Lauer Wealth, LLC Portfolio Holdings by Sector

Lauer Wealth, LLC

$121 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ USFR DGRW ILCV DFAU VGSH VGIT DFAS 18 stocks	$93.5 Million 80.78% of portfolio	9	8	4	-	1 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$8.34 Million 7.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials EOSE 1 stocks	$2.98 Million 2.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD NVDA 2 stocks	$2.41 Million 2.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT PATH NTNX 4 stocks	$2.23 Million 1.92% of portfolio	2	2	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.29 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR CLSK 2 stocks	$1.09 Million 0.95% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$779,526 0.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$466,401 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology IONQ QBTS 2 stocks	$391,580 0.34% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials SMR 1 stocks	$310,093 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$303,349 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$275,674 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive EL 1 stocks	$275,086 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$242,158 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBNC 1 stocks	$233,706 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities UGI 1 stocks	$222,542 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$207,113 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services IIM 1 stocks	$193,872 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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