• 13F History

Lauer Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$150M
Signature - Title
Aryn Sands - Agent
Location
Valparaiso, IN
Summary
This page shows a list of all the recent 13F filings made by Lauer Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lauer Wealth, LLC reported 36 stock holdings with total value $150M as of Q4 2024. Top holdings included TSLA, USFR, QQQ, JAAA, and DGRW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 36 $150M +$29.6M -$20M +$9.66M TSLA, USFR, QQQ, JAAA, DGRW 13F-HR 1/14/2025, 05:38 PM
Q3 2024 35 $129M +$6.8M -$5.61M +$1.19M USFR, QQQ, DGRW, TSLA, ILCV 13F-HR 10/24/2024, 02:52 PM
Q2 2024 44 $112M +$19.9M -$18.6M +$1.35M USFR, QQQ, DGRW, ILCV, DFAU 13F-HR 7/16/2024, 10:12 AM
Q1 2024 39 $115M +$10.4M -$4.06M +$6.36M USFR, QQQ, DGRW, ILCV, TSLA 13F-HR 4/16/2024, 01:34 PM
Q4 2023 42 $107M +$16.1M -$6.33M +$9.82M QQQ, DGRW, USFR, TSLA, VCIT 13F-HR 1/29/2024, 02:58 PM
Q3 2023 45 $92.6M +$9.14M -$8.5M +$636K QQQ, DGRW, TSLA, VCIT, ILCV 13F-HR 10/17/2023, 04:42 PM
Q2 2023 41 $95.4M +$22.5M -$8.67M +$13.8M DGRW, QQQ, TSLA, VCIT, ILCV 13F-HR 8/3/2023, 01:51 PM
Q1 2023 39 $73.6M QQQ, ILCV, VCIT, IEI, VCSH 13F-HR 5/12/2023, 03:31 PM