Lane & Associates LLC Reduced Holdings in Q4 2024

Lane & Associates LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.35K
- 5.3%
$567.81 - $607.81 $1.33M - $1.43M
42K $24.6M
DFIV
Dimensional ETF Tr

ETFs
-16.2K
- 9.14%
$34.86 - $37.97 $564K - $615K
161K $5.71M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.15K
- 6.38%
$184.21 - $199.29 $396K - $428K
31.5K $5.82M
MSFT
Microsoft Corp

Technology
-957
- 7.13%
$406.35 - $454.46 $389K - $435K
12.5K $5.26M
AAPL
Apple Inc.

Technology
-1.38K
- 7.63%
$221.69 - $259.02 $305K - $357K
16.7K $4.17M
VB
Vanguard Small Cap ETF

ETFs
-619
- 4.23%
$233.76 - $261.58 $145K - $162K
14K $3.37M
VO
Vanguard Mid Cap ETF

ETFs
-806
- 6.67%
$261.5 - $284.63 $211K - $229K
11.3K $2.98M
IEFA
Ishares Tr

ETFs
-1.13K
- 3.06%
$70.06 - $77.43 $79.3K - $87.7K
35.9K $2.52M
IVV
Ishares Core S&P 500 ETF

ETFs
-299
- 6.62%
$570.51 - $610.59 $171K - $183K
4.22K $2.48M
HDV
Ishares Core High Dividend ETF

ETFs
-2.13K
- 10.04%
$110.82 - $121.28 $236K - $258K
19.1K $2.14M
LLY
Eli Lilly & CO

Healthcare
-65
- 2.44%
$727.2 - $932.06 $47.3K - $60.6K
2.6K $2M
IXUS
Ishares Tr

ETFs
-328
- 1.37%
$65.95 - $72.56 $21.6K - $23.8K
23.6K $1.56M
IEMG
Ishares Inc

ETFs
-13.9K
- 47.37%
N/A
15.4K $826K
VUG
Vanguard Growth ETF

ETFs
-242
- 5.93%
$378.79 - $428.11 $91.7K - $104K
3.84K $1.57M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-783
- 5.27%
$89.9 - $100.66 $70.4K - $78.8K
14.1K $1.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.58K
- 11.31%
$87.1 - $98.49 $137K - $155K
12.4K $1.08M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5
- 0.03%
$57.29 - $63.1 $286 - $316
19.4K $1.11M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.82K
- 39.54%
$106.56 - $113.11 $407K - $432K
5.84K $624K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.13K
- 52.01%
$174.22 - $187.62 $545K - $587K
2.89K $506K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-201
- 9.97%
$481.22 - $538.17 $96.7K - $108K
1.82K $927K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-748
- 3.37%
$42.33 - $43.3 $31.7K - $32.4K
21.5K $914K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-11.4K
- 60.79%
$49.79 - $51.14 $567K - $582K
7.34K $367K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-169
- 7.51%
$417.69 - $450.94 $70.6K - $76.2K
2.08K $885K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 1.06%
$521.84 - $558.82 $8.35K - $8.94K
1.5K $807K
JNJ
Johnson & Johnson

Healthcare
-724
- 15.65%
$143.34 - $165.86 $104K - $120K
3.9K $564K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.08K
- 3.51%
$22.39 - $23.45 $24.2K - $25.3K
29.7K $682K
AMZN
Amazon Com Inc

Consumer Cyclical
-292
- 7.63%
$180.88 - $232.93 $52.8K - $68K
3.54K $775K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-479
- 14.18%
$198.04 - $221.51 $94.9K - $106K
2.9K $610K
VBR
Vanguard Small Cap Value ETF

ETFs
-217
- 6.59%
$197.36 - $217.3 $42.8K - $47.2K
3.08K $609K
VBK
Vanguard Small Cap Growth ETF

ETFs
-10
- 0.4%
$264.18 - $304.19 $2.64K - $3.04K
2.46K $689K
XT
Ishares Tr Exponential Technol

ETFs
-1.59K
- 14.87%
$58.7 - $62.72 $93K - $99.4K
9.07K $541K
JPM
Jpmorgan Chase & CO

Financial Services
-284
- 9.55%
$205.18 - $250.29 $58.3K - $71.1K
2.69K $645K
MBB
Ishares Tr

ETFs
-1.48K
- 23.05%
$91.26 - $95.82 $135K - $142K
4.94K $452K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-726
- 13.54%
$114.02 - $125.22 $82.8K - $90.9K
4.63K $533K
XOM
Exxon Mobil Corp

Energy
-1.1K
- 21.03%
$105.51 - $125.37 $116K - $138K
4.12K $443K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.55K
- 8.66%
$31.23 - $33.51 $48.3K - $51.8K
16.3K $512K
MRK
Merck & Co., Inc.

Healthcare
-294
- 5.96%
$96.31 - $114.76 $28.3K - $33.7K
4.64K $461K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.89K
- 37.8%
$99.04 - $109.59 $187K - $207K
3.11K $309K
AOA
Ishares Tr Core Aggressive All

ETFs
-393
- 6.09%
$76.61 - $79.88 $30.1K - $31.4K
6.06K $464K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-457
- 10.77%
$107.06 - $123.74 $48.9K - $56.5K
3.79K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-529
- 54.37%
$442.29 - $483.08 $234K - $256K
444 $201K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 1.27%
N/A
1.95K $354K
PEP
Pepsico Inc

Consumer Defensive
-123
- 5.54%
$151.29 - $176.1 $18.6K - $21.7K
2.1K $319K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-338
- 3.76%
$38.37 - $42.82 $13K - $14.5K
8.66K $332K
DVY
Ishares Tr

ETFs
-428
- 17.36%
$129.55 - $143.41 $55.4K - $61.4K
2.04K $267K
UNM
Unum Group

Financial Services
-75
- 1.44%
$58.88 - $77.07 $4.42K - $5.78K
5.14K $375K
MS
Morgan Stanley

Financial Services
-62
- 2.1%
$104.42 - $134.99 $6.47K - $8.37K
2.89K $363K
SNA
Snap On Inc

Industrials
-13
- 1.36%
$285.44 - $371.35 $3.71K - $4.83K
945 $320K
META
Meta Platforms, Inc.

Communication Services
-30
- 6.2%
$554.08 - $632.68 $16.6K - $19K
454 $267K
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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