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The Analysis of Laidlaw Wealth Management LLC's Holdings & P&L

Currently, Laidlaw Wealth Management LLC holds 47 types of securities in its portfolio with a total value $28.8M. In the most recent quarter, they have increased their positions in XLE (+7.8K shares, valued at $477.6K), OUNZ (+9.0K shares, valued at $407.6K), BK (+2.5K shares, valued at $291.6K); decreased their positions in SLV (-8.5K shares, valued at $576.7K), EMD (-31.1K shares, valued at $305.4K), N/A (-506 shares, valued at $145.5K); initiated new positions in XLE (+7.8K shares, valued at $477.6K), OUNZ (+9.0K shares, valued at $407.6K), BK (+2.5K shares, valued at $291.6K).

1M P&L

+2.0M+8.10%

3M P&L

+2.4M+9.89%

HY P&L

+1.9M+7.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure3.5M

14.3%

2Consumer Electronics3.4M

13.9%

3N/A3.3M

13.2%

Top Industries by Stock Count

1N/A8 stocks

20.0%

2Software - Infrastructure4 stocks

10.0%

3Consumer Electronics2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC13.3K shares0.00%2026-03-312026-05-06

NVDA NVIDIA CORPORATION16.8K shares4.21%2026-03-312026-05-06

MSFT MICROSOFT CORP4.4K shares-1.66%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR2.5K shares2.34%2026-03-312026-05-06

META META PLATFORMS INC2.5K shares-0.56%2026-03-312026-05-06

TSLA TESLA INC3.7K shares-3.78%2026-03-312026-05-06

BABA ALIBABA GROUP HLDG LTD9.6K shares-4.42%2026-03-312026-05-06

SHLD GLOBAL X FDS14.1K shares15.76%2026-03-312026-05-06

Sponsored

LLY ELI LILLY & CO946 shares11.56%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC5.6K shares26.40%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares9.57%2026-03-312026-05-06

AMZN AMAZON COM INC3.4K shares31.40%2026-03-312026-05-06

CASY CASEYS GEN STORES INC851 shares-18.49%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC3.8K shares22.73%2026-03-312026-05-06

QBTS D-WAVE QUANTUM INC40.6K shares0.00%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.8K shares-21.57%2026-03-312026-05-06

Sponsored

ET ENERGY TRANSFER L P26.8K shares28.80%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR7.8K sharesnew addition2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC1.2K shares83.08%2026-03-312026-05-06

NFLX NETFLIX INC.4.9K shares16.15%2026-03-312026-05-06

BROADCOM INC BROADCOM INC1.4K shares1.06%2026-03-312026-05-06

EQT CORP EQT CORP7.0K shares7.20%2026-03-312026-05-06

OUNZ VANECK MERK GOLD ETF9.0K sharesnew addition2026-03-312026-05-06

CNP CENTERPOINT ENERGY INC9.3K shares6.48%2026-03-312026-05-06

Sponsored

SLV ISHARES SILVER TR5.8K shares-59.34%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO1.1K shares15.63%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC1.9K shares-19.85%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP2.5K sharesnew addition2026-03-312026-05-06

QXO QXO INC15.0K sharesnew addition2026-03-312026-05-06

EMD WESTERN ASSET EMERGING MKTS29.6K shares-51.24%2026-03-312026-05-06

CAH CARDINAL HEALTH INC1.3K shares-17.77%2026-03-312026-05-06

COIN COINBASE GLOBAL INC1.6K shares58.65%2026-03-312026-05-06

Sponsored

ETHA ISHARES ETHEREUM TR16.2K shares-14.37%2026-03-312026-05-06

GLD SPDR GOLD TR594 sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC878 shares-11.13%2026-03-312026-05-06

SHOP SHOPIFY INC2.1K shares-13.89%2026-03-312026-05-06

GILD GILEAD SCIENCES INC1.6K shares-13.78%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR2.4K sharesnew addition2026-03-312026-05-06

