Lauer Wealth, LLC Portfolio Holdings by Sector
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
USFR QQQ JAAA DGRW ILCV DFAU EZM VCSH 19 stocks |
$109 Million
78.76% of portfolio
|
  10  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$22.4 Million
16.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.42 Million
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.4 Million
1.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$1.16 Million
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$710,013
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$663,861
0.48% of portfolio
|
  2  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$606,267
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$258,566
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
IONQ 1 stocks |
$246,861
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$203,349
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$201,562
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
IIM 1 stocks |
$190,074
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|