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Home > Institutional Investor > Laidlaw Wealth Management Llc > Profile

Instuitional Investor - Laidlaw Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Laidlaw Wealth Management Llc
Portfolio Value $33,944,225
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 15,487 $3,440,158 10.13%
2.
Microsoft Corp
 MSFT 7,601 $2,853,339 8.41%
3.
Nvidia Corp
 NVDA 23,938 $2,594,440 7.64%
4.
Berkshire Hathaway Inc
 BRK.A 2,984 $1,589,219 4.68%
5.
Meta Platforms Inc.
 META 2,754 $1,587,418 4.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)