Lane & Associates LLC Incresed Positions in Q1 2025

Lane & Associates LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
43.6K
+ 121.55%
$69.57 - $78.65 $3.03M - $3.43M
79.4K $6.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.48K
+ 19.19%
$126.11 - $135.06 $943K - $1.01M
46.5K $5.99M
PG
Procter & Gamble CO

Consumer Defensive
3.4K
+ 24.76%
$158.56 - $176.26 $538K - $598K
17.1K $2.92M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.06K
+ 130.26%
$97.25 - $104.79 $394K - $425K
7.17K $743K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12K
+ 30.9%
$29.34 - $31.31 $353K - $377K
51K $1.51M
VTV
Vanguard Value ETF

ETFs
1.36K
+ 14.16%
$167.73 - $179.21 $228K - $244K
11K $1.9M
IAU
Ishares Gold Trust

ETFs
2.96K
+ 44.26%
$49.74 - $58.96 $147K - $175K
9.65K $568K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.73K
+ 44.46%
$27.01 - $28.54 $182K - $192K
21.9K $611K
HDV
Ishares Core High Dividend ETF

ETFs
224
+ 1.17%
$110.86 - $121.12 $24.8K - $27.1K
19.3K $2.34M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.27K
+ 7.04%
$33.63 - $37.64 $76.4K - $85.6K
34.6K $1.28M
JNJ
Johnson & Johnson

Healthcare
82
+ 2.1%
$142.06 - $167.7 $11.6K - $13.8K
3.99K $660K
AMGN
Amgen Inc

Healthcare
64
+ 4.27%
$258.59 - $327.36 $16.5K - $21K
1.56K $486K
GLD
Spdr Gold Trust

ETFs
166
+ 20.65%
$243.19 - $288.14 $40.4K - $47.8K
970 $279K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.5K
+ 25.58%
$29.68 - $32.59 $104K - $114K
17.2K $512K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.63K
+ 4.01%
$54.25 - $57.64 $88.2K - $93.7K
42.2K $2.32M
CVX
Chevron Corp

Energy
20
+ 0.71%
$146.71 - $167.97 $2.93K - $3.36K
2.85K $476K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 11.71%
$442.66 - $534.52 $23K - $27.8K
496 $264K
DGRO
Ishares Core Dividend Growth E

ETFs
962
+ 12.74%
$60.46 - $64.42 $58.2K - $62K
8.51K $525K
VZ
Verizon Communications Inc

Communication Services
335
+ 3.89%
$37.81 - $46.49 $12.7K - $15.6K
8.95K $405K
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 11.88%
$279.74 - $321.29 $31.1K - $35.7K
1.05K $326K
EEM
Ishares Msci Emerging Markets

ETFs
457
+ 5.49%
$40.81 - $45.34 $18.7K - $20.7K
8.78K $383K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.45K
+ 7.32%
$32.42 - $36.13 $79.3K - $88.4K
35.8K $1.18M
PEP
Pepsico Inc

Consumer Defensive
122
+ 5.81%
$142.64 - $156.42 $17.4K - $19.1K
2.22K $333K
JEPI
J P Morgan Exchange Traded Fd

ETFs
213
+ 3.46%
$56.17 - $59.71 $12K - $12.7K
6.37K $363K
AOA
Ishares Tr Core Aggressive All

ETFs
129
+ 2.13%
$75.7 - $80.01 $9.77K - $10.3K
6.19K $473K
TXN
Texas Instruments Inc

Technology
38
+ 2.29%
N/A
1.7K $330K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 8.19%
$347.25 - $424.87 $23.6K - $28.9K
898 $329K
CNQ
Canadian Natural Resources LTD

Energy
222
+ 2.8%
$26.72 - $32.74 $5.93K - $7.27K
8.15K $250K
DVY
Ishares Tr

ETFs
3
+ 0.15%
$128.58 - $138.1 $386 - $414
2.04K $273K
PPTA
Perpetua Resources Corp.

Basic Materials
500
+ 3.13%
$8.03 - $12.92 $4.01K - $6.46K
16.5K $176K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
56
+ 0.39%
$39.61 - $42.65 $2.22K - $2.39K
14.4K $585K
FIGS
Figs, Inc.

Consumer Cyclical
6.31K
+ 41.75%
$4.33 - $6.18 $27.3K - $39K
21.4K $98K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.15%
N/A
1.95K $355K
Pacer Fds Tr
3.64K
+ 51.88%
N/A
10.7K $0
First Tr Exchng Traded Fd Vi
723
+ 6.56%
N/A
11.8K $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
41
+ 6.7%
$522.96 - $601.18 $21.4K - $24.6K
653 $348K
First Tr Exchng Traded Fd Vi
750
+ 6.1%
N/A
13.1K $0
Dimensional ETF Trust
275
+ 3.69%
N/A
7.73K $0
GRAB
Grab Holdings LTD

Technology
317
+ 2.49%
$4.12 - $5.34 $1.31K - $1.69K
13.1K $59K
IVV
Ishares Core S&P 500 ETF

ETFs
184
+ 4.36%
$554.06 - $615.85 $102K - $113K
4.4K $2.47M
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 2.99%
$222.66 - $268.42 $11.4K - $13.7K
1.76K $409K
UPS
United Parcel Service Inc

Industrials
157
+ 6.85%
$109.66 - $136.26 $17.2K - $21.4K
2.45K $269K
MRK
Merck & Co., Inc.

Healthcare
170
+ 3.66%
$83.01 - $101.02 $14.1K - $17.2K
4.81K $431K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.09%
$333.37 - $384.99 $333 - $385
1.13K $376K
IJS
Ishares S&P Smallcap 600 Value

ETFs
13
+ 0.32%
$96.3 - $112.23 $1.25K - $1.46K
4.1K $399K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.39K
+ 1.92%
$53.6 - $58.97 $74.2K - $81.7K
73.5K $4.02M
VUG
Vanguard Growth ETF

ETFs
270
+ 7.04%
$369.1 - $427.61 $99.7K - $115K
4.11K $1.52M
VBK
Vanguard Small Cap Growth ETF

ETFs
58
+ 2.36%
$247.97 - $296.33 $14.4K - $17.2K
2.52K $634K
GOOG
Alphabet Inc.

Communication Services
30
+ 1.58%
$156.06 - $207.71 $4.68K - $6.23K
1.93K $302K
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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