Lauer Wealth, LLC Top Holdings and 13F Report (2025) About Lauer Wealth, LLCInvestment ActivityLauer Wealth, LLC has $129.95 million in total holdings as of March 31, 2025.Lauer Wealth, LLC owns shares of 53 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 23.84% of the portfolio was purchased this quarter.About 31.36% of the portfolio was sold this quarter.This quarter, Lauer Wealth, LLC has purchased 37 new stocks and bought additional shares in 18 stocks.Lauer Wealth, LLC sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings Invesco QQQ $20,712,900WisdomTree Floating Rate Treasury Fund $16,420,388WisdomTree U.S. Quality Dividend Growth Fund $13,379,156iShares Morningstar Value ETF $11,319,584Dimensional US Core Equity Market ETF $8,954,992 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury ETF $6,385,268 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $6,089,378 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $4,066,074 Holding023135106 - Amazon.com $857,598 Holding922908736 - Vanguard Growth ETF $727,200 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 108,427 shares (about $6.39M)Vanguard Intermediate-Term Treasury ETF 101,778 shares (about $6.09M)iShares 3-7 Year Treasury Bond ETF 34,140 shares (about $4.07M)Invesco QQQ 7,685 shares (about $3.65M)WisdomTree U.S. Quality Dividend Growth Fund 12,627 shares (about $978.72K) Largest Sales this Quarter Tesla 29,061 shares (about $8.49M)Vanguard Intermediate-Term Corporate Bond ETF 41,419 shares (about $3.39M)Vanguard Short-Term Corporate Bond ETF 39,969 shares (about $3.16M)WisdomTree Floating Rate Treasury Fund 47,629 shares (about $2.40M)Vanguard Total Stock Market ETF 2,416 shares (about $658.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLauer Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$20,712,900$3,653,987 ▲21.4%43,56315.9%FinanceUSFRWisdomTree Floating Rate Treasury Fund$16,420,388$2,396,216 ▼-12.7%326,38412.6%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$13,379,156$978,719 ▲7.9%172,61210.3%ManufacturingILCViShares Morningstar Value ETF$11,319,584$751,132 ▲7.1%143,7238.7%ETFDFAUDimensional US Core Equity Market ETF$8,954,992$628,845 ▲7.6%235,9066.9%ETFTSLATesla$8,138,730$8,486,531 ▼-51.0%27,8706.3%Auto/Tires/TrucksDFLVDimensional US Large Cap Value ETF$7,507,002$863,676 ▲13.0%258,1505.8%ETFVGSHVanguard Short-Term Treasury ETF$6,385,268$6,385,268 ▲New Holding108,4274.9%ETFVGITVanguard Intermediate-Term Treasury ETF$6,089,378$6,089,378 ▲New Holding101,7784.7%ETFEZMWisdomTree U.S. MidCap Fund$4,484,906$146,343 ▲3.4%78,0263.5%FinanceIEIiShares 3-7 Year Treasury Bond ETF$4,066,074$4,066,074 ▲New Holding34,1403.1%ETFDFASDimensional U.S. Small Cap ETF$2,270,312$294,636 ▲14.9%38,9821.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,801,689$87,859 ▲5.1%69,4561.4%ETFDFATDimensional U.S. Targeted Value ETF$1,463,564$23,770 ▲1.7%29,5551.1%ETFXHBSPDR S&P Homebuilders ETF$1,120,3010.0%11,8300.