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Alex Shtaynberger

Laidlaw Wealth Management Llc

Assets Managed
$28.81M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
-10.82%(2Q avg: -16.93%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Laidlaw Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Laidlaw Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 28.81M in assets, with a quarterly growth rate of -10.82% and a 2-quarter average growth rate of -16.93%. The portfolio is managed by Alex Shtaynberger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.19%
11.69%
$3.366M
13,282 shares@ $253.43 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.22%
10.17%
$2.929M
16,794 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.66%
5.71%
$1.643M
4,438 shares@ $370.17 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.72%
5%
$1.439M
2,493 shares@ $577.19 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.56%
4.93%
$1.419M
2,480 shares@ $572.05 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -3.78%
4.8%
$1.381M
3,715 shares@ $371.75 avg price
BABA
Alibaba Group Holding-sp Adr
Recent Activity
Decreased -4.41%
4.21%
$1.21M
9,646 shares@ $125.46 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
Increased 15.76%
3.46%
$996,152
14,062 shares@ $70.84 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 11.56%
3.03%
$870,102
946 shares@ $919.77 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 26.4%
2.84%
$816,681
5,583 shares@ $146.28 avg price

1-10 of 47