Owen La Rue, LLC Incresed Positions in Q3 2025

Owen La Rue, LLC

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
100K
+ 81.95%
$35.42 - $38.65 $3.54M - $3.86M
222K $8.44M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.6K
+ 9.26%
$100.37 - $100.74 $2.16M - $2.17M
254K $25.6M
IONQ
Ion Q, Inc.

Technology
14.6K
+ 23.58%
$36.79 - $75.14 $536K - $1.09M
76.4K $4.7M
NVDA
Nvidia Corp

Technology
2.38K
+ 4.71%
$153.3 - $186.58 $365K - $444K
52.9K $9.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
788
+ 3.77%
$546.99 - $602.2 $431K - $475K
21.7K $13M
CGDV
Capital Group Divid Value ETF

ETFs
31.7K
+ 62.43%
$39.59 - $42.21 $1.26M - $1.34M
82.6K $3.47M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
6.82K
+ 20.66%
$138.08 - $151.2 $942K - $1.03M
39.8K $6.02M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.22K
+ 48.19%
$105.16 - $140.03 $549K - $732K
16.1K $2.18M
FDD
First Trust Stoxx European Sel

ETFs
48.1K
+ 31.75%
$15.26 - $16.67 $734K - $802K
200K $3.22M
SVOL
Simplify ETF Simplify Volatili

ETFs
44.8K
+ 35.4%
$16.48 - $19.27 $738K - $863K
171K $3.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.55K
+ 1.36%
$55.15 - $58.11 $141K - $148K
190K $10.9M
CGUS
Capital Group Core Equity ETF
13.4K
+ 141.77%
$36.89 - $39.72 $496K - $534K
22.9K $906K
AVGO
Broadcom Inc.

Technology
5
+ 0.06%
$264.74 - $369.57 $1.32K - $1.85K
8.21K $2.71M
DNP
Dnp Select Income Fund Inc

Financial Services
35.9K
+ 9.99%
$9.65 - $10.02 $347K - $360K
396K $3.96M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.32K
+ 9.16%
$27.49 - $29.67 $256K - $276K
111K $3.19M
PULS
Pgim ETF Tr

ETFs
6.16K
+ 22.39%
$49.58 - $49.83 $306K - $307K
33.7K $1.68M
URA
Global X Uranium ETF

ETFs
3.5K
+ 37.63%
$36.45 - $50.4 $128K - $176K
12.8K $610K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.88K
+ 6.9%
$21.69 - $23.34 $106K - $114K
75.7K $1.76M
ITA
Ishares Tr

ETFs
11
+ 0.12%
$184.73 - $209.26 $2.03K - $2.3K
9.01K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
205
+ 10.29%
$362.31 - $405.74 $74.3K - $83.2K
2.2K $884K
MO
Altria Group, Inc.

Consumer Defensive
10
+ 0.08%
$57.75 - $67.68 $578 - $677
11.8K $778K
BBUS
J P Morgan Exchg Traded Fd

ETFs
335
+ 6.86%
$111.77 - $121.28 $37.4K - $40.6K
5.22K $629K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.04K
+ 1.14%
$42.75 - $43.37 $44.5K - $45.2K
92.5K $4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.04%
$28.92 - $32.19 $231 - $258
20.9K $667K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
52
+ 2.65%
$236.25 - $257.69 $12.3K - $13.4K
2.01K $515K
CVX
Chevron Corp

Energy
31
+ 0.96%
$145.57 - $161.83 $4.51K - $5.02K
3.28K $508K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.01K
+ 8.97%
$26.38 - $27.95 $26.7K - $28.3K
12.3K $336K
IYH
Ishares Tr

ETFs
410
+ 9.66%
$54.36 - $58.96 $22.3K - $24.2K
4.65K $273K
PDI
Pimco Dynamic Income Fund

Financial Services
267
+ 0.97%
$18.85 - $20.07 $5.03K - $5.36K
27.8K $551K
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.08%
$137.51 - $145.26 $550 - $581
5.16K $734K
F
Ford Motor CO

Consumer Cyclical
43
+ 0.31%
$10.82 - $12.09 $465 - $520
13.7K $164K
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.19%
$66.38 - $71.68 $398 - $430
3.16K $225K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
80
+ 3.2%
$97.75 - $100.75 $7.82K - $8.06K
2.58K $258K
AMGN
Amgen Inc

Healthcare
2
+ 0.07%
$271.18 - $309.22 $542 - $618
2.99K $844K
META
Meta Platforms, Inc.

Communication Services
15
+ 3.75%
$695.21 - $791.73 $10.4K - $11.9K
415 $304K
FPE
First Tr Pfd Secs & Income ETF

ETFs
145
+ 1.4%
$17.81 - $18.39 $2.58K - $2.67K
10.5K $191K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
158
+ 1.38%
$8.19 - $8.61 $1.29K - $1.36K
11.6K $99K
WMB
Williams Companies, Inc.

Energy
3
+ 0.08%
$56.52 - $64.01 $170 - $192
3.7K $234K
First Tr Exchange Traded Fd
28K
+ 9.13%
N/A
335K $0
Neos ETF Trust
16.2K
+ 109.28%
N/A
31K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
801
+ 1.95%
N/A
42K $0
Ge Vernova Inc
3.23K
+ 120.24%
N/A
5.91K $0
Global X Fds
22.7K
+ 155.0%
N/A
37.3K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
9.44K
+ 32.45%
N/A
38.5K $0
MISL
First Tr Exchange Traded Fd In
34
+ 0.12%
N/A
28.3K $0
CGMS
Capital Grp Core Plus Income E
1.71K
+ 5.05%
N/A
35.5K $0
KO
Coca Cola CO

Consumer Defensive
106
+ 2.66%
$65.67 - $71.67 $6.96K - $7.6K
4.1K $271K
Activity Summary
Buys All Purchases 74 New Holdings 26 Increased Positions 48 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Owen La Rue, LLC Portfolio

Follow Owen La Rue, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Owen La Rue, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Owen La Rue, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email