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:
37.01%
Gain +1.48%
Monthly
1.01%
Yearly
12.86%
Drawdown
24.48%
$142.39M
Equity
Holdings
$142.39M
Investment
$118.55M
$41.58M
Profit +$1.92M
Realized
$17.74M
Unrealized
$23.84M
Dividends
$7.77M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.48%
Profit
$1.92M
Win %
67%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$1.32M
Win %
67%
This Month
Compared to last month
Gain
-3.36%
Profit
-$4.95M
Win %
67%
This Year
Compared to last year
Gain
-2.48%
Profit
-$3.74M
Win %
64%
SLNH Soluna Holdings Inc.
+22.57%
+$12,750 
IREN IREN Limited
+19.33%
+$154,082.5 
CIFR Cipher Mining Inc.
+16.57%
+$80,749.73 
BMNR Bitmine Immersion Technologies, Inc.
+6.41%
+$416,240.85 
MSTR Strategy Inc.
+5.1%
+$188,256.64 
MU Micron Technology, Inc.
+4.57%
+$45,572.36 
ASST Strive, Inc.
+4%
+$7,231.87 
RDW Redwire Corporation
+3.43%
+$4,351.5 
SOLZ Solana ETF
+3.12%
+$12,384.5 
AMD Advanced Micro Devices, Inc.
+2.76%
+$15,786.71 
DPRO Draganfly Inc.
+2.27%
+$950 
TQQQ ProShares UltraPro QQQ
+2.21%
+$12,609.87 
AMZN Amazon.com Inc
+2.01%
+$14,303.66 
QBTS D-Wave Quantum Inc.
+1.67%
+$3,018.4 
CRM Salesforce Inc
+1.38%
+$4,873.4 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.32%
+$4,086.17 
UUUU Energy Fuels Inc.
+1.04%
+$2,244 
META Meta Platforms Inc Class A
+0.88%
+$8,535.26 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$183,723.79 
ARKK ARK Innovation ETF Fund
+0.79%
+$1,685.63 
CEG Constellation Energy Corporation
+0.76%
+$3,840 
VGT Vanguard Information Technology ETF
+0.74%
+$9,790.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.56%
+$13,270.53 
IONQ IonQ, Inc.
+0.43%
+$779.25 
QCOM QUALCOMM Incorporated
+0.27%
+$761.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$2,139.02 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$1,391.06 
DFAU Dimensional US Core Equity Market ETF
+0.15%
+$18,875.1 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$337.5 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$2,029.95 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,582.15 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$49.84 
EOSE Eos Energy Enterprises Inc.
-4%
-$21,436.8 
ORCL Oracle Corporation
-3.51%
-$14,296.8 
ARKG ARK Genomic Revolution ETF
-3.1%
-$21,789.1 
AAPL Apple Inc.
-2.84%
-$22,643.12 
GE General Electric Company
-2.2%
-$8,217.59 
TSLA Tesla, Inc.
-2.07%
-$155,598.69 
UNH UnitedHealth Group Incorporated
-1.15%
-$9,442.29 
SPCX Space Exploration Technologies Corp. Class A
-0.87%
-$2,214.5 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$1,728.65 
IBBQ Invesco Nasdaq Biotechnology ETF
-0.58%
-$1,178 
VIS Vanguard Industrials ETF
-0.42%
-$3,172.6 
WPM Wheaton Precious Metals Corp.
-0.4%
-$1,105.86 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.4%
-$4,687.47 
VZ Verizon Communications Inc.
-0.39%
-$910.18 
EZM WisdomTree U.S. MidCap Fund
-0.34%
-$9,173.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.3%
-$20,676.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$803 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.26%
-$6,273.47 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$8,979.18 
IIM Invesco Value Municipal Income Trust
-0.23%
-$495 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$857.23 
PANW Palo Alto Networks, Inc.
-0.12%
-$511.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$5,707.87 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$2,251.86 
ILCV iShares Morningstar Value ETF
-0.08%
-$12,852.76 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.03%
-$4,545.39 Events
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Dividends
Dividend Analysis
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| Trades 589 | Longs Won 361/589 61% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,005.35 |
| Average Win $139,745.92 | Best Trade (Jun 30) $3.62M | Sharpe Ratio -9.16 |
| Average Loss -$38,889.89 | Worst Trade (Jul 19) -$835,561.75 | Z-Score 0.52 (39.9%) |
| Commissions $0 | Avg. Trade Length 12m 4d | Expectancy $70,596.57 |
| 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 | 3,663 | 3,297 | 2,930 | 2,564 | 2,198 | 1,832 | 1,465 | 1,099 | 733 | 366 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lauer Wealth LLC?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $5.69M, Tesla, Inc - $3.12M, Advanced Micro Devices, Inc - $2.23M, WisdomTree Floating Rate Treasury Fund - $2.09M, and Eos Energy Enterprises Inc - $2.02M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Walgreens Boots Alliance Inc - $770,512.39, iShares Bitcoin Trust - $753,138.37, DeFi Development Corp - $707,055, Tempus AI, Inc - $379,509, and iShares Ethereum Trust - $331,497.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lauer Wealth LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.77M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $2.1M, WisdomTree U.S. Quality Dividend Growth Fund - $665,649.18, iShares Morningstar Value ETF - $660,963.53, Vanguard Intermediate-Term Corporate Bond Fund - $634,990.84, and Vanguard Short-Term Corporate Bond ETF - $335,094.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lauer Wealth LLC's monthly returns?
Lauer Wealth LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Lauer Wealth LLC's strategy be considered aggressive or moderate?
Lauer Wealth LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Lauer Wealth LLC's strategy?
Lauer Wealth LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
