LWM
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Laidlaw Wealth Management’s Belpointe PREP OZ Stock Holding History

Laidlaw Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,890
Closed -$1.23M – 124
2024
Q4 		$1.23M Hold
15,890
– – 0.54% 52
2024
Q3 		$1.1M Buy
+15,890
New +$1.04M 0.54% 60
2023
Q1 		– Sell
-4,075
Closed -$408K – 373
2022
Q4 		$408K Buy
+4,075
New +$387K 0.09% 219

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Laidlaw Wealth Management's OZ Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Belpointe PREP (OZ) in Q1 2025, closing a stake of 15,890 shares — an estimated $1.23M sold.

Laidlaw Wealth Management first reported a position in OZ in Q4 2022 and held it in 3 quarters. The position peaked at $1.23M in Q4 2024. 44 funds tracked by Wall St. Rank hold OZ as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Belpointe PREP position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 15,890 Belpointe PREP shares in Q1 2025, an estimated $1.23M.
  • Laidlaw Wealth Management first reported a position in Belpointe PREP in Q4 2022 and held it in 3 quarters.
  • Laidlaw Wealth Management's Belpointe PREP position peaked at $1.23M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.