Lane & Associates LLC Portfolio Holdings

Lane & Associates LLC

  • $184 Billion
  • Q3 2024

Lane & Associates LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 113 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 $25.4B, Vanguard Total Stock Market Et with a value of $13.7B, Spdr Portfolio with a value of $9.37B, Msci Eafe Growth ETF with a value of $6.9B, and Dimensional ETF Tr with a value of $6.74B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $170B to 184B.

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 Billion
ETFs: $153 Billion
Technology: $12.6 Billion
Healthcare: $4.15 Billion
Financial Services: $4 Billion
Consumer Defensive: $3.68 Billion
Consumer Cyclical: $2 Billion
Industrials: $1.8 Billion
Energy: $1.24 Billion
Other: $1.09 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$779 Million 0.42% of portfolio
2,815
Q3 2024 Added 50.21%
$37.6B
$499 Million 0.27% of portfolio
4,242
Q3 2024 Added 0.12%
$55B
$455 Million 0.25% of portfolio
4,148
Q3 2024 Added 0.73%
$154B
$455 Million 0.25% of portfolio
1,414
Q3 2024 Reduced 1.05%
$154B
$465 Million 0.25% of portfolio
489
Q3 2024 Reduced 1.41%
$177B
$379 Million 0.21% of portfolio
8,432
Q3 2024 Added 36.0%
$163B
$370 Million 0.2% of portfolio
1,364
Q3 2024 New
$199B
$344 Million 0.19% of portfolio
695
Q3 2024 Reduced 9.74%
$177B
$337 Million 0.18% of portfolio
1,631
Q3 2024 Reduced 5.06%
$14.5B
$310 Million 0.17% of portfolio
5,217
Q3 2024 Added 12.12%
$96.4B
$307 Million 0.17% of portfolio
2,251
Q3 2024 Added 1.31%
$100B
$292 Million 0.16% of portfolio
5,727
Q3 2024 Reduced 7.84%
$41.2B
$298 Million 0.16% of portfolio
5,199
Q3 2024 Added 1.68%
$24.5B
$293 Million 0.16% of portfolio
12,580
Q3 2024 New
$19B
$277 Million 0.15% of portfolio
958
Q3 2024 Added 5.51%
$39B
$255 Million 0.14% of portfolio
7,674
Q3 2024 Added 9.1%
$66.1B
$230 Million 0.13% of portfolio
1,331
Q3 2024 New
$76.9B
$235 Million 0.13% of portfolio
778
Q3 2024 Reduced 52.99%
$140B
$205 Million 0.11% of portfolio
351
Q3 2024 New
$21.1B
$49 Million 0.03% of portfolio
12,905
Q3 2024 Added 1.06%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $184 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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