Laidlaw Wealth Management LLC
47 holdingsFiling period: 2026-03-31Current AUM: $31.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 13.3K | $3.4M | $4.1M | 12.88% | +25 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 16.8K | $2.9M | $3.4M | 10.60% | +679 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 4.4K | $1.6M | $2.1M | 6.48% | -75 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 2.5K | $1.4M | $1.7M | 5.39% | +42 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 2.5K | $1.4M | $1.4M | 4.34% | -14 | 2026-03-31 |
| 6 | TSLA | TESLA INC | 3.7K | $1.4M | $1.2M | 3.63% | -146 | 2026-03-31 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | 9.6K | $1.2M | $1.2M | 3.71% | -446 | 2026-03-31 |
| 8 | SHLD | GLOBAL X FDS | 14.1K | $996K | $889K | 2.80% | +1.9K | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 946 | $870K | $1.1M | 3.42% | +98 | 2026-03-31 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 5.6K | $816K | $686K | 2.16% | +1.2K | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.5K | $702K | $702K | 2.21% | +128 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 3.4K | $702K | $915K | 2.88% | +806 | 2026-03-31 |
| 13 | CASY | CASEYS GEN STORES INC | 851 | $619K | $741K | 2.33% | -193 | 2026-03-31 |
| 14 | PANW | PALO ALTO NETWORKS INC | 3.8K | $603K | $1.2M | 3.92% | +697 | 2026-03-31 |
| 15 | QBTS | D-WAVE QUANTUM INC | 40.6K | $586K | $734K | 2.31% | -- | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 1.8K | $529K | $655K | 2.06% | -506 | 2026-03-31 |
| 17 | ET | ENERGY TRANSFER L P | 26.8K | $517K | $545K | 1.71% | +6.0K | 2026-03-31 |
| 18 | XLE | SELECT SECTOR SPDR TR | 7.8K | $477K | $464K | 1.46% | -- | 2026-03-31 |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | 1.2K | $473K | $925K | 2.91% | +550 | 2026-03-31 |
| 20 | NFLX | NETFLIX INC. | 4.9K | $470K | $351K | 1.10% | +680 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 1.4K | $443K | $557K | 1.75% | +15 | 2026-03-31 |
| 22 | EQT | EQT CORP | 7.0K | $442K | $370K | 1.16% | +467 | 2026-03-31 |
| 23 | OUNZ | VANECK MERK GOLD ETF | 9.0K | $407K | $352K | 1.11% | -- | 2026-03-31 |
| 24 | CNP | CENTERPOINT ENERGY INC | 9.3K | $399K | $389K | 1.22% | +563 | 2026-03-31 |
| 25 | SLV | ISHARES SILVER TR | 5.8K | $395K | $304K | 0.95% | -8,463 | 2026-03-31 |
← Scroll →
Page 1 of 2