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Name: |
Lauer Wealth LLC |
City: |
VALPARAISO |
State: |
IN |
Zip: |
46383 |
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Holdings
Found :
18 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
VCIT |
Vanguard Intermediate-Term |
6 |
- |
$79.17 |
$6,582,000 |
83,668 |
5.72% |
-458,000 |
-3,821 |
0.009 |
Closed - End Fund - Debt |
|
TLT |
iShares Tr Lehman 20+yr Tres |
8 |
- |
$90.35 |
$5,813,000 |
64,727 |
5.05% |
-802,000 |
-5,158 |
0.006 |
Closed - End Fund - E... |
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IEI |
iShares Barclays 3-7 Year T... |
9 |
- |
$114.42 |
$4,826,000 |
42,425 |
4.19% |
-121,000 |
-6 |
0.036 |
Closed - End Fund - E... |
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EZM |
WisdomTree MidCap Earnings |
10 |
- |
$59.64 |
$4,462,000 |
75,933 |
3.88% |
-696,000 |
-14,604 |
0.525 |
Closed - End Fund - Debt |
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SLYV |
streetTRACKS Dow Jones US S... |
12 |
- |
$81.61 |
$1,959,000 |
24,818 |
1.7% |
-823,000 |
-9,619 |
0.062 |
Closed - End Fund - E... |
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IBB |
iShares Tr Nasdaq Biotech |
13 |
- |
$134.41 |
$1,722,000 |
13,013 |
1.5% |
-83,000 |
-296 |
0.019 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
20 |
- |
$109.31 |
$824,000 |
7,768 |
0.72% |
-4,000 |
-10 |
0.001 |
Closed - End Fund - E... |
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QCOM |
QUALCOMM Inc |
21 |
- |
$184.21 |
$802,000 |
4,578 |
0.7% |
75,000 |
-178 |
0 |
Communication Equipment |
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WBA |
Walgreens Boots Alliance, Inc. |
23 |
- |
$18.12 |
$671,000 |
37,086 |
0.58% |
-261,000 |
-4,238 |
0.004 |
N/A |
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CVS |
CVS/Caremark Corp |
24 |
- |
$56.47 |
$615,000 |
8,821 |
0.53% |
-44,000 |
-94 |
0.001 |
Drug Stores |
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AAPL |
Apple Inc |
25 |
- |
$186.28 |
$480,000 |
2,740 |
0.42% |
-74,000 |
-115 |
0 |
Personal Computers |
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SCCO |
Southern Peru Copper Corp |
26 |
- |
$115.17 |
$436,000 |
3,732 |
0.38% |
108,000 |
-351 |
0.001 |
Gold |
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VZ |
Verizon Communications Inc |
28 |
- |
$40.54 |
$418,000 |
10,404 |
0.36% |
-74,000 |
-12,286 |
0 |
Telecom Services - Do... |
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USB |
US Bancorp Delaware |
29 |
- |
$41.49 |
$417,000 |
9,937 |
0.36% |
-1,000 |
-79 |
0.001 |
Domestic Regional Banks |
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CFG |
Citizens Financial Group, Inc. |
30 |
- |
$35.94 |
$413,000 |
12,314 |
0.36% |
-9,000 |
-419 |
0.003 |
N/A |
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T |
AT&T Corp |
35 |
- |
$17.26 |
$329,000 |
20,007 |
0.29% |
-14,000 |
-409 |
0 |
Long Distance Carriers |
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KMI |
Kinder Morgan Inc |
37 |
- |
$19.15 |
$311,000 |
16,957 |
0.27% |
15,000 |
-270 |
0.001 |
Gas Utilities |
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TQQQ |
Proshares Ultrapro Qqq Etf |
39 |
- |
$59.56 |
$271,000 |
4,386 |
0.24% |
29,000 |
-25 |
0.007 |
Closed - End Fund - Debt |
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