Lauer Wealth

Lauer Wealth as of Dec. 31, 2024

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