Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $187 Million
  • Q4 2024

Lane & Associates LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 115 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 $24.6M, Vanguard Total Stock Market Et with a value of $15.4M, Spdr Portfolio with a value of $13M, Msci Eafe Growth ETF with a value of $7.38M, and Vanguard S&P 500 Value ETF with a value of $5.82M.

Examining the 13F form we can see an decrease of $183B in the current position value, from $184B to 187M.

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 $187 Million
ETFs: $158 Million
Technology: $12.6 Million
Financial Services: $3.71 Million
Healthcare: $3.44 Million
Consumer Defensive: $3.25 Million
Consumer Cyclical: $2.48 Million
Industrials: $1.44 Million
Communication Services: $1.17 Million
Other: $1.27 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Million 13.14% of portfolio
41,980
Q4 2024 Reduced 5.3%
$0
$15.4 Million 8.21% of portfolio
53,013
Q4 2024 Added 9.83%
$0
$13 Million 6.96% of portfolio
148,298
Q4 2024 Added 31.22%
$0
$7.38 Million 3.94% of portfolio
76,191
Q4 2024 Added 18.93%
$0
$5.82 Million 3.11% of portfolio
31,544
Q4 2024 Reduced 6.38%
$0
$5.71 Million 3.05% of portfolio
160,858
Q4 2024 Reduced 9.14%
$0
$5.01 Million 2.67% of portfolio
66,928
Q4 2024 Added 0.75%
$0
$4.97 Million 2.66% of portfolio
38,970
Q4 2024 Added 11.09%
$0
$4.31 Million 2.3% of portfolio
84,977
Q4 2024 Added 68.78%
$0
$4.07 Million 2.17% of portfolio
72,096
Q4 2024 Added 1.36%
$0
$3.37 Million 1.8% of portfolio
14,015
Q4 2024 Reduced 4.23%
$0
$3.16 Million 1.69% of portfolio
41,768
Q4 2024 Added 3.67%
$0
$2.98 Million 1.59% of portfolio
11,286
Q4 2024 Reduced 6.67%
$0
$2.69 Million 1.44% of portfolio
14,116
Q4 2024 Added 9.6%
$0
$2.58 Million 1.38% of portfolio
58,643
Q4 2024 Added 14.16%
$0
$2.55 Million 1.36% of portfolio
16,001
Q4 2024 Added 10.54%
$0
$2.5 Million 1.34% of portfolio
24,656
Q4 2024 Added 4.01%
$0
$2.48 Million 1.33% of portfolio
4,217
Q4 2024 Reduced 6.62%
$0
$2.25 Million 1.2% of portfolio
40,525
Q4 2024 Added 56.87%
$0
$2.19 Million 1.17% of portfolio
7,605
Q4 2024 Added 4.05%
$0
$2.14 Million 1.14% of portfolio
19,065
Q4 2024 Reduced 10.04%
$0
$1.73 Million 0.92% of portfolio
27,688
Q4 2024 Added 10.01%
$0
$1.68 Million 0.9% of portfolio
14,608
Q4 2024 Added 0.68%
$0
$1.63 Million 0.87% of portfolio
9,610
Q4 2024 Added 11.37%
$0
$1.57 Million 0.84% of portfolio
3,837
Q4 2024 Reduced 5.93%
$0
$1.56 Million 0.83% of portfolio
23,638
Q4 2024 Reduced 1.37%
$0
$1.27 Million 0.68% of portfolio
14,066
Q4 2024 Reduced 5.27%
$0
$1.19 Million 0.63% of portfolio
38,935
Q4 2024 New
$0
$1.16 Million 0.62% of portfolio
33,402
Q4 2024 Added 8.6%
$0
$1.11 Million 0.59% of portfolio
19,408
Q4 2024 Reduced 0.03%
$0
$1.08 Million 0.58% of portfolio
12,358
Q4 2024 Reduced 11.31%
$0
$1.09 Million 0.58% of portfolio
32,293
Q4 2024 Added 25.67%
$0
$1.05 Million 0.56% of portfolio
13,778
Q4 2024 Added 3.95%
$0
$956,000 0.51% of portfolio
20,669
Q4 2024 Added 34.2%
$0
$927,000 0.5% of portfolio
1,815
Q4 2024 Reduced 9.97%
$0
$914,000 0.49% of portfolio
21,460
Q4 2024 Reduced 3.37%
$0
$885,000 0.47% of portfolio
2,080
Q4 2024 Reduced 7.51%
$0
$826,000 0.44% of portfolio
15,404
Q4 2024 Reduced 47.37%
$0
$807,000 0.43% of portfolio
1,499
Q4 2024 Reduced 1.06%
$0
$689,000 0.37% of portfolio
2,461
Q4 2024 Reduced 0.4%
$0
$682,000 0.36% of portfolio
29,691
Q4 2024 Reduced 3.51%
$0
$633,000 0.34% of portfolio
1,845
Q4 2024 Added 51.11%
$0
$609,000 0.33% of portfolio
3,078
Q4 2024 Reduced 6.59%
$0
$610,000 0.33% of portfolio
2,899
Q4 2024 Reduced 14.18%
$0
$624,000 0.33% of portfolio
5,844
Q4 2024 Reduced 39.54%
$0
$601,000 0.32% of portfolio
2,372
Q4 2024 Added 2.46%
$0
$579,000 0.31% of portfolio
14,304
Q4 2024 Added 0.81%
$0
$541,000 0.29% of portfolio
9,074
Q4 2024 Reduced 14.87%
$0
$533,000 0.28% of portfolio
4,634
Q4 2024 Reduced 13.54%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $187 Million
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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