Laidlaw Wealth Management LLC

CIK Number: 0001800608

229.57M
Market Value
171
# of Holdings
11 months
Avg. Holding Period
35.32%
Win Rate
2.54%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 PLTR Palantir Techno...
116.25
-1.85% 272.06K +67.27% 20.58M 45.16 8.96%
2 AAPL Apple Inc.
213.19
+0.32% 39.89K +1.64% 9.99M 132.94 4.35%
3 NVDA NVIDIA Corporat...
111.60
+2.46% 62.85K -4.78% 8.44M 27.09 3.68%
4 MSFT Microsoft Corpo...
425.29
+7.60% 17.22K +1.03% 7.26M 277.51 3.16%
5 SHV iShares Short T...
110.10
-0.33% 51.67K +22.78% 5.69M 110.16 2.48%

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