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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, QQQ, AAPL, COWZ, NVDA, and represent 23.96% of Owen LaRue's stock portfolio.
Added to shares of these 10 stocks: SMH, SVOL, XBI, IWMI, QQQI, MGK, WMT, MS, MRNA, VLO.
Started 22 new stock positions in NBIS, MS, ARKQ, FTQI, ORCL, RF, CIBR, SCHA, Tesla Motors Inc cmn, VXUS. CSX, ILF, MRK, IREN, MRNA, VLO, LST, MO, XBI, BLOX, RTX, AIQ.
Reduced shares in these 10 stocks: CSHI (-$5.5M), DOW, JPM, SGOV, , AVGO, FGD, SDVY, GEV, NLR.
Sold out of its positions in ANET, COIN, DOW, XOM, MLPA, NFLX, GLD, NLR, REMX, GDMN.
Owen LaRue was a net buyer of stock by $5.9M.
Owen LaRue has $288M in assets under management (AUM), dropping by 10.38%.
Central Index Key (CIK): 0001965328

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Portfolio Holdings for Owen LaRue

Owen LaRue holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mth Treasury (SGOV)	6.4	$18M	-12%	183k	100.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.2	$18M	+3%	24k	736.39	View chart
Apple (AAPL)	4.5	$13M	-5%	45k	289.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.9	$11M	-2%	179k	62.20	View chart
NVIDIA Corporation (NVDA)	3.0	$8.6M		43k	200.09	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	2.9	$8.4M	-39%	170k	49.81	View chart
Palantir Technologies Cl A (PLTR)	2.8	$7.9M	-9%	68k	116.67	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	2.6	$7.4M	+98%	463k	16.04	View chart
JPMorgan Chase & Co. (JPM)	2.3	$6.6M	-28%	20k	327.33	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	2.2	$6.5M	+67%	114k	56.79	View chart
First Tr Exchange-traded Inter Grade Etf (FIIG)	2.2	$6.2M	+2%	299k	20.71	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.1	$6.0M	-15%	139k	43.14	View chart
Wal-Mart Stores (WMT)	1.9	$5.4M	+42%	48k	113.26	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	1.9	$5.3M	-10%	228k	23.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.8	$5.3M	+287%	8.1k	655.87	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.8	$5.1M		27k	191.75	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.7	$4.8M	+2%	113k	42.72	View chart
First Tr Exchange-traded Common Shs (FDD)	1.6	$4.7M	+3%	255k	18.55	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$4.5M	+12%	86k	52.34	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	1.5	$4.3M	+213%	81k	53.52	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.4	$4.0M	-7%	82k	49.28	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$4.0M	+14%	81k	49.55	View chart
Ge Vernova (GEV)	1.3	$3.8M	-19%	3.3k	1174.84	View chart
Microsoft Corporation (MSFT)	1.3	$3.6M		9.7k	373.04	View chart
Johnson & Johnson (JNJ)	1.3	$3.6M		14k	253.97	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.2	$3.5M	+3%	66k	53.09	View chart
DNP Select Income Fund (DNP)	1.2	$3.4M	-6%	316k	10.79	View chart
Spdr Series Trust St Str Sp Biot (XBI)	1.1	$3.1M	NEW	20k	158.25	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.0	$3.0M	-29%	93k	31.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$2.8M	+44%	18k	161.54	View chart
Amazon (AMZN)	1.0	$2.7M		12k	238.34	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$2.7M	+14%	46k	58.92	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.8	$2.4M	-11%	57k	42.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$2.3M	+36%	28k	81.06	View chart
Corning Incorporated (GLW)	0.8	$2.2M		8.6k	255.43	View chart
Tesla Motors (TSLA)	0.8	$2.2M	+3%	5.2k	420.60	View chart
Ge Aerospace Com New (GE)	0.8	$2.2M		5.8k	373.73	View chart
Celestica (CLS)	0.7	$2.2M	+9%	5.9k	364.80	View chart
Goldman Sachs (GS)	0.7	$2.2M	+2%	2.1k	1011.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$2.1M		77k	27.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$2.1M	+454%	24k	87.91	View chart
Calamos Etf Tr Nasd 100 St Sept (CPNS)	0.7	$2.1M	-18%	74k	28.11	View chart
Citigroup Com New (C)	0.7	$2.0M	+11%	15k	139.96	View chart
Simplify Exchange Traded Fun Targe 15 Etf (XV)	0.7	$2.0M		80k	24.78	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$1.9M	-3%	7.9k	242.42	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$1.8M	+2%	38k	47.20	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$1.7M	+25%	29k	59.71	View chart
Advanced Micro Devices (AMD)	0.6	$1.7M	+3%	3.0k	580.91	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$1.6M	+24%	55k	29.40	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.6	$1.6M	-2%	61k	26.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$1.6M	+3%	12k	133.25	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$1.6M		2.0k	763.14	View chart
Calamos Etf Tr Russe 2000 Octob (CPRO)	0.5	$1.5M	-2%	54k	28.18	View chart
Morgan Stanley Com New (MS)	0.5	$1.5M	NEW	7.0k	209.04	View chart
Moderna (MRNA)	0.5	$1.4M	NEW	20k	70.03	View chart
Valero Energy Corporation (VLO)	0.5	$1.3M	NEW	5.0k	260.44	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.4	$1.2M	-3%	27k	45.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.2M	+19%	39k	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.2M	-11%	13k	90.10	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.4	$1.1M	+4%	40k	27.65	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$1.1M	-3%	25k	44.48	View chart
Amgen (AMGN)	0.4	$1.1M		3.0k	362.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.1M	+3%	3.5k	306.26	View chart
American Express Company (AXP)	0.4	$1.0M	+96%	3.1k	338.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M	+6%	4.7k	217.93	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.3	$983k	+85%	31k	31.76	View chart
