Laidlaw Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York City, NY
CIK
0001800608
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 237 275,205 AAPL, MSFT, NVDA, AMZN 13F-HR 2/12/2024 000180060824000001
Q3 2023 266 302,506 AAPL, MSFT, NVDA, SCHG 13F-HR 11/13/2023 000180060823000004
Q2 2023 351 511,212 AAPL, UNP, MSFT, NVDA 13F-HR 8/14/2023 000180060823000003
Q1 2023 361 489,837 AAPL, UNP, MSFT, VTI 13F-HR 5/12/2023 000180060823000002
Q4 2022 366 466,242 AAPL, UNP, MSFT, VTI 13F-HR 2/14/2023 000180060823000001
Q3 2022 321 427,966 AAPL, UNP, MSFT, VTI 13F-HR 11/14/2022 000180060822000005
Q2 2022 372 490,603 AAPL, UNP, MSFT, VTI 13F-HR 8/12/2022 000180060822000004
Q1 2022 392 598,934 AAPL, UNP, MSFT, VTI 13F-HR 5/12/2022 000180060822000002
Q4 2021 390 625,678 AAPL, UNP, MSFT, VTI 13F-HR 2/14/2022 000180060822000001
Q3 2021 247 390,010 AAPL, MSFT, AMZN, ADBE 13F-HR 11/12/2021 000180060821000006
Q2 2021 267 387,732 AAPL, MSFT, AMZN, SCHG 13F-HR 8/13/2021 000180060821000005
Q1 2021 216 292,654 AAPL, AMZN, SCHO, SCHG 13F-HR 5/17/2021 000180060821000004
Q4 2020 353 474,818 AAPL, UNP, MSFT, ADBE 13F-HR 2/16/2021 000180060821000002
Q3 2020 205 225,170 AAPL, ASPU, ADBE, SCHG 13F-HR 11/16/2020 000180060820000005
Q2 2020 182 191,536 AAPL, ADBE, ASPU, SCHG RESTATEMENT 8/19/2020 000180060820000004
Q1 2020 150 152,690 AAPL, ADBE, ASPU, SCHG 13F-HR 5/15/2020 000180060820000002
Q4 2019 169 158,221 AAPL, ADBE, MSFT, SCHG 13F-HR 2/14/2020 000180060820000001
Additional filings from Laidlaw Wealth Management LLC that have since been restated