Laidlaw Wealth Management LLC - Portfolio overview
Laidlaw Wealth Management LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-06.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Consumer Cyclical.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC, 9.11%
- NVDA - NVIDIA CORPORATION, 7.93%
- MSFT - MICROSOFT CORP, 4.45%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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