Lane & Associates LLC Purchases in Q3 2024

Lane & Associates LLC

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
57.9K
+ 105.12%
$73.38 - $84.1 $4.25M - $4.87M
113K $9.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.51K
+ 8.6%
$517.38 - $573.86 $1.82M - $2.01M
44.3K $25.4B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
32.7K
+ 184.58%
$50.52 - $50.95 $1.65M - $1.66M
50.3K $2.56B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
25.8K
New
$56.04 - $62.99 $1.45M - $1.63M
25.8K $1.58B
EFG
Msci Eafe Growth ETF

ETFs
11.8K
+ 22.6%
$96.84 - $108.77 $1.14M - $1.28M
64.1K $6.9B
VTI
Vanguard Total Stock Market Et

ETFs
2.36K
+ 5.13%
$255.18 - $283.2 $601K - $667K
48.3K $13.7B
IYW
Ishares Dj Us Tech ETF

ETFs
7.27K
+ 100.9%
$133.16 - $158.73 $968K - $1.15M
14.5K $2.19B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.1K
+ 24.83%
$53.41 - $57.9 $756K - $819K
71.1K $4.11B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.15K
+ 9.88%
$117.9 - $128.2 $372K - $404K
35.1K $4.5B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.97K
+ 21.15%
$42.22 - $48.62 $379K - $436K
51.4K $2.39B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.22K
New
$285.48 - $330.24 $349K - $403K
1.22K $393M
LOW
Lowes Companies Inc

Consumer Cyclical
1.36K
New
$213.3 - $270.78 $291K - $369K
1.36K $370M
ADP
Automatic Data Processing Inc

Industrials
941
+ 50.21%
$233.44 - $279.45 $220K - $263K
2.82K $779M
MS
Morgan Stanley

Financial Services
2.95K
New
$92.07 - $106.96 $272K - $316K
2.95K $308M
TSLA
Tesla, Inc.

Consumer Cyclical
1.16K
New
$191.76 - $263.26 $222K - $305K
1.16K $303M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
526
+ 7.75%
$256.4 - $289.78 $135K - $152K
7.31K $2.08B
RF
Regions Financial Corp

Financial Services
12.6K
New
$19.51 - $23.42 $245K - $295K
12.6K $293M
HSY
Hershey CO

Consumer Defensive
1.39K
New
$182.45 - $203.25 $253K - $282K
1.39K $266M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.13K
New
$54.98 - $59.51 $227K - $246K
4.13K $246M
IEFA
Ishares Tr

ETFs
485
+ 1.33%
$70.09 - $78.74 $34K - $38.2K
37K $2.89B
AVGO
Broadcom Inc.

Technology
1.33K
New
$136.27 - $1745.86 $181K - $2.32M
1.33K $230M
EFA
Ishares Tr Msci Eafe ETF

ETFs
178
+ 0.44%
$75.32 - $84.37 $13.4K - $15K
40.3K $3.37B
Dimensional ETF Trust
4.12K
New
N/A
4.12K $227M
LMT
Lockheed Martin Corp

Industrials
351
New
$460.3 - $584.56 $162K - $205K
351 $205M
PG
Procter & Gamble CO

Consumer Defensive
454
+ 3.33%
$160.76 - $177.82 $73K - $80.7K
14.1K $2.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 6.62%
$57.32 - $62.65 $89.5K - $97.9K
25.2K $1.57B
IFRA
Ishares Tr

ETFs
2.62K
+ 20.46%
$41.55 - $46.97 $109K - $123K
15.4K $723M
IXUS
Ishares Tr

ETFs
900
+ 3.9%
$64.9 - $73.35 $58.4K - $66K
24K $1.74B
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 52.03%
$111.15 - $128.97 $188K - $218K
4.94K $560M
VTV
Vanguard Value ETF

ETFs
133
+ 1.57%
$159.75 - $174.57 $21.2K - $23.2K
8.63K $1.51B
JNJ
Johnson & Johnson

Healthcare
376
+ 8.84%
$145.48 - $167.38 $54.7K - $62.9K
4.63K $750M
VZ
Verizon Communications Inc

Communication Services
2.23K
+ 36.0%
$38.89 - $45.0 $86.8K - $100K
8.43K $379M
VUG
Vanguard Growth ETF

ETFs
212
+ 5.48%
$341.08 - $391.94 $72.3K - $83.1K
4.08K $1.57B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.42K
+ 5.84%
$33.88 - $36.77 $48K - $52.1K
25.7K $938M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.1K
+ 3.72%
$31.05 - $34.29 $34.3K - $37.9K
30.8K $1.05B
IVW
Ishares S&P 500 Growth ETF

ETFs
130
+ 0.55%
$84.77 - $97.13 $11K - $12.6K
23.7K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
538
+ 16.35%
$161.02 - $200.0 $86.6K - $108K
3.83K $713M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5
+ 0.12%
$98.71 - $117.61 $494 - $588
4.24K $499M
UNM
Unum Group

Financial Services
564
+ 12.12%
$49.81 - $59.44 $28.1K - $33.5K
5.22K $310M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 5.87%
$333.64 - $405.2 $15.3K - $18.6K
830 $336M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
250
+ 3.94%
$75.88 - $83.21 $19K - $20.8K
6.59K $548M
TTD
Trade Desk, Inc.

Technology
30
+ 0.73%
$83.08 - $110.79 $2.49K - $3.32K
4.15K $455M
META
Meta Platforms, Inc.

Communication Services
37
+ 8.28%
$453.41 - $572.44 $16.8K - $21.2K
484 $277M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.4%
$475.2 - $527.7 $2.85K - $3.17K
1.52K $799M
KR
Kroger CO

Consumer Defensive
86
+ 1.68%
$50.43 - $57.3 $4.34K - $4.93K
5.2K $298M
V
Visa Inc.

Financial Services
37
+ 1.46%
$253.74 - $291.56 $9.39K - $10.8K
2.58K $709M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
146
+ 4.52%
$178.94 - $207.0 $26.1K - $30.2K
3.38K $679M
SNA
Snap On Inc

Industrials
50
+ 5.51%
$255.35 - $289.77 $12.8K - $14.5K
958 $277M
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 2.23%
$434.77 - $502.96 $19.1K - $22.1K
2.02K $984M
Activity Summary
Buys All Purchases 61 New Holdings 11 Increased Positions 50 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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