Loading…
CIK 0001800608 • 6 13F filings • May 16, 2025 – Aug 11, 2026
Import this data to Google Sheets with:
=jivedata("laidlaw-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $210K | 0.6%Prev: 0.5% | 1,902 SH | Decreased |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $1.5M | 4.6%Prev: 4.0% | 10,092 SH | Decreased+583 SH |
| ALPHABET INC | CAP STK CL A | $734K | 2.3%Prev: 1.9% | 2,346 SH | Decreased-930 SH |
| ALPHABET INC | CAP STK CL C | $310K | 1.0%Prev: 0.6% | 988 SH | Increased-40 SH |
| AMAZON COM INC | COM | $593K | 1.8%Prev: 2.7% | 2,567 SH | Decreased-2,506 SH |
| AMPHENOL CORP NEW | CL A | $216K | 0.7%Prev: 0.7% | 1,596 SH | Decreased-885 SH |
| APPLE INC | COM | $3.6M | 11.2%Prev: 8.1% | 13,257 SH | Increased-148 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $673K | 2.1%Prev: 1.9% | 1,338 SH | Decreased-224 SH |
| BLUE OWL CAPITAL CORPORATION | COM | $132K | 0.4% | 10,641 SH | New |
| BROADCOM INC | COM | $491K | 1.5%Prev: 1.1% | 1,418 SH | Increased+20 SH |
| CARDINAL HEALTH INC | COM | $335K | 1.0% | 1,632 SH | New |
| CASEYS GEN STORES INC | COM | $577K | 1.8%Prev: 1.4% | 1,044 SH | Decreased |
| CENTERPOINT ENERGY INC | COM | $333K | 1.0%Prev: 0.6% | 8,692 SH | Increased+2,248 SH |
| COCA COLA CONS INC | COM | $205K | 0.6% | 1,336 SH | New |
| COINBASE GLOBAL INC | COM CL A | $231K | 0.7%Prev: 0.8% | 1,023 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $235K | 0.7%Prev: 2.0% | 272 SH | Decreased-622 SH |
| CROWDSTRIKE HLDGS INC | CL A | $310K | 1.0%Prev: 1.5% | 662 SH | Decreased-594 SH |
| D-WAVE QUANTUM INC | COM | $1.1M | 3.3%Prev: 2.3% | 40,621 SH | Increased+1,508 SH |
| ELI LILLY & CO | COM | $911K | 2.8%Prev: 1.5% | 848 SH | Increased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $343K | 1.1%Prev: 1.3% | 20,830 SH | Decreased-10,840 SH |
| EQT CORP | COM | $348K | 1.1%Prev: 0.6% | 6,484 SH | Increased+1,717 SH |
| FERRARI N V | COM | $312K | 1.0% | 845 SH | New |
| GENERAL DYNAMICS CORP | COM | $280K | 0.9%Prev: 0.7% | 833 SH | Increased+25 SH |
| GILEAD SCIENCES INC | COM | $234K | 0.7% | 1,908 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $787K | 2.4%Prev: 2.7% | 12,148 SH | Decreased-3,843 SH |
| INFOSYS LTD | SPONSORED ADR | $200K | 0.6%Prev: 0.4% | 11,200 SH | Increased |
| INSPIRA TECHNOLOGIES OXY BHN | SHS | $12K | 0.0%Prev: 0.0% | 13,500 SH | Decreased |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 4.6%Prev: 3.4% | 2,451 SH | Increased+40 SH |
| ISHARES ETHEREUM TR | SHS | $425K | 1.3% | 18,930 SH | New |
| ISHARES INC | MSCI EURZONE ETF | $768K | 2.4%Prev: 1.6% | 11,985 SH | Increased+860 SH |
| ISHARES SILVER TR | ISHARES | $919K | 2.8%Prev: 2.0% | 14,263 SH | Increased-6,039 SH |
| JABIL INC | COM | $304K | 0.9%Prev: 0.6% | 1,335 SH | Increased+166 SH |
| JPMORGAN CHASE & CO. | COM | $309K | 1.0%Prev: 1.4% | 960 SH | Decreased-927 SH |
| META PLATFORMS INC | CL A | $1.6M | 5.1%Prev: 4.0% | 2,494 SH | Decreased+209 SH |
| MICROSOFT CORP | COM | $2.2M | 6.8%Prev: 8.2% | 4,513 SH | Decreased-2,110 SH |
| NETFLIX INC | COM | $395K | 1.2%Prev: 1.7% | 4,210 SH | Decreased+3,601 SH |
| NEWMONT CORP | COM | $394K | 1.2%Prev: 1.4% | 3,942 SH | Decreased-2,950 SH |
| NVIDIA CORPORATION | COM | $3.0M | 9.3%Prev: 9.1% | 16,115 SH | Decreased-4,450 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $785K | 2.4%Prev: 3.0% | 4,417 SH | Decreased-2,475 SH |
| PALO ALTO NETWORKS INC | COM | $565K | 1.7%Prev: 2.5% | 3,066 SH | Decreased-2,039 SH |
| PHILIP MORRIS INTL INC | COM | $383K | 1.2%Prev: 0.8% | 2,388 SH | Increased+381 SH |
| RALPH LAUREN CORP | CL A | $249K | 0.8% | 705 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $394K | 1.2%Prev: 0.8% | 2,447 SH | Increased+180 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $258K | 0.8% | 444 SH | New |
| TESLA INC | COM | $1.7M | 5.4%Prev: 4.4% | 3,861 SH | Decreased-304 SH |
| TRANSDIGM GROUP INC | COM | $290K | 0.9%Prev: 0.9% | 218 SH | Decreased-75 SH |
| WESTERN ASSET EMERGING MKTS | COM | $645K | 2.0%Prev: 1.5% | 60,700 SH | Increased |
| 13F-HR |
| 0001800608-26-000003 |
| $35.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001800608-25-000003 | $34.7M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001800608-26-000002 | $28.8M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001800608-25-000002 | $33.9M | View |