Laidlaw Wealth Management LLC

Q4 2024 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    177

  • Value ($000)

    $229,570

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001800608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$20.58M
9 %

272,062

AAPL
AAPL

APPLE INC

COM
037833100
$9.99M
4 %

39,889

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.44M
4 %

62,852

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.26M
3 %

17,222

SHV
SHV

ISHARES TR

SHORT TREAS BD
464288679
$5.69M
3 %

51,675

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$5.67M
3 %

97,442

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$5.54M
2 %

23,833

TSLA
TSLA

TESLA INC

COM
88160R101
$4.95M
2 %

12,250

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.45M
2 %

20,275

---

PGIM ETF TR

AAA CLO ETF
69344A834
$4.35M
2 %

84,870

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