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Owen LaRue

Latest statistics and disclosures from Owen LaRue's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, PLTR, QQQ, AAPL, COWZ, and represent 29.18% of Owen LaRue's stock portfolio.
Added to shares of these 10 stocks: XV, SVOL, JNJ, BUCK, SLV, BINC, C, SBAR, OKE, CSHI.
Started 20 new stock positions in BUCK, JNJ, PCT, TDVI, VTV, EFAS, SPEM, ABBV, SBAR, SLV. SPY, OKE, VNM, C, SMH, FTQI, XV, AKRE, SPMO, FTXO.
Reduced shares in these 10 stocks: IONQ, SDVY, BTGD, QYLD, NVDA, VOT, SHLD, SYBT, GRID, NLR.
Sold out of its positions in ARKQ, OKLO, MO, BB, BME, CRWV, QYLD, SPLV, KMI, Microsoft Corp. PLTR, PDI, PRME, SYBT, TTMI, BTGD, WMB.
Owen LaRue was a net buyer of stock by $5.9M.
Owen LaRue has $263M in assets under management (AUM), dropping by 3.44%.
Central Index Key (CIK): 0001965328

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Portfolio Holdings for Owen LaRue

Owen LaRue holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	9.5	$25M	-2%	248k	100.38	View chart
Palantir Technologies Cl A (PLTR)	5.3	$14M	-4%	79k	177.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$14M	+3%	22k	614.30	View chart
Apple (AAPL)	4.9	$13M		48k	271.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.2	$11M	-2%	185k	60.17	View chart
JPMorgan Chase & Co. (JPM)	3.7	$9.8M		31k	322.22	View chart
NVIDIA Corporation (NVDA)	3.2	$8.4M	-14%	45k	186.50	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	2.6	$6.9M	-3%	323k	21.20	View chart
Microsoft Corporation (MSFT)	2.4	$6.4M	-3%	13k	483.64	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	2.2	$5.9M	+94%	333k	17.56	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.2	$5.7M	-32%	150k	38.32	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	2.0	$5.2M	-14%	34k	153.02	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	1.6	$4.3M	-7%	208k	20.64	View chart
First Tr Exchange-traded Common Shs (FDD)	1.6	$4.2M	+19%	239k	17.50	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.5	$4.1M		105k	38.89	View chart
DNP Select Income Fund (DNP)	1.5	$4.0M		398k	9.99	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$3.9M	+7%	89k	43.64	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$3.8M	+14%	127k	30.27	View chart
Wal-Mart Stores (WMT)	1.4	$3.7M	+2%	33k	111.41	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.4	$3.6M	-8%	84k	42.87	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	1.3	$3.4M	NEW	134k	25.37	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	1.3	$3.3M	+72%	66k	49.73	View chart
Constellation Energy (CEG)	1.2	$3.2M		9.1k	353.28	View chart
Ge Vernova (GEV)	1.2	$3.2M	-16%	4.9k	653.51	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$3.1M	+235%	59k	52.77	View chart
Broadcom (AVGO)	1.2	$3.0M	+6%	8.7k	346.08	View chart
Advanced Micro Devices (AMD)	1.1	$3.0M	-3%	14k	214.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.1	$3.0M	-7%	67k	44.47	View chart
Johnson & Johnson (JNJ)	1.1	$2.8M	NEW	14k	206.95	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.1	$2.8M	+25%	53k	52.53	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	1.1	$2.8M		102k	27.22	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.0	$2.6M	NEW	110k	23.70	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$2.6M	+56%	53k	49.59	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.9	$2.5M	+48%	46k	53.86	View chart
Amazon (AMZN)	0.9	$2.5M	-2%	11k	230.82	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$2.4M	NEW	38k	64.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.9M	+4%	79k	24.04	View chart
Ge Aerospace Com New (GE)	0.7	$1.9M	-5%	6.0k	308.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$1.9M	+34%	39k	47.79	View chart
Tesla Motors (TSLA)	0.7	$1.8M	+4%	4.0k	449.72	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$1.8M	-6%	8.4k	214.69	View chart
Citigroup Com New (C)	0.6	$1.7M	NEW	14k	116.69	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.6	$1.6M	-7%	63k	25.74	View chart
Celestica (CLS)	0.6	$1.6M		5.4k	295.61	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.6	$1.5M	NEW	59k	26.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$1.5M		3.2k	468.76	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.6	$1.5M	-15%	55k	26.96	View chart
Oneok (OKE)	0.5	$1.4M	NEW	19k	73.50	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$1.4M	-43%	21k	64.79	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$1.3M	+48%	3.3k	412.77	View chart
Sofi Technologies (SOFI)	0.5	$1.3M	+36%	49k	26.18	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$1.2M		28k	42.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.2M	-20%	16k	75.05	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$1.2M	-42%	9.3k	124.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.0M	+48%	18k	58.12	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.4	$1.0M	-5%	30k	34.24	View chart
Goldman Sachs (GS)	0.4	$1.0M		1.2k	879.04	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.0M	+18%	15k	69.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$1.0M	NEW	8.6k	119.32	View chart
