Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Lauer Wealth LLC
  City: VALPARAISO
  State: IN
  Zip: 46383
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,046,000
  Total Value Change : $7,063,000
  Securities Held Change : -5
   
All Securities Held : 40
  New Positions : 1
  Closed Positions : 6
  Increased Positions : 15
  Unchanged Positions : 6
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
 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)1 Year Chart         VCIT Vanguard Intermediate-Term 6 - $79.12 $6,582,000 83,668 5.72% -458,000 -3,821 0.009    Closed - End Fund - Debt
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 8 - $90.12 $5,813,000 64,727 5.05% -802,000 -5,158 0.006    Closed - End Fund - E...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 9 - $114.37 $4,826,000 42,425 4.19% -121,000 -6 0.036    Closed - End Fund - E...
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 10 - $59.45 $4,462,000 75,933 3.88% -696,000 -14,604 0.525    Closed - End Fund - Debt
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 12 - $81.23 $1,959,000 24,818 1.7% -823,000 -9,619 0.062    Closed - End Fund - E...
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 13 - $133.40 $1,722,000 13,013 1.5% -83,000 -296 0.019    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 20 - $108.98 $824,000 7,768 0.72% -4,000 -10 0.001    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 21 - $182.08 $802,000 4,578 0.7% 75,000 -178 0    Communication Equipment
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 23 - $17.19 $671,000 37,086 0.58% -261,000 -4,238 0.004    N/A
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 24 - $55.82 $615,000 8,821 0.53% -44,000 -94 0.001    Drug Stores
   (AAPL)1 Year Chart         AAPL Apple Inc 25 - $183.05 $480,000 2,740 0.42% -74,000 -115 0    Personal Computers
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 26 - $115.17 $436,000 3,732 0.38% 108,000 -351 0.001    Gold
   (VZ)1 Year Chart         VZ Verizon Communications Inc 28 - $40.40 $418,000 10,404 0.36% -74,000 -12,286 0    Telecom Services - Do...
   (USB)1 Year Chart         USB US Bancorp Delaware 29 - $41.85 $417,000 9,937 0.36% -1,000 -79 0.001    Domestic Regional Banks
   (CFG)1 Year Chart         CFG Citizens Financial Group, Inc. 30 - $36.06 $413,000 12,314 0.36% -9,000 -419 0.003    N/A
   (T)1 Year Chart         T AT&T Corp 35 - $17.17 $329,000 20,007 0.29% -14,000 -409 0    Long Distance Carriers
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 37 - $19.08 $311,000 16,957 0.27% 15,000 -270 0.001    Gas Utilities
   (TQQQ)1 Year Chart         TQQQ Proshares Ultrapro Qqq Etf 39 - $59.17 $271,000 4,386 0.24% 29,000 -25 0.007    Closed - End Fund - Debt
      18 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us