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LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$28.8M
1-Year Est. Return
37.7%
This Fund
S&P 500
This Quarter
Est. Return
+23.05%
1 Year Est. Return
+37.7%
3 Year Est. Return
+116.32%
5 Year Est. Return
+137.52%
10 Year Est. Return
–
AUM
$34.7M
AUM Growth
+$756K
(+2.2%)
Cap. Flow
-$4.62M
Cap. Flow
% of AUM
-13.31%
Top 10 Holdings %
Top 10 Hldgs %
53.02%
Holding
65
New
9
Increased
11
Reduced
24
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$446K |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$412K |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
+$259K |
| 4 |
Republic Services
RSG
|
+$218K |
| 5 |
O'Reilly Automotive
ORLY
|
+$217K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$690K |
| 2 |
Invesco QQQ Trust
QQQ
|
+$634K |
| 3 |
Amazon
AMZN
|
+$610K |
| 4 |
Microsoft
MSFT
|
+$473K |
| 5 |
Broadcom
AVGO
|
+$462K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 42.25% |
| 2 | Consumer Discretionary | 14.57% |
| 3 | Communication Services | 9.81% |
| 4 | Financials | 9.22% |
| 5 | Consumer Staples | 2.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $482K | 1.39% |
+780
| New | +$446K |
|
|
27
iShares Bitcoin Trust
IBIT
$47.5B
| $450K | 1.3% |
+7,355
| New | +$412K |
|
28
TransDigm Group
TDG
$68.1B
| $435K | 1.25% |
286
+129
| +82% | +$181K |
|
29
Newmont
NEM
$118B
| $408K | 1.18% |
7,002
+588
| +9% | +$31.4K |
|
30
CrowdStrike
CRWD
$217B
| $352K | 1.01% |
2,764
-324
| -10% | -$35.1K |
|
31
Goldman Sachs
GS
$303B
| $335K | 0.96% |
473
+38
| +9% | +$22K |
|
32
Visa
V
$679B
| $283K | 0.82% |
797
+54
| +7% | +$18.8K |
|
|
33
Grayscale Bitcoin Trust
GBTC
$9.7B
| $283K | 0.82% |
+3,335
| New | +$259K |
|
34
Home Depot
HD
$352B
| $283K | 0.81% |
771
-15
| -2% | -$5.43K |
|
35
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
| $277K | 0.8% |
6,790
| – | – |
|
36
Ameren
AEE
$30.2B
| $268K | 0.77% |
2,788
+42
| +2% | +$4.08K |
|
37
Micron Technology
MU
$986B
| $244K | 0.7% |
+1,982
| New | +$185K |
|
38
Shopify
SHOP
$194B
| $231K | 0.66% |
+2,000
| New | +$200K |
|
39
Ares Capital
ARCC
$14.4B
| $227K | 0.65% |
10,325
-300
| -3% | -$6.38K |
|
40
Walt Disney
DIS
$181B
| $222K | 0.64% |
+1,788
| New | +$186K |
|
|
41
Republic Services
RSG
$66.2B
| $218K | 0.63% |
+884
| New | +$218K |
|
|
42
O'Reilly Automotive
ORLY
$76.2B
| $215K | 0.62% |
+2,385
| New | +$217K |
|
43
SPDR Gold Trust
GLD
$141B
| $212K | 0.61% |
+694
| New | +$210K |
|
44
Infosys
INFY
$50.7B
| $208K | 0.6% |
11,200
| – | – |
|
45
Aflac
AFL
$63.4B
| $201K | 0.58% |
1,902
| – | – |
|
46
Navitas Semiconductor
NVTS
$3.58B
| $146K | 0.42% |
22,316
+4,000
| +22% | +$15.4K |
|
47
Rivian
RIVN
$23.2B
| $141K | 0.41% |
10,229
| – | – |
|
48
Vuzix
VUZI
$222M
| $100K | 0.29% |
34,352
| – | – |
|
49
Brilliant Earth
BRLT
$20.2M
| $76.6K | 0.22% |
55,700
-7,300
| -12% | -$10.6K |
|
|
TE
50
T1 Energy
TE
$1.65B
| $54.7K | 0.16% |
44,500
| – | – |
|
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Laidlaw Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Laidlaw Wealth Management held 65 positions worth $34.7M, up 2.2% from $33.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Laidlaw Wealth Management withdrew a net $4.62M in Q2 2025, closing 13 positions and reducing 24 holdings. Its most notable exit was Invesco QQQ Trust, an estimated $634K position sold in full.
By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 40% a quarter earlier, followed by Consumer Discretionary and Communication Services.
Against the trend, Laidlaw Wealth Management opened a new position in State Street SPDR S&P 500 ETF Trust worth $482K.
- Laidlaw Wealth Management's largest Q2 2025 buy was State Street SPDR S&P 500 ETF Trust: 780 shares worth $482K.
- Laidlaw Wealth Management added most to iShares Silver Trust in Q2 2025, an estimated $194K increase.
- Laidlaw Wealth Management's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $690K.
- Laidlaw Wealth Management fully exited Invesco QQQ Trust in Q2 2025, selling an estimated $634K.
- Laidlaw Wealth Management's ten largest holdings make up 53% of its $34.7M portfolio in Q2 2025.
- Laidlaw Wealth Management opened 9 new positions and closed 13 in Q2 2025.
- Laidlaw Wealth Management's portfolio value rose 2.2% quarter-over-quarter to $34.7M.
Based on Laidlaw Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.