Owen La Rue, LLC Reduced Holdings in Q3 2025

Owen La Rue, LLC

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-144K
- 61.57%
$16.46 - $17.1 $2.37M - $2.47M
90K $1.53M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-29.3K
- 59.83%
$70.77 - $73.59 $2.07M - $2.15M
19.6K $1.44M
KMI
Kinder Morgan, Inc.

Energy
-68.6K
- 79.08%
$26.23 - $28.5 $1.8M - $1.95M
18.1K $513K
GS
Goldman Sachs Group Inc

Financial Services
-2.51K
- 68.07%
$696.56 - $806.32 $1.75M - $2.03M
1.18K $938K
MSFT
Microsoft Corp

Technology
-3.8K
- 21.61%
$491.09 - $535.64 $1.86M - $2.03M
13.8K $7.13M
WMT
Walmart Inc.

Consumer Defensive
-16.1K
- 33.06%
$94.4 - $104.27 $1.52M - $1.67M
32.5K $3.35M
COST
Costco Wholesale Corp

Consumer Defensive
-1.36K
- 66.72%
$915.95 - $994.57 $1.25M - $1.36M
680 $629K
JPM
Jpmorgan Chase & CO

Financial Services
-7.12K
- 18.74%
$282.78 - $316.06 $2.01M - $2.25M
30.9K $9.74M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.38K
- 42.32%
$412.46 - $514.1 $981K - $1.22M
3.24K $1.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.32K
- 34.24%
$53.81 - $57.52 $340K - $363K
12.1K $697K
LLY
Eli Lilly & CO

Healthcare
-310
- 41.61%
$625.65 - $812.69 $194K - $252K
435 $331K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-8.39K
- 3.61%
$20.1 - $20.8 $169K - $174K
224K $4.55M
HYD
Vaneck High Yield Muni ETF

ETFs
-2.1K
- 13.43%
$48.85 - $50.94 $103K - $107K
13.5K $689K
BOTZ
Global X Fds

ETFs
-3.42K
- 32.12%
$32.14 - $35.96 $110K - $123K
7.23K $256K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.3K
- 15.59%
$62.38 - $67.29 $144K - $155K
12.5K $839K
BB
Blackberry LTD

Technology
-15.1K
- 58.16%
$3.58 - $5.0 $54K - $75.5K
10.9K $52K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.74K
- 31.09%
$293.94 - $444.72 $511K - $774K
3.86K $1.72M
GLD
Spdr Gold Trust

ETFs
-576
- 17.87%
$300.96 - $355.47 $173K - $205K
2.65K $941K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-11.9K
- 14.52%
$6.96 - $7.59 $82.7K - $90.2K
69.9K $530K
BUG
Global X Fds Cybersecurity ETF

ETFs
-500
- 5.85%
$32.23 - $37.41 $16.1K - $18.7K
8.05K $283K
BME
Black Rock Health Sciences Trust

Financial Services
-763
- 11.22%
$35.17 - $37.31 $26.8K - $28.5K
6.04K $224K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-250
- 4.47%
$70.85 - $76.96 $17.7K - $19.2K
5.34K $406K
HYG
Ishares Tr

ETFs
-229
- 1.79%
$79.85 - $81.32 $18.3K - $18.6K
12.6K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-49
- 7.88%
$567.77 - $614.76 $27.8K - $30.1K
573 $350K
AMZN
Amazon Com Inc

Consumer Cyclical
-21
- 0.19%
$211.65 - $238.24 $4.44K - $5K
11K $2.41M
FLQH
Franklin Templeton Libertyq In

ETFs
-1.59K
- 1.48%
N/A
106K $0
Calamos ETF Tr
-3.72K
- 3.46%
N/A
104K $0
Innovator Etfs Trust
-545
- 0.8%
N/A
67.8K $0
First Tr Exchng Traded Fd Vi
-20
- 0.06%
N/A
32K $0
FVD
First Tr Value Line Divid Inde

ETFs
-309
- 3.27%
$44.73 - $46.86 $13.8K - $14.5K
9.13K $422K
Capital Group Core Balanced
-2.67K
- 11.93%
N/A
19.7K $0
Arista Networks Inc
-32
- 1.22%
N/A
2.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-18.7K
- 30.17%
N/A
43.4K $0
TDIV
First Trust Nasdaq Technology

ETFs
-87
- 2.53%
$89.27 - $100.33 $7.77K - $8.73K
3.35K $330K
VOT
Vanguard Mid Cap Growth Index

ETFs
-141
- 1.89%
$282.75 - $294.19 $39.9K - $41.5K
7.32K $2.15M
GE
General Electric CO

Industrials
-886
- 12.18%
$244.75 - $305.63 $217K - $271K
6.39K $1.92M
FDG
American Centy ETF Tr Focused

ETFs
-2
- 0.03%
$108.35 - $122.35 $217 - $245
6.41K $771K
AMD
Advanced Micro Devices Inc

Technology
-979
- 6.27%
$134.8 - $184.42 $132K - $181K
14.6K $2.37M
RGTI
Rigetti Computing, Inc.

Technology
-270
- 1.89%
$11.33 - $32.1 $3.06K - $8.67K
14K $417K
AAPL
Apple Inc.

Technology
-3.86K
- 7.35%
$202.38 - $256.87 $780K - $990K
48.6K $12.4M
PLTR
Palantir Technologies Inc.

Technology
-4.48K
- 5.12%
$130.68 - $186.97 $585K - $838K
83K $15.1M
Activity Summary
Buys All Purchases 74 New Holdings 26 Increased Positions 48 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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