Lauer Wealth, LLC Portfolio Holdings
Q3 2025•56 long positions•$135.4M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $17.7M 13.06% | -$45.8K Sold | — 29.4K shares | 29.4K → 29.4K −$45.8K | -0.26% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.8M 11.67% | +$231.6K Bought | — 313.8K shares | 309.2K → 313.8K +$231.6K | +1.49% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.2M 10.52% | +$112.5K Bought | — 160.8K shares | 159.5K → 160.8K +$112.5K | +0.8% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.5M 9.26% | +$132.5K Bought | — 139.3K shares | 137.8K → 139.3K +$132.5K | +1.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.2M 8.28% | +$171.9K Bought | — 245.7K shares | 241.9K → 245.7K +$171.9K | +1.56% | — — | Q1 2023 Held for 2y 8m | |
Auto - Manufacturers Consumer Cyclical | $10.3M 7.6% | -$415.1K Sold | 0.001% 23.6K shares | 24.6K → 23.6K −$415.1K | -3.88% | $1.48T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.5M 4.79% | -$40.1K Sold | — 110.1K shares | 110.8K → 110.1K −$40.1K | -0.62% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.3M 4.63% | +$80.5K Bought | — 104.0K shares | 102.6K → 104.0K +$80.5K | +1.3% | — — | Q1 2025 Held for 8 months | |
Electrical Equipment & Parts Industrials | $6.0M 4.41% | -$5.2M Sold | 0.117% 326.4K shares | 610.9K → 326.4K −$5.2M | -46.56% | $3.2B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 2.01% | +$32.9K Bought | — 39.6K shares | 39.2K → 39.6K +$32.9K | +1.22% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 1.77% | +$72.8K Bought | — 36.6K shares | 35.5K → 36.6K +$72.8K | +3.14% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.2M 1.62% | +$1.5K Bought | — 68.8K shares | 68.8K → 68.8K +$1.5K | +0.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.8M 1.36% | +$676.3K Bought | — 29.2K shares | 18.5K → 29.2K +$676.3K | +57.93% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 1.33% | -$1.5M Sold | 0.0% 7.6K shares | 13.8K → 7.6K −$1.5M | -45.01% | $262.56B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.8M 1.3% | +$1.2M Bought | — 32.6K shares | 10.7K → 32.6K +$1.2M | +205.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.12% | -$844.8K Sold | — 16.7K shares | 26.0K → 16.7K −$844.8K | -35.86% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.911% | -$1.1M Sold | 0.0% 5.7K shares | 10.7K → 5.7K −$1.1M | -46.58% | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.1M 0.815% | — | 0.0% 6.1K shares | — | — | $432.76B Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Application Technology | $1.1M 0.784% | +$553.5K Bought | 0.001% 3.6K shares | 1.7K → 3.6K +$553.5K | +109.06% | $91.4B Large Cap | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $1.0M 0.76% | +$1.0M New | 0.006% 11.2K shares | 0 → 11.2K +$1.0M | New | $14.0B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $903.9K 0.668% | +$903.9K New | 0.234% 60.1K shares | 0 → 60.1K +$903.9K | New | $393.0M Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $813.1K 0.6% | -$6.6K Sold | — 2.5K shares | 2.5K → 2.5K −$6.6K | -0.8% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $776.9K 0.574% | +$135.8K Bought | 0.0% 4.3K shares | 3.6K → 4.3K +$135.8K | +21.18% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $776.7K 0.574% | +$99.1K Bought | — 11.7K shares | 10.2K → 11.7K +$99.1K | +14.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $729.9K 0.539% | +$729.9K Bought | — 22.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $721.4K 0.533% | -$51.3K Sold | 0.0% 1.4K shares | 1.5K → 1.4K −$51.3K | -6.64% | $3.85T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $694.8K 0.513% | -$98.7K Sold | — 6.7K shares | 7.7K → 6.7K −$98.7K | -12.43% | — — | Q4 2023 Held for 1y 11m | |
Medical - Healthcare Plans Healthcare | $639.6K 0.472% | +$205.5K Bought | 0.0% 1.8K shares | 1.2K → 1.8K +$205.5K | +47.34% | $312.73B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $616.6K 0.455% | -$69.2K Sold | — 927.0 shares | 1.0K → 927.0 −$69.2K | -10.09% | — — | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $603.2K 0.445% | -$2.8M Sold | 0.009% 26.0K shares | 145.5K → 26.0K −$2.8M | -82.13% | $4.1B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $557.9K 0.412% | +$64.8K Bought | — 36.4K shares | 32.2K → 36.4K +$64.8K | +13.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $536.4K 0.396% | +$299.3K Bought | — 10.4K shares | 4.6K → 10.4K +$299.3K | +126.3% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $505.7K 0.373% | -$6.2K Sold | 0.0% 2.0K shares | 2.1K → 2.0K −$6.2K | -1.22% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
Renewable Utilities Utilities | $484.2K 0.358% | +$51.0K Bought | 0.007% 9.1K shares | 8.1K → 9.1K +$51.0K | +11.78% | $4.8B Mid Cap | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $470.2K 0.347% | -$6.7K Sold | 0.003% 10.5K shares | 10.7K → 10.5K −$6.7K | -1.41% | $8.5B Mid Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $453.4K 0.335% | +$453.4K New | — 15.0K shares | 0 → 15.0K +$453.4K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $424.9K 0.314% | +$45.3K Bought | — 33.4K shares | 29.8K → 33.4K +$45.3K | +11.93% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $394.7K 0.292% | -$1.1M Sold | 0.004% 23.7K shares | 91.9K → 23.7K −$1.1M | -74.25% | $7.1B Mid Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $373.5K 0.276% | +$373.5K New | 0.002% 5.5K shares | 0 → 5.5K +$373.5K | New | $20.0B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $359.3K 0.265% | +$359.3K Bought | 0.0% 2.2K shares | — | — | $179.50B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $358.7K 0.265% | +$3.7K Bought | — 9.7K shares | 9.6K → 9.7K +$3.7K | +1.04% | — — | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $351.3K 0.259% | +$18.5K Bought | 0.002% 4.9K shares | 4.6K → 4.9K +$18.5K | +5.55% | $19.9B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $347.8K 0.257% | +$11.3K Bought | — 462.0 shares | 447.0 → 462.0 +$11.3K | +3.36% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $345.9K 0.255% | +$104.2K Bought | — 4.0K shares | 2.8K → 4.0K +$104.2K | +43.14% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $338.6K 0.25% | +$338.6K New | 0.016% 9.2K shares | 0 → 9.2K +$338.6K | New | $1.8B Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $336.9K 0.249% | -$14.2K Sold | — 1.2K shares | 1.2K → 1.2K −$14.2K | -4.05% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $314.0K 0.232% | +$314.0K New | — 2.7K shares | 0 → 2.7K +$314.0K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $293.1K 0.216% | +$293.1K New | 0.0% 1.4K shares | 0 → 1.4K +$293.1K | New | $137.82B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $281.7K 0.208% | +$281.7K New | — 4.8K shares | 0 → 4.8K +$281.7K | New | — — | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $277.7K 0.205% | +$9.2K Bought | 0.0% 3.3K shares | 3.2K → 3.3K +$9.2K | +3.41% | $70.8B Large Cap | Q2 2025 Held for 5 months |
