Lane & Associates LLC Incresed Positions in Q2 2024

Lane & Associates LLC

  • $170 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
23
+ 1.17%
$173.33 - $185.29 $3.99K - $4.26K
1.99K $363M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
97
+ 0.69%
$37.5 - $39.27 $3.64K - $3.81K
14.2K $550M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8
+ 0.21%
$57.86 - $62.21 $463 - $498
3.89K $235M
VEU
Vanguard Ftse All World Ex Us

ETFs
5
+ 0.03%
$56.22 - $60.47 $281 - $302
19.4K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 3.15%
$396.73 - $420.24 $11.9K - $12.6K
981 $399M
DGRO
Ishares Core Dividend Growth E

ETFs
12
+ 0.2%
$55.23 - $58.55 $663 - $703
6.1K $351M
VBK
Vanguard Small Cap Growth ETF

ETFs
97
+ 3.89%
$237.63 - $258.31 $23.1K - $25.1K
2.59K $649M
MRK
Merck & Co., Inc.

Healthcare
180
+ 5.87%
$123.8 - $132.96 $22.3K - $23.9K
3.25K $402M
XOM
Exxon Mobil Corp

Energy
20
+ 0.4%
$108.36 - $122.2 $2.17K - $2.44K
5.01K $576M
HIG
Hartford Financial Services Group, Inc.

Financial Services
62
+ 1.49%
$95.3 - $104.42 $5.91K - $6.47K
4.24K $426M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 1.22%
$516.55 - $556.17 $2.58K - $2.78K
415 $222M
UNM
Unum Group

Financial Services
105
+ 2.31%
$48.48 - $54.28 $5.09K - $5.7K
4.65K $238M
UPS
United Parcel Service Inc

Industrials
116
+ 5.51%
$134.2 - $152.27 $15.6K - $17.7K
2.22K $304M
CNQ
Canadian Natural Resources LTD

Energy
3.61K
+ 105.49%
$33.69 - $82.32 $122K - $297K
7.03K $250M
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 3.84%
$325.1 - $368.03 $9.43K - $10.7K
784 $270M
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
+ 0.44%
$94.12 - $102.13 $1.69K - $1.84K
4.11K $400M
KR
Kroger CO

Consumer Defensive
111
+ 2.22%
$49.37 - $57.82 $5.48K - $6.42K
5.11K $255M
JNJ
Johnson & Johnson

Healthcare
111
+ 2.68%
$144.38 - $157.78 $16K - $17.5K
4.25K $621M
V
Visa Inc.

Financial Services
1
+ 0.04%
$262.47 - $281.5 $262 - $282
2.54K $667M
IEFA
Ishares Tr

ETFs
160
+ 0.44%
$70.77 - $76.19 $11.3K - $12.2K
36.5K $2.65B
Activity Summary
Buys All Purchases 76 New Holdings 5 Increased Positions 71 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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