Laidlaw-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "BABA", "GOOGL", "AVGO", "ARCC", "BITF", "HD", "BRLT", null, "QBTS", "TE", "RIVN", "META", "VUZI", "IINN", "MSFT", "FICO", null, null, null, "EMD", "PANW", "AAPL", "NVDA", "GS", "PLTR", null, "TDG", "NEM", "NVTS", "TSM", "AEE", "AFL", "FI", null, null, "AMZN", "V", "FNF", "ET", "INFY", "CRM", null, "BAC", "BRK-B", "CASY", "COIN", "COST", "CRWD", "QQQ", "GOOG", "LLY", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-16
- Total Holdings
- 55
- Total Value
- 33601497
- Accession Number
- 0001800608-25-000002
- Form Type
- 13F-HR
- Manager Name
- Laidlaw-Wealth-Management
Data Enrichment
84% identified46 identified9 unidentified
Holdings
55 positions • $33.6M total value
Manager:
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Page 3 of 3
Shares:1.4K
Value:$226.1K
% of Portfolio:0.7% ($226.1K/$33.6M)
Shares:3.3K
Value:$215.0K
% of Portfolio:0.6% ($215.0K/$33.6M)
Shares:10.2K
Value:$127.4K
% of Portfolio:0.4% ($127.4K/$33.6M)
Shares:63.0K
Value:$99.5K
% of Portfolio:0.3% ($99.5K/$33.6M)
62955X201
Shares:30.6K
Value:$21.1K
% of Portfolio:0.1% ($21.1K/$33.6M)
Shares:13.5K
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$33.6M)
235750106
Shares:19.7K
Value:$273
% of Portfolio:0.0% ($273/$33.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.4K | QoQ -5.67% (-82)YoY NEW(+1.4K) | All Managers (Combined) | $226.1K | 0.7% ($226.1K/$33.6M) | YoY NEW(+$226.1K) | |
| 157 | QoQ NEW(+157) YoY NEW(+157) | All Managers (Combined) | $217.2K | 0.6% ($217.2K/$33.6M) | QoQ NEW(+$217.2K) YoY NEW(+$217.2K) | |
| 3.3K | YoY NEW(+3.3K) | All Managers (Combined) | $215.0K | 0.6% ($215.0K/$33.6M) | YoY NEW(+$215.0K) | |
| 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $211.5K | 0.6% ($211.5K/$33.6M) | QoQ NEW(+$211.5K) YoY NEW(+$211.5K) | |
Salesforce, Inc.(CRMcusip79466L302) | 781 | All Managers (Combined) | $209.6K | 0.6% ($209.6K/$33.6M) | ||
Infosys Ltd(INFYcusip456788108) | 11.2K | All Managers (Combined) | $204.4K | 0.6% ($204.4K/$33.6M) | ||
| 10.2K | All Managers (Combined) | $127.4K | 0.4% ($127.4K/$33.6M) | |||
| 63.0K | QoQ 0.00% (-0) | All Managers (Combined) | $99.5K | 0.3% ($99.5K/$33.6M) | ||
Vuzix Corp(VUZIcusip92921W300) | 34.4K | QoQ NEW(+34.4K) YoY NEW(+34.4K) | All Managers (Combined) | $70.1K | 0.2% ($70.1K/$33.6M) | QoQ NEW(+$70.1K) YoY NEW(+$70.1K) |
T1 Energy Inc.(TEcusip35834F104) | 44.5K | All Managers (Combined) | $56.1K | 0.2% ($56.1K/$33.6M) | ||
| 18.3K | All Managers (Combined) | $37.5K | 0.1% ($37.5K/$33.6M) | |||
(cusip62955X201)✕ | 30.6K | QoQ 0.00% (-0)YoY NEW(+30.6K) | All Managers (Combined) | $21.1K | 0.1% ($21.1K/$33.6M) | YoY NEW(+$21.1K) |
Bitfarms Ltd(BITFcusip09173B107) | 15.1K | QoQ NEW(+15.1K) YoY NEW(+15.1K) | All Managers (Combined) | $11.9K | 0.0% ($11.9K/$33.6M) | QoQ NEW(+$11.9K) YoY NEW(+$11.9K) |
| 13.5K | QoQ 0.00% (-0)YoY NEW(+13.5K) | All Managers (Combined) | $9.0K | 0.0% ($9.0K/$33.6M) | YoY NEW(+$9.0K) | |
(cusip235750106)✕ | 19.7K | QoQ 0.00% (-0)YoY NEW(+19.7K) | All Managers (Combined) | $273 | 0.0% ($273/$33.6M) | YoY NEW(+$273) |