Lane & Associates

Latest statistics and disclosures from Lane & Associates's latest quarterly 13F-HR filing:

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Positions held by Lane & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lane & Associates

Lane & Associates holds 121 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.1 $25M -5% 42k 601.82
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Vanguard Index Fds Total Stk Mkt (VTI) 8.2 $16M +9% 53k 298.60
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.9 $13M +31% 148k 90.20
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Ishares Tr Eafe Grwth Etf (EFG) 4.0 $7.8M +18% 76k 101.78
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 3.1 $6.0M -6% 32k 189.81
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Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $6.0M -9% 161k 37.18
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Microsoft Corporation (MSFT) 2.7 $5.2M -7% 13k 415.05
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Vanguard Whitehall Fds High Div Yld (VYM) 2.7 $5.2M +11% 39k 132.36
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 2.6 $5.1M 67k 75.73
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.2 $4.3M +68% 85k 51.04
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.2 $4.2M 72k 58.05
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Apple (AAPL) 2.0 $3.9M -7% 17k 236.01
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Vanguard Index Fds Small Cp Etf (VB) 1.8 $3.5M -4% 14k 249.64
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Ishares Tr Msci Eafe Etf (EFA) 1.7 $3.3M +3% 42k 79.24
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Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.1M -6% 11k 275.61
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Ishares Tr S&p 500 Val Etf (IVE) 1.4 $2.8M +9% 14k 196.18
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Ishares Tr Core Msci Eafe (IEFA) 1.4 $2.6M -3% 36k 73.58
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Pacer Fds Tr Pacer Us Small (CALF) 1.3 $2.6M +14% 59k 44.11
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $2.6M +4% 25k 104.19
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Ishares Tr U.s. Tech Etf (IYW) 1.3 $2.6M +10% 16k 159.67
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Ishares Tr Core S&p500 Etf (IVV) 1.3 $2.5M -6% 4.2k 604.66
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Ishares Msci Emrg Chn (EMXC) 1.2 $2.3M +56% 41k 56.42
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Procter & Gamble Company (PG) 1.2 $2.3M -2% 14k 165.99
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $2.3M +4% 7.6k 296.91
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Ishares Tr Core High Dv Etf (HDV) 1.1 $2.2M -10% 19k 114.62
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Eli Lilly & Co. (LLY) 1.1 $2.1M -2% 2.6k 811.23
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Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.8M +10% 28k 64.65
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Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.7M 15k 118.44
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Vanguard Index Fds Value Etf (VTV) 0.9 $1.7M +11% 9.6k 176.70
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Ishares Tr Core Msci Total (IXUS) 0.8 $1.6M 24k 68.40
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Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M -5% 3.8k 418.38
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NVIDIA Corporation (NVDA) 0.8 $1.6M +2% 13k 120.07
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.7 $1.3M -5% 14k 93.89
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.6 $1.2M NEW 39k 30.98
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.2M +8% 33k 35.67
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.2M 19k 59.37
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.6 $1.1M +25% 32k 34.70
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.1M -11% 12k 87.76
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.5 $1.1M +3% 14k 77.19
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Ishares Tr Us Infrastruc (IFRA) 0.5 $980k +34% 21k 47.42
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $948k -9% 1.8k 522.16
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $926k -3% 22k 43.17
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $926k -7% 2.1k 445.31
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Visa Com Cl A (V) 0.5 $882k 2.6k 341.80
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Automatic Data Processing (ADP) 0.4 $861k 2.8k 303.03
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Amazon (AMZN) 0.4 $840k -7% 3.5k 237.68
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $830k 1.5k 553.50
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Ishares Core Msci Emkt (IEMG) 0.4 $816k -47% 15k 52.99
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JPMorgan Chase & Co. (JPM) 0.4 $719k -9% 2.7k 267.27
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $718k 2.5k 291.87
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $670k -3% 30k 22.58
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Vanguard World Mega Grwth Ind (MGK) 0.3 $642k +51% 1.8k 348.10
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $641k +2% 2.4k 270.41
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $632k -6% 3.1k 205.33
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $628k -39% 5.8k 107.47
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $623k -14% 2.9k 215.01
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Tesla Motors (TSLA) 0.3 $605k +29% 1.5k 404.60
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $605k 14k 42.26
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Johnson & Johnson (JNJ) 0.3 $594k -15% 3.9k 152.13
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Ishares Tr Exponential Tech (XT) 0.3 $563k -14% 9.1k 62.06
