LW

Lauer Wealth, LLC

13F
Lauer Wealth, LLC
Last update 2025-01-15 37 Stocks (8 new)
Value $150.00 Mil Turnover 20 %
Countries:
Top Holdings: TSLA(14.99%)USFR(12.58%)QQQ(12.26%)JAAA(11.43%)DGRW(8.65%)
Summary Stock Picks Current Portfolio
Lauer Wealth, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLA 		Tesla Inc
56,931
22,433.3
-3.11%
14.990
-0.30%
0.000
-28.19%
-29.21%
920,807.0
Vehicles & Parts
USFR 		WISDOMTREE TRUST
374,013
18,820.3
-29.43%
12.580
-6.07%
0.110
+0.98%
+1.35%
18,691.9
 
QQQ 		INVESCO QQQ Trust
35,878
18,341.9
+22.26%
12.260
+2.23%
0.010
-9.33%
-7.46%
302,885.7
 
JAAA 		Janus Henderson AAA CLO ETF
337,190
17,098.9
New Holding
11.430
+11.43%
0.100
+0.34%
+0.92%
21,183.9
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
159,985
12,947.6
+5.52%
8.650
+0.45%
0.090
-7.53%
-4.23%
14,332.5
 
JKF 		BTC iShares Morningstar Large-Cap Value ETF
134,186
10,866.3
+5.31%
7.260
+0.37%
-
-7.46%
-5.38%
0
 
DFAU 		Dimensional US Core Equity Market ETF
219,340
8,881.1
+1.54%
5.940
+0.09%
0.130
-9.55%
-6.53%
7,153.6
 
DFLV 		Dimensional US Large Cap Value ETF
228,450
6,860.4
+0.22%
4.590
+0.01%
0.240
-7.53%
-3.10%
3,129.8
 
EZM 		WISDOMTREE TRUST
75,480
4,718.2
+2.98%
3.150
+0.09%
0.560
-11.32%
-8.13%
718.6
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
54,074
4,218.3
+91.66%
2.820
+1.35%
0.010
+1.87%
+2.45%
35,820.5
 

Lauer Wealth, LLC's Historical Top Holdings Breakdowns

Lauer Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA 		Janus Henderson AAA CLO ETF2024-12-31New Buy
+11.43%
●
50.62 ($50.79) 50.97
$50.51
-0.55%
New holding
337,190
337,190
USFR 		WISDOMTREE TRUST2024-12-31Reduce
-6.07%
●
50.24 ($50.34) 50.46
$50.30
-0.08%
Reduce -29.43%
374,013
-155,972
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-12-31Reduce
-3.87%
●
80.13 ($81.6) 83.67
$81.68
0.10%
Reduce -56.38%
47,470
-61,365
IEI 		iShares 3-7 Year Treasury Bond ETF2024-12-31Sold Out
-3.08%
●
115.08 ($116.67) 119.4
$118.85
1.87%
Sold Out
0
-34,097
QQQ 		INVESCO QQQ Trust2024-12-31Add
+2.23%
●
481.59 ($506.19) 538.17
$472.41
-6.67%
Add 22.26%
35,878
6,533
TSLL 		Direxion Daily TSLA Bull 2X Shares2024-12-31New Buy
+2.21%
●
9.01 ($19.95) 40.09
$10.54
-47.17%
New holding
191,970
191,970
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-12-31Add
+1.35%
●
77.86 ($78.42) 79.26
$79.08
0.84%
Add 91.66%
54,074
25,861
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-12-31Add
+0.45%
●
80.93 ($83.63) 85.66
$77.16
-7.74%
Add 5.52%
159,985
8,371
SPY 		SPDR S&P500 ETF TR2024-12-31New Buy
+0.43%
●
567.8 ($589.49) 607.81
$550.85
-6.55%
New holding
1,096
1,096
JKF 		BTC iShares Morningstar Large-Cap Value ETF2024-12-31Add
+0.37%
●
80.23 ($82.92) 85.43
$122.19
47.36%
Add 5.31%
134,186
6,760

Lauer Wealth, LLC Total Holding History ($B)

To

Lauer Wealth, LLC's Asset Allocation

To

Lauer Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lauer Wealth, LLC's Hypothetical Growth since 2024-12-31

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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