Owen La Rue, LLC Purchases in Q4 2024

Owen La Rue, LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
171K
+ 617.3%
$100.16 - $100.7 $17.1M - $17.2M
199K $19.9M
PLTR
Palantir Technologies Inc.

Technology
1.43K
+ 1.13%
$36.46 - $82.38 $52.1K - $118K
128K $9.67M
AAPL
Apple Inc.

Technology
3.46K
+ 6.78%
$221.69 - $259.02 $768K - $897K
54.5K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
4.19K
+ 25.91%
$180.88 - $232.93 $759K - $977K
20.4K $4.47M
MSFT
Microsoft Corp

Technology
3.01K
+ 20.22%
$406.35 - $454.46 $1.22M - $1.37M
17.9K $7.55M
JPM
Jpmorgan Chase & CO

Financial Services
116
+ 0.32%
$205.18 - $250.29 $23.8K - $29K
36.2K $8.67M
GLD
Spdr Gold Trust

ETFs
3.33K
+ 41.29%
$236.59 - $257.5 $789K - $859K
11.4K $2.76M
NVDA
Nvidia Corp

Technology
361
+ 0.65%
$117.0 - $148.88 $42.2K - $53.7K
56K $7.52M
MLPX
Global X Mlp & Energy Infrastr

ETFs
12.7K
New
$54.89 - $64.32 $695K - $814K
12.7K $764K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.31K
New
$521.84 - $558.82 $685K - $734K
1.31K $707K
XLE
Energy Sector Spdr

ETFs
5.57K
New
$83.32 - $97.27 $464K - $542K
5.57K $477K
TSLA
Tesla, Inc.

Consumer Cyclical
230
+ 8.99%
$213.65 - $479.86 $49.1K - $110K
2.79K $1.13M
RDVY
First Trust Rising Dividend Ac

ETFs
7.08K
+ 30.69%
$58.65 - $64.37 $415K - $456K
30.1K $1.78M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.65K
New
$73.49 - $86.09 $342K - $401K
4.65K $358K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.61K
+ 23.59%
$53.94 - $58.15 $302K - $326K
29.4K $1.66M
AYI
Acuity Brands Inc

Industrials
1K
New
$292.13 - $333.45 $292K - $333K
1K $292K
VXF
Vanguard Extended Market ETF

ETFs
1.52K
New
$179.17 - $207.15 $271K - $314K
1.52K $287K
IWN
Ishares Russell2000 Val ETF

ETFs
1.71K
New
$162.69 - $181.35 $279K - $311K
1.71K $281K
WMB
Williams Companies, Inc.

Energy
3.77K
New
$46.37 - $59.74 $175K - $225K
3.77K $204K
MGK
Vanguard Mega Cap Growth ETF

ETFs
518
+ 82.22%
$316.94 - $357.88 $164K - $185K
1.15K $394K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.42K
+ 4.14%
$35.45 - $40.33 $192K - $218K
136K $4.88M
BB
Blackberry LTD

Technology
18.8K
New
$2.25 - $3.96 $42.4K - $74.6K
18.8K $71K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 3.09%
$65.67 - $69.79 $73.2K - $77.7K
37.1K $2.49M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.69K
+ 3.84%
$42.33 - $43.3 $114K - $116K
72.7K $3.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.5K
+ 10.71%
$29.73 - $30.81 $44.6K - $46.2K
15.5K $472K
CVX
Chevron Corp

Energy
452
+ 8.63%
$141.15 - $162.53 $63.8K - $73.5K
5.69K $823K
IWP
Ishares Russell Mid Cap Growth

ETFs
5
+ 0.1%
$116.4 - $138.52 $582 - $693
5.14K $651K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
179
+ 10.23%
$201.32 - $217.44 $36K - $38.9K
1.93K $399K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
6.63K
+ 3.38%
$7.22 - $8.05 $47.9K - $53.4K
203K $1.55M
VRT
Vertiv Holdings CO

Industrials
379
+ 2.4%
N/A
16.2K $1.4M
ACN
Accenture PLC

Technology
90
+ 4.02%
$343.9 - $376.86 $31K - $33.9K
2.33K $818K
MLPA
Global X Mlp ETF

ETFs
49
+ 0.88%
$47.44 - $52.61 $2.32K - $2.58K
5.64K $278K
IBM
International Business Machines Corp

Technology
74
+ 1.47%
$204.9 - $238.04 $15.2K - $17.6K
5.12K $1.13M
TDIV
First Trust Nasdaq Technology

ETFs
198
+ 4.81%
$78.03 - $82.13 $15.4K - $16.3K
4.31K $338K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
211
+ 1.14%
$17.93 - $18.8 $3.78K - $3.97K
18.6K $339K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.8K
+ 274.1%
$25.93 - $105.3 $357K - $1.45M
18.8K $524K
SPYI
Shp ETF Tr Neos S&P 500 High I
14.6K
+ 106.77%
N/A
28.2K $0
FVD
First Tr Value Line Divid Inde

ETFs
417
+ 4.15%
$43.4 - $46.7 $18.1K - $19.5K
10.5K $456K
First Tr Exchange Traded Fd
3.33K
+ 1.27%
N/A
265K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.6K
+ 37.53%
N/A
93.8K $0
Capital Group Core Balanced
32.4K
+ 105.11%
N/A
63.3K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.88K
+ 201.69%
$26.93 - $84.95 $212K - $669K
11.8K $322K
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.91%
$114.45 - $127.21 $2.4K - $2.67K
2.32K $268K
F
Ford Motor CO

Consumer Cyclical
114
+ 0.51%
$9.69 - $11.4 $1.1K - $1.3K
22.3K $220K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.09%
$250.81 - $283.3 $251 - $283
1.16K $295K
ITA
Ishares Tr

ETFs
4
+ 0.04%
$144.31 - $157.31 $577 - $629
9.49K $1.38M
KO
Coca Cola CO

Consumer Defensive
811
+ 8.05%
$61.74 - $71.71 $50.1K - $58.2K
10.9K $677K
CGDV
Capital Group Divid Value ETF

ETFs
292
+ 0.6%
$35.16 - $37.12 $10.3K - $10.8K
48.9K $1.73M
AMGN
Amgen Inc

Healthcare
325
+ 12.11%
$258.78 - $328.31 $84.1K - $107K
3.01K $784K
Activity Summary
Buys All Purchases 52 New Holdings 9 Increased Positions 43 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Owen La Rue, LLC Portfolio

Follow Owen La Rue, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Owen La Rue, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Owen La Rue, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email