| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 9.1% |
| ADOBE SYSTEMS INCORPORATED | 19 | Q2 2024 | 4.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.8% |
| AMAZON COM INC | 19 | Q2 2024 | 3.2% |
| NVIDIA CORPORATION | 19 | Q2 2024 | 3.9% |
| SELECT SECTOR SPDR TR | 19 | Q2 2024 | 2.8% |
| ALPHABET INC | 19 | Q2 2024 | 1.7% |
| ALPHABET INC | 19 | Q2 2024 | 1.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.8% |
| VANGUARD WORLD FDS | 19 | Q2 2024 | 1.4% |
View Laidlaw Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-16 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Laidlaw Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.