Laidlaw Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 1, 2024
Value $
$182M
Signature - Title
Theologos Basis - Chief Compliance Officer
Location
521 5 Th Avenue, 12 Th Floor, New York City, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 172 $182M +$17.3M -$14.2M +$3.06M MSFT, NVDA, AAPL, XLK, VGSH 13F-HR 8/1/2024, 04:40 PM
Q1 2024 172 $179M +$13.6M -$128M -$114M MSFT, AAPL, NVDA, XLK, SHV 13F-HR 5/15/2024, 03:10 PM
Q4 2023 235 $275M +$9.18M -$65.5M -$56.3M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 2/12/2024, 04:57 PM
Q3 2023 266 $303M +$23.9M -$214M -$190M AAPL, MSFT, NVDA, SCHG, SHV 13F-HR 11/13/2023, 09:42 AM
Q2 2023 351 $511M +$18.7M -$28.8M -$10.1M AAPL, UNP, MSFT, NVDA, VTI 13F-HR 8/11/2023, 05:37 PM
Q1 2023 360 $490M +$20.7M -$26.8M -$6.12M AAPL, UNP, MSFT, VTI, SCHG 13F-HR 5/12/2023, 04:14 PM
Q4 2022 366 $466M +$51.7M -$38.4M +$13.3M AAPL, UNP, MSFT, VTI, DIVO 13F-HR 2/14/2023, 09:53 AM
Q3 2022 321 $428M +$38.3M -$65.5M -$27.1M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 11/14/2022, 10:22 AM
Q2 2022 372 $491M +$51.4M -$62.9M -$11.5M AAPL, UNP, MSFT, VTI, SCHG 13F-HR 8/12/2022, 03:14 PM
Q1 2022 392 $599M +$55.9M -$46.9M +$9.05M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 5/12/2022, 03:47 PM
Q4 2021 390 $626M +$239M -$29M +$210M AAPL, UNP, MSFT, VTI, AMZN 13F-HR 2/14/2022, 12:41 PM
Q3 2021 247 $390M +$43.6M -$34.8M +$8.84M AAPL, MSFT, AMZN, ADBE, SCHO 13F-HR 11/12/2021, 04:48 PM
Q2 2021 267 $388M +$87.5M -$14M +$73.5M AAPL, MSFT, AMZN, SCHG, SCHO 13F-HR 8/13/2021, 04:13 PM
Q1 2021 216 $293M +$50.8M -$235M -$184M AAPL, AMZN, SCHO, SCHG, MINT 13F-HR 5/17/2021, 02:59 PM
Q4 2020 353 $475M +$242M -$10.1M +$232M AAPL, UNP, MSFT, ADBE, AMZN 13F-HR 2/16/2021, 12:52 PM
Q3 2020 205 $225M +$39.9M -$7.94M +$32M AAPL, ASPU, ADBE, SCHG, MSFT 13F-HR 11/16/2020, 01:06 PM
Q2 2020 182 $192M +$19.6M -$5.36M +$14.3M AAPL, ADBE, ASPU, SCHG, MSFT Restatement 8/19/2020, 02:07 PM
Q1 2020 150 $153M +$39.2M -$20.8M +$18.4M AAPL, ADBE, ASPU, SCHG, SCHV 13F-HR 5/15/2020, 01:23 PM
Q4 2019 169 $158M $0 $0 AAPL, ADBE, MSFT, SCHG, SCHV 13F-HR 2/14/2020, 01:37 PM