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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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