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  Name: Laidlaw Wealth Management LLC
  City: NEW YORK CITY
  State: NY
  Zip: 10175
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $179,161,000
  Total Value Change : $-95,994,000
  Securities Held Change : -63
   
All Securities Held : 172
  New Positions : 11
  Closed Positions : 76
  Increased Positions : 43
  Unchanged Positions : 17
  Decreased Positions : 101

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 57 New $0.00 $963,000 21,263 0.54% 963,000 21,263 0.299    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 74 New $0.00 $714,000 11,304 0.4% 714,000 11,304 0.002    N/A
   (CASY)1 Year Chart         CASY Caseys General Stores Inc 126 New $337.08 $334,000 1,050 0.19% 334,000 1,050 0.003    Grocery Stores
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 132 New $0.00 $316,000 5,091 0.18% 316,000 5,091 0.057    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 138 New $147.78 $301,000 2,635 0.17% 301,000 2,635 0.008    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 141 New $16.47 $294,000 13,567 0.16% 294,000 13,567 0.002    N/A
   (BIN)1 Year Chart         BIN Waste Connections, Inc 157 New $165.57 $212,000 1,235 0.12% 212,000 1,235 0    Waste Management
   (MDB)1 Year Chart         MDB Mongodb Inc 159 New $361.28 $210,000 585 0.12% 210,000 585 0    N/A
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 162 New $282.76 $205,000 785 0.11% 205,000 785 0    Specialty Retail, Other
   (BRLT)1 Year Chart         BRLT Brilliant Earth Group, Inc. 166 New $2.27 $161,000 54,000 0.09% 161,000 54,000 0.137    N/A
   (ALDX)1 Year Chart         ALDX Aldeyra Therapeutics, Inc. 170 New $3.87 $42,000 12,725 0.02% 42,000 12,725 0.022    N/A

      11 Records Found
  1    
Page 1 of 1
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