Lane & Associates LLC Sells in Q3 2024

Lane & Associates LLC

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15.7K
- 72.29%
$162.83 - $179.16 $2.56M - $2.81M
6.02K $1.08B
IEMG
Ishares Inc

ETFs
-28.4K
- 49.22%
$53.64 - $53.64 $1.52M - $1.52M
29.3K $1.68B
MSFT
Microsoft Corp

Technology
-1.27K
- 8.63%
$395.15 - $467.56 $501K - $593K
13.4K $5.78B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-14K
- 42.85%
$49.93 - $51.15 $701K - $718K
18.7K $957M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-11.4K
- 14.6%
$74.82 - $74.82 $849K - $849K
66.4K $5.35B
VO
Vanguard Mid Cap ETF

ETFs
-2.87K
- 19.16%
$237.84 - $263.83 $682K - $756K
12.1K $3.19B
VB
Vanguard Small Cap ETF

ETFs
-2.75K
- 15.82%
$214.77 - $237.72 $591K - $654K
14.6K $3.47B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.81K
- 21.46%
$89.91 - $101.33 $342K - $386K
13.9K $1.37B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-6.68K
- 23.12%
$41.95 - $43.42 $280K - $290K
22.2K $964M
GD
General Dynamics Corp

Industrials
-877
- 52.99%
$279.51 - $308.09 $245K - $270K
778 $235M
MBB
Ishares Tr

ETFs
-2.64K
- 29.16%
$90.85 - $96.66 $240K - $255K
6.42K $615M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.19K
- 18.48%
$106.11 - $113.72 $232K - $249K
9.67K $1.09B
XT
Ishares Tr Exponential Technol

ETFs
-2.95K
- 21.67%
$54.51 - $61.59 $161K - $182K
10.7K $649M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.77K
- 34.64%
$36.02 - $41.68 $172K - $199K
9K $372M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.73K
- 25.64%
$100.75 - $111.62 $174K - $193K
5.01K $547M
VOT
Vanguard Mid Cap Growth Index

ETFs
-627
- 21.31%
$218.05 - $243.47 $137K - $153K
2.32K $564M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-425
- 15.89%
$386.81 - $423.12 $164K - $180K
2.25K $951M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-3.36K
- 9.07%
$175.0 - $190.72 $588K - $641K
33.7K $6.43B
NVDA
Nvidia Corp

Technology
-394
- 2.97%
$98.91 - $134.91 $39K - $53.2K
12.9K $1.56B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.26K
- 8.7%
$63.74 - $73.47 $80.5K - $92.8K
13.3K $949M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-202
- 18.25%
$305.34 - $350.41 $61.7K - $70.8K
905 $312M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.4K
- 11.86%
$31.18 - $33.5 $74.9K - $80.5K
17.9K $593M
MGV
Vanguard Mega Cap Value

ETFs
-390
- 19.73%
$118.0 - $128.28 $46K - $50K
1.59K $204M
PEP
Pepsico Inc

Consumer Defensive
-253
- 10.22%
$161.9 - $179.3 $41K - $45.4K
2.22K $378M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.64K
- 10.14%
$105.53 - $118.34 $173K - $194K
14.5K $1.7B
GS
Goldman Sachs Group Inc

Financial Services
-75
- 9.74%
$459.02 - $510.25 $34.4K - $38.3K
695 $344M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-568
- 9.58%
$102.34 - $114.52 $58.1K - $65K
5.36K $614M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-26
- 6.27%
$523.84 - $572.02 $13.6K - $14.9K
389 $222M
TXN
Texas Instruments Inc

Technology
-87
- 5.06%
$194.6 - $194.6 $16.9K - $16.9K
1.63K $337M
AMGN
Amgen Inc

Healthcare
-15
- 1.05%
$309.38 - $337.38 $4.64K - $5.06K
1.41K $455M
MO
Altria Group, Inc.

Consumer Defensive
-487
- 7.84%
$45.95 - $54.71 $22.4K - $26.6K
5.73K $292M
VBK
Vanguard Small Cap Growth ETF

ETFs
-122
- 4.7%
$240.48 - $267.94 $29.3K - $32.7K
2.47K $661M
DGRO
Ishares Core Dividend Growth E

ETFs
-266
- 4.36%
$57.47 - $62.76 $15.3K - $16.7K
5.83K $366M
MCD
Mcdonalds Corp

Consumer Cyclical
-99
- 9.68%
$245.82 - $304.51 $24.3K - $30.1K
924 $281M
EEM
Ishares Msci Emerging Markets

ETFs
-119
- 1.47%
$40.42 - $46.7 $4.81K - $5.56K
7.95K $365M
AOA
Ishares Tr Core Aggressive All

ETFs
-38
- 0.59%
$72.11 - $79.05 $2.74K - $3K
6.46K $509M
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 0.8%
$182.15 - $182.15 $2.91K - $2.91K
1.97K $391M
DVY
Ishares Tr

ETFs
-18
- 0.72%
$119.99 - $135.74 $2.16K - $2.44K
2.47K $333M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-30
- 0.21%
$37.98 - $41.19 $1.14K - $1.24K
14.2K $584M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-38
- 0.93%
$95.81 - $109.03 $3.64K - $4.14K
4.07K $438M
DFIV
Dimensional ETF Tr

ETFs
-9.41K
- 5.05%
$34.66 - $38.38 $326K - $361K
177K $6.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.82%
$405.19 - $478.57 $3.24K - $3.83K
973 $448M
VBR
Vanguard Small Cap Value ETF

ETFs
-5
- 0.15%
$179.99 - $201.6 $900 - $1.01K
3.3K $661M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-563
- 3.65%
$85.03 - $94.56 $47.9K - $53.2K
14.8K $1.38B
BLK
Black Rock Inc.

Financial Services
-7
- 1.41%
$782.27 - $949.51 $5.48K - $6.65K
489 $465M
IVV
Ishares Core S&P 500 ETF

ETFs
-86
- 1.87%
$520.18 - $576.82 $44.7K - $49.6K
4.52K $2.6B
IVE
Ishares S&P 500 Value ETF

ETFs
-297
- 2.25%
$181.06 - $197.17 $53.8K - $58.6K
12.9K $2.54B
AAPL
Apple Inc.

Technology
-1.1K
- 5.74%
$207.23 - $234.82 $228K - $258K
18K $4.2B
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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