Lane & Associates
Latest statistics and disclosures from Lane & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, SPYG, EFG, VOOV, and represent 35.25% of Lane & Associates's stock portfolio.
- Added to shares of these 10 stocks: SPYG, JAAA, VTI, EFG, BUFR, EMXC, VYM, BLK, BUFQ, SCHD.
- Started 14 new stock positions in BUFS, SHOP, FIGS, ARCC, SCHD, BUFR, IAU, BUFY, COWG, GOOGL. GLD, BLK, VGT, BUFQ.
- Reduced shares in these 10 stocks: SPY, IEMG, DFIV, VTEB, RSP, , LQD, VOOV, MSFT, AAPL.
- Sold out of its positions in BlackRock, GD, HSY, SPLV, LMT, MGV.
- Lane & Associates was a net buyer of stock by $6.9M.
- Lane & Associates has $194M in assets under management (AUM), dropping by 5.38%.
- Central Index Key (CIK): 0002018909
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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 | |
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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
- Lane & Associates 2024 Q4 filed Feb. 3, 2025
- Lane & Associates 2024 Q3 filed Nov. 12, 2024
- Lane & Associates 2024 Q2 filed Aug. 7, 2024
- Lane & Associates 2024 Q1 filed April 12, 2024
- Lane & Associates 2022 Q4 filed April 12, 2024
- Lane & Associates 2023 Q1 filed April 12, 2024
- Lane & Associates 2023 Q2 filed April 12, 2024
- Lane & Associates 2023 Q3 filed April 12, 2024
- Lane & Associates 2023 Q4 filed April 9, 2024