Lane & Associates LLC Incresed Positions in Q4 2024

Lane & Associates LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPTA
Perpetua Resources Corp.

Basic Materials
3.1K
+ 24.01%
$8.86 - $12.8 $27.4K - $39.6K
16K $170K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
223
+ 57.33%
$563.99 - $620.12 $126K - $138K
612 $348K
Dimensional ETF Trust
3.33K
+ 80.94%
N/A
7.45K $0
AVGO
Broadcom Inc.

Technology
188
+ 14.12%
$159.67 - $250.0 $30K - $47K
1.52K $352K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.03K
+ 49.09%
$57.53 - $60.83 $117K - $123K
6.16K $354K
CNQ
Canadian Natural Resources LTD

Energy
253
+ 3.3%
$29.51 - $37.6 $7.47K - $9.51K
7.93K $244K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
119
+ 2.98%
$58.88 - $64.8 $7.01K - $7.71K
4.11K $242K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 1.08%
$288.47 - $316.54 $2.88K - $3.17K
934 $270K
MO
Altria Group, Inc.

Consumer Defensive
236
+ 4.12%
$49.06 - $57.74 $11.6K - $13.6K
5.96K $311K
RF
Regions Financial Corp

Financial Services
273
+ 2.17%
$22.45 - $27.47 $6.13K - $7.5K
12.9K $302K
TSLA
Tesla, Inc.

Consumer Cyclical
338
+ 29.19%
$213.65 - $479.86 $72.2K - $162K
1.5K $604K
UPS
United Parcel Service Inc

Industrials
41
+ 1.82%
$122.65 - $138.35 $5.03K - $5.67K
2.29K $289K
GOOG
Alphabet Inc.

Communication Services
45
+ 2.42%
$163.08 - $198.16 $7.34K - $8.92K
1.9K $362K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
220
+ 24.31%
$340.59 - $380.5 $74.9K - $83.7K
1.13K $411K
TXN
Texas Instruments Inc

Technology
29
+ 1.78%
N/A
1.66K $323K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 1.73%
$486.1 - $608.57 $5.83K - $7.3K
707 $404K
EEM
Ishares Msci Emerging Markets

ETFs
374
+ 4.7%
$41.82 - $47.36 $15.6K - $17.7K
8.33K $348K
DGRO
Ishares Core Dividend Growth E

ETFs
1.72K
+ 29.48%
$60.73 - $64.94 $104K - $112K
7.55K $463K
LOW
Lowes Companies Inc

Consumer Cyclical
341
+ 25.0%
$244.52 - $284.07 $83.4K - $96.9K
1.71K $420K
CVX
Chevron Corp

Energy
285
+ 11.19%
$141.15 - $162.53 $40.2K - $46.3K
2.83K $410K
VZ
Verizon Communications Inc

Communication Services
181
+ 2.15%
$39.6 - $45.21 $7.17K - $8.18K
8.61K $344K
MGK
Vanguard Mega Cap Growth ETF

ETFs
624
+ 51.11%
$316.94 - $357.88 $198K - $223K
1.85K $633K
IJS
Ishares S&P Smallcap 600 Value

ETFs
17
+ 0.42%
$104.59 - $118.05 $1.78K - $2.01K
4.09K $443K
TTD
Trade Desk, Inc.

Technology
108
+ 2.6%
$108.7 - $139.51 $11.7K - $15.1K
4.26K $500K
AMGN
Amgen Inc

Healthcare
85
+ 6.01%
$258.78 - $328.31 $22K - $27.9K
1.5K $390K
VOT
Vanguard Mid Cap Growth Index

ETFs
57
+ 2.46%
$241.48 - $274.89 $13.8K - $15.7K
2.37K $601K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
115
+ 0.81%
$40.26 - $42.88 $4.63K - $4.93K
14.3K $579K
IFRA
Ishares Tr

ETFs
5.27K
+ 34.2%
$45.94 - $51.71 $242K - $272K
20.7K $956K
ADP
Automatic Data Processing Inc

Industrials
27
+ 0.96%
$280.08 - $307.97 $7.56K - $8.32K
2.84K $831K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.6K
+ 25.67%
$33.43 - $36.52 $221K - $241K
32.3K $1.09M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
523
+ 3.95%
$70.54 - $79.61 $36.9K - $41.6K
13.8K $1.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.65K
+ 8.6%
$33.92 - $36.6 $89.7K - $96.8K
33.4K $1.16M
VTV
Vanguard Value ETF

ETFs
981
+ 11.37%
$168.32 - $181.87 $165K - $178K
9.61K $1.63M
NVDA
Nvidia Corp

Technology
275
+ 2.14%
$117.0 - $148.88 $32.2K - $40.9K
13.2K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.52K
+ 10.01%
$61.68 - $67.87 $155K - $171K
27.7K $1.73M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.7K
+ 56.87%
$55.45 - $61.08 $815K - $897K
40.5K $2.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
99
+ 0.68%
$113.92 - $127.38 $11.3K - $12.6K
14.6K $1.68M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
296
+ 4.05%
$278.19 - $315.36 $82.3K - $93.3K
7.61K $2.19M
IYW
Ishares Dj Us Tech ETF

ETFs
1.53K
+ 10.54%
$148.14 - $166.23 $226K - $254K
16K $2.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
950
+ 4.01%
$94.43 - $105.47 $89.7K - $100K
24.7K $2.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.28K
+ 14.16%
$43.84 - $48.76 $319K - $355K
58.6K $2.58M
IVE
Ishares S&P 500 Value ETF

ETFs
1.24K
+ 9.6%
$189.5 - $206.17 $234K - $255K
14.1K $2.69M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.6K
+ 68.78%
$50.62 - $50.97 $1.75M - $1.77M
85K $4.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.48K
+ 3.67%
$75.1 - $82.99 $111K - $123K
41.8K $3.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
965
+ 1.36%
$56.06 - $61.35 $54.1K - $59.2K
72.1K $4.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.89K
+ 11.09%
$126.68 - $134.74 $493K - $524K
39K $4.97M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
500
+ 0.75%
N/A
66.9K $5.01M
EFG
Msci Eafe Growth ETF

ETFs
12.1K
+ 18.93%
$96.83 - $106.88 $1.17M - $1.3M
76.2K $7.38M
SPYG
Spdr Portfolio

ETFs
35.3K
+ 31.22%
$81.74 - $91.38 $2.88M - $3.22M
148K $13M
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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