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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 $275,205,672
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 127,089 $24,468,424 8.89%
2.
Microsoft Corp
 MSFT 35,398 $13,311,150 4.83%
3.
Nvidia Corp
 NVDA 15,227 $7,540,607 2.73%
4.
Amazon Com Inc
 AMZN 34,061 $5,175,228 1.88%
5.
Alphabet Inc.
 GOOG 35,572 $4,969,053 1.8%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)