Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $135 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ DGRW USFR ILCV DFAU VGSH VGIT DFAS 22 stocks |
$98.1 Million
78.25% of portfolio
|
12
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$9.85 Million
7.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
EOSE EOSE 2 stocks |
$5.61 Million
4.47% of portfolio
|
- |
2
|
- | - |
1
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA 2 stocks |
$2.76 Million
2.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PATH MSFT PATH 4 stocks |
$2.12 Million
1.69% of portfolio
|
2
|
2
|
- | - |
1
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN AMZN 2 stocks |
$2.07 Million
1.65% of portfolio
|
1
|
1
|
- | - |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$842,187
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR CLSK 2 stocks |
$796,120
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$630,573
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS IONQ 2 stocks |
$565,088
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$525,333
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$313,208
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ALB 1 stocks |
$291,132
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$232,669
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
CIFR 1 stocks |
$231,700
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$224,002
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
IIM 1 stocks |
$206,910
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|