Long-term investor
Laidlaw Wealth Management LLC @laidlawwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800608).
Record
- Tracked since 2025-06-30 (434 days), 181 trades recorded
- Returns: week n/a · month n/a · 90 days +5.0% · 6 months -3.4% · 1 year +9.2% · all +9.2%
- Max drawdown -9.3% · Sharpe 0.21 · win rate 43% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.1% · long · since 2025-06-30
- AAPL · 6.3% · long · since 2025-06-30
- 46090E103 · 5.4% · long · since 2025-09-30
- MSFT · 4.8% · long · since 2025-06-30
- TSLA · 4.3% · long · since 2025-06-30
- META · 3.9% · long · since 2025-06-30
- PANW · 3.7% · long · since 2025-06-30
- LLY · 3.6% · long · since 2025-06-30
- QBTS · 2.8% · long · since 2025-06-30
- 01609W102 · 2.5% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- BRK-B · 2.3% · long · since 2025-06-30