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LAIDLAW WEALTH MANAGEMENT LLC 13F portfolio summary

LAIDLAW WEALTH MANAGEMENT LLC of LAIDLAW WEALTH MANAGEMENT LLC has 46 current stock holdings with a reported portfolio value of $28.8M. The portfolio 1 year return is +19.87%. Top holdings include QQQ (0.00%), USO (0.00%), AAPL (12.47%), NVDA (10.85%), MSFT (6.09%).

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LAIDLAW WEALTH MANAGEMENT LLC

LAIDLAW WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

LAIDLAW WEALTH MANAGEMENT LLC runs LAIDLAW WEALTH MANAGEMENT LLC and currently holds 46 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $28.81M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LAIDLAW WEALTH MANAGEMENT LLC ranks #572 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LAIDLAW WEALTH MANAGEMENT LLC's portfolio at LAIDLAW WEALTH MANAGEMENT LLC has delivered returns of +19.87%. Their 3-year annualized return is +70.41%. Looking at the 5-year horizon, LAIDLAW WEALTH MANAGEMENT LLC has achieved +68.72% annualized returns at LAIDLAW WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.87%
#654/1000
3 Year
+70.41%
#476/1000
5 Year
+68.72%
#543/1000

Portfolio Value

$28.81M

Alpha Score

51.7

#572 of 1000

Holdings

46

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change