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

SEC FilingSEC DataHachi Filing

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
CIK: laidlaw-wealth-management
Manager Name: Laidlaw-Wealth-Management

Data Enrichment

84% identified

46 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $33,601.497K total value

55 positions

Manager:

SEC FilingSEC DataHachi Filing

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.4K

Value:$226.1K

TransDigm Group INC

TDG|893641100

Shares:157

Value:$217.2K

Fidelity National Financial, Inc.

FNF|31620R303

Shares:3.3K

Value:$215.0K

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$211.5K

Salesforce, Inc.

CRM|79466L302

Shares:781

Value:$209.6K

Infosys Ltd

INFY|456788108

Shares:11.2K

Value:$204.4K

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:10.2K

Value:$127.4K

Brilliant Earth Group, Inc.

BRLT|109504100

Shares:63.0K

Value:$99.5K

Vuzix Corp

VUZI|92921W300

Shares:34.4K

Value:$70.1K

T1 Energy Inc.

TE|35834F104

Shares:44.5K

Value:$56.1K

Navitas Semiconductor Corp

NVTS|63942X106

Shares:18.3K

Value:$37.5K

62955X201

Shares:30.6K

Value:$21.1K

Bitfarms Ltd

BITF|09173B107

Shares:15.1K

Value:$11.9K

Inspira Technologies OXY B.H.N. Ltd

IINN|M53637100

Shares:13.5K

Value:$9.0K

235750106

Shares:19.7K

Value:$273

Instrument	Shares		Other Manager	Value
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.4K	QoQ -5.67% (-82) YoY NEW(+1.4K)	All Managers (Combined)	$226.1K	QoQ -20.71% (-$59.1K) YoY NEW(+$226.1K)
TransDigm Group INC(TDGcusip893641100)	157	QoQ NEW(+157) YoY NEW(+157)	All Managers (Combined)	$217.2K	QoQ NEW(+$217.2K) YoY NEW(+$217.2K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	3.3K	QoQ -26.79% (-1.2K) YoY NEW(+3.3K)	All Managers (Combined)	$215.0K	QoQ -15.13% (-$38.3K) YoY NEW(+$215.0K)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$211.5K	QoQ NEW(+$211.5K) YoY NEW(+$211.5K)
Salesforce, Inc.(CRMcusip79466L302)	781	QoQ -82.26% (-3.6K) YoY -64.56% (-1.4K)	All Managers (Combined)	$209.6K	QoQ -85.76% (-$1.3M) YoY -68.42% (-$454.2K)
Infosys Ltd(INFYcusip456788108)	11.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$204.4K	QoQ -16.74% (-$41.1K) YoY +1.78% (+$3.6K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	10.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$127.4K	QoQ -6.39% (-$8.7K) YoY +13.69% (+$15.3K)
Brilliant Earth Group, Inc.(BRLTcusip109504100)	63.0K	QoQ 0.00% (-0) YoY +16.66% (-9.0K)	All Managers (Combined)	$99.5K	QoQ -24.76% (-$32.8K) YoY -38.35% (-$61.9K)
Vuzix Corp(VUZIcusip92921W300)	34.4K	QoQ NEW(+34.4K) YoY NEW(+34.4K)	All Managers (Combined)	$70.1K	QoQ NEW(+$70.1K) YoY NEW(+$70.1K)
T1 Energy Inc.(TEcusip35834F104)	44.5K	QoQ 0.00% (-0) YoY +217.85% (+30.5K)	All Managers (Combined)	$56.1K	QoQ -51.16% (-$58.7K) YoY +138.39% (+$32.5K)
Navitas Semiconductor Corp(NVTScusip63942X106)	18.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$37.5K	QoQ -42.57% (-$27.8K) YoY -57.02% (-$49.8K)
(cusip62955X201)✕	30.6K	QoQ 0.00% (-0) YoY NEW(+30.6K)	All Managers (Combined)	$21.1K	QoQ -65.50% (-$40.1K) YoY NEW(+$21.1K)
Bitfarms Ltd(BITFcusip09173B107)	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$11.9K	QoQ NEW(+$11.9K) YoY NEW(+$11.9K)
Inspira Technologies OXY B.H.N. Ltd(IINNcusipM53637100)	13.5K	QoQ 0.00% (-0) YoY NEW(+13.5K)	All Managers (Combined)	$9.0K	QoQ -34.40% (-$4.7K) YoY NEW(+$9.0K)
(cusip235750106)✕	19.7K	QoQ 0.00% (-0) YoY NEW(+19.7K)	All Managers (Combined)	$273	QoQ -98.37% (-$16.5K) YoY NEW(+$273)