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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 | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.01T
| $3.57M | 10.29% |
22,598
-1,340
| -6% | -$169K |
|
|
2
Microsoft
MSFT
$2.84T
| $3.24M | 9.33% |
6,511
-1,090
| -14% | -$473K |
|
3
Apple
AAPL
$4.89T
| $2.74M | 7.91% |
13,370
-2,117
| -14% | -$428K |
|
4
Meta Platforms (Facebook)
META
$1.51T
| $1.76M | 5.07% |
2,385
-369
| -13% | -$228K |
|
5
Tesla
TSLA
$1.24T
| $1.64M | 4.72% |
5,161
-634
| -11% | -$191K |
|
6
Palantir
PLTR
$295B
| $1.25M | 3.61% |
9,199
-3,792
| -29% | -$445K |
|
7
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
| $1.1M | 3.18% |
21,074
-237
| -1% | -$11.7K |
|
|
8
Amazon
AMZN
$2.5T
| $1.08M | 3.12% |
4,928
-3,085
| -38% | -$610K |
|
9
Alibaba
BABA
$269B
| $1.08M | 3.11% |
9,529
-200
| -2% | -$23.7K |
|
10
Palo Alto Networks
PANW
$264B
| $925K | 2.67% |
4,522
-742
| -14% | -$138K |
|
11
Costco
COST
$415B
| $847K | 2.44% |
856
-78
| -8% | -$77.5K |
|
12
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
| $833K | 2.4% |
23,603
-2,973
| -11% | -$99.8K |
|
13
Coinbase
COIN
$41.7B
| $792K | 2.28% |
2,259
+756
| +50% | +$177K |
|
|
14
Berkshire Hathaway Class B
BRK.B
$1.07T
| $790K | 2.28% |
1,626
-1,358
| -46% | -$690K |
|
15
Netflix
NFLX
$292B
| $726K | 2.09% |
5,420
-280
| -5% | -$31.7K |
|
16
Eli Lilly
LLY
$1.07T
| $698K | 2.01% |
895
-1
| -0.1% | -$777 |
|
17
Alphabet (Google) Class A
GOOGL
$3.91T
| $695K | 2% |
3,944
-109
| -3% | -$17.8K |
|
|
EMD
18
Western Asset Emerging Markets Debt Fund
EMD
$609M
| $689K | 1.99% |
68,550
| – | – |
|
|
19
Broadcom
AVGO
$1.82T
| $579K | 1.67% |
2,100
-2,126
| -50% | -$462K |
|
20
Energy Transfer Partners
ET
$70.1B
| $574K | 1.65% |
31,670
+15
| +0% | +$262 |
|
21
JPMorgan Chase
JPM
$939B
| $572K | 1.65% |
1,973
+127
| +7% | +$32.4K |
|
22
D-Wave Quantum
QBTS
$6B
| $567K | 1.63% |
38,697
-4,000
| -9% | -$47.1K |
|
23
iShares Silver Trust
SLV
$28.1B
| $549K | 1.58% |
16,722
+6,329
| +61% | +$194K |
|
24
Casey's General Stores
CASY
$31.9B
| $539K | 1.55% |
1,056
-58
| -5% | -$26.7K |
|
25
Fair Isaac
FICO
$28.7B
| $483K | 1.39% |
264
+94
| +55% | +$177K |
|
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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.