Portfolio (Quarterly)
Guide ↗
Lauer Wealth, LLC
· CIK 0001860063| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVDL | GRANITESHARES ETF TR | — | 5,005 | $433K | 0.32% | SOLD |
| 2 | ETHU | VOLATILITY SHS TR | — | 6,970 | $413K | 0.31% | SOLD |
| 3 | AMZN CALL | AMAZON COM INC | Consumer Cyclical | 5,000 | $274K | 0.20% | SOLD |
| 4 | IONQ | IONQ INC | Technology | 5,107 | $258K | 0.19% | SOLD |
| 5 | PATH CALL | UIPATH INC | Technology | 40,100 | $227K | 0.17% | SOLD |
| 6 | — | STRIVE INC | — | 100,000 | $101K | 0.07% | SOLD |
| 7 | — | CANOPY GROWTH CORP | — | 50,500 | $65K | 0.05% | SOLD |
Sector Allocation
Financial Services
57.3%
Consumer Cyclical
18.6%
Technology
15.4%
Industrials
3.5%
Healthcare
2.7%
Communication Services
1.2%
Basic Materials
0.7%
Energy
0.5%
Utilities
0.3%