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Owen LaRue

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

Top 5 stock holdings are AAPL, COWZ, EDV, QQQ, NVDA, and represent 30.53% of Owen LaRue's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$7.5M), GS, WMT, GE, MISL, RDVI, LLY, RDVY, FTLS, INDY.
Started 10 new stock positions in GS, RDVI, JUNM, BUFR, WT, PCT, TXRH, NLR, CMG, GE.
Reduced shares in these 10 stocks: HYD, CALF, VRT, CGGR, CRWD, EDV, , General Electric, PFE, MSFT.
Sold out of its positions in AMD, BF.B, COF, CELH, XOM, General Electric, GSBD, JBL, ASG, MCD. PFE, RKLB, XLE, STN, TM, V.
Owen LaRue was a net buyer of stock by $3.3M.
Owen LaRue has $162M in assets under management (AUM), dropping by 1.12%.
Central Index Key (CIK): 0001965328

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Portfolio Holdings for Owen LaRue

Owen LaRue holds 83 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.0	$11M	+2%	54k	210.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.6	$11M	+4%	196k	54.49	View chart
Vanguard World Extended Dur (EDV)	6.3	$10M	-12%	140k	73.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.4	$8.8M	+6%	18k	479.12	View chart
NVIDIA Corporation (NVDA)	5.1	$8.2M	+994%	67k	123.54	View chart
JPMorgan Chase & Co. (JPM)	4.7	$7.6M	-6%	37k	202.26	View chart
Microsoft Corporation (MSFT)	4.2	$6.8M	-12%	15k	446.94	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	4.0	$6.4M	+9%	305k	21.03	View chart
First Tr Exchange-traded Merger Arbitra (MARB)	3.1	$5.0M	-2%	256k	19.59	View chart
Eli Lilly & Co. (LLY)	3.0	$4.9M	+46%	5.4k	905.44	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	3.0	$4.9M	+11%	238k	20.43	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	2.9	$4.7M	+15%	149k	31.26	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	2.3	$3.7M	+7%	110k	33.38	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	2.1	$3.4M	+5%	30k	115.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$3.3M	-15%	87k	38.42	View chart
Amazon (AMZN)	1.8	$2.9M		15k	193.25	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.8	$2.8M	+28%	51k	55.50	View chart
Palantir Technologies Cl A (PLTR)	1.6	$2.6M		102k	25.33	View chart
Constellation Energy (CEG)	1.5	$2.4M	-18%	12k	200.27	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.5	$2.4M	+58%	38k	62.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.5	$2.3M	+15%	56k	42.20	View chart
Wal-Mart Stores (WMT)	1.4	$2.3M	+505%	35k	67.71	View chart
Goldman Sachs (GS)	1.3	$2.1M	NEW	4.6k	452.32	View chart
First Tr Exchange Traded Indxx Aerospace (MISL)	1.2	$2.0M	+782%	71k	27.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$1.8M	-45%	4.8k	383.19	View chart
Ge Aerospace Com New (GE)	1.1	$1.8M	NEW	11k	158.97	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.1	$1.7M	NEW	74k	23.38	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$1.7M	+38%	13k	132.05	View chart
Select Sector Spdr Tr Indl (XLI)	0.9	$1.5M	+35%	13k	121.87	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$1.5M	+27%	5.8k	260.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.9	$1.5M	+309%	28k	54.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.9	$1.5M	+6%	46k	33.00	View chart
Chevron Corporation (CVX)	0.9	$1.5M	-30%	9.3k	156.42	View chart
Ishares Tr India 50 Etf (INDY)	0.7	$1.1M	+256%	21k	53.66	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$1.1M		14k	77.14	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.7	$1.1M	-82%	21k	51.65	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$978k	-67%	11k	86.57	View chart
PIMCO Strategic Global Government Fund (RCS)	0.5	$888k		143k	6.21	View chart
DNP Select Income Fund (DNP)	0.5	$857k	-5%	104k	8.22	View chart
Amgen (AMGN)	0.5	$838k		2.7k	312.42	View chart
Costco Wholesale Corporation (COST)	0.5	$821k	+12%	966.00	850.14	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$722k	-72%	22k	32.89	View chart
Texas Roadhouse (TXRH)	0.4	$721k	NEW	4.2k	171.71	View chart
Merck & Co (MRK)	0.4	$718k		5.8k	123.81	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$706k	-79%	16k	43.56	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.4	$696k		7.7k	89.91	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.4	$684k	NEW	22k	30.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$679k	+6%	6.7k	100.71	View chart
Coca-Cola Company (KO)	0.4	$646k		10k	63.65	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$600k	NEW	7.5k	79.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$594k	-6%	5.9k	100.84	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$590k	+8%	2.6k	229.58	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.4	$578k	+33%	19k	30.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$566k		5.1k	110.35	View chart
Tesla Motors (TSLA)	0.3	$555k	-15%	2.8k	197.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$521k	NEW	18k	28.92	View chart
Ball Corporation (BALL)	0.3	$455k	-57%	7.6k	60.02	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$415k	-8%	2.1k	197.47	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$412k	+18%	6.5k	63.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$410k	-4%	5.3k	77.76	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$370k	-41%	13k	29.58	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$364k	-30%	11k	33.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$346k	-29%	5.9k	58.64	View chart
Broadcom (AVGO)	0.2	$336k	-10%	209.00	1605.53	View chart
Chipotle Mexican Grill (CMG)	0.2	$335k	NEW	5.4k	62.65	View chart
Anthem (ELV)	0.2	$325k	-14%	600.00	541.86	View chart
Blackrock Health Sciences Trust (BME)	0.2	$318k	-17%	7.8k	40.85	View chart
Vanguard World Health Car Etf (VHT)	0.2	$309k		1.2k	265.98	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$303k	+8%	7.4k	40.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$287k	-18%	2.9k	99.50	View chart
Nucor Corporation (NUE)	0.2	$270k		1.7k	158.09	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$270k	+22%	3.6k	75.65	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$269k	-7%	5.5k	48.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$263k	-7%	15k	17.36	View chart
Ford Motor Company (F)	0.2	$261k		21k	12.54	View chart
First Tr Exchange-traded Nasdaq Buywrite (FTQI)	0.2	$259k		13k	20.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$258k	-12%	1.3k	194.80	View chart
WisdomTree Investments (WT)	0.2	$248k	NEW	25k	9.91	View chart
Canadian Natl Ry (CNI)	0.1	$220k		1.9k	118.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$212k	-29%	2.1k	100.41	View chart
Columbia Seligm Prem Tech Gr (STK)	0.1	$209k	-13%	6.3k	33.29	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$200k	-4%	3.8k	53.24	View chart
Purecycle Technologies (PCT)	0.1	$93k	NEW	16k	5.92	View chart

Past Filings by Owen LaRue

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

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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