Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

  • $130 Billion
  • Q1 2025

Lauer Wealth, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $20.7B, Wisdomtree Floating Rate Treas with a value of $16.4B, Wisdomtree Tr Us Quality Divid with a value of $13.4B, Ishares Morningstar Value ETF with a value of $11.3B, and Dimensional ETF Tr with a value of $8.95B.

Examining the 13F form we can see an decrease of $19.7B in the current position value, from $150B to 130B.

Lauer Wealth, LLC is based out at Valparaiso, IN

Below you can find more details about Lauer Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $105 Billion
Consumer Cyclical: $9 Billion
Technology: $4.76 Billion
Financial Services: $756 Million
Industrials: $532 Million
Communication Services: $433 Million
Healthcare: $296 Million
Utilities: $230 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.7 Billion 15.94% of portfolio
43,563
Q1 2025 Added 21.42%
$0
$16.4 Billion 12.64% of portfolio
326,384
Q1 2025 Reduced 12.73%
$0
$13.4 Billion 10.3% of portfolio
172,612
Q1 2025 Added 7.89%
$0
$11.3 Billion 8.71% of portfolio
143,723
Q1 2025 Added 7.11%
$0
$8.95 Billion 6.89% of portfolio
235,906
Q1 2025 Added 7.55%
$891B
$8.14 Billion 6.26% of portfolio
27,870
Q1 2025 Reduced 51.05%
Dimensional ETF Trust
-
$7.51 Billion 5.78% of portfolio
-
Q1 2025 Added 13.0%
$0
$6.39 Billion 4.91% of portfolio
108,427
Q1 2025 New
$0
$6.09 Billion 4.69% of portfolio
101,778
Q1 2025 New
$0
$4.48 Billion 3.45% of portfolio
78,026
Q1 2025 Added 3.37%
$0
$4.07 Billion 3.13% of portfolio
34,140
Q1 2025 New
$0
$2.27 Billion 1.75% of portfolio
38,982
Q1 2025 Added 14.91%
$0
$1.8 Billion 1.39% of portfolio
69,456
Q1 2025 Added 5.13%
$0
$1.46 Billion 1.13% of portfolio
29,555
Q1 2025 Added 1.65%
$0
$1.12 Billion 0.86% of portfolio
14,105
Q1 2025 Reduced 73.92%
$0
$1.12 Billion 0.86% of portfolio
11,830
Q4 2023 Added 115.09%
$2.95T
$915 Million 0.7% of portfolio
2,322
Q1 2025 Added 23.44%
$1.88T
$819 Million 0.63% of portfolio
4,370
Q1 2025 New
$0
$783 Million 0.6% of portfolio
7,768
Q1 2025 Added 1.3%
$0
$727 Million 0.56% of portfolio
1,920
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$721 Million 0.55% of portfolio
-
Q1 2025 Added 109.45%
$0
$681 Million 0.52% of portfolio
2,496
Q1 2025 Reduced 49.19%
$271B
$667 Million 0.51% of portfolio
6,120
Q1 2025 Added 37.99%
$0
$606 Million 0.47% of portfolio
27,218
Q1 2025 New
$0
$596 Million 0.46% of portfolio
10,865
Q1 2025 Added 132.8%
$0
$588 Million 0.45% of portfolio
1,060
Q1 2025 Reduced 3.28%
$157B
$559 Million 0.43% of portfolio
5,820
Q1 2025 New
$3.55B
$536 Million 0.41% of portfolio
1,405
Q1 2025 New
$3.42T
$511 Million 0.39% of portfolio
2,421
Q4 2024 Reduced 7.56%
$0
$495 Million 0.38% of portfolio
6,051
Q1 2025 Reduced 87.25%
$979B
$433 Million 0.33% of portfolio
2,674
Q1 2025 Reduced 55.98%
$10B
$333 Million 0.26% of portfolio
25,057
Q1 2025 Reduced 51.02%
Super Micro Computer Inc
-
$333 Million 0.26% of portfolio
-
Q1 2025 New
$87.6B
$296 Million 0.23% of portfolio
4,548
Q1 2025 Reduced 21.04%
Ark 21 Shares Bitcoin ETF
-
$243 Million 0.19% of portfolio
-
Q1 2025 New
$0
$242 Million 0.19% of portfolio
6,150
Q1 2025 Reduced 44.84%
$6.87B
$230 Million 0.18% of portfolio
7,036
Q1 2025 Reduced 1.46%
$0
$216 Million 0.17% of portfolio
2,398
Q1 2025 New
$640M
$227 Million 0.17% of portfolio
15,275
Q1 2025 New
$319M
$213 Million 0.16% of portfolio
39,300
Q1 2025 New
Volatility Shs Tr
-
$204 Million 0.16% of portfolio
-
Q1 2025 New
$0
$197 Million 0.15% of portfolio
16,800
Q1 2025 Added 5.09%
$718M
$179 Million 0.14% of portfolio
10,625
Q1 2025 New
Graniteshares ETF Tr
-
$168 Million 0.13% of portfolio
-
Q1 2025 Added 43.44%
$5.58B
$140 Million 0.11% of portfolio
11,850
Q1 2025 New
$770M
$147 Million 0.11% of portfolio
21,000
Q1 2025 New
ETF Opportunities Trust
-
$83.4 Million 0.06% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $130 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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