Lane & Associates LLC Portfolio Holdings by Sector
Lane & Associates LLC
- $184 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
SPYG SCHX SPY EFG DFIV IEFA VYM VOOV 68 stocks |
$140,014
76.23% of portfolio
|
38
|
27
|
2
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15,201
8.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4,662
2.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,739
2.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN MRK 4 stocks |
$3,672
2.0% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
$2,915
1.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN AVGO 3 stocks |
$2,013
1.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$947
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$896
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$864
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$738
0.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
HIG BRK-B 2 stocks |
$731
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$690
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS MS 2 stocks |
$678
0.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$647
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$556
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$442
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
UNM 1 stocks |
$408
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$405
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$383
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$357
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$355
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$333
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$326
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SNA 1 stocks |
$314
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
RF 1 stocks |
$277
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$269
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CNQ 1 stocks |
$250
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$241
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
Other Precious Metals & Mining | Basic Materials
PPTA 1 stocks |
$176
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
FIGS 1 stocks |
$98
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
GRAB 1 stocks |
$59
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ARAY 1 stocks |
$19
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|