Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

  • $129 Billion
  • Q3 2024

Lauer Wealth, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $26.7B, Invesco Qqq Trust, Series 1 with a value of $14.3B, Wisdomtree Tr Us Quality Divid with a value of $12.6B, Tesla, Inc. with a value of $12.6B, and Ishares Morningstar Value ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $2.61B in the current position value, from $127B to 129B.

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 $129 Billion
ETFs: $104 Billion
Consumer Cyclical: $12.6 Billion
Technology: $2.55 Billion
Communication Services: $1.52 Billion
Financial Services: $1.24 Billion
Healthcare: $379 Million
Basic Materials: $362 Million
Energy: $257 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36T
$12.6 Billion 9.69% of portfolio
58,757
Q3 2024 Added 1.17%
$1.18T
$1.28 Billion 0.99% of portfolio
7,774
Q3 2024 Reduced 3.43%
$12.8B
$745 Million 0.58% of portfolio
78,677
Q3 2024 Added 11.12%
$3.21T
$671 Million 0.52% of portfolio
1,581
Q3 2024 Added 174.0%
$4.11T
$604 Million 0.47% of portfolio
2,619
Q3 2024 Reduced 1.24%
$341B
$592 Million 0.46% of portfolio
4,245
Q3 2024 New
$155B
$391 Million 0.3% of portfolio
9,171
Q3 2024 Reduced 4.17%
$2.92B
$362 Million 0.28% of portfolio
20,250
Q3 2024 Reduced 31.7%
$58.4B
$341 Million 0.26% of portfolio
6,003
Q3 2024 Reduced 26.06%
$177B
$294 Million 0.23% of portfolio
1,763
Q3 2024 Reduced 43.29%
$61.1B
$257 Million 0.2% of portfolio
10,370
Q3 2024 Reduced 8.38%
$72B
$249 Million 0.19% of portfolio
5,125
Q3 2024 Reduced 11.26%
$168B
$240 Million 0.19% of portfolio
5,598
Q3 2024 Reduced 6.37%
$21.6B
$251 Million 0.19% of portfolio
6,046
Q3 2024 Reduced 8.38%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $129 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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