LW
| |
Lauer Wealth, LLC13F | |
| Lauer Wealth, LLC | |
| Last update 2025-05-02 | 57 Stocks (18 new) |
| Value $130.00 Mil | Turnover 23 % |
Lauer Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 43,563 | 20,712.9 | +21.42% | 15.940 | +2.81% | 0.010 | +23.56% | +9.08% | 357,232.3 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 326,384 | 16,420.4 | -12.73% | 12.640 | -1.60% | 0.090 | +1.04% | +2.15% | 18,530.4 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 172,612 | 13,379.2 | +7.89% | 10.300 | +0.75% | 0.090 | +10.73% | +6.09% | 16,022.3 | ||
JKF |
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
| 143,723 | 11,319.6 | +7.11% | 8.710 | +0.58% | - | +2.03% | +3.56% | 0 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 235,906 | 8,955.0 | +7.55% | 6.890 | +0.48% | 0.120 | +16.87% | +6.67% | 8,546.7 | ||
TSLA | Tesla Inc | 27,870 | 8,138.7 | -51.05% | 6.260 | -7.65% | 0.000 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts | |
DFLV | Dimensional US Large Cap Value ETF | 258,150 | 7,507.0 | +13.00% | 5.780 | +0.66% | 0.230 | +8.96% | +6.50% | 3,710.5 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 108,427 | 6,385.3 | New Holding | 4.910 | +4.91% | 0.030 | +0.57% | +2.54% | 23,030.4 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 101,778 | 6,089.4 | New Holding | 4.690 | +4.69% | 0.020 | +0.01% | +4.12% | 31,681.0 | ||
EZM | WisdomTree U.S. MidCap Fund | 78,026 | 4,484.9 | +3.37% | 3.450 | +0.11% | 0.620 | +12.79% | +2.53% | 789.1 |
Lauer Wealth, LLC's Historical Top Holdings Breakdowns
Lauer Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Sold Out Sold Out | -11.43% | 50.48 ($50.78) 51.04 | $50.56 | -0.43% | Sold Out | 0 | -337,190 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -7.65% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Reduce -51.05% | 27,870 | -29,061 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +4.91% | 58.07 ($58.36) 58.69 | $58.45 | 0.15% | New holding | 108,427 | 108,427 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +4.69% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | New holding | 101,778 | 101,778 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +3.13% | 114.57 ($116.45) 118.14 | $118.08 | 1.40% | New holding | 34,140 | 34,140 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +2.81% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Add 21.42% | 43,563 | 7,685 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -2.22% | 79.17 ($80.9) 82.04 | $82.44 | 1.90% | Reduce -87.25% | 6,051 | -41,419 | |
TSLL | Direxion Daily TSLA Bull 2X Shares | 2025-03-31 | Sold Out Sold Out | -2.21% | 7.38 ($18.47) 30.22 | $11.53 | -37.57% | Sold Out | 0 | -191,970 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -2.08% | 77.7 ($78.41) 78.94 | $79.10 | 0.88% | Reduce -73.92% | 14,105 | -39,969 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -1.60% | 50.29 ($50.4) 50.5 | $50.33 | -0.14% | Reduce -12.73% | 326,384 | -47,629 |
Lauer Wealth, LLC Total Holding History ($B)
Lauer Wealth, LLC's Asset Allocation
Lauer Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lauer Wealth, LLC's Hypothetical Growth since 2025-03-31
Lauer Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lauer Wealth, LLC's Holdings Heat Map
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Lauer Wealth, LLC's Holdings Bubble Chart
Lauer Wealth, LLC News
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