Owen La Rue, LLC Reduced Holdings in Q4 2024

Owen La Rue, LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-145K
- 89.12%
$67.27 - $79.67 $9.74M - $11.5M
17.7K $1.2M
DNP
Dnp Select Income Fund Inc

Financial Services
-230K
- 52.84%
$8.82 - $9.96 $2.03M - $2.29M
205K $1.81M
INDY
Ishares India 50 ETF

ETFs
-25.4K
- 84.08%
$50.84 - $56.05 $1.29M - $1.42M
4.8K $244K
LLY
Eli Lilly & CO

Healthcare
-411
- 10.82%
$727.2 - $932.06 $299K - $383K
3.39K $2.61M
IAK
Ishares Tr

ETFs
-4.1K
- 43.33%
$123.78 - $138.16 $507K - $566K
5.36K $677K
HYD
Vaneck High Yield Muni ETF

ETFs
-9.56K
- 36.81%
$51.09 - $53.06 $488K - $507K
16.4K $851K
GE
General Electric CO

Industrials
-1.05K
- 11.99%
$159.95 - $194.23 $168K - $204K
7.72K $1.29M
ALL
Allstate Corp

Financial Services
-1.92K
- 31.95%
$181.25 - $208.2 $347K - $399K
4.08K $787K
FTLS
First Tr Long/Short Equity ETF

ETFs
-5.73K
- 17.39%
$63.1 - $67.29 $361K - $386K
27.2K $1.79M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-252
- 0.13%
$56.06 - $61.35 $14.1K - $15.5K
193K $10.9M
BOTZ
Global X Fds

ETFs
-3K
- 21.2%
$31.11 - $34.18 $93.3K - $103K
11.2K $356K
GS
Goldman Sachs Group Inc

Financial Services
-699
- 16.34%
$486.1 - $608.57 $340K - $425K
3.58K $2.05M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-665
- 8.87%
$50.06 - $55.0 $33.3K - $36.6K
6.84K $343K
COST
Costco Wholesale Corp

Consumer Defensive
-99
- 11.17%
$873.59 - $994.69 $86.5K - $98.5K
787 $721K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-3.64K
- 1.46%
$19.62 - $19.93 $71.5K - $72.6K
246K $4.89M
VEU
Vanguard Ftse All World Ex Us

ETFs
-314
- 8.12%
$57.29 - $63.1 $18K - $19.8K
3.55K $203K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.64K
- 11.9%
$17.65 - $18.18 $28.9K - $29.8K
12.1K $214K
FDG
American Centy ETF Tr Focused

ETFs
-1.1K
- 14.56%
$91.61 - $109.13 $101K - $120K
6.46K $670K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 8.65%
$238.25 - $261.28 $23.8K - $26.1K
1.06K $255K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1K
- 9.05%
$30.13 - $34.51 $30.1K - $34.5K
10.1K $322K
FISV
Fiserv Inc

Technology
-9
- 0.1%
N/A
8.62K $1.08M
FLQH
Franklin Templeton Libertyq In

ETFs
-11.8K
- 9.49%
N/A
113K $0
CGMS
Capital Grp Core Plus Income E
-32.9K
- 43.86%
N/A
42.1K $0
MISL
First Tr Exchange Traded Fd In
-4.01K
- 6.05%
N/A
62.2K $0
Calamos ETF Tr
-6.63K
- 5.71%
N/A
109K $0
META
Meta Platforms, Inc.

Communication Services
-3
- 0.76%
$554.08 - $632.68 $1.66K - $1.9K
391 $230K
PCT
Pure Cycle Technologies, Inc.

Industrials
-345
- 2.2%
$8.81 - $14.3 $3.04K - $4.93K
15.3K $157K
VOT
Vanguard Mid Cap Growth Index

ETFs
-7
- 0.24%
$241.48 - $274.89 $1.69K - $1.92K
2.95K $748K
CGGR
Capital Group Growth ETF Shs C

ETFs
-212
- 0.84%
$34.49 - $39.24 $7.31K - $8.32K
25.1K $932K
AVGO
Broadcom Inc.

Technology
-59
- 2.84%
$159.67 - $250.0 $9.42K - $14.8K
2.02K $467K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 0.1%
$275.15 - $388.2 $550 - $776
1.98K $677K
WMT
Walmart Inc.

Consumer Defensive
-390
- 0.97%
$79.1 - $95.7 $30.8K - $37.3K
39.7K $3.59M
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
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