Laidlaw Wealth Management Llc Portfolio Stock Holdings
Laidlaw Wealth Management Llc disclosed 47 stock positions valued at approximately $28.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $28.8M
Holdings by Sector
Laidlaw Wealth Management Llc Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 11.68% | 13,257 | - | - | $3,364,554 |
| NVIDIA CORPORATION | NVDA | Technology | 10.17% | 16,794 | +679 | +4.21% | $2,928,814 |
| MICROSOFT CORP | MSFT | Technology | 5.70% | 4,438 | -75 | -1.66% | $1,642,814 |
| INVESCO QQQ TR | QQQ | Other | 4.99% | 2,493 | +57 | +2.34% | $1,438,910 |
| META PLATFORMS INC | META | Communication Services | 4.92% | 2,480 | -14 | -0.56% | $1,418,684 |
| TESLA INC | TSLA | Consumer Cyclical | 4.79% | 3,715 | -146 | -3.78% | $1,381,051 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 4.20% | 9,646 | -446 | -4.42% | $1,210,187 |
| GLOBAL X FDS | SHLD | Other | 3.46% | 14,062 | +1,914 | +15.76% | $996,152 |
| ELI LILLY & CO | LLY | Healthcare | 3.02% | 946 | +98 | +11.56% | $870,102 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.83% | 5,583 | +1,166 | +26.40% | $816,681 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.44% | 1,466 | +128 | +9.57% | $702,507 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.44% | 3,373 | +806 | +31.40% | $702,495 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 2.15% | 851 | -193 | -18.49% | $619,409 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.09% | 3,763 | +697 | +22.73% | $603,284 |
| D-WAVE QUANTUM INC | QBTS | Technology | 2.03% | 40,621 | - | - | $586,161 |
| ALPHABET INC | GOOGL | Communication Services | 1.84% | 1,840 | -506 | -21.57% | $529,110 |
| ENERGY TRANSFER L P | ET | Energy | 1.80% | 26,830 | +6,000 | +28.80% | $517,819 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.66% | 7,797 | +7,797 | +100.00% | $477,644 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.64% | 1,212 | +550 | +83.08% | $473,177 |
| NETFLIX INC. | NFLX | Communication Services | 1.63% | 4,890 | +680 | +16.15% | $470,174 |
| BROADCOM INC | AVGO | Technology | 1.54% | 1,433 | +15 | +1.06% | $443,590 |
| EQT CORP | EQT | Energy | 1.54% | 6,951 | +467 | +7.20% | $442,362 |
| VANECK MERK GOLD ETF | OUNZ | Other | 1.41% | 9,047 | +9,047 | +100.00% | $407,567 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 1.39% | 9,255 | +563 | +6.48% | $399,446 |
| ISHARES SILVER TR | SLV | Other | 1.37% | 5,800 | -8,463 | -59.34% | $395,212 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.13% | 1,110 | +150 | +15.63% | $326,518 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.10% | 1,914 | -474 | -19.85% | $316,461 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 1.01% | 2,458 | +2,458 | +100.00% | $291,593 |
| QXO INC | QXO | Technology | 1.01% | 15,005 | +15,005 | +100.00% | $291,397 |
| WESTERN ASSET EMERGING MKTS | XEMDX | Other | 1.01% | 29,600 | -31,100 | -51.24% | $290,672 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.98% | 1,342 | -290 | -17.77% | $283,578 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.98% | 1,623 | +600 | +58.65% | $283,392 |
| SPDR GOLD TR | GLD | Other | 0.89% | 594 | +594 | +100.00% | $255,592 |
| ALPHABET INC | GOOG | Communication Services | 0.87% | 878 | -110 | -11.13% | $251,909 |
| SHOPIFY INC | SHOP | Technology | 0.87% | 2,107 | -340 | -13.89% | $249,932 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.80% | 1,645 | -263 | -13.78% | $229,264 |
| ISHARES GOLD TR | IAU | Other | 0.74% | 2,410 | +2,410 | +100.00% | $212,466 |
| JABIL INC | JBL | Technology | 0.73% | 794 | -541 | -40.52% | $210,910 |
| AFLAC INC | AFL | Financial Services | 0.72% | 1,902 | - | - | $208,668 |
| CORTEVA INC | CTVA | Basic Materials | 0.71% | 2,448 | +2,448 | +100.00% | $204,922 |
| UNITED STS OIL FD LP | USO | Other | 0.70% | 1,585 | +1,585 | +100.00% | $201,691 |
| INFOSYS LTD | INFY | Technology | 0.69% | 14,650 | +3,450 | +30.80% | $197,922 |
| T1 ENERGY INC | FREY | Industrials | 0.62% | 41,000 | +41,000 | +100.00% | $179,990 |
| BLUE OWL CAPITAL CORPORATION | OBDC | Financial Services | 0.43% | 11,141 | +500 | +4.70% | $123,219 |
| VUZIX CORP | VUZI | Technology | 0.28% | 34,352 | +34,352 | +100.00% | $79,353 |
| BITFARMS LTD | BITF | Financial Services | 0.09% | 12,600 | +12,600 | +100.00% | $24,570 |
Laidlaw Wealth Management Llc Options Holdings in Q1 2026