Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $184 Million
  • Q1 2025

Lane & Associates LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.2M, Spdr Portfolio with a value of $12.7M, Schwab Strategic Tr Us Large C with a value of $11.5M, Spdr S&P 500 ETF Trust with a value of $11.1M, and Msci Eafe Growth ETF with a value of $6.04M.

Examining the 13F form we can see an decrease of $3.55M in the current position value, from $187M to 184M.

Lane & Associates LLC is based out at Moorestown, NJ

Below you can find more details about Lane & Associates LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $156 Million
Technology: $10.5 Million
Consumer Defensive: $4.2 Million
Healthcare: $3.69 Million
Financial Services: $3.64 Million
Consumer Cyclical: $2.29 Million
Industrials: $1.45 Million
Energy: $1.2 Million
Other: $1.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Million 8.28% of portfolio
55,309
Q1 2025 Added 4.33%
$0
$12.7 Million 6.94% of portfolio
158,500
Q1 2025 Added 6.88%
$0
$11.5 Million 6.26% of portfolio
521,086
Q1 2025 New
$0
$11.1 Million 6.02% of portfolio
19,765
Q1 2025 Reduced 52.92%
$0
$6.04 Million 3.29% of portfolio
60,440
Q1 2025 Reduced 20.67%
$0
$6.03 Million 3.28% of portfolio
153,257
Q1 2025 Reduced 4.73%
$0
$6.01 Million 3.27% of portfolio
79,434
Q1 2025 Added 121.55%
$0
$5.99 Million 3.26% of portfolio
46,450
Q1 2025 Added 19.19%
$0
$5.75 Million 3.13% of portfolio
31,202
Q1 2025 Reduced 1.08%
$0
$4.85 Million 2.64% of portfolio
64,860
Q1 2025 Reduced 3.09%
$2.95T
$4.66 Million 2.54% of portfolio
12,420
Q1 2025 Reduced 0.43%
$0
$4.29 Million 2.34% of portfolio
84,630
Q1 2025 Reduced 0.41%
$0
$4.02 Million 2.19% of portfolio
73,481
Q1 2025 Added 1.92%
$3.42T
$3.74 Million 2.04% of portfolio
16,836
Q1 2025 Added 1.0%
$0
$3.39 Million 1.85% of portfolio
41,476
Q1 2025 Reduced 0.7%
$0
$3.03 Million 1.65% of portfolio
13,683
Q1 2025 Reduced 2.37%
$0
$2.82 Million 1.54% of portfolio
10,916
Q1 2025 Reduced 3.28%
$0
$2.65 Million 1.44% of portfolio
13,913
Q1 2025 Reduced 1.44%
$0
$2.47 Million 1.35% of portfolio
4,401
Q1 2025 Added 4.36%
$0
$2.38 Million 1.3% of portfolio
63,531
Q1 2025 Added 8.34%
$0
$2.34 Million 1.27% of portfolio
19,289
Q1 2025 Added 1.17%
$0
$2.32 Million 1.26% of portfolio
42,150
Q1 2025 Added 4.01%
$0
$2.32 Million 1.26% of portfolio
16,514
Q1 2025 Added 3.21%
$0
$2.25 Million 1.23% of portfolio
24,255
Q1 2025 Reduced 1.63%
$854B
$2.1 Million 1.14% of portfolio
2,537
Q1 2025 Reduced 2.27%
$0
$2.06 Million 1.12% of portfolio
8,049
Q1 2025 Added 5.84%
$0
$1.9 Million 1.03% of portfolio
10,971
Q1 2025 Added 14.16%
$0
$1.62 Million 0.88% of portfolio
27,833
Q1 2025 Added 0.52%
$0
$1.61 Million 0.87% of portfolio
15,362
Q1 2025 Added 5.16%
$0
$1.52 Million 0.83% of portfolio
4,107
Q1 2025 Added 7.04%
$0
$1.51 Million 0.82% of portfolio
50,967
Q1 2025 Added 30.9%
$0
$1.49 Million 0.81% of portfolio
21,396
Q1 2025 Reduced 9.48%
$271B
$1.4 Million 0.76% of portfolio
12,942
Q1 2025 Reduced 1.62%
$0
$1.28 Million 0.7% of portfolio
34,566
Q1 2025 Added 7.04%
$0
$1.25 Million 0.68% of portfolio
54,021
Q1 2025 New
$0
$1.17 Million 0.64% of portfolio
14,121
Q1 2025 Added 0.39%
$0
$1.18 Million 0.64% of portfolio
35,848
Q1 2025 Added 7.32%
$0
$1.16 Million 0.63% of portfolio
19,072
Q1 2025 Reduced 1.73%
$0
$954,000 0.52% of portfolio
14,023
Q1 2025 Added 1.78%
$0
$909,000 0.49% of portfolio
1,770
Q1 2025 Added 18.08%
$565B
$896,000 0.49% of portfolio
2,558
Q1 2025 Reduced 0.81%
$0
$859,000 0.47% of portfolio
1,832
Q1 2025 Added 0.94%
$0
$872,000 0.47% of portfolio
2,079
Q1 2025 Reduced 0.05%
$125B
$864,000 0.47% of portfolio
2,831
Q1 2025 Reduced 0.39%
$0
$799,000 0.44% of portfolio
14,897
Q1 2025 Reduced 3.29%
$0
$743,000 0.4% of portfolio
7,168
Q1 2025 Added 130.26%
$1.88T
$690,000 0.38% of portfolio
3,628
Q1 2025 Added 2.6%
$409B
$660,000 0.36% of portfolio
3,985
Q1 2025 Added 2.1%
$0
$634,000 0.35% of portfolio
2,519
Q1 2025 Added 2.36%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $184 Million
  • Prior Value $187 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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