Laidlaw Wealth Management LLC
Follow13F filer, CIK 1800608, NEW YORK CITY, NY
Laidlaw Wealth Management LLC reported $33,944,225 across 56 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-16. Its ten largest share positions make up 55.1% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001800608-25-000002
- Period
- 2025-03-31
- Reported value
- $33.9M
- Holdings
- 56
- Top 10 weight
- 55.1%
- New
- 7
- Sold out
- 128
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NEMnew | +6,414 | $310K |
| FISVnew | +1,297 | $286K |
| BACadded | +5,778 | $241K |
| TDGnew | +157 | $217K |
| AFLnew | +1,902 | $211K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Breduced | -123,873 | -$66M |
| PLTRreduced | -259,071 | -$21.9M |
| SHVexited | -51,675 | -$5.69M |
| VGSHexited | -97,442 | -$5.67M |
| XLKexited | -23,833 | -$5.54M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 55 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| QQQINVESCO QQQ TR COM | put | 68 | $343K | new |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SHVISHARES TR | 51,675 | $5.69M | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 97,442 | $5.67M | shares |
| XLKSELECT SECTOR SPDR TR | 23,833 | $5.54M | shares |
| PAAAPGIM ETF TR | 84,870 | $4.35M | shares |
| XLYSELECT SECTOR SPDR TR | 17,149 | $3.85M | shares |
| IYWISHARES TR | 22,403 | $3.57M | shares |
| XLVSELECT SECTOR SPDR TR | 23,102 | $3.18M | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 37,257 | $2.91M | shares |
| SCHGSCHWAB STRATEGIC TR | 104,026 | $2.9M | shares |
| XLFSELECT SECTOR SPDR TR | 57,979 | $2.8M | shares |
| VGTVANGUARD WORLD FD | 4,016 | $2.5M | shares |
| IVOLKRANESHARES TRUST | 139,135 | $2.47M | shares |
| IAUISHARES GOLD TR | 49,645 | $2.46M | shares |
| SHPROSHARES TR | 57,175 | $2.42M | shares |
| ADBEADOBE INC | 5,405 | $2.4M | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 47,421 | $2.31M | shares |
| CMBSISHARES TR | 47,764 | $2.25M | shares |
| MRVLMARVELL TECHNOLOGY INC | 19,169 | $2.12M | shares |
| COWZPACER FDS TR | 35,969 | $2.03M | shares |
| FIXDFIRST TR EXCHNG TRADED FD VI | 46,695 | $2.01M | shares |
| VOXVANGUARD WORLD FD | 12,739 | $1.97M | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 9,359 | $1.97M | shares |
| VISVANGUARD WORLD FD | 7,342 | $1.87M | shares |
| XJUNFIRST TR EXCHNG TRADED FD VI | 48,214 | $1.86M | shares |
| VFHVANGUARD WORLD FD | 15,101 | $1.78M | shares |
| VDCVANGUARD WORLD FD | 7,309 | $1.54M | shares |
| FJUNFIRST TR EXCHNG TRADED FD VI | 28,293 | $1.45M | shares |
| GBILGOLDMAN SACHS ETF TR | 14,390 | $1.44M | shares |
| XLISELECT SECTOR SPDR TR | 10,337 | $1.36M | shares |
| FTLSFIRST TR EXCH TRADED FD III | 20,454 | $1.35M | shares |
| MDYGSPDR SERIES TRUST | 15,427 | $1.34M | shares |
| IXPISHARES TR | 13,191 | $1.28M | shares |
| XMLVINVESCO EXCH TRADED FD TR II | 20,766 | $1.26M | shares |
| OZBELPOINTE PREP LLC | 15,890 | $1.23M | shares |
| RSPHINVESCO EXCHANGE TRADED FD T | 41,820 | $1.23M | shares |
| XLCSELECT SECTOR SPDR TR | 12,561 | $1.22M | shares |
| VNQVANGUARD INDEX FDS | 13,056 | $1.16M | shares |
| XSLVINVESCO EXCH TRADED FD TR II | 23,765 | $1.12M | shares |
| ACWVISHARES INC | 10,189 | $1.11M | shares |
| KBWBINVESCO EXCH TRADED FD TR II | 16,642 | $1.09M | shares |
| HOODROBINHOOD MKTS INC | 28,516 | $1.06M | shares |
| XLESELECT SECTOR SPDR TR | 12,242 | $1.05M | shares |
| NOWSERVICENOW INC | 987 | $1.05M | shares |
| CALFPACER FDS TR | 22,444 | $988K | shares |
| ABNBAIRBNB INC | 7,279 | $957K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 11,963 | $886K | shares |
| SLBSLB LIMITED | 23,085 | $885K | shares |
| EEMVISHARES INC | 14,792 | $858K | shares |
| QTUMETF SER SOLUTIONS | 9,962 | $808K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 3,539 | $778K | shares |
| RXIISHARES TR | 4,113 | $758K | shares |
| PREFPRINCIPAL EXCHANGE TRADED FD | 40,160 | $747K | shares |
| BLOKAMPLIFY ETF TR | 16,857 | $728K | shares |
