Lauer Wealth, LLC Purchases and Sells in Q1 2025

Lauer Wealth, LLC

$130 Billion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	7.69K + 21.42%	$468.34 - $539.52 $3.6M - $4.15M	43.6K $20.7B
DIMENSIONAL ETF TRUST	29.7K + 13.0%	N/A	258K $7.51B
PLTR	1.14K + 14.08%	$64.98 - $124.62 $73.8K - $142K	9.21K $1.07B
ILCV	9.54K + 7.11%	$79.37 - $85.24 $757K - $813K	144K $11.3B
DGRW	12.6K + 7.89%	$78.0 - $84.37 $985K - $1.07M	173K $13.4B
ISHARES BITCOIN TRUST ETF	6.95K + 109.45%	N/A	13.3K $721M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	108K New	$58.07 - $58.69 $6.3M - $6.36M	108K $6.39B
VGIT	102K New	$57.44 - $59.4 $5.85M - $6.05M	102K $6.09B
IEI	34.1K New	$114.57 - $118.14 $3.91M - $4.03M	34.1K $4.07B
AMZN	4.37K New	$190.26 - $242.06 $831K - $1.06M	4.37K $819M
VUG	1.92K New	$369.1 - $427.61 $709K - $821K	1.92K $727M
ARKG	27.2K New	$20.76 - $29.81 $565K - $811K	27.2K $606M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-29.1K - 51.05%	$222.15 - $428.22 $6.46M - $12.4M	27.9K $8.14B
VCIT	-41.4K - 87.25%	$79.17 - $82.04 $3.28M - $3.4M	6.05K $495M
VCSH	-40K - 73.92%	$77.7 - $78.94 $3.11M - $3.16M	14.1K $1.12B
USFR	-47.6K - 12.73%	$50.29 - $50.5 $2.4M - $2.41M	326K $16.4B
VTI	-2.42K - 49.19%	$271.18 - $303.12 $655K - $732K	2.5K $681M
GOOG	-3.4K - 55.98%	$156.06 - $207.71 $531K - $706K	2.67K $433M

Options

Calls

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOSE	73.5K New	$3.78 - $6.08 $278K - $447K	73.5K $139M
TSM	12K New	$165.25 - $224.62 $1.98M - $2.7M	12K $81M
SOFI TECHNOLOGIES INC	10.5K New	N/A	10.5K $73M
PATH	52.2K New	$9.97 - $15.19 $520K - $793K	52.2K $65.9M
AMZN	11.1K New	$190.26 - $242.06 $2.11M - $2.69M	11.1K $38.7M
ARKK	15K New	$47.25 - $67.02 $709K - $1.01M	15K $37.9M

Activity Summary All Purchases 35 New Holdings 18 Increased Positions 17 All Sells 11 Reductions 11 Sold out 0 Calls 9 Puts 0

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