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Lauer Wealth

Latest statistics and disclosures from Lauer Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are TSLA, USFR, QQQ, JAAA, DGRW, and represent 59.92% of Lauer Wealth's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$17M), QQQ, TSLL, VCSH, DGRW, ILCV, IBIT, IONQ, AMDL, DFAS.
Started 8 new stock positions in UGI, AMDL, TSLL, IBIT, JAAA, IIM, AMD, IONQ.
Reduced shares in these 10 stocks: USFR (-$7.8M), SPY (-$6.9M), VCIT, IEI, TSLA, SOFI, MP, GOOG, QCOM, .
Sold out of its positions in CFG, IBB, IEI, KMI, MP, QCOM, USB, CRSP.
Lauer Wealth was a net buyer of stock by $2.2M.
Lauer Wealth has $150M in assets under management (AUM), dropping by 15.54%.
Central Index Key (CIK): 0001860063

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Portfolio Holdings for Lauer Wealth

Lauer Wealth holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Tesla Motors (TSLA)	15.0	$22M	-3%	57k	394.04	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	12.6	$19M	-29%	374k	50.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.3	$18M	+22%	36k	511.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	11.4	$17M	NEW	337k	50.71	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.7	$13M	+5%	160k	80.93	View chart
Ishares Tr Morningstar Valu (ILCV)	7.3	$11M	+5%	134k	80.98	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.9	$8.9M		219k	40.49	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	4.6	$6.9M		229k	30.03	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	3.2	$4.7M	+2%	76k	62.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$4.2M	+91%	54k	78.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.5	$3.8M	-56%	48k	80.27	View chart
Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL)	2.2	$3.3M	NEW	192k	17.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$2.2M	+10%	34k	65.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.1	$1.7M		66k	25.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$1.6M		29k	55.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.4M	+13%	4.9k	289.80	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.8	$1.2M		12k	104.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.2M	-21%	6.1k	190.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$884k		7.7k	115.22	View chart
Microsoft Corporation (MSFT)	0.5	$793k	+18%	1.9k	421.52	View chart
Sofi Technologies (SOFI)	0.5	$710k	-34%	51k	13.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$642k	-91%	1.1k	586.08	View chart
Palantir Technologies Cl A (PLTR)	0.4	$610k	-11%	8.1k	75.63	View chart
Apple (AAPL)	0.4	$606k	-7%	2.4k	250.42	View chart
NVIDIA Corporation (NVDA)	0.4	$596k	+4%	4.4k	134.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$456k	+4%	11k	40.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$385k		2.3k	169.30	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$369k		4.7k	79.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$337k	NEW	6.4k	53.05	View chart
CVS Caremark Corporation (CVS)	0.2	$259k	-4%	5.8k	44.89	View chart
Ionq Inc Pipe (IONQ)	0.2	$247k	NEW	5.9k	41.77	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$219k		4.6k	48.16	View chart
Graniteshares Etf Tr Granite 2x Long (AMDL)	0.1	$219k	NEW	29k	7.66	View chart
Verizon Communications (VZ)	0.1	$203k	-9%	5.1k	39.99	View chart
UGI Corporation (UGI)	0.1	$202k	NEW	7.1k	28.23	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$190k	NEW	16k	11.89	View chart
Advanced Micro Devices Call Option (AMD)	0.0	$68k	NEW	11k	6.04	View chart

Past Filings by Lauer Wealth

SEC 13F filings are viewable for Lauer Wealth going back to 2023

Lauer Wealth 2024 Q4 filed Jan. 15, 2025
Lauer Wealth 2024 Q3 filed Oct. 24, 2024
Lauer Wealth 2024 Q2 filed July 16, 2024
Lauer Wealth 2024 Q1 filed April 16, 2024
Lauer Wealth 2023 Q4 filed Jan. 29, 2024
Lauer Wealth 2023 Q3 filed Oct. 17, 2023
Lauer Wealth 2023 Q2 filed Aug. 3, 2023
Lauer Wealth 2023 Q1 filed May 12, 2023

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