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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 30.33% of Owen LaRue's stock portfolio.
Added to shares of these 10 stocks: SDVY, SGOV, GEV, BTGD, CPRO, SHLD, VWO, PAVE, CLS, CGDV.
Started 26 new stock positions in CGMM, PLTR, SPLV, CPRO, HOOD, SOFI, GOOGL, BINC, PAVE, OKLO.
Reduced shares in these 10 stocks: QYLD, INDY, , JPM, SPHQ, GS, MSFT, KMI, MLPA, WMT.
Sold out of its positions in T, CME, CHWY, MLPX, MLPA, AIQ, IBM, INDY, PGR, RBRK. NOW, VHT, VIRT.
Owen LaRue was a net buyer of stock by $430k.
Owen LaRue has $254M in assets under management (AUM), dropping by 8.08%.
Central Index Key (CIK): 0001965328

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Portfolio Holdings for Owen LaRue

Owen LaRue holds 117 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	10.1	$26M	+9%	254k	100.70	View chart
Palantir Technologies Cl A (PLTR)	6.0	$15M	-5%	83k	182.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$13M	+3%	22k	600.37	View chart
Apple (AAPL)	4.9	$12M	-7%	49k	254.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.3	$11M		190k	57.47	View chart
NVIDIA Corporation (NVDA)	3.9	$9.9M	+4%	53k	186.58	View chart
JPMorgan Chase & Co. (JPM)	3.8	$9.7M	-18%	31k	315.43	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.3	$8.4M	+81%	222k	38.02	View chart
Microsoft Corporation (MSFT)	2.8	$7.1M	-21%	14k	517.94	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	2.8	$7.1M	+9%	335k	21.23	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	2.4	$6.0M	+20%	40k	151.08	View chart
Ionq Inc Pipe (IONQ)	1.8	$4.7M	+23%	76k	61.50	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	1.8	$4.5M	-3%	224k	20.30	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.6	$4.0M		93k	43.30	View chart
DNP Select Income Fund (DNP)	1.6	$4.0M	+9%	396k	10.01	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.6	$3.9M		106k	37.31	View chart
Ge Vernova (GEV)	1.4	$3.6M	+120%	5.9k	614.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.4	$3.5M	+62%	83k	42.03	View chart
Wal-Mart Stores (WMT)	1.3	$3.4M	-33%	33k	103.06	View chart
First Tr Exchange-traded Common Shs (FDD)	1.3	$3.2M	+31%	200k	16.15	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.3	$3.2M	+9%	111k	28.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.2	$3.1M	+14%	72k	43.92	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	1.2	$3.1M	+35%	171k	18.00	View chart
Constellation Energy (CEG)	1.2	$3.0M	-9%	9.3k	329.05	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	1.1	$2.8M	-3%	104k	26.95	View chart
Broadcom (AVGO)	1.1	$2.7M		8.2k	329.90	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$2.6M	+154%	37k	70.24	View chart
Amazon (AMZN)	0.9	$2.4M		11k	219.57	View chart
Advanced Micro Devices (AMD)	0.9	$2.4M	-6%	15k	161.79	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.9	$2.2M		42k	52.30	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.9	$2.2M	+48%	16k	135.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$2.2M		7.3k	293.81	View chart
Ge Aerospace Com New (GE)	0.8	$1.9M	-12%	6.4k	300.80	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.8	$1.9M	+32%	39k	49.72	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$1.9M		9.0k	209.25	View chart
Tidal Trust Ii Stkd 100 Bitcoin (BTGD)	0.7	$1.8M	NEW	41k	43.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.8M	+6%	76k	23.28	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.7	$1.8M	NEW	66k	26.68	View chart
Tesla Motors (TSLA)	0.7	$1.7M	-31%	3.9k	444.72	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.7	$1.7M		68k	25.26	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.7	$1.7M	+109%	31k	54.20	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$1.7M	+22%	34k	49.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$1.6M	-42%	3.2k	490.38	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$1.5M	-61%	90k	17.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$1.4M	-59%	20k	73.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.4M	NEW	26k	54.18	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.5	$1.4M	NEW	29k	47.63	View chart
Celestica (CLS)	0.5	$1.3M	NEW	5.4k	246.38	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$1.2M		28k	41.45	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$1.1M	-30%	43k	25.85	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.4	$1.1M	NEW	39k	28.39	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.4	$1.1M		32k	33.82	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$1.0M		13k	81.19	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$985k	+5%	36k	27.75	View chart
