Fund Holdings — Laidlaw Wealth Management LLC

Total Portfolio Value
$41.96M
Total Bought
$9.07M
Total Sold
$4.94M
Net Transaction
+$4.12M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
▲▼
Change
▲▼
INVESCO QQQ TR02,343+2,34301,4073.35%+1,407
GLOBAL X FDS
DEFENSE TECH ETF
015,991+15,99101,1232.68%+1,123
SPDR GOLD TR(GLD)6943,106+2,4122121,1042.63%+893
ISHARES INC011,125+11,12506891.64%+689
APPLE INC(AAPL)13,37013,405+352,7433,4138.14%+670
ALIBABA GROUP HLDG LTD(BABA)9,5299,509-201,0811,7004.05%+619
D-WAVE QUANTUM INC(QBTS)38,69739,113+4165679662.30%+400
PHILIP MORRIS INTL INC(PM)02,007+2,00703260.78%+326
ISHARES SILVER TR(SLV)16,72220,302+3,5805498602.05%+312
AMPHENOL CORP NEW02,481+2,48103070.73%+307
GENERAL DYNAMICS CORP(GD)0808+80802760.66%+276
NVIDIA CORPORATION(NVDA)22,59820,565-2,0333,5703,8379.14%+267
CROWDSTRIKE HLDGS INC(CRWD)6911,256+5653526161.47%+264
EQT CORP(EQT)04,767+4,76702590.62%+259
JABIL INC(JBL)01,169+1,16902540.61%+254
ALPHABET INC(GOOG)01,028+1,02802500.60%+250
CENTERPOINT ENERGY INC(CNP)06,444+6,44402500.60%+250
ABRDN PLATINUM ETF TRUST01,694+1,69402420.58%+242
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,175+4,17502170.52%+217
TESLA INC(TSLA)5,1614,165-9961,6391,8524.41%+213
TRACTOR SUPPLY CO(TSCO)03,523+3,52302000.48%+200
MICROSOFT CORP(MSFT)6,5116,623+1123,2393,4308.18%+192
NEWMONT CORP(NEM)7,0026,892-1104085811.38%+173
PALO ALTO NETWORKS INC(PANW)4,5225,105+5839251,0392.48%+114
SHOPIFY INC(SHOP)2,0002,267+2672313370.80%+106
ALPHABET INC(GOOG)3,9443,276-6686957961.90%+101
ADVISORSHARES TR
PURE US CANN ETF
018,335+18,3350880.21%+88
NAAS TECHNOLOGY INC(NAAS)020,915+20,9150770.18%+77
CASEYS GEN STORES INC(CASY)1,0561,044-125395901.41%+51
GRAYSCALE BITCOIN TRUST ETF(GBTC)3,3353,695+3602833320.79%+49
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
23,60322,946-6578338722.08%+40
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
21,07420,722-3521,1051,1432.72%+38
T1 ENERGY INC(TE)44,50042,500-2,00055930.22%+38
SPDR S&P 500 ETF TR(SPY)780778-24825181.24%+36
AMAZON COM INC(AMZN)4,9285,073+1451,0811,1142.65%+33
BITFARMS LTD
COM
12,60012,600011360.08%+25
JPMORGAN CHASE & CO.(JPM)1,9731,887-865725951.42%+23
HOME DEPOT INC(HD)771751-202833040.73%+22
NAVITAS SEMICONDUCTOR CORP(NVTS)22,31622,31601461610.38%+15
AFLAC INC(AFL)1,9021,90202012120.51%+12
VUZIX CORP(VUZI)34,35234,35201001080.26%+7
MICRON TECHNOLOGY INC(MU)1,9821,500-4822442510.60%+7
INSPIRA TECHNOLOGIES OXY BHN
SHS
13,50013,500011170.04%+6
NETFLIX INC(NFLX)542609+677267301.74%+4
PALANTIR TECHNOLOGIES INC(PLTR)9,1996,892-2,3071,2541,2573.00%+3
BERKSHIRE HATHAWAY INC DEL1,6261,562-647907851.87%-5
BRILLIANT EARTH GROUP INC(BRLT)55,70031,500-24,20077650.16%-11
COSTCO WHSL CORP NEW(COST)856894+388478281.97%-20
INFOSYS LTD(INFY)11,20011,20002081820.43%-25
ENERGY TRANSFER L P(ET)31,67031,67005745431.30%-31
TRANSDIGM GROUP INC(TDG)286293+74353860.92%-49
ELI LILLY & CO(LLY)895848-476986471.54%-51
GOLDMAN SACHS GROUP INC(GS)473353-1203352810.67%-54
WESTERN ASSET EMERGING MKTS
COM
68,55060,700-7,8506896261.49%-63
META PLATFORMS INC(META)2,3852,285-1001,7611,6784.00%-82
BROADCOM INC(AVGO)2,1001,398-7025794611.10%-118
RIVIAN AUTOMOTIVE INC(RIVN)10,2290-10,2291410—-141
FAIR ISAAC CORP(FICO)264199-654832980.71%-185
OREILLY AUTOMOTIVE INC(ORLY)2,3850-2,3852150—-215
REPUBLIC SVCS INC(RSG)8840-8842180—-218
DISNEY WALT CO(DIS)1,7880-1,7882220—-222
ARES CAPITAL CORP(ARCC)10,3250-10,3252270—-227
AMEREN CORP(AEE)2,7880-2,7882680—-268
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
6,7900-6,7902770—-277
VISA INC(V)7970-7972830—-283
COINBASE GLOBAL INC(COIN)2,2591,023-1,2367923450.82%-447
ISHARES BITCOIN TRUST ETF(IBIT)7,3550-7,3554500—-450
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Laidlaw Wealth Management LLC — 13F Holdings — Q3 2025 | TickerTrail