• 13F History

Laidlaw Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$227M
Signature - Title
Theologos Basis - Chief Compliance Officer
Location
New York City, NY
Summary
This page shows a list of all the recent 13F filings made by Laidlaw Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laidlaw Wealth Management LLC reported 176 stock holdings with total value $227M as of Q4 2024. Top holdings included PLTR, AAPL, NVDA, MSFT, and SHV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 176 $227M +$30.2M -$11M +$19.2M PLTR, AAPL, NVDA, MSFT, SHV 13F-HR 1/31/2025, 06:05 PM
Q3 2024 177 $202M +$22.4M -$11.4M +$11M AAPL, NVDA, MSFT, PLTR, XLK 13F-HR 11/12/2024, 02:39 PM
Q2 2024 172 $182M +$17.3M -$14.2M +$3.06M MSFT, NVDA, AAPL, XLK, VGSH 13F-HR 8/1/2024, 04:40 PM
Q1 2024 172 $179M +$13.6M -$128M -$114M MSFT, AAPL, NVDA, XLK, SHV 13F-HR 5/15/2024, 03:10 PM
Q4 2023 235 $275M +$9.18M -$65.5M -$56.3M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 2/12/2024, 04:57 PM
Q3 2023 385 $303M +$23.9M -$214M -$190M AAPL, MSFT, NVDA, SCHG, SHV 13F-HR 11/13/2023, 09:42 AM
Q2 2023 380 $511M +$18.7M -$28.8M -$10.1M AAPL, UNP, MSFT, NVDA, VTI 13F-HR 8/11/2023, 06:37 PM
Q1 2023 360 $490M +$20.7M -$20.3M +$412K AAPL, UNP, MSFT, VTI, SCHG 13F-HR 5/12/2023, 04:14 PM
Q4 2022 366 $466M +$51.7M -$29.7M +$22M AAPL, UNP, MSFT, VTI, DIVO 13F-HR 2/14/2023, 08:53 AM
Q3 2022 321 $428M +$38.3M -$33.2M +$5.12M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 11/14/2022, 09:22 AM
Q2 2022 372 $490M +$51.4M -$45.8M +$5.61M AAPL, UNP, MSFT, VTI, SCHG 13F-HR 8/12/2022, 03:14 PM
Q1 2022 392 $597M +$55.5M -$28.3M +$27.2M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 5/12/2022, 03:47 PM
Q4 2021 390 $626M +$239M -$15M +$224M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 2/14/2022, 11:41 AM
Q3 2021 247 $390M +$43.6M -$34.5M +$9.07M AAPL, MSFT, AMZN, ADBE, SCHO 13F-HR 11/12/2021, 04:48 PM
Q2 2021 267 $388M +$86.7M -$14M +$72.6M AAPL, MSFT, AMZN, SCHG, SCHO 13F-HR 8/13/2021, 04:13 PM
Q1 2021 216 $293M +$48.7M -$235M -$186M AAPL, AMZN, SCHO, SCHG, MINT 13F-HR 5/17/2021, 02:59 PM
Q4 2020 352 $471M +$242M -$6.42M +$235M AAPL, UNP, MSFT, ADBE, AMZN 13F-HR 2/16/2021, 11:52 AM
Q3 2020 204 $221M +$39.2M -$5.77M +$33.4M AAPL, ASPU, ADBE, SCHG, MSFT 13F-HR 11/16/2020, 12:06 PM
Q2 2020 181 $188M +$19.6M -$2.98M +$16.7M AAPL, ADBE, ASPU, SCHG, MSFT Restatement 8/19/2020, 02:07 PM
Q1 2020 149 $150M +$36.2M -$8.72M +$27.5M AAPL, ADBE, ASPU, SCHG, SCHV 13F-HR 5/15/2020, 01:23 PM
Q4 2019 169 $158M AAPL, ADBE, MSFT, SCHG, SCHV 13F-HR 2/14/2020, 12:37 PM