Lane & Associates LLC Incresed Positions in Q2 2024

Lane & Associates LLC

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6.54K
+ 80.13%
$389.33 - $452.85 $2.55M - $2.96M
14.7K $6.57B
DFIV
Dimensional ETF Tr

ETFs
53.8K
+ 40.59%
$35.5 - $38.02 $1.91M - $2.05M
186K $6.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
+ 4.37%
$495.16 - $548.49 $846K - $937K
40.8K $22.2B
VTI
Vanguard Total Stock Market Et

ETFs
5.12K
+ 12.54%
$245.23 - $269.4 $1.25M - $1.38M
45.9K $12.3B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
22.6K
+ 113.98%
$43.12 - $48.83 $974K - $1.1M
42.4K $1.85B
NVDA
Nvidia Corp

Technology
12.4K
+ 1452.51%
$118.11 - $1224.4 $1.47M - $15.2M
13.3K $1.64B
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.71K
+ 35.63%
$159.21 - $168.37 $909K - $961K
21.7K $3.57B
AAPL
Apple Inc.

Technology
128
+ 0.67%
$165.0 - $216.67 $21.1K - $27.7K
19.1K $4.03B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.77K
+ 69.19%
$245.29 - $268.7 $680K - $745K
6.78K $1.78B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.3K
+ 36.58%
$54.04 - $58.09 $825K - $887K
57K $3.11B
EFG
Msci Eafe Growth ETF

ETFs
5.53K
+ 11.84%
$97.17 - $106.25 $538K - $588K
52.3K $5.35B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.31K
+ 88.47%
$50.49 - $50.93 $419K - $423K
17.7K $900M
IEMG
Ishares Inc

ETFs
5.51K
+ 10.57%
$50.02 - $54.95 $276K - $303K
57.6K $3.09B
IVV
Ishares Core S&P 500 ETF

ETFs
485
+ 11.78%
$497.53 - $549.64 $241K - $267K
4.6K $2.52B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.94K
+ 14.06%
$76.09 - $82.16 $376K - $406K
40.1K $3.14B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.49K
+ 6.76%
$79.31 - $93.31 $118K - $139K
23.6K $2.18B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.17K
+ 21.79%
$41.64 - $42.32 $215K - $219K
28.9K $1.22B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.42K
+ 15.81%
$87.78 - $94.67 $213K - $229K
17.7K $1.63B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.74K
+ 17.2%
$104.54 - $108.46 $182K - $189K
11.9K $1.27B
IYW
Ishares Dj Us Tech ETF

ETFs
314
+ 4.56%
$124.75 - $153.46 $39.2K - $48.2K
7.21K $1.08B
IFRA
Ishares Tr

ETFs
3.82K
+ 42.53%
$41.22 - $44.87 $157K - $171K
12.8K $539M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.53K
+ 28.77%
$30.65 - $32.13 $139K - $145K
20.3K $639M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
4.01K
+ 19.81%
$33.55 - $35.71 $135K - $143K
24.3K $819M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.48K
+ 4.85%
$114.71 - $121.51 $170K - $180K
31.9K $3.79B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
165
+ 17.52%
$286.24 - $337.0 $47.2K - $55.6K
1.11K $369M
AMGN
Amgen Inc

Healthcare
123
+ 9.42%
$262.75 - $319.31 $32.3K - $39.3K
1.43K $446M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.87K
+ 8.61%
$56.43 - $60.79 $106K - $114K
23.6K $1.38B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.52K
+ 4.85%
$49.55 - $50.44 $75.1K - $76.5K
32.8K $1.64B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$151.94 - $186.86 $152 - $187
1.73K $317M
GD
General Dynamics Corp

Industrials
137
+ 9.03%
$281.11 - $300.23 $38.5K - $41.1K
1.66K $480M
UNH
Unitedhealth Group Inc

Healthcare
81
+ 17.69%
$439.2 - $524.63 $35.6K - $42.5K
539 $274M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38
+ 2.58%
$455.1 - $504.28 $17.3K - $19.2K
1.51K $755M
CVX
Chevron Corp

Energy
310
+ 14.19%
$152.57 - $166.33 $47.3K - $51.6K
2.5K $390M
TTD
Trade Desk, Inc.

Technology
35
+ 0.86%
$77.3 - $99.25 $2.71K - $3.47K
4.12K $402M
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 6.56%
$180.08 - $204.79 $32.8K - $37.3K
2.96K $598M
EVR
Evercore Inc.

Financial Services
29
+ 1.61%
$181.5 - $208.43 $5.26K - $6.04K
1.83K $382M
MGV
Vanguard Mega Cap Value

ETFs
250
+ 14.48%
$113.61 - $120.34 $28.4K - $30.1K
1.98K $234M
META
Meta Platforms, Inc.

Communication Services
35
+ 8.5%
$430.17 - $527.34 $15.1K - $18.5K
447 $225M
VTV
Vanguard Value ETF

ETFs
269
+ 3.27%
$154.57 - $163.65 $41.6K - $44K
8.5K $1.36B
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
430
+ 2.23%
$12.83 - $14.14 $5.52K - $6.08K
19.7K $277M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
651
+ 2.42%
$7.78 - $8.47 $5.06K - $5.51K
27.6K $233M
BBY
Best Buy CO Inc

Consumer Cyclical
79
+ 2.77%
$69.63 - $93.63 $5.5K - $7.4K
2.93K $247M
MCD
Mcdonalds Corp

Consumer Cyclical
140
+ 15.86%
$249.37 - $280.22 $34.9K - $39.2K
1.02K $261M
AOA
Ishares Tr Core Aggressive All

ETFs
20
+ 0.31%
$70.02 - $75.08 $1.4K - $1.5K
6.49K $486M
PEP
Pepsico Inc

Consumer Defensive
184
+ 8.03%
$163.33 - $183.11 $30.1K - $33.7K
2.48K $408M
IVE
Ishares S&P 500 Value ETF

ETFs
375
+ 2.93%
$176.58 - $186.7 $66.2K - $70K
13.2K $2.4B
GRAB
Grab Holdings LTD

Technology
395
+ 3.19%
$3.16 - $3.74 $1.25K - $1.48K
12.8K $45.3M
SUB
Ishares Short Term National Mu

ETFs
55
+ 2.79%
$104.04 - $104.8 $5.72K - $5.76K
2.03K $212M
BLK
Black Rock Inc.

Financial Services
33
+ 7.13%
$747.3 - $826.77 $24.7K - $27.3K
496 $390M
Activity Summary
Buys All Purchases 76 New Holdings 5 Increased Positions 71 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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