JBL JABIL INC794 shares-40.52%2026-03-312026-05-06

AFL AFLAC INC1.9K shares0.00%2026-03-312026-05-06

Sponsored

CTVA CORTEVA INC2.4K sharesnew addition2026-03-312026-05-06

USO UNITED STS OIL FD LP1.6K sharesnew addition2026-03-312026-05-06

INFY INFOSYS LTD14.7K shares30.80%2026-03-312026-05-06

TE T1 ENERGY INC41.0K sharesnew addition2026-03-312026-05-06

OBDC BLUE OWL CAPITAL CORPORATION11.1K shares4.70%2026-03-312026-05-06

VUZI VUZIX CORP34.4K sharesnew addition2026-03-312026-05-06

BITF BITFARMS LTD12.6K sharesnew addition2026-03-312026-05-06

AAPL

APPLE INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

4.21%

Shares16.8K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-1.66%

Shares4.4K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

2.34%

Shares2.5K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

-0.56%

Shares2.5K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

-3.78%

Shares3.7K

Event2026-03-31

Filed2026-05-06

BABA

ALIBABA GROUP HLDG LTD

-4.42%

Shares9.6K

Event2026-03-31

Filed2026-05-06

SHLD

GLOBAL X FDS

15.76%

Shares14.1K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

11.56%

Shares946

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

26.40%

Shares5.6K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

9.57%

Shares1.5K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

31.40%

Shares3.4K

Event2026-03-31

Filed2026-05-06

CASY

CASEYS GEN STORES INC

-18.49%

Shares851

Event2026-03-31

Filed2026-05-06

PANW

PALO ALTO NETWORKS INC

22.73%

Shares3.8K

Event2026-03-31

Filed2026-05-06

QBTS

D-WAVE QUANTUM INC

0.00%

Shares40.6K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-21.57%

Shares1.8K

Event2026-03-31

Filed2026-05-06

ENERGY TRANSFER L P

28.80%

Shares26.8K

Event2026-03-31

Filed2026-05-06

XLE

SELECT SECTOR SPDR TR

New

Shares7.8K

Event2026-03-31

Filed2026-05-06

CRWD

CROWDSTRIKE HLDGS INC

83.08%

Shares1.2K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

16.15%

Shares4.9K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

1.06%

Shares1.4K

Event2026-03-31

Filed2026-05-06

EQT CORP

7.20%

Shares7.0K

Event2026-03-31

Filed2026-05-06

OUNZ

VANECK MERK GOLD ETF

New

Shares9.0K

Event2026-03-31

Filed2026-05-06

CNP

CENTERPOINT ENERGY INC

6.48%

Shares9.3K

Event2026-03-31

Filed2026-05-06

SLV

ISHARES SILVER TR

-59.34%

Shares5.8K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

15.63%

Shares1.1K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

-19.85%

Shares1.9K

Event2026-03-31

Filed2026-05-06

BANK NEW YORK MELLON CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-06

QXO

QXO INC

New

Shares15.0K

Event2026-03-31

Filed2026-05-06

EMD

WESTERN ASSET EMERGING MKTS

-51.24%

Shares29.6K

Event2026-03-31

Filed2026-05-06

CAH

CARDINAL HEALTH INC

-17.77%

Shares1.3K

Event2026-03-31

Filed2026-05-06

COIN

COINBASE GLOBAL INC

58.65%

Shares1.6K

Event2026-03-31

Filed2026-05-06

ETHA

ISHARES ETHEREUM TR

-14.37%

Shares16.2K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

New

Shares594

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-11.13%

Shares878

Event2026-03-31

Filed2026-05-06

SHOP

SHOPIFY INC

-13.89%

Shares2.1K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

-13.78%

Shares1.6K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-06

JBL

JABIL INC

-40.52%

Shares794

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

CTVA

CORTEVA INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-06

USO

UNITED STS OIL FD LP

New

Shares1.6K

Event2026-03-31

Filed2026-05-06

INFY

INFOSYS LTD

30.80%

Shares14.7K

Event2026-03-31

Filed2026-05-06

T1 ENERGY INC

New

Shares41.0K

Event2026-03-31

Filed2026-05-06

OBDC

BLUE OWL CAPITAL CORPORATION

4.70%

Shares11.1K

Event2026-03-31

Filed2026-05-06

VUZI

VUZIX CORP

New

Shares34.4K

Event2026-03-31

Filed2026-05-06

BITF

BITFARMS LTD

New

Shares12.6K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC25 sharesnew addition2026-03-312026-05-06

USO Put PutUNITED STS OIL FD LP2 sharesnew addition2026-03-312026-05-06

AAPL Put

APPLE INC

New

Shares25

Event2026-03-31

Filed2026-05-06

USO Put

UNITED STS OIL FD LP

New

Shares2

Event2026-03-31

Filed2026-05-06