Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $140 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ USFR DGRW ILCV DFAU VGSH VGIT DFAS 20 stocks |
$97.1 Million
75.15% of portfolio
|
13
|
7
|
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$10.3 Million
7.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
EOSE EOSE 2 stocks |
$7.73 Million
5.98% of portfolio
|
1
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA AMD QCOM 4 stocks |
$3.62 Million
2.8% of portfolio
|
3
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT PATH NTNX PANW PATH 6 stocks |
$3.15 Million
2.44% of portfolio
|
3
|
2
|
3
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
MSTR CLSK 2 stocks |
$1.66 Million
1.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$1.46 Million
1.13% of portfolio
|
1
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS IONQ 2 stocks |
$821,523
0.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$813,069
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$639,597
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$505,662
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$484,183
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$277,749
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBNC 1 stocks |
$239,964
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
IIM 1 stocks |
$208,725
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$204,559
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|