Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

  • $150 Billion
  • Q4 2024

Lauer Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $22.4B, Wisdomtree Floating Rate Treas with a value of $18.8B, Invesco Qqq Trust, Series 1 with a value of $18.3B, Janus Detroit Str Tr Janus Hen with a value of $17.1B, and Wisdomtree Tr Us Quality Divid with a value of $12.9B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $129B to 150B.

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 $150 Billion
ETFs: $111 Billion
Consumer Cyclical: $22.4 Billion
Technology: $2.92 Billion
Communication Services: $1.36 Billion
Financial Services: $900 Million
Healthcare: $259 Million
Utilities: $202 Million

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 $150 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Lauer Wealth, LLC Portfolio

Follow Lauer Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email