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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, CSHI, QQQ, AAPL, COWZ, and represent 27.57% of Owen LaRue's stock portfolio.
Added to shares of these 10 stocks: CSHI (+$11M), DOW, BUCK, XOM, GLW, QQQI, UFO, AIRR, IWMI, GRNY.
Started 18 new stock positions in NFLX, GDMN, CPNM, GLW, COIN, MLPA, AMAT, IEMG, DOW, REMX. LITE, AXP, SNDK, XLI, XOM, GRNY, IBIT, UFO.
Reduced shares in these 10 stocks: SGOV, MARB, AMD, SLV, SVOL, CEG, OKE, MSFT, GRID, SOFI.
Sold out of its positions in ABBV, APP, CIBR, FTQI, FTXO, BUG, AGG, HOOD, SOFI, VNM.
Owen LaRue was a net buyer of stock by $5.2M.
Owen LaRue has $261M in assets under management (AUM), dropping by -0.91%.
Central Index Key (CIK): 0001965328

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Positions held by Owen LaRue consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Owen LaRue

Owen LaRue holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	8.0	$21M	-16%	208k	100.66	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	5.4	$14M	+322%	280k	49.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$14M	+4%	23k	577.18	View chart
Apple (AAPL)	4.6	$12M		47k	253.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.4	$12M		183k	62.56	View chart
Palantir Technologies Cl A (PLTR)	4.2	$11M	-4%	76k	146.28	View chart
JPMorgan Chase & Co. (JPM)	3.2	$8.3M	-7%	28k	294.16	View chart
NVIDIA Corporation (NVDA)	2.9	$7.5M	-4%	43k	174.40	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.5	$6.5M	+9%	165k	39.43	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	2.3	$6.0M	-10%	291k	20.75	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	2.3	$6.0M	+132%	256k	23.50	View chart
First Tr Exchange-traded Common Shs (FDD)	1.7	$4.4M	+3%	247k	17.81	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.7	$4.4M	+4%	110k	39.81	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.6	$4.3M	-23%	26k	163.58	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.6	$4.2M	+4%	133k	31.93	View chart
Wal-Mart Stores (WMT)	1.6	$4.2M		34k	124.28	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.5	$3.9M	+29%	76k	51.93	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.5	$3.8M		89k	42.54	View chart
Dow (DOW)	1.4	$3.7M	NEW	88k	41.65	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	1.4	$3.6M	-30%	233k	15.34	View chart
Ge Vernova (GEV)	1.4	$3.6M	-16%	4.1k	872.85	View chart
Microsoft Corporation (MSFT)	1.4	$3.6M	-27%	9.6k	370.17	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.3	$3.5M	+34%	71k	49.50	View chart
Johnson & Johnson (JNJ)	1.3	$3.5M	+5%	14k	244.44	View chart
DNP Select Income Fund (DNP)	1.3	$3.5M	-15%	337k	10.30	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.3	$3.4M	+47%	68k	49.69	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.2	$3.2M	+21%	64k	49.37	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.0	$2.7M	-23%	64k	42.31	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	0.9	$2.5M	-10%	91k	27.17	View chart
Amazon (AMZN)	0.9	$2.4M	+8%	12k	208.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$2.0M	+2%	40k	50.81	View chart
Broadcom (AVGO)	0.8	$2.0M	-26%	6.4k	309.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.9M		78k	24.75	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.7	$1.9M	-39%	81k	23.56	View chart
Tesla Motors (TSLA)	0.7	$1.9M	+25%	5.0k	371.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$1.8M	-2%	8.2k	218.76	View chart
Goldman Sachs (GS)	0.7	$1.8M	+76%	2.1k	846.18	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$1.7M	+11%	23k	70.84	View chart
Ge Aerospace Com New (GE)	0.6	$1.7M	-3%	5.8k	283.77	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.6	$1.6M		62k	25.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$1.6M	+31%	4.3k	367.44	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.5M	NEW	9.0k	169.67	View chart
Celestica (CLS)	0.6	$1.5M		5.4k	281.68	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.6	$1.5M		55k	27.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$1.5M	-44%	37k	40.19	View chart
Citigroup Com New (C)	0.6	$1.5M	-9%	13k	113.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$1.4M	+36%	20k	68.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.4M	+42%	12k	112.11	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.5	$1.3M	+333%	11k	110.78	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.5	$1.2M		28k	44.71	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.5	$1.2M	+320%	26k	47.40	View chart
Corning Incorporated (GLW)	0.5	$1.2M	NEW	8.6k	135.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$1.1M	-3%	15k	75.19	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$1.1M	+31%	44k	25.55	View chart
Constellation Energy (CEG)	0.4	$1.1M	-57%	3.9k	279.23	View chart