Amgen (AMGN)	0.4	$980k		3.0k	327.29	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$967k	+4%	24k	40.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$959k	-53%	3.4k	279.10	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.4	$949k	NEW	25k	37.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$878k	-22%	33k	26.24	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$823k	-26%	29k	28.84	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.3	$813k		6.4k	126.84	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$754k	-23%	27k	27.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$731k	+116%	27k	27.43	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.3	$728k	NEW	38k	19.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$727k	-28%	9.0k	80.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$697k		5.1k	136.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$682k		21k	32.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$668k	-51%	12k	53.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$600k	NEW	1.7k	360.08	View chart
Global X Fds Global X Uranium (URA)	0.2	$590k	+7%	14k	42.73	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$582k	-9%	4.7k	123.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$581k	NEW	3.0k	190.98	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$558k	-19%	16k	35.33	View chart
Abbvie (ABBV)	0.2	$545k	NEW	2.4k	228.50	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.2	$527k	-31%	20k	26.77	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$518k	-25%	10k	51.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$508k		2.0k	250.29	View chart
Chevron Corporation (CVX)	0.2	$469k	-6%	3.1k	152.41	View chart
Eli Lilly & Co. (LLY)	0.2	$467k		434.00	1075.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$459k	-56%	1.2k	396.31	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$427k		9.3k	46.08	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$393k	NEW	8.4k	46.81	View chart
Ionq Inc Pipe (IONQ)	0.1	$392k	-88%	8.7k	44.87	View chart
Costco Wholesale Corporation (COST)	0.1	$383k	-34%	444.00	863.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$372k	+3%	593.00	627.13	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$361k	+18%	5.5k	65.10	View chart
Rocket Lab Corp (RKLB)	0.1	$345k	-67%	4.9k	69.76	View chart
Arista Networks Com Shs (ANET)	0.1	$340k		2.6k	131.03	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$326k		3.4k	96.84	View chart
Global X Fds Msci Supdiv Ea (EFAS)	0.1	$326k	NEW	17k	19.41	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$303k	NEW	4.6k	65.51	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$299k	+30%	6.1k	48.68	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$292k	-25%	52k	5.57	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$288k	-7%	13k	22.15	View chart
Caterpillar (CAT)	0.1	$287k	-2%	501.00	573.09	View chart
Applovin Corp Com Cl A (APP)	0.1	$280k		415.00	673.82	View chart
Meta Platforms Cl A (META)	0.1	$277k		420.00	659.56	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$276k	+5%	7.6k	36.23	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$276k	-27%	3.9k	71.44	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$259k	+13%	2.6k	98.33	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$248k		4.9k	51.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$248k	-13%	791.00	313.19	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$245k		8.1k	30.46	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$242k		2.1k	113.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$234k		3.2k	73.56	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$229k	NEW	8.3k	27.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$215k		3.1k	69.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$214k	NEW	314.00	682.49	View chart
Coca-Cola Company (KO)	0.1	$213k	-25%	3.1k	69.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$207k	-19%	2.1k	99.89	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$202k	NEW	9.7k	20.82	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$193k		11k	18.22	View chart
Ford Motor Company (F)	0.1	$181k		14k	13.12	View chart
Purecycle Technologies (PCT)	0.0	$121k	NEW	14k	8.59	View chart
PIMCO Global StocksPLUS & Income Fund (PGP)	0.0	$107k		12k	9.13	View chart

Past Filings by Owen LaRue

SEC 13F filings are viewable for Owen LaRue going back to 2022

Owen LaRue 2025 Q4 filed Feb. 5, 2026
Owen LaRue 2025 Q3 filed Oct. 31, 2025
Owen LaRue 2025 Q2 filed July 16, 2025
Owen LaRue 2025 Q1 filed May 12, 2025
Owen LaRue 2024 Q4 filed Feb. 14, 2025
Owen LaRue 2024 Q3 filed Nov. 13, 2024
Owen LaRue 2024 Q2 filed July 24, 2024
Owen LaRue 2024 Q1 filed May 13, 2024
Owen LaRue 2023 Q4 filed Feb. 5, 2024
Owen LaRue 2023 Q3 filed Nov. 16, 2023
Owen LaRue 2023 Q2 filed Aug. 10, 2023
Owen LaRue 2023 Q1 filed May 16, 2023
Owen LaRue 2022 Q4 filed Feb. 14, 2023

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