| AMDADVANCED MICRO DEVICES INC | 6,008 | $726K | shares |
| MAMASTERCARD INCORPORATED | 1,374 | $724K | shares |
| IYCISHARES TR | 7,464 | $718K | shares |
| UNHUNITEDHEALTH GROUP INC | 1,409 | $713K | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 10,625 | $674K | shares |
| VUSBVANGUARD BD INDEX FDS | 13,559 | $673K | shares |
| VZVERIZON COMMUNICATIONS INC | 16,555 | $662K | shares |
| XLBSELECT SECTOR SPDR TR | 7,782 | $655K | shares |
| FVDFIRST TR EXCHANGE-TRADED FD | 14,850 | $648K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 3,231 | $633K | shares |
| EXIISHARES TR | 4,445 | $628K | shares |
| UFOXETF SER SOLUTIONS | 12,988 | $619K | shares |
| USMCPRINCIPAL EXCHANGE TRADED FD | 10,244 | $615K | shares |
| IYFISHARES TR | 5,534 | $612K | shares |
| CSCOCISCO SYS INC | 10,239 | $606K | shares |
| IYJISHARES TR | 4,526 | $604K | shares |
| AMGNAMGEN INC | 2,288 | $596K | shares |
| KOCOCA COLA CO | 9,370 | $583K | shares |
| CVXCHEVRON CORPORATION | 3,937 | $570K | shares |
| SPDWSPDR INDEX SHS FDS | 16,388 | $559K | shares |
| VOOVANGUARD INDEX FDS | 1,022 | $551K | shares |
| PGPROCTER & GAMBLE CO | 3,217 | $539K | shares |
| JNJJOHNSON & JOHNSON | 3,693 | $534K | shares |
| HEROGLOBAL X FDS | 22,570 | $530K | shares |
| ROBTFIRST TR EXCHANGE TRADED FD | 11,753 | $529K | shares |
| GLDMWORLD GOLD TR | 10,135 | $527K | shares |
| IDUISHARES TR | 5,299 | $510K | shares |
| MMM3M CO | 3,816 | $493K | shares |
| VHTVANGUARD WORLD FD | 1,922 | $488K | shares |
| IDRVISHARES TR | 16,429 | $480K | shares |
| IDNAISHARES TR | 21,066 | $477K | shares |
| IYHISHARES TR | 8,148 | $475K | shares |
| RSPSINVESCO EXCHANGE TRADED FD T | 15,485 | $466K | shares |
| AMTAMERICAN TOWER CORP | 2,531 | $464K | shares |
| VTVVANGUARD INDEX FDS | 2,695 | $456K | shares |
| ORCLORACLE CORP | 2,716 | $453K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 5,509 | $449K | shares |
| EMREMERSON ELEC CO | 3,613 | $448K | shares |
| VCRVANGUARD WORLD FD | 1,174 | $441K | shares |
| SHOPSHOPIFY INC | 4,129 | $439K | shares |
| GEGE AEROSPACE | 2,619 | $437K | shares |
| VUGVANGUARD INDEX FDS | 1,029 | $422K | shares |
| MRKMERCK & CO INC | 4,112 | $409K | shares |
| MSTRSTRATEGY INC | 1,347 | $390K | shares |
| USMVISHARES TR | 4,296 | $381K | shares |
| VAWVANGUARD WORLD FD | 1,866 | $351K | shares |
| SCHASCHWAB STRATEGIC TR | 13,274 | $343K | shares |
| DISDISNEY WALT CO | 3,034 | $338K | shares |
| QMMYFIRST TR EXCHNG TRADED FD VI | 14,593 | $316K | shares |
| VTIVANGUARD INDEX FDS | 1,050 | $304K | shares |
| PFEPFIZER INC | 11,336 | $301K | shares |
| BXBLACKSTONE INC | 1,730 | $298K | shares |
| FXRFIRST TR EXCHANGE-TRADED FD | 3,962 | $296K | shares |
| IXCISHARES TR | 7,399 | $282K | shares |
| MELIMERCADOLIBRE INC | 162 | $275K | shares |
| XLPSELECT SECTOR SPDR TR | 3,503 | $275K | shares |
| PMPHILIP MORRIS INTL INC | 2,274 | $274K | shares |
| RSPCINVESCO EXCHANGE TRADED FD T | 7,742 | $265K | shares |
| XOMEXXON MOBIL CORP | 2,440 | $262K | shares |
| GDXVANECK ETF TRUST | 7,237 | $245K | shares |
| USRTISHARES TR | 4,199 | $241K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 575 | $232K | shares |
| FTXNFIRST TR EXCHANGE TRADED FD | 7,999 | $230K | shares |
| IYKISHARES TR | 3,497 | $229K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 5,082 | $224K | shares |
| ETNEATON CORP PLC | 651 | $216K | shares |
| FMAYFIRST TR EXCHNG TRADED FD VI | 4,498 | $213K | shares |
| FTSDFRANKLIN ETF TR | 2,362 | $213K | shares |
| DOWDOW HLDGS INC | 5,307 | $213K | shares |
| ITOTISHARES TR | 1,627 | $209K | shares |
| VDEVANGUARD WORLD FD | 1,681 | $204K | shares |
| APPAPPLOVIN CORP | 620 | $201K | shares |
| ANETARISTA NETWORKS INC | 1,816 | $201K | shares |
| ALDXALDEYRA THERAPEUTICS INC | 18,175 | $90.7K | shares |
| URAGLOBAL X FDS | 146 | $1.91K | call |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001800608-25-000002 | base | 2025-05-16 | acceptance time not in the bulk data set |