Amgen (AMGN)	0.4	$1.1M		3.0k	351.87	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.4	$1.0M	NEW	23k	44.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$991k	+21%	32k	30.68	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$972k	+5%	25k	38.42	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.4	$967k	-7%	28k	34.30	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.3	$910k	NEW	38k	23.87	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$888k	-28%	6.7k	133.19	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$868k		3.4k	257.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$861k	+44%	4.4k	196.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$843k	NEW	22k	38.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$834k	NEW	5.2k	161.73	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.3	$820k	-43%	33k	24.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$802k	-35%	2.1k	390.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$801k	+25%	2.1k	383.36	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$797k	NEW	11k	69.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$783k	-21%	14k	55.52	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.3	$750k	-82%	36k	20.70	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$728k	-13%	25k	29.36	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.3	$704k	NEW	8.0k	88.00	View chart
Lumentum Hldgs (LITE)	0.3	$703k	NEW	1.0k	702.76	View chart
American Centy Etf Tr Focused Dynamic (FDG)	0.3	$668k	-8%	5.9k	114.05	View chart
Global X Fds Global X Uranium (URA)	0.3	$664k		14k	48.43	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$644k		5.0k	128.11	View chart
Chevron Corporation (CVX)	0.2	$640k		3.1k	206.88	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$610k		21k	29.13	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.2	$593k	NEW	11k	53.87	View chart
Advanced Micro Devices (AMD)	0.2	$591k	-79%	2.9k	203.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$580k	-13%	11k	54.05	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$544k		16k	34.41	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$540k	-27%	20k	27.23	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$520k	+52%	8.4k	61.64	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$506k	-29%	6.4k	79.56	View chart
Calamos Etf Tr Nasdaq 100 Strut (CPNM)	0.2	$497k	NEW	19k	26.07	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.2	$491k	-7%	18k	26.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$487k		2.0k	240.04	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$483k	-12%	4.1k	117.18	View chart
Global X Fds Msci Supdiv Ea (EFAS)	0.2	$480k	+34%	23k	21.18	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$478k	+21%	10k	46.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$477k	-4%	1.1k	430.29	View chart
American Express Company (AXP)	0.2	$470k	NEW	1.6k	302.39	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.2	$443k	+101%	17k	26.56	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$418k	-4%	8.9k	47.03	View chart
Netflix (NFLX)	0.2	$402k	NEW	4.2k	96.15	View chart
Costco Wholesale Corporation (COST)	0.2	$392k	-11%	393.00	997.66	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$378k	-85%	5.5k	68.14	View chart
Eli Lilly & Co. (LLY)	0.1	$377k	-5%	410.00	919.48	View chart
Caterpillar (CAT)	0.1	$356k		502.00	708.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$354k		593.00	597.55	View chart
Oneok (OKE)	0.1	$349k	-80%	3.9k	90.39	View chart
Arista Networks Com Shs (ANET)	0.1	$326k	+2%	2.7k	122.78	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$316k		3.4k	93.66	View chart
Coinbase Global Com Cl A (COIN)	0.1	$305k	NEW	1.7k	174.61	View chart
Wisdomtree Tr Efficient Gld Pl (GDMN)	0.1	$299k	NEW	3.0k	101.19	View chart
Rocket Lab Corp (RKLB)	0.1	$283k	-11%	4.4k	64.22	View chart
Meta Platforms Cl A (META)	0.1	$260k	+8%	455.00	571.98	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$248k		4.9k	50.66	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$245k		4.6k	52.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$239k		3.2k	75.09	View chart
Coca-Cola Company (KO)	0.1	$232k		3.1k	76.04	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$230k	-9%	6.9k	33.22	View chart
Sandisk Corp (SNDK)	0.1	$229k	NEW	360.00	635.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$218k	-4%	759.00	287.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$217k		3.1k	70.17	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$211k	-58%	4.2k	50.15	View chart
Applied Materials (AMAT)	0.1	$211k	NEW	618.00	341.77	View chart
Ionq Inc Pipe (IONQ)	0.1	$209k	-17%	7.2k	28.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$204k		314.00	650.52	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$189k		11k	17.75	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$183k		13k	14.04	View chart
PIMCO Strategic Global Government Fund (RCS)	0.1	$179k	-36%	33k	5.36	View chart
Ford Motor Company (F)	0.1	$147k	-7%	13k	11.54	View chart
PIMCO Global StocksPLUS & Income Fund (PGP)	0.0	$98k		12k	8.33	View chart
Purecycle Technologies (PCT)	0.0	$72k	-2%	14k	5.19	View chart

Past Filings by Owen LaRue

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

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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