Lauer Wealth, LLC Top Holdings and 13F Report (2025) About Lauer Wealth, LLCInvestment ActivityLauer Wealth, LLC has $121.13 million in total holdings as of June 30, 2025.Lauer Wealth, LLC owns shares of 52 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.95% of the portfolio was purchased this quarter.About 41.95% of the portfolio was sold this quarter.This quarter, Lauer Wealth, LLC has purchased 53 new stocks and bought additional shares in 13 stocks.Lauer Wealth, LLC sold shares of 21 stocks and completely divested from 16 stocks this quarter.Largest Holdings Invesco QQQ $16,867,568WisdomTree Floating Rate Treasury Fund $15,579,690WisdomTree U.S. Quality Dividend Growth Fund $13,728,469iShares Morningstar Value ETF $11,689,129Dimensional US Core Equity Market ETF $10,530,429 Largest New Holdings this Quarter 88023B103 - TEMPUS AI INC $885,732 Holding09175A206 - BITMINE IMMERSION TECNOLOGIE $630,791 Holding37960A529 - GLOBAL X FDS $621,935 Holding88634T493 - TIDAL TR II $578,695 Holding33734X838 - First Trust Indxx Global Natural Resources Income ETF $463,432 Holding Largest Purchases this Quarter Eos Energy Enterprises 498,082 shares (about $2.43M)iShares 20+ Year Treasury Bond ETF 23,590 shares (about $2.06M)TEMPUS AI INC 24,600 shares (about $885.73K)BITMINE IMMERSION TECNOLOGIE 10,695 shares (about $630.79K)GLOBAL X FDS 10,164 shares (about $621.94K) Largest Sales this Quarter Advanced Micro Devices 115,746 shares (about $14.78M)Invesco QQQ 14,118 shares (about $8.09M)WisdomTree U.S. MidCap Fund 42,534 shares (about $2.65M)WisdomTree U.S. Quality Dividend Growth Fund 13,127 shares (about $1.13M)Tesla 3,268 shares (about $1.11M) 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$16,867,568$8,087,496 ▼-32.4%29,44513.9%FinanceUSFRWisdomTree Floating Rate Treasury Fund$15,579,690$863,512 ▼-5.3%309,24412.9%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$13,728,469$1,129,972 ▼-7.6%159,48511.3%ManufacturingILCViShares Morningstar Value ETF$11,689,129$498,537 ▼-4.1%137,8449.6%ETFDFAUDimensional US Core Equity Market ETF$10,530,429$261,441 ▲2.5%241,9128.7%ETFTSLATesla$8,340,647$1,107,928 ▼-11.7%24,6026.9%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury ETF$6,493,483$139,644 ▲2.2%110,8105.4%ETFVGITVanguard Intermediate-Term Treasury ETF$6,117,254$51,256 ▲0.8%102,6385.0%ETFEOSEEos Energy Enterprises$2,980,894$2,430,469 ▲441.6%610,8822.5%IndustrialsDFASDimensional U.S. Small Cap ETF$2,520,729$11,458 ▲0.5%39,1602.1%ETFTLTiShares 20+ Year Treasury Bond ETF$2,271,091$2,061,530 ▲983.7%25,9881.9%ETFEZMWisdomTree U.S. MidCap Fund$2,213,467$2,652,643 ▼-54.5%35,4921.8%FinanceDFAEDimensional Emerging Core Equity Market ETF$2,041,806$19,648 ▼-1.0%68,7941.7%ETFAMDAdvanced Micro Devices$1,758,590$14,777,825 ▼-89.4%13,7741.5%Computer and TechnologyAMZNAmazon.com$1,286,649$571,497 ▼-30.8%10,7121.1%Retail/WholesaleISHARES BITCOIN TRUST ETF$1,249,987$350,375 ▲38.9%18,4801.0%SHS BEN INTPALANTIR TECHNOLOGIES INC$1,121,655$560,279 ▼-33.3%6,1400.9%CL ATEMPUS AI INC$885,732$885,732 ▲New Holding24,6000.7%CL AMSFTMicrosoft$785,306$426,309 ▼-35.2%1,5050.