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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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