Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $184 Million
  • Q1 2025

Lane & Associates LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.2M, Spdr Portfolio with a value of $12.7M, Schwab Strategic Tr Us Large C with a value of $11.5M, Spdr S&P 500 ETF Trust with a value of $11.1M, and Msci Eafe Growth ETF with a value of $6.04M.

Examining the 13F form we can see an decrease of $3.55M in the current position value, from $187M to 184M.

Lane & Associates LLC is based out at Moorestown, NJ

Below you can find more details about Lane & Associates LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $156 Million
Technology: $10.5 Million
Consumer Defensive: $4.2 Million
Healthcare: $3.69 Million
Financial Services: $3.64 Million
Consumer Cyclical: $2.29 Million
Industrials: $1.45 Million
Energy: $1.2 Million
Other: $1.14 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122M
$19,000 0.01% of portfolio
11,005
Q1 2025 Reduced 2.66%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $184 Million
  • Prior Value $187 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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