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 Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IIM Invesco Value Municipal Income Trust Financial Services	$0	$190 Million 0.13% of portfolio	15,986	Q4 2024 New

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

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