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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 $34,700,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 22,598 $3,570,330 10.29%
2.
Microsoft Corp
 MSFT 6,511 $3,238,637 9.33%
3.
Apple Inc.
 AAPL 13,370 $2,743,157 7.91%
4.
Meta Platforms Inc.
 META 2,385 $1,760,539 5.07%
5.
Tesla Inc.
 TSLA 5,161 $1,639,443 4.72%
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)