Lane & Associates LLC Purchases in Q4 2024

Lane & Associates LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
38.9K
New
$29.73 - $30.81 $1.16M - $1.2M
38.9K $1.19M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.7K
New
$30.04 - $32.01 $411K - $438K
13.7K $429K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.1K
New
$26.93 - $84.95 $408K - $1.29M
15.1K $413K
IAU
Ishares Gold Trust

ETFs
6.69K
New
$48.37 - $52.65 $323K - $352K
6.69K $331K
VGT
Vanguard Information Technolog

ETFs
328
New
$571.78 - $647.97 $188K - $213K
328 $203K
GOOGL
Alphabet Inc.

Communication Services
1.06K
New
$161.86 - $196.66 $171K - $208K
1.06K $199K
ARCC
Ares Capital Corp

Financial Services
8.89K
New
$20.74 - $22.27 $184K - $198K
8.89K $194K
GLD
Spdr Gold Trust

ETFs
804
New
$236.59 - $257.5 $190K - $207K
804 $194K
SHOP
Shopify Inc.

Technology
1.74K
New
$78.14 - $119.49 $136K - $208K
1.74K $184K
FIGS
Figs, Inc.

Consumer Cyclical
15.1K
New
$4.67 - $6.75 $70.5K - $102K
15.1K $93K
Blackrock Inc
412
New
N/A
412 $0
First Tr Exchng Traded Fd Vi
11K
New
N/A
11K $0
First Tr Exchng Traded Fd Vi
12.3K
New
N/A
12.3K $0
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
KR
Kroger CO

Consumer Defensive
132
+ 2.54%
$55.21 - $63.3 $7.29K - $8.36K
5.33K $325K
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
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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