Lauer Wealth

Lauer Wealth as of June 30, 2025

Portfolio Holdings for Lauer Wealth

Lauer Wealth holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.9 $17M 29k 572.85
Wisdomtree Tr Floatng Rat Trea (USFR) 12.9 $16M 309k 50.38
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.3 $14M 160k 86.08
Ishares Tr Morningstar Valu (ILCV) 9.6 $12M 138k 84.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 8.7 $11M 242k 43.53
Tesla Motors (TSLA) 6.9 $8.3M 25k 339.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.4 $6.5M 111k 58.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.0 $6.1M 103k 59.60
Eos Energy Enterprises Com Cl A (EOSE) 2.5 $3.0M 611k 4.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $2.5M 39k 64.37
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $2.3M 26k 87.39
Wisdomtree Tr Us Midcap Fund (EZM) 1.8 $2.2M 36k 62.37
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.7 $2.0M 69k 29.68
Advanced Micro Devices (AMD) 1.5 $1.8M 14k 127.67
Amazon (AMZN) 1.1 $1.3M 11k 120.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $1.2M 19k 67.64
Palantir Technologies Cl A (PLTR) 0.9 $1.1M 6.1k 182.68
Tempus Ai Cl A Call Option (TEM) 0.7 $886k 25k 36.01
Microsoft Corporation (MSFT) 0.6 $785k 1.5k 521.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $780k 2.5k 312.31
Proshares Tr Ultrapro Qqq (TQQQ) 0.6 $702k 7.7k 91.35
Ark Etf Tr Genomic Rev Etf Call Option (ARKG) 0.6 $694k 48k 14.39
Microstrategy Cl A New (MSTR) 0.6 $684k 1.7k 400.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $656k 1.0k 635.92
NVIDIA Corporation (NVDA) 0.5 $649k 3.6k 182.06
Bitmine Immersion Tecnologie Com New (BMNR) 0.5 $631k 11k 58.98
Global X Fds Defense Tech Etf (SHLD) 0.5 $622k 10k 61.19
Tidal Tr Ii Yieldmax Mstr Op (MSTY) 0.5 $579k 30k 19.39
Apple (AAPL) 0.4 $466k 2.1k 227.18
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.4 $463k 32k 14.39
Cleanspark Com New (CLSK) 0.3 $409k 146k 2.81
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.3 $380k 9.6k 39.55
Graniteshares Etf Tr Granite 2x Long (AMDL) 0.3 $373k 31k 12.12
Select Sector Spdr Tr Technology (XLK) 0.3 $326k 1.2k 264.12
Vanguard World Inf Tech Etf (VGT) 0.3 $311k 447.00 695.26
Nuscale Pwr Corp Cl A Com (SMR) 0.3 $310k 8.1k 38.25
UnitedHealth (UNH) 0.3 $303k 1.2k 252.37
Volatility Shs Tr 2x Bitcoin Strat (BITX) 0.2 $293k 4.6k 63.59
United Parcel Service CL B (UPS) 0.2 $276k 3.2k 86.31
Lauder Estee Cos Cl A (EL) 0.2 $275k 3.1k 89.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $261k 6.2k 42.43
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.2 $257k 2.8k 91.75
Alphabet Cap Stk Cl C (GOOG) 0.2 $242k 1.2k 201.63
Horizon Ban (HBNC) 0.2 $234k 15k 15.31
Uipath Cl A (PATH) 0.2 $223k 92k 2.42
UGI Corporation (UGI) 0.2 $223k 6.3k 35.14
Netflix (NFLX) 0.2 $207k 170.00 1218.31
Ionq Inc Pipe (IONQ) 0.2 $207k 4.6k 44.94
Invesco Insured Municipal Income Trust (IIM) 0.2 $194k 17k 11.54
D-wave Quantum (QBTS) 0.2 $185k 11k 17.37
Canopy Growth Corp Com New Call Option (CGC) 0.1 $162k 177k 0.91
Nutanix Cl A Call Option (NTNX) 0.1 $96k 10k 9.60