Owen La Rue, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.4M, Pacer Fds Tr Us Cash Cows 100 with a value of $10.7M, Vanguard Extended Duration Tre with a value of $10.3M, Invesco Qqq Trust, Series 1 with a value of $8.8M, and Nvidia Corp with a value of $8.22M.

Examining the 13F form we can see an decrease of $1.87M in the current position value, from $149M to 148M.

Owen La Rue, LLC is based out at Elizabethtown, KY

Below you can find more details about Owen La Rue, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $81.2 Million
Technology: $31.1 Million
Financial Services: $12 Million
Healthcare: $6.78 Million
Consumer Cyclical: $5.24 Million
Consumer Defensive: $3.81 Million
Industrials: $3.27 Million
Utilities: $2.41 Million
Other: $1.73 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 83
  • Current Value $148 Million
  • Prior Value $149 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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