13F-HR filed by Laidlaw Wealth Management LLC
Laidlaw Wealth Management LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-16, with 56 holding rows worth $33,944,225.
- Accession
- 0001800608-25-000002
- Filer
- CIK 1800608
- Filed
- 2025-05-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 56 entries on the cover page, a total value of $33,944,225 stated on the cover page (in dollars after the unit check, H1), rows summing to $33,944,225 with VALUE read as dollars as filed, 13F file number 028-20083. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 15,487 | $3,440,158 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,601 | $2,853,339 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 23,938 | $2,594,440 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,984 | $1,589,219 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,754 | $1,587,418 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,013 | $1,524,553 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,795 | $1,501,832 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 9,729 | $1,286,466 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 12,991 | $1,096,440 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 21,311 | $1,039,764 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,264 | $898,249 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 26,576 | $890,296 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 934 | $883,359 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 896 | $740,015 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,226 | $707,559 | dollars as filed | |
| WESTERN ASSET EMERGING MARKETS | 95766A101 | COM | 68,550 | $677,960 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,352 | $633,980 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,053 | $626,756 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 31,655 | $588,466 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 570 | $531,542 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 1,114 | $483,521 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,846 | $452,824 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 10,409 | $434,368 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,595 | $405,486 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 68 | $342,728 | dollars as filed | put |
| D-WAVE QUANTUM INC | 26740W109 | COM | 42,697 | $324,497 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 10,393 | $322,079 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 170 | $313,507 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 6,414 | $309,668 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 13,198 | $302,498 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 786 | $288,061 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,297 | $286,417 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 2,746 | $275,698 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 772 | $272,192 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 743 | $260,392 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,503 | $258,862 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 5,421 | $253,001 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 6,262 | $244,656 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 435 | $237,636 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 10,625 | $235,450 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 6,790 | $232,218 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,362 | $226,092 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 157 | $217,177 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 3,303 | $214,959 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 1,902 | $211,483 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 781 | $209,589 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 11,200 | $204,400 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 10,229 | $127,351 | dollars as filed | |
| BRILLIANT EARTH GROUP INC | 109504100 | CMN | 63,000 | $99,540 | dollars as filed | |
| VUZIX CORP | 92921W300 | COM NEW | 34,352 | $70,078 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 44,500 | $56,070 | dollars as filed | |
| NAVITAS SEMICONDUCTOR CORP COM | 63942X106 | Stock | 18,316 | $37,548 | dollars as filed | |
| NAAS TECHNOLOGY INC | 62955X201 | cs | 30,645 | $21,145 | dollars as filed | |
| Bitfarms Ltd/Canada | 09173B107 | Common Stock | 15,120 | $11,918 | dollars as filed | |
| QTREX QUANTUM LTD | M53637100 | SHS | 13,500 | $9,032 | dollars as filed | |
| Damon Inc | 235750106 | Common Stock | 19,748 | $273 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001800608-25-000002 | this filing | 2025-05-16 | acceptance time not in the bulk data set |