Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR QQQ DGRW ILCV DFAU VCIT EZM IEI 22 stocks |
$97.6 Million
81.13% of portfolio
|
  7  
|
  11  
|
  1  
|
- |
0
Calls
1
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$14 Million
11.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$1.51 Million
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.15 Million
0.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
CFG USB HBNC 3 stocks |
$708,644
0.59% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM 1 stocks |
$621,334
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$603,532
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PLTR MSFT 2 stocks |
$526,901
0.44% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$514,959
0.43% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$472,607
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$441,192
0.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$416,255
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$391,766
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$247,093
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$235,055
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
SCCO 1 stocks |
$232,503
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$228,191
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
BP 1 stocks |
$216,820
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$184,469
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|