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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$185M
$22.4 Million 0.01% of portfolio
12,461
Q3 2024 Added 2.26%

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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