Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $130 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ USFR DGRW ILCV DFAU VGSH VGIT EZM 23 stocks |
$104 Million
86.16% of portfolio
|
17
|
5
|
7
|
- |
1
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$8.14 Million
6.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT PATH PATH 4 stocks |
$2.19 Million
1.82% of portfolio
|
4
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD TSM AMD 4 stocks |
$1.38 Million
1.14% of portfolio
|
4
|
- |
2
|
- |
2
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$857,598
0.71% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$680,559
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR 1 stocks |
$535,937
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$511,339
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$433,348
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
EOSE EOSE 2 stocks |
$352,256
0.29% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$332,506
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$295,756
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$230,429
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBNC 1 stocks |
$226,679
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
IIM 1 stocks |
$197,232
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$179,456
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS 1 stocks |
$147,000
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|