Laidlaw Wealth Management LLC Diversified Active

Location: New York City, NY

CIK: 0001800608 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $28.81M (100.0% shares, 0.0% debt)

Holdings (49)

AAPL APPLE INC 11.7%
Value $3.365M Shares 13,257 Est. Cost $135.02 Unrealized +94.7%
NVDA NVIDIA CORPORATION 10.2%
Value $2.929M Shares 16,794 Est. Cost $98.77 Unrealized +89.0%
MSFT MICROSOFT CORP 5.7%
Value $1.643M Shares 4,438 Est. Cost $258.32 Unrealized +68.2%
QQQ INVESCO QQQ TR 5.0%
Value $1.439M Shares 2,493 Est. Cost $600.36 Unrealized
META META PLATFORMS INC 4.9%
Value $1.419M Shares 2,480 Est. Cost $296.75 Unrealized +120.9%
TSLA TESLA INC 4.8%
Value $1.381M Shares 3,715 Est. Cost $250.30 Unrealized +70.2%
BABA ALIBABA GROUP HLDG LTD 4.2%
Value $1.21M Shares 9,646 Est. Cost $76.31 Unrealized
SHLD GLOBAL X FDS 3.5%
Value $996K Shares 14,062 Est. Cost $70.32 Unrealized
LLY ELI LILLY & CO 3.0%
Value $870K Shares 946 Est. Cost $529.77 Unrealized +97.6%
PLTR PALANTIR TECHNOLOGIES INC 2.8%
Value $817K Shares 5,583 Est. Cost $61.55 Unrealized +150.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value $703K Shares 1,466 Est. Cost $460.79 Unrealized +7.1%
AMZN AMAZON COM INC 2.4%
Value $702K Shares 3,373 Est. Cost $161.53 Unrealized +40.4%
CASY CASEYS GEN STORES INC 2.1%
Value $619K Shares 851 Est. Cost $308.76 Unrealized +104.4%
PANW PALO ALTO NETWORKS INC 2.1%
Value $603K Shares 3,763 Est. Cost $146.43 Unrealized +17.6%
QBTS D-WAVE QUANTUM INC 2.0%
Value $586K Shares 40,621 Est. Cost $2.46 Unrealized +863.4%
GOOGL ALPHABET INC 1.8%
Value $529K Shares 1,840 Est. Cost $118.15 Unrealized +173.6%
ET ENERGY TRANSFER L P 1.8%
Value $518K Shares 26,830 Est. Cost $16.09 Unrealized
XLE SELECT SECTOR SPDR TR 1.7%
Value $478K Shares 7,797 Est. Cost $61.26 Unrealized
CRWD CROWDSTRIKE HLDGS INC 1.6%
Value $473K Shares 1,212 Est. Cost $366.92 Unrealized +17.5%
NFLX NETFLIX INC. 1.6%
Value $470K Shares 4,890 Est. Cost $97.04 Unrealized -13.6%
AVGO BROADCOM INC 1.5%
Value $444K Shares 1,433 Est. Cost $153.22 Unrealized +118.1%
EQT EQT CORP 1.5%
Value $442K Shares 6,951 Est. Cost $53.66 Unrealized +3.0%
OUNZ VANECK MERK GOLD ETF 1.4%
Value $408K Shares 9,047 Est. Cost $45.05 Unrealized
CNP CENTERPOINT ENERGY INC 1.4%
Value $399K Shares 9,255 Est. Cost $37.94 Unrealized +5.4%
SLV ISHARES SILVER TR 1.4%
Value $395K Shares 5,800 Est. Cost $29.27 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value $327K Shares 1,110 Est. Cost $149.03 Unrealized +109.0%
PM PHILIP MORRIS INTL INC 1.1%
Value $316K Shares 1,914 Est. Cost $163.33 Unrealized +7.7%
BK BANK NEW YORK MELLON CORP 1.0%
Value $292K Shares 2,458 Est. Cost $120.15 Unrealized 0.0%
QXO QXO INC 1.0%
Value $291K Shares 15,005 Est. Cost $24.14 Unrealized 0.0%
WESTERN ASSET EMERGING MKTS 1.0%
Value $291K Shares 29,600 Est. Cost $9.57 Unrealized
CAH CARDINAL HEALTH INC 1.0%
Value $284K Shares 1,342 Est. Cost $187.72 Unrealized +14.7%
COIN COINBASE GLOBAL INC 1.0%
Value $283K Shares 1,623 Est. Cost $171.48 Unrealized +17.0%
ETHA ISHARES ETHEREUM TR 0.9%
Value $257K Shares 16,210 Est. Cost $22.43 Unrealized
GLD SPDR GOLD TR 0.9%
Value $256K Shares 594 Est. Cost $430.29 Unrealized
GOOG ALPHABET INC 0.9%
Value $252K Shares 878 Est. Cost $209.93 Unrealized +54.2%
SHOP SHOPIFY INC 0.9%
Value $250K Shares 2,107 Est. Cost $108.35 Unrealized +25.9%
GILD GILEAD SCIENCES INC 0.8%
Value $229K Shares 1,645 Est. Cost $120.88 Unrealized +14.5%
IAU ISHARES GOLD TR 0.7%
Value $212K Shares 2,410 Est. Cost $88.16 Unrealized
JBL JABIL INC 0.7%
Value $211K Shares 794 Est. Cost $217.09 Unrealized +14.3%
AFL AFLAC INC 0.7%
Value $209K Shares 1,902 Est. Cost $104.07 Unrealized +6.9%
CTVA CORTEVA INC 0.7%
Value $205K Shares 2,448 Est. Cost $72.77 Unrealized 0.0%
USO UNITED STS OIL FD LP 0.7%
Value $202K Shares 1,585 Est. Cost $127.25 Unrealized
INFY INFOSYS LTD 0.7%
Value $198K Shares 14,650 Est. Cost $16.95 Unrealized
TE T1 ENERGY INC 0.6%
Value $180K Shares 41,000 Est. Cost $7.59 Unrealized 0.0%
OBDC BLUE OWL CAPITAL CORPORATION 0.4%
Value $123K Shares 11,141 Est. Cost $12.34 Unrealized -2.5%
VUZI VUZIX CORP 0.3%
Value $79,353 Shares 34,352 Est. Cost $2.92 Unrealized 0.0%
BITF BITFARMS LTD 0.1%
Value $24,570 Shares 12,600 Est. Cost $2.46 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value $1,400 Shares 25 Est. Cost $135.02 Unrealized +94.7%
USO UNITED STS OIL FD LP 0.0%
Value $444 Shares 2 Est. Cost $127.25 Unrealized