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $555k -13% 4.6k 119.79
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $549k 6.6k 83.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $524k -52% 2.9k 181.21
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $519k -8% 16k 31.81
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The Trade Desk Com Cl A (TTD) 0.3 $505k +2% 4.3k 118.68
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Ishares Tr Core Div Grwth (DGRO) 0.2 $479k +29% 7.6k 63.47
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Ishares Tr Aggres Alloc Etf (AOA) 0.2 $476k -6% 6.1k 78.47
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Merck & Co (MRK) 0.2 $459k -5% 4.6k 98.82
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Ishares Tr Mbs Etf (MBB) 0.2 $455k -23% 4.9k 92.18
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Goldman Sachs (GS) 0.2 $453k 707.00 640.61
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $452k 4.1k 110.47
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Lowe's Companies (LOW) 0.2 $443k +25% 1.7k 260.00
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Blackrock (BLK) 0.2 $443k NEW 412.00 1075.30
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Exxon Mobil Corporation (XOM) 0.2 $440k -21% 4.1k 106.82
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.2 $437k NEW 14k 31.94
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Amgen (AMGN) 0.2 $428k +6% 1.5k 285.41
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $422k +24% 1.1k 375.51
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Chevron Corporation (CVX) 0.2 $422k +11% 2.8k 149.20
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Hartford Financial Services (HIG) 0.2 $422k -10% 3.8k 111.56
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $421k NEW 15k 27.83
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Morgan Stanley Com New (MS) 0.2 $400k -2% 2.9k 138.45
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Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $396k +80% 7.5k 53.15
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $394k 1.9k 202.19
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Unum (UNM) 0.2 $392k 5.1k 76.25
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Alphabet Cap Stk Cl C (GOOG) 0.2 $392k +2% 1.9k 205.61
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Ishares Tr Global 100 Etf (IOO) 0.2 $374k 3.7k 102.22
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $368k -60% 7.3k 50.13
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $363k +49% 6.2k 58.97
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $362k +57% 612.00 591.13
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $356k +4% 8.3k 42.72
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Ishares Gold Tr Ishares New (IAU) 0.2 $354k NEW 6.7k 52.87
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Home Depot (HD) 0.2 $342k 830.00 412.23
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Verizon Communications (VZ) 0.2 $339k +2% 8.6k 39.39
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Broadcom (AVGO) 0.2 $336k +14% 1.5k 221.33
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Snap-on Incorporated (SNA) 0.2 $336k 945.00 355.31
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $336k -3% 8.7k 38.73
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Kroger (KR) 0.2 $329k +2% 5.3k 61.65
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Regions Financial Corporation (RF) 0.2 $317k +2% 13k 24.64
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Pepsi (PEP) 0.2 $316k -5% 2.1k 150.73
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Meta Platforms Cl A (META) 0.2 $313k -6% 454.00 689.53
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $312k -37% 3.1k 100.25
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Altria (MO) 0.2 $311k +4% 6.0k 52.23
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Texas Instruments Incorporated (TXN) 0.2 $306k 1.7k 184.56
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Ishares Tr Select Divid Etf (DVY) 0.1 $275k -17% 2.0k 134.77
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McDonald's Corporation (MCD) 0.1 $270k 934.00 288.84
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United Parcel Service CL B (UPS) 0.1 $262k 2.3k 114.23
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $251k +2% 4.1k 60.92
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Canadian Natural Resources (CNQ) 0.1 $241k +3% 7.9k 30.35
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First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS) 0.1 $240k NEW 11k 21.76
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) 0.1 $238k NEW 12k 19.34
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Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.1 $238k NEW 7.0k 33.88
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $215k NEW 1.1k 203.97
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Ares Capital Corporation (ARCC) 0.1 $210k NEW 8.9k 23.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $208k -54% 444.00 468.67
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Spdr Gold Tr Gold Shs (GLD) 0.1 $208k NEW 804.00 258.56
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Shopify Cl A (SHOP) 0.1 $203k NEW 1.7k 116.80
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Vanguard World Inf Tech Etf (VGT) 0.1 $203k NEW 328.00 617.47
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Perpetua Resources (PPTA) 0.1 $189k +24% 16k 11.80
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Figs Cl A (FIGS) 0.0 $86k NEW 15k 5.69
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Grab Holdings Class A Ord (GRAB) 0.0 $58k 13k 4.58
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Accuray Incorporated (ARAY) 0.0 $25k -9% 11k 2.23
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Past Filings by Lane & Associates

SEC 13F filings are viewable for Lane & Associates going back to 2023