The Analysis of Lauer Wealth, LLC's Holdings
Currently, Lauer Wealth, LLC holds 54 types of securities in its portfolio with a total value $131.7M. In the most recent quarter, they have increased their positions in IBIT (+16.7K shares, valued at $860.9K), TQQQ (+9.4K shares, valued at $509.8K), NVDA (+2.7K shares, valued at $490.9K); decreased their positions in USFR (-34.3K shares, valued at $1.7M), DFAU (-10.5K shares, valued at $497.3K), TSLA (-1.0K shares, valued at $453.2K); initiated new positions in ALB (+1.8K shares, valued at $291.1K), ARKK (+3.1K shares, valued at $248.7K), SLV (+3.4K shares, valued at $236.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR157.4K shares-2.10%2025-12-312026-01-12
USFR WISDOMTREE TR279.5K shares-10.93%2025-12-312026-01-12 ILCV ISHARES TR141.9K shares1.86%2025-12-312026-01-12 DFAU DIMENSIONAL ETF TRUST235.2K shares-4.26%2025-12-312026-01-12 TSLA TESLA INC22.6K shares-4.40%2025-12-312026-01-12 VGSH VANGUARD SCOTTSDALE FDS108.0K shares-1.97%2025-12-312026-01-12 VGIT VANGUARD SCOTTSDALE FDS101.4K shares-2.50%2025-12-312026-01-12 EOSE EOS ENERGY ENTERPRISES INC320.1K shares-1.94%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST40.4K shares1.95%2025-12-312026-01-12 EZM WISDOMTREE TR36.4K shares-0.52%2025-12-312026-01-12 IBIT ISHARES BITCOIN TRUST ETF45.9K shares57.25%2025-12-312026-01-12 DFAE DIMENSIONAL ETF TRUST66.6K shares-3.22%2025-12-312026-01-12 AMZN AMAZON COM INC7.3K shares27.44%2025-12-312026-01-12 TLT ISHARES TR20.5K shares23.14%2025-12-312026-01-12 AMD ADVANCED MICRO DEVICES INC7.2K shares-5.28%2025-12-312026-01-12 NVDA NVIDIA CORPORATION7.0K shares61.41%2025-12-312026-01-12 SHLD GLOBAL X FDS15.8K shares35.19%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC6.2K shares1.38%2025-12-312026-01-12 TQQQ PROSHARES TR16.1K shares139.71%2025-12-312026-01-12 VTI VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-01-12 FTRI FIRST TR EXCHANGE TRADED FD43.8K shares20.31%2025-12-312026-01-12 ETHA ISHARES ETHEREUM TR30.3K shares101.38%2025-12-312026-01-12 ARKG ARK ETF TR22.6K shares0.11%2025-12-312026-01-12 TEM TEMPUS AI INC9.9K shares-11.61%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC1.8K shares2.65%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR910 shares-1.83%2025-12-312026-01-12 AAPL APPLE INC2.0K shares0.00%2025-12-312026-01-12 MSTR STRATEGY INC2.9K shares-18.85%2025-12-312026-01-12 NVDL GRANITESHARES ETF TR5.0K shares24.66%2025-12-312026-01-12 DFDV DEFI DEVELOPMENT CORP60.6K shares0.83%2025-12-312026-01-12 PATH UIPATH INC24.6K shares4.23%2025-12-312026-01-12 ETHU VOLATILITY SHS TR7.0K shares156.25%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR2.8K shares135.19%2025-12-312026-01-12 MSFT MICROSOFT CORP790 shares-43.77%2025-12-312026-01-12 VGT VANGUARD WORLD FD468 shares1.30%2025-12-312026-01-12 URA GLOBAL X FDS6.5K shares35.07%2025-12-312026-01-12 ARKB ARK 21SHARES BITCOIN ETF10.7K shares9.79%2025-12-312026-01-12 UPS UNITED PARCEL SERVICE INC2.9K shares-11.35%2025-12-312026-01-12 CLSK CLEANSPARK INC26.0K shares0.00%2025-12-312026-01-12 QBTS D-WAVE QUANTUM INC10.5K shares0.00%2025-12-312026-01-12 ALB ALBEMARLE CORP1.8K sharesnew addition2025-12-312026-01-12 IONQ IONQ INC5.1K shares5.26%2025-12-312026-01-12 ARKQ ARK ETF TR2.0K shares0.30%2025-12-312026-01-12 ARKK ARK ETF TR3.1K sharesnew addition2025-12-312026-01-12 SLV ISHARES SILVER TR3.4K sharesnew addition2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS INC5.7K sharesnew addition2025-12-312026-01-12 CIFR CIPHER MINING INC14.0K sharesnew addition2025-12-312026-01-12 SMR NUSCALE PWR CORP11.4K shares25.67%2025-12-312026-01-12 DFUV DIMENSIONAL ETF TRUST4.5K shares0.00%2025-12-312026-01-12 IIM INVESCO VALUE MUN INCOME TR16.5K shares0.00%2025-12-312026-01-12 STRIVE INC STRIVE INC100.0K sharesnew addition2025-12-312026-01-12 Call Option Holdings
EOSE Call CallEOS ENERGY ENTERPRISES INC128.4K shares-7.76%2025-12-312026-01-12 IBIT Call CallISHARES BITCOIN TRUST ETF185.0K sharesnew addition2025-12-312026-01-12 Put Option Holdings
No put option holdings data available