LAIDLAW WEALTH MANAGEMENT LLC

PrivateCIK: 1800608
Location

NEW YORK CITY, NY

47
Positions
$28.81M
Total AUM (reported)
395.94K
Total Shares

Allocation by class

TOTAL AUM$28.81M47 positions
COM$16.97M58.9%
CL A$2.71M9.4%
UNIT SER 1$1.44M5.0%
SPONSORED ADS$1.21M4.2%
DEFENSE TECH ETF$996.2K3.5%
CL B NEW$702.5K2.4%
GOLD SHS$663.2K2.3%

Portfolio Concentration

Top 327.6%4–1028.2%11–2527.0%Rest17.3%TOP 1055.8%0%100%
Top 3$7.94M27.6%
4–10$8.13M28.2%
11–25$7.77M27.0%
Rest$4.97M17.3%

Top 3 weight

27.6%

Top 10 weight

55.8%

Voting Authority Distribution

Total shares with voting rights: 395.94K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

395.94K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:

APPLE INC

SOLE
COM
Shares13.28K
TypeSH
Market value$3.37M
11.68%
Sole
0.00
Shared
0.00
None
13.28K

NVIDIA CORPORATION

SOLE
COM
Shares16.79K
TypeSH
Market value$2.93M
10.17%
Sole
0.00
Shared
0.00
None
16.79K

MICROSOFT CORP

SOLE
COM
Shares4.44K
TypeSH
Market value$1.64M
5.70%
Sole
0.00
Shared
0.00
None
4.44K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares2.49K
TypeSH
Market value$1.44M
4.99%
Sole
0.00
Shared
0.00
None
2.49K

META PLATFORMS INC

SOLE
CL A
Shares2.48K
TypeSH
Market value$1.42M
4.92%
Sole
0.00
Shared
0.00
None
2.48K

TESLA INC

SOLE
COM
Shares3.71K
TypeSH
Market value$1.38M
4.79%
Sole
0.00
Shared
0.00
None
3.71K

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares9.65K
TypeSH
Market value$1.21M
4.20%
Sole
0.00
Shared
0.00
None
9.65K

GLOBAL X FDS

SOLE
DEFENSE TECH ETF
Shares14.06K
TypeSH
Market value$996.2K
3.46%
Sole
0.00
Shared
0.00
None
14.06K

ELI LILLY & CO

SOLE
COM
Shares946.00
TypeSH
Market value$870.1K
3.02%
Sole
0.00
Shared
0.00
None
946.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares5.58K
TypeSH
Market value$816.7K
2.83%
Sole
0.00
Shared
0.00
None
5.58K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.47K
TypeSH
Market value$702.5K
2.44%
Sole
0.00
Shared
0.00
None
1.47K

AMAZON COM INC

SOLE
COM
Shares3.37K
TypeSH
Market value$702.5K
2.44%
Sole
0.00
Shared
0.00
None
3.37K

CASEYS GEN STORES INC

SOLE
COM
Shares851.00
TypeSH
Market value$619.4K
2.15%
Sole
0.00
Shared
0.00
None
851.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares3.76K
TypeSH
Market value$603.3K
2.09%
Sole
0.00
Shared
0.00
None
3.76K

D-WAVE QUANTUM INC

SOLE
COM
Shares40.62K
TypeSH
Market value$586.2K
2.03%
Sole
0.00
Shared
0.00
None
40.62K

ALPHABET INC

SOLE
CAP STK CL A
Shares1.84K
TypeSH
Market value$529.1K
1.84%
Sole
0.00
Shared
0.00
None
1.84K

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares26.83K
TypeSH
Market value$517.8K
1.80%
Sole
0.00
Shared
0.00
None
26.83K

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares7.80K
TypeSH
Market value$477.6K
1.66%
Sole
0.00
Shared
0.00
None
7.80K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares1.21K
TypeSH
Market value$473.2K
1.64%
Sole
0.00
Shared
0.00
None
1.21K

NETFLIX INC.

SOLE
COM
Shares4.89K
TypeSH
Market value$470.2K
1.63%
Sole
0.00
Shared
0.00
None
4.89K

BROADCOM INC

SOLE
COM
Shares1.43K
TypeSH
Market value$443.6K
1.54%
Sole
0.00
Shared
0.00
None
1.43K

EQT CORP

SOLE
COM
Shares6.95K
TypeSH
Market value$442.4K
1.54%
Sole
0.00
Shared
0.00
None
6.95K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares9.05K
TypeSH
Market value$407.6K
1.41%
Sole
0.00
Shared
0.00
None
9.05K

CENTERPOINT ENERGY INC

SOLE
COM
Shares9.26K
TypeSH
Market value$399.4K
1.39%
Sole
0.00
Shared
0.00
None
9.26K

ISHARES SILVER TR

SOLE
ISHARES
Shares5.80K
TypeSH
Market value$395.2K
1.37%
Sole
0.00
Shared
0.00
None
5.80K
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