

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
$1.10M
3 %

12,991

FFEB
FFEB

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
$1.04M
3 %

21,311

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