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,116,270$3,163,148 ▼-73.9%14,1050.9%ETFPALANTIR TECHNOLOGIES INC$1,068,749$131,867 ▲14.1%9,2070.8%CL AMSFTMicrosoft$914,992$173,778 ▲23.4%2,3220.7%Computer and TechnologyAMZNAmazon.com$857,598$857,598 ▲New Holding15,4700.7%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$783,325$10,084 ▲1.3%7,7680.6%ETFVUGVanguard Growth ETF$727,200$727,200 ▲New Holding1,9200.6%ETFISHARES BITCOIN TRUST ETF$721,126$376,829 ▲109.4%13,3000.6%SHS BEN INTVTIVanguard Total Stock Market ETF$680,559$658,746 ▼-49.2%2,4960.5%ETFNVDANVIDIA$667,202$183,699 ▲38.0%6,1200.5%Computer and TechnologyAMDAdvanced Micro Devices$629,215$574,319 ▲1,046.2%129,5200.5%Computer and TechnologyARKGARK Genomic Revolution ETF$606,417$606,417 ▲New Holding27,2180.5%ETFTQQQProShares UltraPro QQQ$596,163$340,085 ▲132.8%10,8650.5%ETFSPYSPDR S&P 500 ETF Trust$587,579$19,956 ▼-3.3%1,0600.5%FinanceMSTRStrategy$535,937$535,937 ▲New Holding1,4050.4%Computer and TechnologyAAPLApple$511,3390.0%2,4210.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$495,153$3,389,315 ▼-87.3%6,0510.4%ETFGOOGAlphabet$433,348$551,003 ▼-56.0%2,6740.3%Computer and TechnologyEOSEEos Energy Enterprises$352,256$352,256 ▲New Holding112,8000.3%IndustrialsSUPER MICRO COMPUTER INC$333,000$333,000 ▲New Holding9,2500.3%COM NEWSOFISoFi Technologies$332,506$346,347 ▼-51.0%25,0570.3%FinanceCVSCVS Health$295,756$78,816 ▼-21.0%4,5480.2%MedicalARK 21SHARES BITCOIN ETF$242,505$242,505 ▲New Holding2,5500.2%SHS BEN INTDFUVDimensional US Marketwide Value ETF$242,372$197,050 ▼-44.8%6,1500.2%ETFUGIUGI$230,429$3,406 ▼-1.5%7,0360.2%UtilitiesHBNCHorizon Bancorp$226,679$226,679 ▲New Holding15,2750.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$216,300$216,300 ▲New Holding2,3980.2%ETFPATHUiPath$206,005$206,005 ▲New Holding64,0500.2%Business ServicesBITX2x Bitcoin Strategy ETF$204,438$204,438 ▲New Holding4,5090.2%ETFIIMInvesco Value Municipal Income Trust$197,232$9,556 ▲5.1%16,8000.2%FinanceSMRNuScale Power$179,456$179,456 ▲New Holding10,6250.1%Computer and TechnologyGRANITESHARES ETF TR$168,080$50,902 ▲43.4%40,9950.1%GRANITE 2X LONGQBTSD-Wave Quantum$147,000$147,000 ▲New Holding21,0000.1%Computer and TechnologyETF OPPORTUNITIES TRUST$83,400$83,400 ▲New Holding10,0000.1%T REX 2X LONG MSTSMTaiwan Semiconductor Manufacturing$80,986$80,986 ▲New Holding12,0000.1%Computer and TechnologySOFI TECHNOLOGIES INC$72,986$72,986 ▲New Holding10,5000.1%NOTE 10/1ARKKARK Innovation ETF$37,895$37,895 ▲New Holding15,0000.0%ETFCLEANSPARK INC$28,500$28,500 ▲New Holding15,0000.0%*W EXP 12/29/202CANOPY GROWTH CORP$24,256$24,256 ▲New Holding45,5000.0%COM NEWJAAAJanus Henderson AAA CLO ETF$0$17,098,910 ▼-100.0%00.0%ETFTSLLDirexion Daily TSLA Bull 2X Shares$0$3,302,134 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$385,327 ▼-100.0%00.0%ETFIONQIonQ$0$246,861 ▼-100.0%00.0%Computer and TechnologyAMLPAlerian MLP ETF$0$219,272 ▼-100.0%00.0%ETFVZVerizon Communications$0$203,349 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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