Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

  • $127 Billion
  • Q2 2024

Lauer Wealth, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $25.4B, Invesco Qqq Trust, Series 1 with a value of $15.3B, Tesla, Inc. with a value of $14B, Wisdomtree Tr Us Quality Divid with a value of $13.3B, and Ishares Morningstar Value ETF with a value of $9.68B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $115B to 127B.

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 $127 Billion
ETFs: $98.8 Billion
Consumer Cyclical: $14 Billion
Communication Services: $2.02 Billion
Technology: $1.75 Billion
Financial Services: $1.12 Billion
Healthcare: $1.05 Billion
Basic Materials: $674 Million
Energy: $445 Million
Other: $482 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $127 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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