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
$474B
$667 Million 0.39% of portfolio
2,542
Q2 2024 Added 0.04%
$0
$649 Million 0.38% of portfolio
2,593
Q2 2024 Added 3.89%
$0
$639 Million 0.38% of portfolio
20,259
Q2 2024 Added 28.77%
$0
$637 Million 0.38% of portfolio
3,232
Q2 2024 Reduced 19.62%
$420B
$621 Million 0.37% of portfolio
4,251
Q2 2024 Added 2.68%
$1.96T
$636 Million 0.37% of portfolio
3,290
Q2 2024 Reduced 1.47%
$0
$602 Million 0.36% of portfolio
3,300
Q2 2024 Reduced 1.73%
$0
$616 Million 0.36% of portfolio
5,928
Q2 2024 Reduced 38.64%
$659B
$598 Million 0.35% of portfolio
2,958
Q2 2024 Added 6.56%
$487B
$576 Million 0.34% of portfolio
5,007
Q2 2024 Added 0.4%
$0
$539 Million 0.32% of portfolio
12,786
Q2 2024 Added 42.53%
$0
$550 Million 0.32% of portfolio
14,219
Q2 2024 Added 0.69%
$0
$519 Million 0.31% of portfolio
13,772
Q2 2024 Reduced 38.12%
$0
$530 Million 0.31% of portfolio
8,152
Q2 2024 Reduced 19.8%
$0
$486 Million 0.29% of portfolio
6,494
Q2 2024 Added 0.31%
$0
$495 Million 0.29% of portfolio
6,338
Q4 2023 New
$169B
$446 Million 0.26% of portfolio
1,429
Q2 2024 Added 9.42%
$122B
$447 Million 0.26% of portfolio
1,874
Q2 2024 New
$35.9B
$426 Million 0.25% of portfolio
4,237
Q2 2024 Added 1.49%
$229B
$408 Million 0.24% of portfolio
2,475
Q2 2024 Added 8.03%
$0
$400 Million 0.24% of portfolio
4,108
Q2 2024 Added 0.44%
$54.2B
$402 Million 0.24% of portfolio
4,118
Q2 2024 Added 0.86%
$266B
$402 Million 0.24% of portfolio
3,246
Q2 2024 Added 5.87%
$592B
$399 Million 0.24% of portfolio
981
Q2 2024 Added 3.15%
$290B
$390 Million 0.23% of portfolio
2,495
Q2 2024 Added 14.19%
$10.4B
$382 Million 0.23% of portfolio
1,833
Q2 2024 Added 1.61%
$148B
$390 Million 0.23% of portfolio
496
Q2 2024 Added 7.13%
$0
$369 Million 0.22% of portfolio
1,107
Q2 2024 Added 17.52%
$0
$363 Million 0.21% of portfolio
1,988
Q2 2024 Added 1.17%
$179B
$348 Million 0.21% of portfolio
770
Q2 2024 Reduced 0.77%
$0
$351 Million 0.21% of portfolio
6,097
Q2 2024 Added 0.2%
$0
$353 Million 0.21% of portfolio
3,656
Q4 2023 New
$0
$344 Million 0.2% of portfolio
8,070
Q2 2024 Reduced 8.33%
$177B
$334 Million 0.2% of portfolio
1,718
Q2 2024 Reduced 0.52%
$1.07T
$317 Million 0.19% of portfolio
1,729
Q2 2024 Added 0.06%
$0
$300 Million 0.18% of portfolio
2,483
Q2 2024 Added 0.12%
$97.6B
$304 Million 0.18% of portfolio
2,222
Q2 2024 Added 5.51%
$90.5B
$283 Million 0.17% of portfolio
6,214
Q2 2024 Reduced 5.19%
$0
$277 Million 0.16% of portfolio
19,721
Q2 2024 Added 2.23%
$402B
$270 Million 0.16% of portfolio
784
Q2 2024 Added 3.84%
$527B
$274 Million 0.16% of portfolio
539
Q2 2024 Added 17.69%
$101B
$267 Million 0.16% of portfolio
4,850
Q2 2024 Reduced 1.08%
$173B
$256 Million 0.15% of portfolio
6,200
Q2 2024 Reduced 4.92%
$39.9B
$255 Million 0.15% of portfolio
5,113
Q2 2024 Added 2.22%
$20.4B
$247 Million 0.15% of portfolio
2,931
Q2 2024 Added 2.77%
$214B
$261 Million 0.15% of portfolio
1,023
Q2 2024 Added 15.86%
$39.5B
$250 Million 0.15% of portfolio
7,034
Q2 2024 Added 105.49%
$17.7B
$237 Million 0.14% of portfolio
908
Q2 2024 Reduced 0.11%
$0
$246 Million 0.14% of portfolio
5,211
Q2 2024 Reduced 66.03%

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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