Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $184 Billion
  • Q3 2024

Lane & Associates LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.4B, Vanguard Total Stock Market Et with a value of $13.7B, Spdr Portfolio with a value of $9.37B, Msci Eafe Growth ETF with a value of $6.9B, and Dimensional ETF Tr with a value of $6.74B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $170B to 184B.

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 Billion
ETFs: $153 Billion
Technology: $12.6 Billion
Healthcare: $4.15 Billion
Financial Services: $4 Billion
Consumer Defensive: $3.68 Billion
Consumer Cyclical: $2 Billion
Industrials: $1.8 Billion
Energy: $1.24 Billion
Other: $1.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.4 Billion 13.85% of portfolio
44,331
Q3 2024 Added 8.6%
$0
$13.7 Billion 7.44% of portfolio
48,268
Q3 2024 Added 5.13%
$0
$9.37 Billion 5.1% of portfolio
113,015
Q3 2024 Added 105.12%
$0
$6.9 Billion 3.76% of portfolio
64,064
Q3 2024 Added 22.6%
$0
$6.74 Billion 3.67% of portfolio
177,042
Q3 2024 Reduced 5.05%
$0
$6.43 Billion 3.5% of portfolio
33,694
Q3 2024 Reduced 9.07%
$3.27T
$5.78 Billion 3.15% of portfolio
13,431
Q3 2024 Reduced 8.63%
$0
$5.35 Billion 2.91% of portfolio
66,428
Q3 2024 Reduced 14.6%
$0
$4.5 Billion 2.45% of portfolio
35,080
Q3 2024 Added 9.88%
$4.16T
$4.2 Billion 2.29% of portfolio
18,047
Q3 2024 Reduced 5.74%
$0
$4.11 Billion 2.24% of portfolio
71,131
Q3 2024 Added 24.83%
$0
$3.47 Billion 1.89% of portfolio
14,634
Q3 2024 Reduced 15.82%
$0
$3.37 Billion 1.83% of portfolio
40,288
Q3 2024 Added 0.44%
$0
$3.19 Billion 1.74% of portfolio
12,092
Q3 2024 Reduced 19.16%
$0
$2.89 Billion 1.57% of portfolio
36,986
Q3 2024 Added 1.33%
$0
$2.6 Billion 1.42% of portfolio
4,516
Q3 2024 Reduced 1.87%
$0
$2.54 Billion 1.38% of portfolio
12,879
Q3 2024 Reduced 2.25%
$0
$2.49 Billion 1.36% of portfolio
21,193
Q3 2024 Added 10.07%
$403B
$2.44 Billion 1.33% of portfolio
14,099
Q3 2024 Added 3.33%
$0
$2.39 Billion 1.3% of portfolio
51,368
Q3 2024 Added 21.15%
$755B
$2.36 Billion 1.28% of portfolio
2,661
Q3 2024 Added 2.54%
$0
$2.27 Billion 1.24% of portfolio
23,706
Q3 2024 Added 0.55%
$0
$2.19 Billion 1.2% of portfolio
14,475
Q3 2024 Added 100.9%
$0
$2.08 Billion 1.13% of portfolio
7,309
Q3 2024 Added 7.75%
$0
$1.74 Billion 0.95% of portfolio
23,966
Q3 2024 Added 3.9%
$0
$1.7 Billion 0.92% of portfolio
14,509
Q3 2024 Reduced 10.14%
$0
$1.68 Billion 0.91% of portfolio
29,266
Q3 2024 Reduced 49.22%
$0
$1.58 Billion 0.86% of portfolio
25,834
Q3 2024 New
$0
$1.57 Billion 0.85% of portfolio
25,169
Q3 2024 Added 6.62%
$349B
$1.56 Billion 0.85% of portfolio
12,880
Q3 2024 Reduced 2.97%
$0
$1.57 Billion 0.85% of portfolio
4,079
Q3 2024 Added 5.48%
$0
$1.51 Billion 0.82% of portfolio
8,629
Q3 2024 Added 1.57%
$0
$1.38 Billion 0.75% of portfolio
14,849
Q3 2024 Reduced 3.65%
$0
$1.37 Billion 0.74% of portfolio
13,934
Q3 2024 Reduced 21.46%
$0
$1.22 Billion 0.67% of portfolio
19,413
Q2 2024 Added 0.03%
$0
$1.08 Billion 0.59% of portfolio
6,020
Q3 2024 Reduced 72.29%
$0
$1.09 Billion 0.59% of portfolio
9,666
Q3 2024 Reduced 18.48%
$0
$1.05 Billion 0.57% of portfolio
30,757
Q3 2024 Added 3.72%
$0
$984 Million 0.54% of portfolio
2,016
Q3 2024 Added 2.23%
$0
$964 Million 0.53% of portfolio
22,208
Q3 2024 Reduced 23.12%
$0
$949 Million 0.52% of portfolio
13,255
Q3 2024 Reduced 8.7%
$0
$957 Million 0.52% of portfolio
18,719
Q3 2024 Reduced 42.85%
$0
$951 Million 0.52% of portfolio
2,249
Q3 2024 Reduced 15.89%
$0
$938 Million 0.51% of portfolio
25,696
Q3 2024 Added 5.84%
$0
$799 Million 0.44% of portfolio
1,515
Q3 2024 Added 0.4%
$123B
$779 Million 0.42% of portfolio
2,815
Q3 2024 Added 50.21%
$381B
$750 Million 0.41% of portfolio
4,627
Q3 2024 Added 8.84%
$2.31T
$713 Million 0.39% of portfolio
3,828
Q3 2024 Added 16.35%
$0
$722 Million 0.39% of portfolio
30,771
Q3 2024 Added 0.99%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $184 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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