Portfolio (Quarterly)
Guide ↗
Lauer Wealth, LLC
· CIK 0001860063| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 66,824 | $2.7M | 2.15% | SOLD |
| 2 | TLT | ISHARES TR | — | 23,912 | $2.1M | 1.66% | SOLD |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 9,645 | $1.8M | 1.40% | SOLD |
| 4 | SHLD | GLOBAL X FDS | — | 19,111 | $1.4M | 1.14% | SOLD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 6,725 | $947K | 0.75% | SOLD |
| 6 | ETHA | ISHARES ETHEREUM TR | Financial Services | 52,340 | $875K | 0.70% | SOLD |
| 7 | TEM | TEMPUS AI INC | Healthcare | 10,200 | $484K | 0.39% | SOLD |
| 8 | XLK | SELECT SECTOR SPDR TR | — | 2,677 | $379K | 0.30% | SOLD |
| 9 | MSFT | MICROSOFT CORP | Technology | 1,002 | $375K | 0.30% | SOLD |
| 10 | URA | GLOBAL X FDS | — | 6,302 | $324K | 0.26% | SOLD |
| 11 | ALB | ALBEMARLE CORP | Basic Materials | 1,605 | $285K | 0.23% | SOLD |
| 12 | — | DEFI DEVELOPMENT CORP | — | 79,100 | $282K | 0.22% | SOLD |
| 13 | CLSK | CLEANSPARK INC | Technology | 26,000 | $257K | 0.20% | SOLD |
| 14 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 10,650 | $252K | 0.20% | SOLD |
| 15 | PATH | UIPATH INC | Technology | 23,650 | $246K | 0.20% | SOLD |
| 16 | SLV | ISHARES SILVER TR | Financial Services | 3,600 | $243K | 0.19% | SOLD |
| 17 | NFLX | NETFLIX INC. | Communication Services | 2,360 | $235K | 0.19% | SOLD |
| 18 | UPS | UNITED PARCEL SVCS INC | Industrials | 2,016 | $203K | 0.16% | SOLD |
| 19 | SMR | NUSCALE PWR CORP | Utilities | 11,420 | $113K | 0.09% | SOLD |
| 20 | — CALL | STRATEGY INC | — | 16,100 | $101K | 0.08% | SOLD |
Sector Allocation
Financial Services
60.6%
Consumer Cyclical
15.9%
Technology
15.3%
Communication Services
2.6%
Industrials
2.1%
Healthcare
1.5%
Utilities
1.0%
Energy
0.5%
Basic Materials
0.5%