Laidlaw Wealth Management LLC
Top Portfolio Positions
43 positions ·
$26,387,036 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,282 | $3,370,838 | 12.77% | |
| NVDA |
Nvidia Corp
Technology
|
16,794 | $2,928,873 | 11.10% | |
| MSFT |
Microsoft Corp
Technology
|
4,438 | $1,642,814 | 6.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,493 | $1,438,909 | 5.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,480 | $1,418,882 | 5.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,715 | $1,381,051 | 5.23% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
9,646 | $1,210,187 | 4.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
946 | $870,102 | 3.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
5,583 | $816,681 | 3.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,373 | $702,494 | 2.66% |
Portfolio Trend
Holdings in QTEX
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,150 | 13,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,145 | 13,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,475 | 13,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,031 | 13,500 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,770 | 13,500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $18,495 | 13,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,630 | 13,500 | Shares | Sole | 2024-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||