Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $170 Billion
  • Q2 2024

Lane & Associates LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 112 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 $22.2B, Vanguard Total Stock Market Et with a value of $12.3B, Dimensional ETF Tr with a value of $6.7B, Microsoft Corp with a value of $6.57B, and Vanguard S&P 500 Value ETF with a value of $6.51B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $159B to 170B.

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 $170 Billion
ETFs: $140 Billion
Technology: $13.2 Billion
Financial Services: $4.45 Billion
Healthcare: $4.12 Billion
Consumer Defensive: $3.2 Billion
Industrials: $1.47 Billion
Consumer Cyclical: $1.41 Billion
Energy: $1.22 Billion
Other: $865 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.2 Billion 13.1% of portfolio
40,822
Q2 2024 Added 4.37%
$0
$12.3 Billion 7.24% of portfolio
45,912
Q2 2024 Added 12.54%
$0
$6.7 Billion 3.95% of portfolio
186,455
Q2 2024 Added 40.59%
$3.22T
$6.57 Billion 3.87% of portfolio
14,699
Q2 2024 Added 80.13%
$0
$6.51 Billion 3.84% of portfolio
37,053
Q2 2024 Reduced 21.56%
$0
$5.81 Billion 3.43% of portfolio
77,781
Q2 2024 Reduced 14.93%
$0
$5.35 Billion 3.15% of portfolio
52,256
Q2 2024 Added 11.84%
$0
$4.41 Billion 2.6% of portfolio
55,096
Q2 2024 Reduced 6.45%
$3.7T
$4.03 Billion 2.38% of portfolio
19,145
Q2 2024 Added 0.67%
$0
$3.79 Billion 2.23% of portfolio
17,384
Q2 2024 Reduced 23.28%
$0
$3.79 Billion 2.23% of portfolio
31,926
Q2 2024 Added 4.85%
$0
$3.62 Billion 2.14% of portfolio
14,958
Q2 2024 Reduced 21.83%
$0
$3.57 Billion 2.1% of portfolio
21,725
Q2 2024 Added 35.63%
$0
$3.14 Billion 1.85% of portfolio
40,110
Q2 2024 Added 14.06%
$0
$3.11 Billion 1.83% of portfolio
56,984
Q2 2024 Added 36.58%
$0
$3.09 Billion 1.82% of portfolio
57,636
Q2 2024 Added 10.57%
$0
$2.52 Billion 1.48% of portfolio
4,602
Q2 2024 Added 11.78%
$0
$2.4 Billion 1.41% of portfolio
13,176
Q2 2024 Added 2.93%
$805B
$2.35 Billion 1.39% of portfolio
2,595
Q2 2024 Reduced 1.07%
$394B
$2.25 Billion 1.33% of portfolio
13,645
Q2 2024 New
$0
$2.18 Billion 1.29% of portfolio
23,576
Q2 2024 Added 6.76%
$0
$2.09 Billion 1.23% of portfolio
19,254
Q2 2024 Reduced 14.62%
$0
$1.85 Billion 1.09% of portfolio
42,400
Q2 2024 Added 113.98%
$0
$1.78 Billion 1.05% of portfolio
6,783
Q2 2024 Added 69.19%
$0
$1.72 Billion 1.02% of portfolio
16,146
Q2 2024 Reduced 12.62%
$347B
$1.64 Billion 0.97% of portfolio
13,274
Q2 2024 Added 1,452.51%
$0
$1.64 Billion 0.97% of portfolio
32,755
Q2 2024 Added 4.85%
$0
$1.63 Billion 0.96% of portfolio
17,741
Q2 2024 Added 15.81%
$0
$1.56 Billion 0.92% of portfolio
23,066
Q2 2024 Added 55.07%
$0
$1.45 Billion 0.85% of portfolio
3,867
Q2 2024 Reduced 0.64%
$0
$1.38 Billion 0.81% of portfolio
23,607
Q2 2024 Added 8.61%
$0
$1.36 Billion 0.8% of portfolio
8,496
Q2 2024 Added 3.27%
$0
$1.32 Billion 0.78% of portfolio
15,412
Q2 2024 Reduced 9.36%
$0
$1.27 Billion 0.75% of portfolio
11,857
Q2 2024 Added 17.2%
$0
$1.22 Billion 0.72% of portfolio
28,886
Q2 2024 Added 21.79%
$0
$1.14 Billion 0.67% of portfolio
19,413
Q2 2024 Added 0.03%
$0
$1.08 Billion 0.64% of portfolio
7,205
Q2 2024 Added 4.56%
$0
$1.05 Billion 0.62% of portfolio
2,674
Q2 2024 Reduced 1.22%
$0
$1.02 Billion 0.6% of portfolio
14,518
Q2 2024 Reduced 1.12%
$0
$956 Million 0.56% of portfolio
29,653
Q2 2024 Reduced 0.73%
$0
$945 Million 0.56% of portfolio
1,972
Q2 2024 Reduced 15.65%
$0
$900 Million 0.53% of portfolio
17,692
Q2 2024 Added 88.47%
$0
$832 Million 0.49% of portfolio
9,057
Q2 2024 Reduced 37.86%
$0
$819 Million 0.48% of portfolio
24,278
Q2 2024 Added 19.81%
$0
$801 Million 0.47% of portfolio
13,608
Q2 2024 Reduced 8.78%
$0
$755 Million 0.45% of portfolio
1,509
Q2 2024 Added 2.58%
$0
$688 Million 0.41% of portfolio
30,468
Q2 2024 New
$0
$691 Million 0.41% of portfolio
6,731
Q2 2024 Reduced 12.82%
$0
$675 Million 0.4% of portfolio
2,942
Q2 2024 Reduced 36.99%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $170 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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