Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $129 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR QQQ DGRW ILCV VCIT DFAU EZM IEI 20 stocks |
$102 Million
83.58% of portfolio
|
  11  
|
  6  
|
- | - |
0
Calls
1
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$12.6 Million
10.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$1.28 Million
1.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.23 Million
1.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.06 Million
0.87% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$886,148
0.72% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$745,460
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$604,360
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFG USB 2 stocks |
$499,262
0.41% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
$361,868
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$340,850
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$256,865
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$239,930
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CRSP 1 stocks |
$38,160
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
1
Calls
0
Puts
|