Lauer Wealth

Lauer Wealth as of March 31, 2025

Portfolio Holdings for Lauer Wealth

Lauer Wealth holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.3 $21M 44k 475.47
Wisdomtree Tr Floatng Rat Trea (USFR) 11.4 $16M 326k 50.31
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.3 $13M 173k 77.51
Advanced Micro Devices (AMD) 8.6 $12M 130k 96.06
Ishares Tr Morningstar Valu (ILCV) 7.8 $11M 144k 78.76
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.2 $9.0M 236k 37.96
Tesla Motors (TSLA) 5.6 $8.1M 28k 292.02
Dimensional Etf Trust Us Large Cap Val (DFLV) 5.2 $7.5M 258k 29.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.4 $6.4M 108k 58.89
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.2 $6.1M 102k 59.83
Wisdomtree Tr Us Midcap Fund (EZM) 3.1 $4.5M 78k 57.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.8 $4.1M 34k 119.10
Amazon (AMZN) 2.0 $2.9M 16k 187.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $2.3M 39k 58.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $1.8M 70k 25.94
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.0 $1.5M 30k 49.52
Spdr Ser Tr S&p Homebuild (XHB) 0.8 $1.1M 12k 94.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.1M 14k 79.14
Palantir Technologies Cl A (PLTR) 0.7 $1.1M 9.2k 116.08
Microsoft Corporation (MSFT) 0.6 $915k 2.3k 394.05
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $783k 7.8k 100.84
Uipath Cl A (PATH) 0.5 $757k 64k 11.82
Vanguard Index Fds Growth Etf (VUG) 0.5 $727k 1.9k 378.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $721k 13k 54.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $681k 2.5k 272.66
NVIDIA Corporation (NVDA) 0.5 $667k 6.1k 109.02
Eos Energy Enterprises Com Cl A (EOSE) 0.4 $611k 113k 5.42
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $606k 27k 22.28
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $596k 11k 54.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $588k 1.1k 554.32
Microstrategy Cl A New (MSTR) 0.4 $536k 1.4k 381.45
Apple (AAPL) 0.4 $511k 2.4k 211.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $495k 6.1k 81.83
Alphabet Cap Stk Cl C (GOOG) 0.3 $433k 2.7k 162.06
Super Micro Computer Com New (SMCI) 0.2 $333k 9.3k 36.00
Sofi Technologies (SOFI) 0.2 $333k 25k 13.27
CVS Caremark Corporation (CVS) 0.2 $296k 4.5k 65.03
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.2 $243k 2.6k 95.10
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $242k 6.2k 39.41
UGI Corporation (UGI) 0.2 $230k 7.0k 32.75
Horizon Ban (HBNC) 0.2 $227k 15k 14.84
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $216k 2.4k 90.20
Volatility Shs Tr 2x Bitcoin Strat (BITX) 0.1 $204k 4.5k 45.34
Invesco Insured Municipal Income Trust (IIM) 0.1 $197k 17k 11.74
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $180k 11k 16.89
Graniteshares Etf Tr Granite 2x Long (AMDL) 0.1 $168k 41k 4.10
D-wave Quantum (QBTS) 0.1 $147k 21k 7.00
Etf Opportunities Trust T Rex 2x Long Ms (MSTU) 0.1 $83k 10k 8.34
Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM) 0.1 $81k 12k 6.75
Sofi Technologies Note 10/1 Call Option 0.1 $73k 11k 6.95
Ark Etf Tr Innovation Etf Call Option (ARKK) 0.0 $38k 15k 2.53
Cleanspark *w Exp 12/29/202 Call Option (CLSKW) 0.0 $29k 15k 1.90
Canopy Growth Corp Com New Call Option (CGC) 0.0 $24k 46k 0.53