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 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 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lauer Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lauer Wealth, LLC with notifications on news.

Account