Lane & Associates LLC Reduced Holdings in Q1 2025

Lane & Associates LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-22.2K
- 52.92%
$551.42 - $612.93 $12.2M - $13.6M
19.8K $11.1M
EFG
Msci Eafe Growth ETF

ETFs
-15.8K
- 20.67%
$96.1 - $106.37 $1.51M - $1.68M
60.4K $6.04M
IFRA
Ishares Tr

ETFs
-14.1K
- 68.42%
$44.8 - $49.25 $634K - $696K
6.53K $294K
MSFT
Microsoft Corp

Technology
-54
- 0.43%
$375.39 - $447.2 $20.3K - $24.1K
12.4K $4.66M
NVDA
Nvidia Corp

Technology
-213
- 1.62%
$106.98 - $149.43 $22.8K - $31.8K
12.9K $1.4M
VB
Vanguard Small Cap ETF

ETFs
-332
- 2.37%
$217.89 - $252.64 $72.3K - $83.9K
13.7K $3.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.98K
- 55.08%
$30.73 - $32.26 $276K - $290K
7.33K $225K
IVW
Ishares S&P 500 Growth ETF

ETFs
-401
- 1.63%
$92.45 - $106.69 $37.1K - $42.8K
24.3K $2.25M
VO
Vanguard Mid Cap ETF

ETFs
-370
- 3.28%
$251.87 - $277.95 $93.2K - $103K
10.9K $2.82M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-2.07K
- 3.09%
N/A
64.9K $4.85M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-342
- 1.08%
$179.71 - $192.06 $61.5K - $65.7K
31.2K $5.75M
IXUS
Ishares Tr

ETFs
-2.24K
- 9.48%
$65.06 - $72.31 $146K - $162K
21.4K $1.49M
MS
Morgan Stanley

Financial Services
-209
- 7.23%
$111.68 - $141.08 $23.3K - $29.5K
2.68K $312K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.38K
- 15.9%
$37.07 - $40.63 $51K - $55.9K
7.29K $286K
VOT
Vanguard Mid Cap Growth Index

ETFs
-99
- 4.17%
$237.72 - $276.98 $23.5K - $27.4K
2.27K $556K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-829
- 11.29%
$49.25 - $50.66 $40.8K - $42K
6.51K $323K
IVE
Ishares S&P 500 Value ETF

ETFs
-203
- 1.44%
$185.78 - $198.58 $37.7K - $40.3K
13.9K $2.65M
VBR
Vanguard Small Cap Value ETF

ETFs
-27
- 0.88%
$183.02 - $207.75 $4.94K - $5.61K
3.05K $568K
GS
Goldman Sachs Group Inc

Financial Services
-37
- 5.23%
$524.81 - $672.19 $19.4K - $24.9K
670 $366K
XT
Ishares Tr Exponential Technol

ETFs
-191
- 2.1%
$57.56 - $64.0 $11K - $12.2K
8.88K $511K
IEMG
Ishares Inc

ETFs
-507
- 3.29%
N/A
14.9K $799K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-134
- 2.89%
$109.15 - $120.99 $14.6K - $16.2K
4.5K $507K
RF
Regions Financial Corp

Financial Services
-82
- 0.64%
$20.84 - $24.77 $1.71K - $2.03K
12.8K $277K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-347
- 0.41%
$50.48 - $51.04 $17.5K - $17.7K
84.6K $4.29M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-54
- 1.87%
$169.43 - $182.84 $9.15K - $9.87K
2.84K $491K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.05%
$408.78 - $448.82 $409 - $449
2.08K $872K
META
Meta Platforms, Inc.

Communication Services
-13
- 2.86%
$576.36 - $736.67 $7.49K - $9.58K
441 $254K
SNA
Snap On Inc

Industrials
-12
- 1.27%
$324.09 - $358.62 $3.89K - $4.3K
933 $314K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-138
- 2.36%
$105.1 - $109.61 $14.5K - $15.1K
5.71K $620K
ARAY
Accuray Inc

Healthcare
-301
- 2.66%
$1.74 - $2.69 $524 - $810
11K $19K
Blackrock Inc
-110
- 26.7%
N/A
302 $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-189
- 4.6%
$58.01 - $64.46 $11K - $12.2K
3.92K $243K
JPM
Jpmorgan Chase & CO

Financial Services
-51
- 1.9%
$225.19 - $279.95 $11.5K - $14.3K
2.64K $647K
XOM
Exxon Mobil Corp

Energy
-162
- 3.93%
$105.44 - $118.93 $17.1K - $19.3K
3.96K $471K
KR
Kroger CO

Consumer Defensive
-74
- 1.39%
$58.36 - $67.72 $4.32K - $5.01K
5.26K $355K
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.39%
$286.85 - $318.64 $3.16K - $3.51K
2.83K $864K
UNM
Unum Group

Financial Services
-129
- 2.51%
$71.8 - $83.34 $9.26K - $10.8K
5.01K $408K
VEU
Vanguard Ftse All World Ex Us

ETFs
-336
- 1.73%
$56.51 - $62.98 $19K - $21.2K
19.1K $1.16M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-6
- 0.16%
$106.31 - $123.73 $638 - $742
3.78K $467K
V
Visa Inc.

Financial Services
-21
- 0.81%
$306.92 - $362.71 $6.45K - $7.62K
2.56K $896K
LLY
Eli Lilly & CO

Healthcare
-59
- 2.27%
$725.72 - $929.72 $42.8K - $54.9K
2.54K $2.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-292
- 0.7%
$74.85 - $84.89 $21.9K - $24.8K
41.5K $3.39M
DFIV
Dimensional ETF Tr

ETFs
-7.6K
- 4.73%
$35.33 - $40.77 $269K - $310K
153K $6.03M
Activity Summary
Buys All Purchases 67 New Holdings 3 Increased Positions 64 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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