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$779,5260.0%2,4960.6%ETFTQQQProShares UltraPro QQQ$702,390$290,128 ▼-29.2%7,6890.6%ETFARKGARK Genomic Revolution ETF$693,737$302,138 ▲77.2%48,2180.6%ETFMSTRMicroStrategy$684,428$122,076 ▲21.7%1,7100.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$655,634$18,442 ▼-2.7%1,0310.5%FinanceNVDANVIDIA$649,044$465,163 ▼-41.7%3,5650.5%Computer and TechnologyBITMINE IMMERSION TECNOLOGIE$630,791$630,791 ▲New Holding10,6950.5%COM NEWGLOBAL X FDS$621,935$621,935 ▲New Holding10,1640.5%DEFENSE TECH ETFTIDAL TR II$578,695$578,695 ▲New Holding29,8450.5%YIELDMAX MSTR OPAAPLApple$466,401$83,602 ▼-15.2%2,0530.4%Computer and TechnologyFTRIFirst Trust Indxx Global Natural Resources Income ETF$463,432$463,432 ▲New Holding32,2000.4%ETFCLSKCleanspark$409,419$409,419 ▲New Holding145,5000.3%FinanceARK 21SHARES BITCOIN ETF$379,680$278,828 ▲276.5%9,6000.3%SHS BEN INTGRANITESHARES ETF TR$372,932$123,927 ▼-24.9%30,7700.3%GRANITE 2X LONGXLKTechnology Select Sector SPDR Fund$326,188$326,188 ▲New Holding1,2350.3%ETFVGTVanguard Information Technology ETF$310,781$310,781 ▲New Holding4470.3%ETFSMRNuScale Power$310,093$96,314 ▼-23.7%8,1070.3%Computer and TechnologyUNHUnitedHealth Group$303,349$303,349 ▲New Holding1,2020.3%MedicalBITX2x Bitcoin Strategy ETF$293,277$6,550 ▲2.3%4,6120.2%ETFUPSUnited Parcel Service$275,674$275,674 ▲New Holding3,1940.2%TransportationELEstee Lauder Companies$275,086$275,086 ▲New Holding3,0860.2%Consumer StaplesDFUVDimensional US Marketwide Value ETF$260,9450.0%6,1500.2%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$257,359$257,359 ▲New Holding2,8050.2%ETFGOOGAlphabet$242,158$297,001 ▼-55.1%1,2010.2%Computer and TechnologyHBNCHorizon Bancorp (IN)$233,706$153 ▼-0.1%15,2650.2%FinancePATHUiPath$222,715$67,409 ▲43.4%91,8500.2%Computer and TechnologyUGIUGI$222,542$24,703 ▼-10.0%6,3330.2%UtilitiesNFLXNetflix$207,113$207,113 ▲New Holding1700.2%Consumer DiscretionaryIONQIonQ$206,589$206,589 ▲New Holding4,5970.2%Computer and TechnologyIIMInvvlu Mu Incm$193,8720.0%16,8000.2%FinanceQBTSD-Wave Quantum$184,991$179,780 ▼-49.3%10,6500.2%Computer and TechnologyCANOPY GROWTH CORP$161,560$120,029 ▲289.0%177,0000.1%COM NEWNTNXNutanix$96,030$96,030 ▲New Holding10,0000.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$0$7,507,002 ▼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$4,066,074 ▼-100.0%00.0%ETFDFATDimensional U.S. Targeted Value ETF$0$1,463,564 ▼-100.0%00.0%ETFXHBSPDR S&P Homebuilders ETF$0$1,120,301 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$1,116,270 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$783,325 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$727,200 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$495,153 ▼-100.0%00.0%ETFSUPER MICRO COMPUTER INC$0$333,000 ▼-100.0%00.0%COM NEWSOFISoFi Technologies$0$332,506 ▼-100.0%00.0%FinanceCVSCVS Health$0$295,756 ▼-100.0%00.0%MedicalETF OPPORTUNITIES TRUST$0$83,400 ▼-100.0%00.0%T REX 2X LONG MSTSMTaiwan Semiconductor Manufacturing$0$80,986 ▼-100.0%00.0%Computer and TechnologySOFI TECHNOLOGIES INC$0$72,986 ▼-100.0%00.0%NOTE 10/1ARKKARK Innovation ETF$0$37,895 ▼-100.0%00.0%ETFCLEANSPARK INC$0$28,500 ▼-100.0%00.0%*W EXP 12/29/202Showing 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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