Lauer Wealth, LLC
Top Portfolio Positions
33 positions ·
$57,652,230 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IBIT |
iShares Bitcoin Trust ETF
|
432,424 | $16,613,730 | 28.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,888 | $16,096,395 | 27.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
19,862 | $7,383,698 | 12.81% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
177,570 | $3,512,334 | 6.09% | |
| NVDA |
Nvidia Corp
Technology
|
9,645 | $1,682,088 | 2.92% | |
| ETHA |
iShares Ethereum Trust ETF
|
88,040 | $1,393,673 | 2.42% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
261,420 | $1,296,643 | 2.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
5,074 | $1,032,203 | 1.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
6,725 | $983,733 | 1.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,582 | $746,023 | 1.29% |
Portfolio Trend
13 quarters · across all stocks
Holdings in IIM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,640 | 16,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $203,280 | 16,500 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $207,075 | 16,500 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $195,552 | 16,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $201,096 | 16,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $190,073 | 15,986 | Shares | Sole | 2025-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||