Sofi Technologies (SOFI)	0.4	$954k	NEW	36k	26.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$941k	-17%	2.6k	355.47	View chart
Goldman Sachs (GS)	0.4	$939k	-68%	1.2k	796.17	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$930k	NEW	18k	53.24	View chart
Stock Yards Ban (SYBT)	0.4	$911k		13k	69.99	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$907k	+141%	23k	39.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$885k	+10%	2.2k	402.42	View chart
Amgen (AMGN)	0.3	$845k		3.0k	282.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$839k	-15%	13k	67.26	View chart
Altria (MO)	0.3	$778k		12k	66.06	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.3	$772k		6.4k	120.44	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.3	$759k	NEW	29k	26.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$734k		5.2k	142.42	View chart
Rocket Lab Corp (RKLB)	0.3	$721k	NEW	15k	47.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$698k	-34%	12k	57.52	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$690k	-13%	14k	50.90	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$686k	-11%	20k	34.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$667k		21k	31.91	View chart
Costco Wholesale Corporation (COST)	0.2	$630k	-66%	680.00	925.92	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$629k	+6%	5.2k	120.66	View chart
Global X Fds Global X Uranium (URA)	0.2	$610k	+37%	13k	47.67	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$551k		28k	19.80	View chart
PIMCO Strategic Global Government Fund (RCS)	0.2	$531k	-14%	70k	7.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$516k	+2%	2.0k	256.43	View chart
Kinder Morgan (KMI)	0.2	$513k	-79%	18k	28.31	View chart
Chevron Corporation (CVX)	0.2	$509k		3.3k	155.27	View chart
Coreweave Com Cl A (CRWV)	0.2	$472k	NEW	3.5k	136.85	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$422k	-3%	9.1k	46.24	View chart
Rigetti Computing Common Stock (RGTI)	0.2	$417k		14k	29.79	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$406k	-4%	5.3k	76.01	View chart
Oklo Com Cl A (OKLO)	0.2	$391k	NEW	3.5k	111.63	View chart
Arista Networks Com Shs (ANET)	0.1	$378k		2.6k	145.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$351k	-7%	573.00	612.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$336k	+8%	12k	27.30	View chart
Eli Lilly & Co. (LLY)	0.1	$332k	-41%	435.00	762.23	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$330k	-2%	3.4k	98.60	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$306k	NEW	2.1k	143.18	View chart
Meta Platforms Cl A (META)	0.1	$305k	+3%	415.00	735.23	View chart
Applovin Corp Com Cl A (APP)	0.1	$298k	NEW	415.00	718.54	View chart
TTM Technologies (TTMI)	0.1	$288k	NEW	5.0k	57.60	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$283k	-5%	8.1k	35.19	View chart
Palantir Technologies Call	0.1	$279k	NEW	37.00	7551.24	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$273k	+9%	4.7k	58.72	View chart
Coca-Cola Company (KO)	0.1	$272k	+2%	4.1k	66.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$259k	+3%	2.6k	100.24	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$256k	-32%	7.2k	35.43	View chart
Caterpillar (CAT)	0.1	$244k	NEW	512.00	477.02	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$244k	NEW	4.8k	50.70	View chart
Williams Companies (WMB)	0.1	$235k		3.7k	63.35	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$229k	NEW	4.7k	48.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$225k		3.2k	71.36	View chart
Blackrock Health Sciences Trust (BME)	0.1	$225k	-11%	6.0k	37.23	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$224k	NEW	2.3k	96.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$222k	NEW	913.00	243.07	View chart
Microsoft Corp Call	0.1	$219k	NEW	14.00	15659.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$219k	NEW	3.0k	73.48	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$215k	NEW	1.9k	111.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$210k	NEW	3.1k	68.09	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$191k		11k	18.24	View chart
Ford Motor Company (F)	0.1	$164k		14k	11.96	View chart
Prime Medicine (PRME)	0.0	$105k	NEW	19k	5.54	View chart
PIMCO Global StocksPLUS & Income Fund (PGP)	0.0	$99k		12k	8.55	View chart
Blackberry (BB)	0.0	$53k	-58%	11k	4.88	View chart

Past Filings by Owen LaRue

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

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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