Portfolio (Quarterly)
Guide ↗
Lauer Wealth, LLC
· CIK 0001860063| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | — CALL | CLEANSPARK INC | — | 15,300.0 | $57K | 0.04% | NEW | — | $3.70 | — |
| 62 | — CALL | CANOPY GROWTH CORP | — | 141,500.0 | $57K | 0.04% | NEW | — | $0.40 | — |
| 63 | BMNR CALL | BITMINE IMMERSION TECNOLOGIE | Financial Services | 61,200.0 | $47K | 0.04% | NEW | — | $0.78 | +2428.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
49.1%
Consumer Cyclical
23.7%
Technology
13.3%
Industrials
9.8%
Healthcare
2.7%
Basic Materials
0.6%
Utilities
0.5%
Communication Services
0.5%