Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAIDLAW WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 237 | 275,205,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $24,468,424 | 127,089 | 0.01 | 0.01 | -14,755 | -10.40 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $13,311,150 | 35,398 | 0.00 | 0.00 | 1,166 | 3.41 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 3 | $7,540,607 | 15,227 | 0.00 | 0.00 | 98 | 0.65 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $5,175,228 | 34,061 | 0.00 | 0.00 | -2,413 | -6.62 | 12-31-2023 |
