LWL
Lauer Wealth LLC Portfolio
Invests via Lauer Wealth LLC | Managed by John G. Lauer, John M. Lauer, Gene Hamstra
Invests via Lauer Wealth LLC
Managed by John G. Lauer, John M. Lauer, Gene Hamstra
Automatically Tracked
Company Profile
Lauer Wealth LLC operates as a dedicated investment firm, providing comprehensive wealth management services tailored to individual and institutional clients. With a strong focus on personalized financial solutions, it has established itself as a trusted advisor in the realms of capital allocation and investment consulting. The firm is committed to enhancing client portfolios by leveraging market insights and expert analysis. Its leadership team boasts significant expertise across various asset classes, making it relevant in today's dynamic financial landscape.
Lauer Wealth LLC operates as a dedicated investment firm, providing comprehensive wealth management services tailored to individual and institutional clients. With a strong focus on personalized financial solutions, it has established itself as a trusted advisor in the realms of capital allocation and investment consulting. The firm is committed to enhancing client portfolios by leveraging market insights and expert analysis. Its leadership team boasts significant expertise across various asset classes, making it relevant in today's dynamic financial landscape.
Investment Philosophy & Strategy
In the evolving investment landscape, Lauer Wealth LLC distinguishes itself through a nuanced understanding of client-centric capital strategies. The firm's approach integrates bespoke financial solutions designed to align with specific goals and aspirations, ensuring that each portfolio reflects its unique vision. Leveraging deep market insights, it prioritizes agility in asset allocation while navigating diverse economic conditions. A strong emphasis on relationship-building empowers tailored investment advice, allowing for enhanced adaptability in rapidly changing markets. This strategic focus on individualized service positions the firm as a key partner for both individual and institutional investors looking to optimize their financial growth.
In the evolving investment landscape, Lauer Wealth LLC distinguishes itself through a nuanced understanding of client-centric capital strategies. The firm's approach integrates bespoke financial solutions designed to align with specific goals and aspirations, ensuring that each portfolio reflects its unique vision. Leveraging deep market insights, it prioritizes agility in asset allocation while navigating diverse economic conditions. A strong emphasis on relationship-building empowers tailored investment advice, allowing for enhanced adaptability in rapidly changing markets. This strategic focus on individualized service positions the firm as a key partner for both individual and institutional investors looking to optimize their financial growth.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
36.3%
Gain +3.93%
Monthly
0.93%
Yearly
11.77%
Drawdown
18.22%
$137.74M
Equity
Holdings
$137.74M
Investment
$106.94M
$47.57M
Profit +$5.82M
Realized
$16.77M
Unrealized
$30.8M
Dividends
$7.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.93%
Profit
$5.82M
Win %
67%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$537,501.56
Win %
67%
This Month
Compared to last month
Gain
-0.71%
Profit
-$977,736.66
Win %
67%
This Year
Compared to last year
Gain
1.18%
Profit
$2.33M
Win %
67%
RDW Redwire Corporation
+14.9%
+$62,463 
MU Micron Technology, Inc.
+11.69%
+$71,925.6 
UUUU Energy Fuels Inc.
+10.34%
+$14,928.25 
TQQQ ProShares UltraPro QQQ
+9.87%
+$58,611.96 
CLSK CleanSpark, Inc.
+8.52%
+$33,020 
ALB Albemarle Corporation
+8%
+$18,890.85 
AMD Advanced Micro Devices, Inc.
+7.96%
+$182,765.53 
CIFR Cipher Mining Inc.
+7.66%
+$53,532.5 
URA Global X Uranium ETF
+5.86%
+$15,628.96 
BMNR Bitmine Immersion Technologies, Inc.
+5.63%
+$46,085.6 
SLV iShares Silver Trust
+5.5%
+$11,412 
UPS United Parcel Service, Inc.
+5.22%
+$10,866.24 
ARKQ Ark Autonomous Technology & Robotics ETF
+4.75%
+$11,950.02 
TSLA Tesla, Inc.
+4.63%
+$350,961.54 
SHLD Global X Defense Tech ETF
+4.47%
+$53,319.69 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.3%
+$11,854.78 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$102,555.37 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$17,748.51 
ETHA iShares Ethereum Trust
+3.42%
+$21,982.8 
VGT Vanguard Information Technology ETF
+3.32%
+$39,388.8 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$634,173.12 
DFDVW DeFi Development Corp. Warrant (Expiring January 21, 2028, Exercise Price $22.50)
+3.23%
+$791 
ARKK ARK Innovation ETF Fund
+3.14%
+$7,015.81 
SMR NuScale Power Corporation
+2.91%
+$3,083.4 
ARKB Ark 21Shares Bitcoin ETF
+2.73%
+$5,964 
IBIT iShares Bitcoin Trust
+2.62%
+$61,477.95 
ARKG ARK Genomic Revolution ETF
+2.42%
+$18,001.19 
DFAS Dimensional U.S. Small Cap ETF
+2.41%
+$78,247.5 
QBTS D-Wave Quantum Inc.
+2.39%
+$5,827.5 
NVDA NVIDIA Corporation
+2.17%
+$42,052.2 
EOSE Eos Energy Enterprises Inc.
+2.14%
+$26,548.6 
EZM WisdomTree U.S. MidCap Fund
+2.03%
+$54,763.83 
FTRI First Trust Indxx Global Natural Resources Income ETF
+2.02%
+$17,681.4 
DFUV Dimensional US Marketwide Value ETF
+1.91%
+$4,590 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$228,099.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$15,612.11 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$11,027.69 
DFLV Dimensional US Large Cap Value ETF
+1.68%
+$3,766.25 
AMZN Amazon.com Inc
+1.45%
+$12,357.9 
AAPL Apple Inc.
+1.39%
+$8,901.9 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$26,064.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.89%
+$131,864.04 
PLTR Palantir Technologies Inc.
+0.67%
+$5,850.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$9,712.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,621.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$31,801.5 
IIM Invesco Value Municipal Income Trust
+0.47%
+$990 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$2,022.39 
TEM Tempus AI, Inc.
+0.22%
+$1,122 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$9,002.8 
MSFT Microsoft Corp.
-1.79%
-$7,119.2 
NFLX Netflix, Inc.
-0.89%
-$1,722.8 
PATH Uipath Inc.
-0.84%
-$2,128.5 
UNH UnitedHealth Group Incorporated
-0.54%
-$4,349.08 
JKF iShares Morningstar Large-Cap Value ETF
-0.44%
-$78,140.96 
VZ Verizon Communications Inc.
-0.04%
-$107.08 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$2,448.79 Events
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Dividends
Dividend Analysis
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| Trades 534 | Longs Won 343/534 64% | Profit Factor 7.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $417,142.4 |
| Average Win $160,468.04 | Best Trade (Jun 10) $5.16M | Sharpe Ratio -10.32 |
| Average Loss -$39,128.95 | Worst Trade (Jun 11) -$886,655.3 | Z-Score 1.8 (92.88%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $89,076.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,521 | 3,169 | 2,817 | 2,465 | 2,113 | 1,761 | 1,408 | 1,056 | 704 | 352 |
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Returns
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