Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $170 Billion
  • Q2 2024

Lane & Associates LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $22.2B, Vanguard Total Stock Market Et with a value of $12.3B, Dimensional ETF Tr with a value of $6.7B, Microsoft Corp with a value of $6.57B, and Vanguard S&P 500 Value ETF with a value of $6.51B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $159B to 170B.

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 $170 Billion
ETFs: $140 Billion
Technology: $13.2 Billion
Financial Services: $4.45 Billion
Healthcare: $4.12 Billion
Consumer Defensive: $3.2 Billion
Industrials: $1.47 Billion
Consumer Cyclical: $1.41 Billion
Energy: $1.22 Billion
Other: $865 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$576M
$67 Million 0.04% of portfolio
12,892
Q4 2022 Added 31.03%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $170 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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