Constellation Energy (CEG)	0.3	$961k		3.9k	248.34	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.3	$959k	-17%	19k	50.67	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$955k		5.2k	185.23	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.3	$955k	-3%	27k	35.09	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$946k		11k	82.84	View chart
Broadcom (AVGO)	0.3	$907k	-62%	2.4k	377.74	View chart
Lumentum Hldgs (LITE)	0.3	$883k	+2%	1.0k	858.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$869k		14k	61.46	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.3	$785k	-4%	24k	32.97	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.3	$775k		5.8k	133.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$747k	+2%	23k	33.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$736k		5.0k	146.41	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$718k	-16%	28k	25.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$708k		21k	33.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$700k		2.0k	342.84	View chart
First Tr Exch Traded Fd Iii Equity Market Ne	0.2	$683k	-8%	33k	20.64	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$678k	+20%	10k	67.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$640k		11k	59.69	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$580k	+9%	11k	51.78	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$572k	-4%	15k	37.96	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$555k		4.1k	134.72	View chart
Global X Fds Msci Supdiv Ea (EFAS)	0.2	$536k	+10%	25k	21.36	View chart
Ionq Inc Pipe (IONQ)	0.2	$535k	+38%	10k	53.26	View chart
Chevron Corporation (CVX)	0.2	$529k	+3%	3.2k	165.75	View chart
Caterpillar (CAT)	0.2	$525k		493.00	1065.09	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$511k		6.4k	79.97	View chart
Calamos Etf Tr Nasdaq 100 Strut (CPNM)	0.2	$510k		19k	26.78	View chart
Calamos Etf Tr Russe 2000 July (CPRJ)	0.2	$496k		18k	27.67	View chart
Eli Lilly & Co. (LLY)	0.2	$492k		410.00	1200.08	View chart
Tidal Trust Ii Nicholas Crypto (BLOX)	0.2	$486k	NEW	31k	15.56	View chart
Sandisk Corp (SNDK)	0.2	$478k	-41%	210.00	2273.73	View chart
Merck & Co (MRK)	0.2	$465k	NEW	3.6k	128.50	View chart
Rocket Lab Corp (RKLB)	0.2	$454k		4.5k	101.65	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$445k	NEW	6.8k	65.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$431k	+5%	628.00	686.81	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$429k		8.9k	48.18	View chart
Global X Fds Global X Uranium (URA)	0.1	$402k	-32%	9.2k	43.70	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$389k		3.4k	114.89	View chart
Applied Materials (AMAT)	0.1	$387k	-13%	535.00	723.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$372k	NEW	4.3k	85.49	View chart
Iren Ordinary Shares (IREN)	0.1	$369k	NEW	8.1k	45.73	View chart
Costco Wholesale Corporation (COST)	0.1	$368k		394.00	934.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$351k	+29%	983.00	357.19	View chart
Nebius Group Shs Class A (NBIS)	0.1	$315k	NEW	1.1k	276.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$301k	NEW	8.3k	36.13	View chart
Tesla Call Call Option	0.1	$294k	NEW	1.2k	245.01	View chart
Oneok (OKE)	0.1	$293k	-12%	3.4k	86.94	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$290k	-46%	11k	27.33	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$286k	NEW	2.2k	132.22	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$280k	NEW	3.1k	89.85	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$270k	-9%	5.0k	53.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$266k		3.2k	83.75	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$263k		6.9k	37.94	View chart
Meta Platforms Cl A (META)	0.1	$256k		455.00	563.42	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$254k		4.9k	51.37	View chart
Oracle Corporation (ORCL)	0.1	$249k	NEW	1.7k	146.58	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$246k		4.6k	53.19	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$242k	-3%	13k	19.32	View chart
Coca-Cola Company (KO)	0.1	$241k	-2%	3.0k	81.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$235k		315.00	746.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$235k		3.1k	75.79	View chart
Altria (MO)	0.1	$219k	NEW	3.0k	71.95	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$219k	NEW	9.9k	22.09	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$219k		4.2k	51.51	View chart
Regions Financial Corporation (RF)	0.1	$218k	NEW	7.2k	30.20	View chart
CSX Corporation (CSX)	0.1	$216k	NEW	4.5k	47.53	View chart
Managed Portfolio Ser Leuthold Select (LST)	0.1	$214k	NEW	4.6k	46.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$208k	NEW	1.1k	189.73	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$203k	NEW	6.0k	33.75	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$192k		11k	17.88	View chart
Ford Motor Company (F)	0.1	$175k		13k	13.90	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$151k	-17%	28k	5.45	View chart
Purecycle Technologies (PCT)	0.0	$112k		14k	8.11	View chart
PIMCO Global StocksPLUS & Income Fund (PGP)	0.0	$102k		12k	8.62	View chart

Past Filings by Owen LaRue

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

Owen LaRue 2026 Q2 filed July 22, 2026
Owen LaRue 2026 Q1 filed April 30, 2026
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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