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Laidlaw Wealth Management LLC Historic Quarter Change: USA Options, Sold Out

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Laidlaw Wealth Management LLC historic quarter change: USA Options, Sold out

In put and call options, at their filed underlying value (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Laidlaw Wealth Management LLC opened 15 positions, added to 0, reduced 1 and sold out of 17.

  • Q2 2026: Stock AAPL; Country of operation United States; Class COM · Put; Shares before 25.
  • Q2 2026: Stock USO; Country of operation United States; Class UNITS · Put; Shares before 2.
  • Q1 2026: Stock QQQ; Country of operation —; Class UNIT SER 1 · Put; Shares before 15.
  • Q2 2025: Stock QQQ; Country of operation —; Class UNIT SER 1 · Put; Shares before 68.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1800608), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AAPL
APPLE INC		United StatesCOM · Put250-25$1,400$0-$1,4002026-08-11
Q2 2026USO
UNITED STS OIL FD LP		United StatesUNITS · Put20-2$444$0-$4442026-08-11
Q1 2026QQQ
INVESCO QQQ TR		UNIT SER 1 · Put150-15$206$0-$2062026-05-06
Q2 2025QQQ
INVESCO QQQ TR		UNIT SER 1 · Put680-68$342,728$0-$342,7282025-08-13
Q1 2025URA
GLOBAL X FDS		GLOBAL X URANIUM · Call1460-146$1,907$0-$1,9072025-05-16
Q4 2024AMZN
AMAZON COM INC		United StatesCOM · Put800-80$4,000$0-$4,0002025-02-03
Q4 2024NFLX
NETFLIX INC		United StatesCOM · Call800-80$3,160$0-$3,1602025-02-03
Q4 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM · Call1000-100$2,150$0-$2,1502025-02-03
Q4 2024META
META PLATFORMS INC		United StatesCL A · Call750-75$2,027$0-$2,0272025-02-03
Q4 2024META
META PLATFORMS INC		United StatesCL A · Put720-72$1,194$0-$1,1942025-02-03
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM · Call800-80$801$0-$8012025-02-03
Q4 2024TSLA
TESLA INC		United StatesCOM · Put1000-100$637$0-$6372025-02-03
Q4 2024AAPL
APPLE INC		United StatesCOM · Call1000-100$400$0-$4002025-02-03
Q4 2024AMZN
AMAZON COM INC		United StatesCOM · Call800-80$280$0-$2802025-02-03
Q4 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM · Put700-70$210$0-$2102025-02-03
Q3 2024QQQ
INVESCO QQQ TR		UNIT SER 1 · Put1200-120$4,933$0-$4,9332024-11-12
Q3 2024ELV
ELEVANCE HEALTH INC		United StatesCOM · Put60-6$2,361$0-$2,3612024-11-12

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