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LAIDLAW WEALTH MANAGEMENT LLC
LAIDLAW WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
LAIDLAW WEALTH MANAGEMENT LLC runs LAIDLAW WEALTH MANAGEMENT LLC and currently holds 59 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $35.06M. Their top holdings are NVDA, AAPL, QQQ, MSFT, TSLA. The top five represent 29.9% of reported portfolio weight. LAIDLAW WEALTH MANAGEMENT LLC ranks #510 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LAIDLAW WEALTH MANAGEMENT LLC initiated 17 new positions. They added to 24 existing positions. They trimmed 17 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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59 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 9.05% | $33.04 | $214.76 | +550.00% | Trimmed -5.56% |
 AAPL APPLE INC | 6.27% | $133.26 | $309.35 | +132.14% | Trimmed -42.69% |
 QQQ INVESCO QQQ TR | 5.39% | $604.33 | $713.44 | +18.05% | Added +3.01% |
 MSFT MICROSOFT CORP | 4.82% | $283.36 | $483.24 | +70.54% | Added +1.98% |
 TSLA TESLA INC | 4.33% | $219.32 | $362.86 | +65.45% | Trimmed -2.80% |
 META META PLATFORMS INC | 3.85% | $304.98 | $549.90 | +80.31% | Trimmed -3.27% |
 PANW PALO ALTO NETWORKS INC | 3.69% | $105.16 | $358.04 | +240.47% | Added +0.72% |
 LLY ELI LILLY & CO | 3.60% | $595.33 | $1,254.77 | +110.77% | Added +11.21% |
 QBTS D-WAVE QUANTUM INC | 2.78% | $2.31 | $20.39 | +782.68% | Added +0.20% |
 BABA ALIBABA GROUP HLDG LTD | 2.50% | $76.48 | $119.30 | +55.99% | Trimmed -5.43% |
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